TOP MARKETS NEWS: Week 12/05 – 12/11

Weekend 12/10 & 12/11

Top 5 things to watch in markets in the week ahead – investing
Stock Market’s Defining Moment Arrives With CPI, Fed Decision – bbg

Jamie Dimon Says It’s Good Both Parties’ ‘Wing Nuts’ Weren’t Elected – bbg
TC Energy Says No Timeline Yet for Restart of Keystone Pipeline – bbg
Fund Managers Brace for ESG Correction With $4 Trillion at Stake – bbg
Fed’s Message That Rates Will Stay on Hold for ‘Some Time’ Clashes With 2023 Rate-Cut Bets – bbg
Your Sunday Briefing: Decisions and Deadlines – bbg
UK Power Surges to Record as Sub-Zero Chill Sends Demand Surging – bbg
Perfect Storm Fuels Massive Natural Gas Price Spikes On West Coast – Zerohedge
Senior US Officials to Visit China to Follow Up on Xi-Biden Meet – bbg
China Stocks Are a Buy on Reopening, Top Money Managers Say – bbg
China’s Top Medical Adviser Says Omicron Risks Similar to Flu – bbg
How a $144 Million Property Default Started Korea’s Credit Crunch – bbg
The 24 Hours of Hikes That End Year of Fighting Inflation – bbg
Your Sunday Asia Briefing: Predictions for 2023 – bbg

Silvergate: from tiny local lender to bank behind the crypto boom – ft
Arctic Weather Finally Hits Europe and Will Test Energy Supplies – bbg
Visualizing Tech Company Layoffs In 2022 – Zerohedge
Eurozone central bank losses risk bailouts and more political pressure – ft
Traders Ramp Up Bets on Europe Bond Selloff – bbg
BlackRock’s Chaudhuri Touts Bonds as Recession-Proof 2023 Trade – bbg
Fed’s Inflation Hawks Bullard and Waller Among Key Officials to Watch – bbg
Goldman’s Waldron Sees ‘Bumpy’ China Reopening Curbing Growth – bbg
Your Saturday Asia Briefing: Time for Expansion – bbg
Market Wakes Up to Fact That Fed Pivot Could Signal Recession – bbg

S&P 500 CY 2023 EARNINGS PREVIEW: CONSUMER DISCRETIONARY SECTOR LEADS EARNINGS GROWTH – factset

 

Friday 12/09

Business Live – guardian

Dow tumbles 300 points Friday, posts worst week since September – bbg
Russia May Cut Oil Output in Response to G-7 Price Cap, Putin Says – bbg
U.S. Stock Rally Faces Gauntlet of CPI Data, Fed Meeting – Reuters
Stocks making the biggest moves midday: Netflix, Lululemon, DocuSign and more – cnbc
Recession Drumbeat Gets Louder as More U.S. CEOs Strike Mellow Note for 2023 – Reuters
Treasury Rally Stalls After Wholesale Prices Show Resilience – bbg
U.S. Producer Prices Increase; Near-Term Inflation Expectations Ease – Reuters
U.S. Consumer Sentiment Improves in December – Reuters
US Year-Ahead Inflation Expectations Fall to Lowest Since 2021 – bbg
U.S. Household Wealth Falls for Third Consecutive Quarter – Reuters
Analysis-U.S. Financial Conditions Have Eased. So Far the Fed Is Okay With It – Reuters
Fed Discount Window Borrowing Is Edging Up, but Is It a Problem? – Reuters
U.S. Natgas Futures Jump 6% on Colder Forecasts for Late December – Reuters
U.S. Wholesale Inventories Revised Lower in October – Reuters

 

US PREMARKET
November PPI a Bit Hotter Than Expected – Reuters
U.S. Equity Funds Register Biggest Weekly Outflow in About 1-1/2 Years – Reuters
ICYMI: Measure of global supply chain performance rose to its long-run average in November – forexlive
BofA Says Don’t Bet on a Rise in Equities After Last Fed Hike – bbg
Calling Peak Inflation: Five Questions for the ECB – Reuters
IMF, World Bank Sound Alarm About Global Economic Outlook – bbg
Two More ECB Rate Hikes Seen Before QT Goes Live Early Next Year – bbg
China’s Li Auto Sees Higher Deliveries in Q4; Third-Quarter Loss Widens – Reuters
Li Auto’s Loss Bigger Than Expected After Power Cuts Snag Supply – bbg
Tesla to Suspend Model Y Output in Shanghai in Last Week of Dec-Memo – Reuters
World’s Money Managers See Double-Digit Stock Gains in 2023 – bbg
JPMorgan’s Kolanovic Says Sell Energy Stocks With Oil Gap Wide – bbg
Iron Ore Climbs to Four-Month High on Optimism Over China Policy – bbg

