Be in the know. 17 key reads for Wednesday…

  1. China’s Xi announces another infrastructure push as Covid drags on (cnbc)
  2. China’s central bank steps in to slow the rapidly weakening yuan (cnbc)
  3. PBOC & State Council Lift Internet and Consumption Plays (chinalastnight)
  4. Microsoft Rises on Cloud Growth, Alphabet Tumbles on a YouTube Miss (barrons)
  5. Amazon earnings preview: Analysts anticipate Prime Day will take place in Q3 (marketwatch)
  6. Apple’s Huge Buyback Will Need to Come With Blowout Earnings (bloomberg)
  7. Meta Platforms’ Earnings Are Today. Watch the Ad Picture. (barrons)
  8. The Exodus From Bond Funds Is Creating Bargains (barrons)
  9. Alphabet Earnings Disappoint. (barrons)
  10. Paying Dividends: Gap, Foot Locker, Other Cheap Mid-Caps Offer Yields Around 5% (barrons)
  11. Germany Slashes Growth Forecast on Spillover From Ukraine War (bloomberg)
  12. Boeing posts loss as it grapples with delays on commercial and defense programs (cnbc)
  13. The bond market has crashed. Why one strategist says embrace the pain and get back in. (marketwatch)
  14. These 21 large-cap stocks have now crashed at least 50% (marketwatch)
  15. Hong Kong’s New Travel Easing Leaves Business Still Wanting More (bloomberg)
  16. Visa (V) Shares Soar as Rapid Travel Recovery Fuels Strong Beat, Analyst Says There’s a Lot to Like (streetinsider)
  17. China’s top chip maker SMIC has two-thirds of Shanghai workers sleeping in factory as lockdown threatens semiconductor supply chain (scmp)

Be in the know. 30 key reads for Tuesday…

  1. China Tech Stocks Rebound as Beijing Renews Policy Support (bloomberg)
  2. China’s Xi Pushing to Beat the U.S. in GDP Growth Despite Covid Lockdowns (wsj)
  3. Citi Strategists See Stocks Selloff Easing on Futures, Flows (bloomberg)
  4. The stock market is poised to rebound this week as corporate buybacks return, JPMorgan’s quant guru says (businessinsider)
  5. HSBC CFO: We Are Big China Bulls (bloomberg)
  6. KraneShares’ Brendan Ahern breaks down China’s ‘investability’ (cnbc)
  7. Boeing Aims for Defense Buildup (wsj)
  8. China Central Bank Seeks to Calm Markets With Support Pledge (bloomberg)
  9. Industrial Metals Bounce as China Steps Up Support for Economy (bloomberg)
  10. China Pledges To Support Markets After Stock Rout, But Traders Demand More (zerohedge)
  11. China Politburo Pressured to Help Economy as Covid Spreads (bloomberg)
  12. Nuclear Power Could Help Europe Cut Its Russia Ties (nytimes)
  13. Shanghai’s Lockdown Missteps Undermine Financial Hub Ambitions (bloomberg)
  14. Xi Is Trapped in His Own China Lockdown Policy (bloomberg)
  15. China Lets Banks Ease Financing to Distressed Developers (bloomberg)
  16. China Cuts Banks’ Foreign Exchange Reserve Ratio to Curb Yuan Weakness (bloomberg)
  17. Ford Launches Its F-150 Electric Truck Today. Tesla, Watch Out. (barrons)
  18. Alibaba Stock Rises After China Signals Economic Support. (barrons)
  19. United Airlines Bets Big on Transatlantic Travel. It Just Added 30 Flights for the Summer. (barrons)
  20. UPS Beats Earnings Estimates. That Should Be a Relief. (barrons)
  21. PepsiCo Tops Earnings Estimates and Boosts Organic Revenue Forecast (barrons)
  22. How Elon Musk Won Twitter (wsj)
  23. These People Who Quit Jobs During the Pandemic Say They Have Regrets (wsj)
  24. Covid Pills to Become More Widely Available (wsj)
  25. ‘Strong Recovery’: Resilient Consumers Ease U.S. Recession Worry (bloomberg)
  26. RBC: The big challenges that have frightened investors are now priced into stocks, paving the way for a rally. Here’s what to buy and why the firm says 23% upside is possible this year. (businessinsider)
  27. GOLDMAN SACHS: These 6 charts show whether a recession will be necessary to tame skyrocketing inflation (businessinsider)
  28. China Is Running Out of Ways to Stem Self-Made Market Meltdown (yahoo)
  29. Why semiconductor stocks are ‘almost uninvestable’ despite record earnings amid a global shortage (marketwatch)
  30. New home sales decline in March (marketwatch)