Be in the know. 26 key reads for Wednesday…

  1. Trump Softens Blow of Automotive Tariffs (wsj)
  2. For Ford, Tesla, the Worst Auto Tariff Case Is Off the Table (barrons)
  3. Trump eases auto tariffs burden as Lutnick touts first foreign trade deal (reuters)
  4. Stanley Black & Decker Raising Prices to Offset Tariff Costs (wsj)
  5. Generac tops Q1 forecasts, lowers bottom end of 2025 outlook (investing)
  6. Etsy tops quarterly revenue estimates on steady demand for apparel, gifts (reuters)
  7. Etsy shares pop on revenue beat as company says it’s ‘staying nimble’ to tariff uncertainty (cnbc)
  8. Intel Says Clients Preparing to Test New Production Process (bloomberg)
  9. Intel CEO Lip-Bu Tan charts foundry roadmap (streetinsider)
  10. PayPal Is Launching Programmatic Ads Powered By Shopping Data (adweek)
  11. Disney, Universal Films to Screen in China Despite Trade Dispute (bloomberg)
  12. Alibaba Rolls Out ‘Instant Commerce’ Feature as China Delivery Battle Heats Up (wsj)
  13. Demand for Chinese stocks lifts Hong Kong exchange’s profits (ft)
  14. Alibaba gives Taobao on-demand delivery an upgrade in Meituan, JD.com competition (scmp)
  15. Huawei delivers advanced AI chip ‘cluster’ to Chinese clients cut off from Nvidia (ft)
  16. Chinese Set to Spend Record $1 Trillion in Local Travel Boom (bloomberg)
  17. A Weak Dollar Is A Blessing for Emerging Markets (zerohedge)
  18. Bessent Cites Digital Services Tax as Sticking Point in EU Talks (bloomberg)
  19. Tariff-Frontrunning Sends US Trade Deficit To New Record High In March (zerohedge)
  20. Hedge Funds Lose Market Conviction, Except for Shorting US Stocks (bloomberg)
  21. The Best Basic Materials Stocks to Buy (morningstar)
  22. US NatGas Deemed “Oversold” By Goldman Ahead Of Summer (zerohedge)
  23. Bank of America, Mattel, and 5 Other Stocks Have Priced in Recession. Buy Them. (barrons)
  24. Starbucks’ Sales Keep Falling, Amping Up Turnaround Stakes (bloomberg)
  25. US Economy Contracts for First Time Since 2022 on Imports Surge (bloomberg)
  26. US Firms Add 62,000 Jobs, Smallest Gain Since July in ADP Data (bloomberg)