Be in the know. 14 key reads for Monday…

  1. Is Wall Street Still Too Bearish on the Impact of Tariffs? (bloomberg)
  2. Commerce Secretary Lutnick says he is confident US will secure trade deal with EU (reuters)
  3. Trump’s potential picks to replace Fed Chair Powell are becoming clearer (foxbusiness)
  4. Bessent Told Trump Not to Fire Powell, Report Says. Why His Reasons Could Boost Markets. (barrons)
  5. When Will Luxury’s Perfect Storm Pass? (bloomberg)
  6. Battery Makers in Slumping EV Business Find Lifeline Elsewhere (wsj)
  7. The Real Risk to the Electric Grid (wsj)
  8. China keeps benchmark lending rates steady as economic growth stays strong (cnbc)
  9. China urged to curb ‘neijuan’ by boosting domestic consumption, innovation-led growth (scmp)
  10. How China’s open-source AI is helping DeepSeek, Alibaba take on Silicon Valley (scmp)
  11. Meituan, China food delivery stocks rise as govt. intervenes in price war (investing)
  12. ‘Lilo & Stitch’ Becomes First $1 Billion MPA Film of 2025 at the Global Box Office (disney)
  13. Etsy stock price target raised to $62 from $45 at UBS on improved outlook (investing)
  14. RBC Capital initiates QXO stock with Outperform rating, cites M&A potential (investing)