Be in the know. 19 key reads for Thursday…

  1. Advance Auto Parts Maintains 2025 Outlook (wsj)
  2. Canada Goose Sales Unexpectedly Rise as Luxury Spending Holds Up (wsj)
  3. Canada Goose Avoids Tariff Woes With Made-in-Canada Supply Chain (bloomberg)
  4. Boeing’s Internal Safety Plan: Make Problems Easier to Report (wsj)
  5. Boeing increases 737 production pace as quality, safety culture improves (reuters)
  6. A Turnaround Stock to Buy Before It Rebounds Further (morningstar)
  7. A Building Boom on Federal Land? It Just Might Work. (bloomberg)
  8. The Best Financial-Services Stocks to Buy (morningstar)
  9. Resilient European Earnings Support the Bull Case for Stocks (bloomberg)
  10. U.K. Consumer Sentiment Lifts From Post-Trump-Tariff Lows, BRC Says (wsj)
  11. Why it Isn’t Time to Panic About the 20-Year Treasury Auction Yet (barrons)
  12. Hedge funds are shorting stocks again, boosting leverage to new record (marketwatch)
  13. Hedge Fund Trend Monitor: Q1 Short Interest Soars To 6 Year High (zerohedge)
  14. House Narrowly Passes Trump Tax-and-Spending Bill, Sends Legislation to Senate (barrons)
  15. Emerging markets said to see the next bull run as the ‘sell U.S.’ narrative gains ground (cnbc)
  16. Vietnam Cites Progress in US Trade Talks, Will Continue in June (bloomberg)
  17. Alibaba.com sees more US buyers after tariff pause (techinasia)
  18. Ultra Rich Wanted More China Exposure Before Trade War, UBS Says (bloomberg)
  19. Nvidia’s Jensen Huang thinks U.S. chip curbs failed — and he’s not alone (cnbc)

Be in the know. 26 key reads for Wednesday…

  1. Toyota Goes All-Hybrid With Its Best-Selling US Vehicle (bloomberg)
  2. Toyota Mulls Making Tiny Trucks for US Market as Demand Booms (bloomberg)
  3. Toll Maintains Home Sales Forecast as Luxury Demand Holds Up (bloomberg)
  4. Lowe’s sticks by full-year forecast as sales from home professionals boost business (cnbc)
  5. Dimon slams mortgage regulations for pushing rates higher, hurting lower-income homebuyers (foxbusiness)
  6. Great News DIYers: Home Depot CFO Reveals No Tariff Price Hikes (zerohedge)
  7. Home Sellers Are Dropping Prices But Buyers Aren’t Budging. What Could Change That. (barrons)
  8. QXO targets $50 billion in annual revenue, plans to double Beacon EBITDA (investing)
  9. Why Disney’s ‘Lilo & Stitch’ Is Set to Beat ‘Mission: Impossible’ at the Box Office (wsj)
  10. Streamers Are Finally Making Money. For Consumers, It’s Getting Messier. (wsj)
  11. Boeing Nears Key 737 Factory Milestone as CEO Steadies Factories (bloomberg)
  12. Boeing Stock Price Targets Are Rising. Where Shares Can Go Now. (barrons)
  13. Goldman Says Hedge Funds Cut Magnificent Seven, Bought China Stocks (bloomberg)
  14. Alibaba lands US$250 million convertible bonds deal, AI pact with selfie app giant Meitu (scmp)
  15. Alibaba and DeepSeek’s home province launches AI spending spree to become innovation hub (scmp)
  16. Nvidia’s Chief Says U.S. Chip Controls on China Have Backfired (nytimes)
  17. The AI Diffusion Rule is Over. What That Means for Trump and China. (barrons)
  18. Morgan Stanley turns bullish on most US assets, except dollar (streetinsider)
  19. For Goldman’s Trading Desk, Only Three Things Matter: CTAs, Buyback And Retail Buying (zerohedge)
  20. Options Traders Are Boosting Bearish Dollar Views to Record (bloomberg)
  21. Travel to U.S. Rebounds After Slump. It’s a Boost for These Stocks. (barrons)
  22. Never Bet Against Corporate America (zerohedge)
  23. VF Falls After Vans Owner Rushes Products to US to Beat Tariffs (bloomberg)
  24. VF earnings beat by $0.01, revenue topped estimates (investing)
  25. Canada Goose shares surge over 6% as Q4 results top estimates (investing)
  26. Canada Goose Profit Up But Withholds Guidance, Cites Tariff Uncertainty (wsj)