Marketmind: Factory Gates – Reuters
Marketmind: All in on Reopening – Reuters

 

ASIA NEWS
Hong Kong stocks briefly notch 2%; China reports inflation data in line with expectations – cnbc
Asian Shares Higher as Dollar Retreats, Risk Events Abound – Reuters
China Stocks Extend Rally as More Property Easing in Sight – bbg
China to Sell 750 Billion Yuan in Special Bonds to Boost Economy – bbg
How China hopes to chart path to soft landing after Covid restrictions start to ease – scmp
How Will China’s Move Away From Covid Zero Play Out? Your Questions Answered – bbg
China’s Producer Prices Fall, Consumer Inflation Slows on Soft Demand – Reuters
China’s Factory-Gate Prices Remain in Deflation in November – bbg
China’s consumer inflation eased further in November, factory-gate prices remain deflated – scmp
TSMC Revenue Rises 50% in November Despite Covid Challenges – bbg
TSMC bucks broader chip slump with 50% revenue surge, helped by Apple iPhone orders – cnbc
China Delivers First Jet Aimed at Rivaling Boeing and Airbus – bbg
Chinese Stocks to Outperform Global Peers, Morgan Stanley Says – bbg
What to Expect From Indian Markets in 2023 as Performance Cools – bbg
China’s Premier Vows to Work With G-20 on Debt Restructuring – bbg
China Focus: Health officials, experts explain new epidemic response measures – xinhua

Asian Stocks Set to Rise With Focus on Inflation: Markets Wrap – bbg
Marketmind: Markets Eye China PPI, CPI – Reuters

 

Thursday 12/08

Business Live – guardian

Stocks making the biggest moves after hours: Lululemon, Costco and more – cnbc
Broadcom Forecasts Current-Quarter Revenue Above Estimates on Cloud Strength – Reuters
Broadcom Forecast Signals Strong Corporate Tech Spending – bbg
Costco Misses Quarterly Revenue Estimates on Softening Demand – Reuters
Lululemon shares fall after company offers weak fourth quarter guidance – cnbc
Stocks and yields recover in quiet, pre-risk event trade – Newsquawk US Market Wrap
S&P 500 Snaps Losing Streak on Jobless Claims Rise – Reuters
Crude Crushed As Jobs Data Signals Imminent US Recession – Zerohedge
S&P 500 closes higher to end longest losing streak since October – cnbc
Global Auto Manufacturers and Suppliers Outlook 2023 – fitch
Lithium Rally Has More Room to Run, Thanks to US Climate Bill – bbg
JPMorgan Delivers Tonic for Clients Fretting Over Peak Rates – bbg
Morgan Stanley’s Wilson Sees Value Stocks at Risk in a Downturn – bbg
US Wage Growth Slows Across the Board, Indeed Index Shows – bbg
Stocks making the biggest moves midday: GameStop, Dexcom, Cano Health and more – cnbc
How millions of missing workers are making do without a job – ABCNEWS
Microsoft Slides After FTC Blocks Activision Deal, Drags Market Lower – Zerohedge
Used-Car Prices Collapse Most On Record – Zerohedge

 

US PREMARKET
Wells Fargo Sees Global Growth Slowing to 1.7% Next Year – Reuters
U.S. Online Goods Prices Fall in Positive Sign for Fed – Adobe – Reuters
Amazon Is Launching TikTok-Style Feed in Bet on Social Commerce – bbg
Keystone Pipeline Shut After Oil Release Into Nebraska Creek – Reuters
Continuing Jobless Claims Surge To 10-Month Highs- Zerohedge
Biden to announce $36 billion in relief for major pension fund to avoid benefit cuts – thehill
Futures Rebound After Worst Losing Streak In 2 Months SBFs $1.3 Trillion In Value – Zerohedge
Exxon Slaps Biden In Face, Redlines Share Buybacks To $50 Billion Through 2024 – Zerohedge
Trafigura Says Europe Will Need Huge Gas Volumes Next Year – bbg
The Federal Reserve Is Deflating Financial Bubbles, Without a Crash – bbg
Stocks making the biggest moves premarket: Ciena, GameStop, Rent The Runway and others – cnbc
Tesla to Shorten Shanghai Factory Shifts, Delay New Hires – bbg
Russia Sees Oil Price Cap Having Limited Effect on Production – bbg
Nigeria Limits ATM Withdrawals To $45 Per Day To Force Govt-Controlled Digital Payments – Zerohedge
ECB preview: Breaking the wave – ING
Rates Spark: Unstoppable – ING
Europe’s Recession to Fuel Franc Gains – bbg
Emerging-Market Debt Is Sliding Into Distress. Just Look at Ghana – bbg
European markets head for flat open as nervousness over the global economy dominates sentiment – cnbc

