Be in the know. 17 key reads for Friday…

  1. BofA’s Hartnett Says EM Stocks Will Outperform Everything Else (bloomberg)
  2. Earnings Sank Alibaba. The Stock Can Make a Comeback. (barrons)
  3. Big Chinese companies like Alibaba show that AI-powered ads are giving shopping a boost (cnbc)
  4. China calls U.S. trade talks ‘good’ but quiet on next steps, as Trump hints at Xi call (cnbc)
  5. Capital flows back to US-listed China ETFs post big selloff (reuters)
  6. Alibaba, NetEase, & KE Holdings Report Q1 (chinalastnight)
  7. A Trade Made for Buffett: Energy Stocks Priced Below Book Value (bloomberg)
  8. US set to cut capital requirements for banks, FT reports (reuters)
  9. Boeing Stock Rises Again. Wall Street Is More Positive on Sales. (barrons)
  10. Trump announces $14.5 billion Etihad order for 28 Boeing planes with GE engines (reuters)
  11. Boeing stock target raised to $230 by TD Cowen (investing)
  12. Goldman Unveils New ‘Trump Trade’ (zerohedge)
  13. From Panic to FOMO: Wall Street’s Sentiment Whiplash (zerohedge)
  14. Smart Money Loses to Retail Crowd That Bet on Stock Rebound (bloomberg)
  15. How to Invest Like Warren Buffett (morningstar)
  16. EU Exports to U.S. Surge Ahead of Trump Tariffs (wsj)
  17. Weight-Loss Drugs Providing a Boost to US Meat Demand, JBS Says (bloomberg)