- Alibaba (BABA) Price is ‘Attractive’, Citi Sees Potential for Shares to Rally 70%+ (streetinsider)
- Xi Aide Likely to Be Next Economy Czar Stresses Need for Growth (bloomberg)
- Why no news may be good news for China-watching investors (reuters)
- 10 Markets Where Sellers Are Cutting Home Prices the Most (barrons)
- China’s Communist party at the forefront as Xi Jinping’s coronation looms (ft)
- Did something break? What stock-market investors need to know about U.K. financial chaos. (marketwatch)
- Will something break? What’s next for global financial markets after U.K. meltdown. (marketwatch)
- Things Are Starting to Break. But the Fed and BoE Aren’t Done Hiking. (barrons)
- The Dollar Rises Again. But China Is Ready to Fight Back Against a Weak Yuan. (barrons)
- Bank of England Buys Bonds in Bid to Stop Spread of Crisis (wsj)
- Alzheimer’s Blockbuster Might Spur Investor Bonanza, Higher Medicare Costs (wsj)
- ‘Do not bet’: China’s central bank warns against yuan speculation (cnbc)
- Final GDP reading shows US economy shrank 0.6% in the spring, cementing start of recession (foxbusiness)
- The Big Read. Europe’s energy plan: is it enough to get through winter? (ft)
- Russia to annex four Ukrainian regions (ft)
3 down, 1 to go Stock Market (and Sentiment Results)…
In last week’s note, we laid out our case as to why a walk-back might be in the cards – as it relates to the Fed’s ultra-hawkish stance:
Continue reading “3 down, 1 to go Stock Market (and Sentiment Results)…”
Where is the money flowing today?
Be in the know. 12 key reads for Wednesday…
- Biogen Shares Soar Premarket on Promising Alzheimer’s Study (wsj)
- Fed’s Charles Evans ‘a little nervous’ about rate hikes as recession fears mount (nypost)
- The 10 Hottest Stocks for the Long Haul (barrons)
- 2 Charts That Show When the Stock Market Will Bounce Back (barrons)
- This Stock Is on Pace for Its Worst Quarter Since 1973 (barrons)
- Bank Of England Capitulates: Restarts QE Due To “Significant Dysfunction” In Bond Market, “Material Risk” To Financial Stability (zerohedge)
- Pony Ma explains Tencent’s vision for the future of the internet (scmp)
- Mainland Rebounds on Zero COVID Dial Back, Healthcare Equipment Loans Raise Sector (chinalastnight)
- Drug Slows Progression of Alzheimer’s in Big Trial (bloomberg)
- China Warns Yuan Speculators They Will Lose Money in Long Term (bloomberg)
- Big Pharma Is Chasing a $55 Billion Prize of Safer Blood Thinners (bloomberg)
- Epic Bond Collapse Is Met by a Growing Chorus It’s Time to Buy (bloomberg)
Where is the money flowing today?
Quote of the Day…
Tom Hayes – Fintech TV Appearance – 9/27/2022
CGTN America – Thomas Hayes – Chairman of Great Hill Capital – September 27, 2022
Watch in HD directly on Fintech TV
Be in the know. 15 key reads for Tuesday…
- Fed’s Evans says he’s getting a little nervous about going too far, too fast with rate hikes (cnbc)
- Everybody Is Feeling Bad These Days. Why That’s Actually Good for the Market. (barrons)
- Don’t Hide When Markets Tank. Instead, Seek Out Opportunity. (barrons)
- Rents Drop for First Time in Two Years After Climbing to Records (wsj)
- China’s Central Bank Moves Further to Bolster the Yuan (wsj)
- Casino Shares Gain on Hopes of Renewed Tourism in Macau (wsj)
- Gundlach Starts Buying After Worst US Treasury Rout in Decades (bloomberg)
- Deflation Risks Loom in China Amid Property Crisis, Survey Shows (bloomberg)
- Pound steadies after hitting record low as investors weigh the chances of the Bank of England stepping in (businessinsider)
- The conditions needed for a stock market bottom are forming as investors get overly bearish, JPMorgan says (businessinsider)
- Lumber Prices Fall Back to Pre-Covid Levels (wsj)
- JPMorgan’s Kolanovic: ‘Stocks are Looking Increasingly Cheap’ (streetinsider)
- Hong Kong confident of attracting lost talent with ‘0+3’ travel rule (scmp)
- US Business Equipment Orders Rise by Most Since Start of Year (bloomberg)
- German Nuclear Power Extension More Likely, Minister Says (bloomberg)