Marketmind: Bonds Lap up Crude, Costs and Canada – Reuters
Marketmind: So What’s up With Treasuries? – Reuters


ASIA NEWS

Hong Kong stocks rise nearly 3% after reports say city is considering Covid rule easing – cnbc
China Faces Soaring Infections as Xi Starts to Relax Covid Zero – bbg
Chinese Growth Around 5% ‘Achievable’ With Orderly Reopening, JPMorgan Says – bbg
Hong Kong Stocks Rebound on Report City May Relax Covid Rules – bbg
China Nov Passenger Vehicle Sales Drop 9.5%, First Fall in Six Months – CPCA – Reuters
Car Sales in China Drop as Covid Lockdowns Kept Buyers at Home – bbg
China Mulls More Property Easing at Economic Meeting Next Week – bbg
Hong Kong Covid Briefing Likely on Relaxation of Isolation Rule – bbg
Asia’s Hedge Fund Seeders Go for ‘Uncorrelated’ Strategies – Reuters
China’s Economy Is In for a Bumpy Ride as Covid Zero Comes to an End – bbg
G Sachs Lifts TSMC (TSM.US) TP to US$98, Rating Buy – aastocks
China Asks Insurers to Buy Bonds as Retail Investors Pull Back – bbg
Bonds Rally in Emerging Asia But Will Trail Global Peers in 2023 – bbg
Hong Kong May End Outdoor Mask Rule, Relax Covid Tests, Report Says – bbg
Japan’s Life Insurers Are Dumping Foreign Bonds at a Record Pace – bbg
Japan’s Economy Shrank Less Over Summer Than First Thought – bbg

Asia Stocks Face Cautious Open on Bond Signal Woes: Markets Wrap – bbg


Wednesday 12/07

Business Live – guardian

Stock Traders Worried About Treasury Curve Signals: Markets Wrap – bbg
Used-Car Prices Extend Free Fall as Rising Supply Hurts Dealers – bbg
GameStop Posts 9.4% Fall in Third-Quarter Revenue – Reuters
Risk subdued and havens bid on Putin threats and soft labour costs – Newsquawk US Market Wrap
Bonds & Bullion Jump, Big-Tech & The Buck Slump, Black Gold Dumps – Zerohedge
S&P, Nasdaq Extend Losing Streaks Amid Rising Recession Worries – Reuters
S&P 500 notches fifth day of losses as traders consider recession odds, yields fall – cnbc
Credit Card Debt Hits All-Time High Just As US Savings Rate Plummets To 17-Year Low – Zerohedge
Bruising Stock Reversal Shows How Fed’s Pivot May Come Too Late – bbg
‘There is a slowdown happening’ – Wells Fargo, BofA CEOs point to cooling consumer amid Fed hikes – cnbc
First UK coal mine in 30 years gets government go-ahead – FT
US 10-year yields fall to the lowest since mid-September – FOREXLIVE
WTI Slides After Huge Product Builds, Crude Production Rise – Zerohedge
Gold gain hits 1% today with the China news as a potential game-changer – FOREXLIVE
China Confirms It Is “Mystery” Massive Gold Buyer With First Official Purchase In 3 Years – Zerohedge
Central Banks Start Q4 Buying More Gold – Zerohedge
China’s Reported Gold Reserves Rise for First Time Since 2019 – Reuters
Stocks making the biggest moves midday: Carvana, MongoDB, TripAdvisor, Toll Brothers and more – cnbc
Citigroup’s Fraser Warns US Likely to Enter Recession Next Year – bbg
Citigroup’s Trading Revenue Likely to Jump 10% This Quarter, Fraser Says – bbg
Another Pivot: Bank of Canada Hikes 50bps As It Signals Potential Pause With Inflation Peaking – Zerohedge
Morgan Stanley cuts iPhone shipment estimate by another 3 million units – cnbc
Emerging Europe Sovereigns Face Risks from War and Energy – FITCH
Short DXY into year-end and beyond targeting 95- SocGen – FOREXLIVE
Putin: Risk Of Nuclear War “Rising”, Ukraine Operation To Be “Long Process” – Zerohedge
Putin Calls Russia’s Nukes ‘Deterrent Factor’ as War Risk Rises – bbg
What We’ve Learned Three Days Into the Russian Oil Price Cap – bbg

