Be in the know. 20 key reads for Friday…

  1. USA – Automotive Sales Volume, 2024 (marketlines)
  2. S Added 303,000 Jobs in March, Surging Past Estimates (bloomberg)
  3. Chinese fintech Ant Group targets global growth after Jack Ma’s exit (ft)
  4. Services PMI Beats, Biden & Xi Discuss The San Francisco Vision (chinalastnight)
  5. Joe Tsai Co-founder & Chair of Alibaba | In Good Company | Norges Bank Investment Management (Norges Bank)
  6. Disney to crack down on password-sharing after CEO Bob Iger wins board fight (nypost)
  7. Europe’s Biggest Asset Manager Is Looking to Buy Dips After Missing Out on Stocks Rally (bloomberg)
  8. Fixing Boeing’s Broken Culture Starts With a New Plane (bloomberg)
  9. Four Seasons’ New Yacht Cruises Come With Record-High Price Tags (bloomberg)
  10. Fed on Track to Cut in June, Morgan Stanley’s Zentner Says (bloomberg)
  11. Biden Tells Netanyahu US Support Hinges on Protecting Civilians (bloomberg)
  12. Earnings Season Is Coming. What Markets Need Now. (barrons)
  13. Nvidia’s stall means the momentum trade has lost its mojo. (marketwatch)
  14. Yellen Is Back in China. What She Could Actually Accomplish. (barrons)
  15. Intel expects to be the world’s second-largest contract chip producer by 2030, trailing only TSMC. (barrons)
  16. Stocks Drop After Fed Officials Cast Doubt on Rate Cuts (wsj)
  17. The Underrated iPhone App That Makes Everyday Tasks Easier (wsj)
  18. Fed’s Kashkari raises prospect of zero rate cuts — but Goldman says that would be ‘very surprising’ (cnbc)
  19. Ford to “Re-Time” New EV Production, Expand Hybrid Production (mishtalk)
  20. The Big Read. Will Xi’s manufacturing plan be enough to rescue China’s economy? (ft)