Be in the know. 22 key reads for Tuesday…

  1. S. Retail Sales Jump by Most Since March, Topping Forecasts (bloomberg)
  2. Biden-Xi virtual meeting ends with both sides calling for more cooperation amid tensions (cnbc)
  3. China Looks a Lot Like Japan Did in the 1980s (bloomberg)
  4. Uber (UBER) CEO Buys $9 Million in Stock (streetinsider)
  5. Walmart Boosts Outlook as Sales Rise Despite Inflation (bloomberg)
  6. Home Depot Stock Is Gaining as Earnings Show People Are Still Fixing Up Homes (barrons)
  7. Biden’s Inflation Solution May Be Staring Him in the Face—China (barrons)
  8. Fund managers make their biggest bets on U.S. stocks in 8 years as growth fears recede (marketwatch)
  9. It’s Down to Powell or Brainard. A Fed Chair Announcement Is ‘Imminent.’ (barrons)
  10. Vodafone Raises Earnings and Free Cash Flow Guidance (barrons)
  11. Berkshire Hathaway Sells Merck Shares, Buys Royalty Pharma Stake (barrons)
  12. Biden, Xi Cool Down Hostilities in Virtual Meeting (wsj)
  13. China Posts Robust Growth in Factory Output and Consumer Spending (wsj)
  14. Ocean Shipping Rates Fall but Ports Are Still Jammed (wsj)
  15. Pfizer Moves to Allow Cheap Versions of Promising Covid Pill (bloomberg)
  16. China Releases 36,000-Word Document Expected to Extend Xi’s Rule (bloomberg)
  17. Chinese livestreamers can rake in billions of dollars in hours. How long will it last? (cnbc)
  18. Boeing gets 737 MAX order worth $9 billion from Akasa Air (marketwatch)
  19. This Is What Hedge Funds Bought And Sold In Q3: Complete 13F Summary (zerohedge)
  20. Goldman Sachs forecasts modest rise for S&P 500 index in 2022 (streetinsider)
  21. Germany suspends certification of Nord Stream 2 pipeline (ft)
  22. Investors lulled into ‘dreamland’ by central banks, warns Bill Gross (ft)

Be in the know. 17 key reads for Monday…

  1. Powell or Brainard as Fed Chief? Biden to Make a Pick Soon. (barrons)
  2. The Math Behind GE’s Breakup Makes Sense. Here’s How. (barrons)
  3. Boeing’s stock would add nearly 50 points to the Dow after announcement of converted freighter orders (marketwatch)
  4. S., China Seeking to Stabilize Ties With Biden-Xi Summit (bloomberg)
  5. China’s retail sales beat forecasts in October, despite property market slump (cnbc)
  6. Why the Internet Is Turning Into QVC (New York Times)
  7. What Does Inflation Mean for American Businesses? For Some, Bigger Profits (Wall Street Journal)
  8. COP26 Opens Path to International Carbon Trading (Wall Street Journal)
  9. Airbus Says It Can’t Meet Current Demand for Single-Aisle Jets (Wall Street Journal)
  10. What’s Driving Xi Jinping’s Economic Revamp? China’s Social Mobility Has Stalled (Wall Street Journal)
  11. For Whom Does This Bell Toll? Dallas Billionaire Harlan Crow (Wall Street Journal)
  12. The Energy Report 11/15/2021 (Phil Flynn)
  13. China’s Coal Addiction Runs Deeper Than Economics (Wall Street Journal)
  14. Boeing ‘Encouraged’ by Signs China May Soon Clear Max to Fly (bloomberg)
  15. India opens its doors to quarantine-free travel for tourists from 99 countries (cnbc)
  16. Market Bets on a Fed Interest-Rate Mistake (Wall Street Journal)
  17. The oldest asset class of all still dominates modern wealth (Financial Times)

Be in the know. 11 key reads for Sunday…

  1. China satisfied with Boeing 737 MAX changes, seeks industry feedback – document (Reuters)
  2. Week Before Thanksgiving, DJIA up 19 of 28, but weaker lately (Almanac Trader)
  3. ECRI Weekly Leading Index Update (advisorperspectives)
  4. So what is “the metaverse,” exactly? (arstechnica)
  5. Can Biden and Xi talk their way out of a slide into conflict? (LA Times)
  6. What Xi Jinping’s Elevated Status Signals for Chinese Foreign Policy (cfr)
  7. Alex Ovechkin Isn’t Too Old To Be (And Beat) A Great One (fivethirtyeight)
  8. Thomas S. Gayner on Things That Matter in Markets (Podcast) (bloomberg)
  9. Robert Cialdini: The Principles of Persuasion [The Knowledge Project Ep. #122] (farnam street)
  10. This Is the Perfect Storm That Caused Grain Prices to Soar (bloomberg)
  11. Stinson Dean on the Lumber Crash That Followed the Boom (bloomberg)