 

US PREMARKET
U.S. Third-Quarter Productivity Raised; Labor Costs Still Running High – Reuters
Futures Slide As Recession Fears Trump China Reopening – Zerohedge

Stocks making the biggest moves premarket: Campbell Soup, Pinterest, Toll Brothers and others – cnbc
Euro Zone Economic Growth Revised up With Household, Business Support – Reuters
Euro-Zone Economy Grew More Than Estimated in Third Quarter – bbg
European Companies Cut Jobs as Economy Sputters – Reuters
European Tech Industry Loses $400 Billion Market Value, Report Says – Reuters
ECB Survey Shows Rising Inflation Expectations for Year Ahead – Reuters
Zantac Litigation Tossed by US Judge After Ruling on Experts – bbg
GSK, Sanofi Shares Brighten as Thousands of Zantac Lawsuits Are Dismissed – Reuters
Key IPhone Supplier Expects Orders to Drop on Weak Tech Demand – bbg
German Industrial Output Falls Less Than Expected in October – Reuters
‘The metaverse will be our slow death!’ Is Facebook losing its $100bn gamble on virtual reality? – guardian
Oil plunge, tech collapse and Fed cuts? Strategist shares possible 2023 market ‘surprises’ – cnbc
Rates Spark: without the stabilisers – ing
Red-Hot Lithium Rally Cools as China’s BYD Flags Surplus – bbg
Tesla Offers China Buyers Further Subsidies to Boost Sales – bbg
Goldman to BofA See No Fireworks for European Stocks in 2023 – bbg
ECB Seizing the Day for QT Shouldn’t Count on Market Tranquility – bbg
Key Apple Supplier From Japan Sees Demand Correction, Fears Migrating Production To China Over Security Concerns – yahoofinance
Cannabis Measure Left Off Defense Bill in Setback for Industry – bbg
European markets head for mixed open as global sentiment wavers – cnbc

Marketmind: Crude Deflation? – Reuters
Marketmind: Hat-Trick – Reuters

 

 

ASIA NEWS
China eases more Covid restrictions; reopening stocks in Hong Kong rise – cnbc live
Reopening Rally Fades as China Traders Look Past Easing of Curbs – bbg
China Faces ‘Winter Wave’ Of Deaths As Beijing Eases Zero-COVID Policies Despite Infection Surge – Zerohedge
China’s Xi Jinping Signals He’ll Press On With Fight Against Corruption – bbg
China Considers GDP Target of About 5% as Focus Shifts to Growth – bbg
China Says Monetary Policy Should be ‘Targeted, Forceful’ – bbg
Macau Casino Shares Jump on City’s Plan to Ease Covid Curbs – bbg
China’s Reopening Rally May Be Smoother Than Actual Covid Exit – bbg
China Eases Covid Restrictions in Major Shift in Virus Policy – bbg
China eases virus curbs in move toward exiting zero-COVID – asianikkei
China Announces Jump in Gold Reserves After More Than 3 Years – bbg
China to Ease Quarantine, Unnecessary Testing in New Covid Moves – bbg
Freefalling China, Taiwan Exports Scream Global Recession – Zerohedge
Global Warning Signs: Taiwan’s Exports Slump More Than Expected – Reuters
China eases Covid restrictions on travel and production – cnbc
China trade slump in November – ing
China’s Trade Suffers Worst Slump in 2-1/2 Years as COVID Woes, Feeble Demand Take Toll – Reuters
China’s Trade Weakens to Worst Since 2020 as Demand Falls – bbg
Asian Bonds Are Back in Vogue as Funds Scoop Up Indonesian Debt – bbg
Australia Front-End Yield Curve Inverted Amid Slowing Growth – bbg

 

Tuesday 12/06

Business Live – guardian

Stocks making the biggest moves after hours: MongoDB, Toll Brothers, Dave & Buster’s and more – cnbc
Stocks slump on tech-rout after Meta woes – Newsquawk US Market Wrap
Stocks Puke Back All Post-Powell Gains As Yield Curve Inversion Deepens – Zerohedge
Wall Street Slumps on Further Recession Talk, S&P Posts 4th Decline – Reuters
S&P 500 closes lower for a fourth straight day as recession worries jolt markets – cnbc
Short Sellers Vindicated Again With Bear-Market Rally Sputtering – bbg
Goldman, BofA, JPM CEOs Paint Grim Picture Of US Economy, Market In 2023 – Zerohedge
Wall Street Chorus Grows Louder Warning That 2023 Will Be Ugly – bbg
Marijuana Stocks Drop as McConnell Slams Measures to Aid Purchases – bbg
Another Blackstone Fund Just Hit Redemption Limits – Zerohedge
Column-2023 Market Predictions – When the Outrageous and Plausible Blur: McGeever – Reuters
Gold To $3000, UnBrexit, & National Meat Bans: Saxo Unveils 2023’s 10 ‘Outrageous Predictions’ – Zerohedge
Goldman Warns on Job Cuts as BofA Slows Hiring on Potential Recession – bbg
500Bps Of Rate Cuts On Deck – Zerohedge
Global Pensions With $3 Trln on Books Fear Stagflation -Survey – Reuters
Apple Scales Back Self-Driving Car and Delays Debut Till ’26 – bbg
Russian Oil Sanctions Send Prices Of Old Tankers To New Records – Zerohedge
Banks Face Stiffer Competition for Funds as Fed QT Rolls On – bbg
US Sees Record 2023 Oil Output in Reversal After Cutting Outlook – bbg
U.S Banks Warn of Recession Risk, Inflation Hurting Consumers, Shares Hit – Reuters
Megacap Earnings to See ‘Rude Awakening’ in 2023, Morgan Stanley’s Shalett Says – bbg
Stocks making the biggest moves midday: Textron, Charter, Estee Lauder, Signet and more – cnbc
Paramount shares fall as CEO lowers fourth-quarter ad revenue forecast – cnbc
European Shares Fall for Third Day on Renewed Global Recession Fears – Reuters
Meta Tumbles On Report EU Targeting Firm’s Ad Model – Zerohedge
Meta Cannot Run Ads Based on Personal Data, EU Privacy Watchdog Rules – Source – Reuters
Glencore Says This Time Is Different for Coming Copper Shortage – bbg
Airlines See 2023 Profit as US Growth Offsets China Barriers – bbg
Global Wages Take A Hit As Inflation Eats Into Paychecks – Zerohedge

Marketmind: Five Alive – Reuters

 

US PREMARKET
Futures Fluctuate As Traders Await Next Inflation Signal – Zerohedge
Glencore 2023 Production Outlook Disappoints, Shares Fall – Reuters
PepsiCo To Lay Off Hundreds After Price-Hikes As Consumer ‘Strength’ Questioned – Zerohedge
JPMorgan Now Has No Sell Ratings After an Upgrade From Morgan Stanley – bbg
Analysis-Europe’s Inflation Problem Will Linger for Years to Come – Reuters
TSMC to up Arizona investment to $40 billion with second semiconductor chip plant – cnbc
Multiple Sectors in China Face Rising Headwinds from Lingering Property Stress – fitch
Citigroup, Revlon Lenders Say Three Lenders Ready to Settle, With End in Sight – Reuters
German Factory Orders Rise Amid Hope of Milder Recession – bbg
Analysis-Investors Look to Emerging Markets as Planets Align for End of Dollar Bull Market – Reuters
European markets head for a negative open as global sentiment remains subdued – cnbc
Cryptoverse: Forget Crypto Winter, This Is a Bitcoin ‘Bloodbath’ – Reuters

Marketmind: Powerless – Reuters

 

ASIA NEWS
Asia-Pacific markets mixed; Beijing eases some Covid measures – cnbc
Asian Stocks Draw Highest Monthly Foreign Inflows in Two Years – Reuters
FX Daily: RBA’s cautious tightening continues – ING
Australia Central Bank Raises Rates to 10-Year High, Says More Needed – Reuters
Australia Raises Key Rate and Shifts Tone to Signal Flexibility – bbg
China’s Local Credit Market Weakens Further on Fund Outflows – bbg
China Reports Fewer Covid Cases as Blanket Testing Rules Eased – bbg
China Analysts Hunt for Clues of Property Market Turnaround – bbg
China Aiding US Effort to Ensure Tech Doesn’t End Up With Military – bbg

Asian Stocks Set to Decline Amid Fed-Hike Jitters: Markets Wrap – bbg

 

 

Monday 12/05

Business Live – guardian

US stocks declined as yields and the dollar gained on strong ISM Services data – Newsquawk Asia-Pac Market Open
Stocks, Bonds, Bullion, & Black Gold Battered As ‘Soft Landing’ Hopes Fade – Zerohedge
Stocks making the biggest moves after hours: GitLab, Herbalife and more – cnbc
Stocks Suffer Biggest Drop in Two Weeks; Dollar Gains on Upbeat U.S. Data – Reuters
Dow sheds nearly 500 points, stocks finish lower on worries of further Fed rate hikes – cnbc
Stocks making the biggest moves midday: Tesla, VF Corp, Marriott, MGM and more – cnbc
Unprecedented Liquidations Lead To Historic Collapse In Investors’ Oil Exposure – Zerohedge
High Global Debt Is Making Rate Hikes Trickier, BIS’s Borio Says – bbg
Treasury Yields Leap as US Services Data Adds Fuel to Fed Bets – bbg
US Services Gauge Rises Unexpectedly on Business Activity Surge – bbg
U.S. Services Industry Perks Up; Factory Orders Jump – Reuters
US Economic “Malaise Spreading” – Services PMI Signals Q4 Economic Contraction – Zerohedge
U.S. Factory Orders Beat Expectations in October – Reuters
Will the Fed ‘Raise and Hold’ Rates? Traders Bet They Will Not – Reuters

 

 

US PREMARKET
US Futures Drop As Chinese Stocks Soar On Reopening Optimism – Zerohedge
‘Huge, Missing and Growing:’ $65 Trillion in Dollar Debt Sparks Concern – bbg
UK Says Long Covid May Explain Much of Spike in Inactivity Rate – bbg
Stocks making the biggest moves premarket: Silvergate Capital, MGM Resorts, Bilibili, Murphy Oil & more – cnbc
Key Events This Week: ISM, PPI And Fed Blackout – Zerohedge
Euro Zone Retail Sales Weaker Than Expected in Oct – Reuters
Euro Zone Likely Heading Into Mild Recession-PMI – Reuters
Tesla Reduces Shanghai Output in Latest Sign of Sluggish Demand – bbg
Tesla Cuts Dec Model Y Output at Shanghai Plant by Over 20% Versus Nov Sources – Reuters
Gold Climbs to Four-Month High as Reopening Bets Weaken Dollar – bbg
Credit Suisse Rises on Report of Saudi Crown Prince Investment – bbg
Global Debt Extends Best Run Since Pre-Covid on China, Fed Bets – bbg
Morgan Stanley’s Michael Wilson Is a Stock Market Seller Again – bbg
Oil Rises as China Loosens Curbs and OPEC+ Keeps Output Steady – bbg
UK Faces Recession and Lost Decade Without Growth Plan, CBI Says – bbg
European markets head for flat open as investors gauge China’s Covid relaxation, oil moves – cnbc

Marketmind: China Reopening as Volatility Ebbs – Reuters
Dollar Edges Up Amid Focus on Jobs Report, China: Markets Wrap – bbg
Marketmind: Capped – Reuters

 

ASIA NEWS
Hong Kong stocks jump 3% as China relaxes some virus rules – cnbc
Yuan Jumps Past 7 Per Dollar as China Eases Some COVID Curbs – Reuters
China’s Top Builder Posts 404% Bond Return on Policy Shifts – bbg
Economists See Faster Reopening in China as Covid Curbs Ease – bbg
China Carmakers Are Ordering Their Own Ships to Get Export Ready – bbg
The Year’s Big Yen Short Set for a Dramatic U-Turn in 2023 – bbg
Morgan Stanley Upgrades China Stocks on Reopening Bullishness – bbg
China Services Activity Shrinks to 6-Month Lows – Caixin PMI – Reuters