Be in the know. 19 key reads for Monday…

  1. How ‘Lilo & Stitch’ Became One of the Most Profitable Movies in Years (nytimes)
  2. Boeing Stock Can Gain 25%, Says Analyst. Thank President Trump. (barrons)
  3. BofA lifts Boeing to Buy, sets a new Street high price target (investing)
  4. Emirates airline boss sees positive progress at troubled Boeing (nypost)
  5. The global economy faces many headwinds, but the aviation industry is expected to defy them (cnbc)
  6. Mainland Chinese households set to buy another US$100 billion of Hong Kong stocks: HSBC (scmp)
  7. UBS upbeat on China stocks, citing tariff pause with US and potential Beijing stimulus (scmp)
  8. Trump and Xi are likely to talk soon about trade, though no date has been set, Hassett says (cnbc)
  9. Chinese Stocks Score Over Indian Peers on Tally of Analyst Bets (bloomberg)
  10. Why Nvidia Can’t Just Quit China (wsj)
  11. Hedge funds buy stocks at quickest pace since Nov 2024, Goldman Sachs says (reuters)
  12. Hedge Fund Bears Capitulate, Buy Most Tech Stocks On Record (zerohedge)
  13. UBS: Bull case scenario for global stock market gaining traction (streetinsider)
  14. Fed’s Waller Highlights a Path to 2025 Rate Cuts (wsj)
  15. Wall Street Sees Deeper Dollar Rout as Currency Nears 2023 Low (bloomberg)
  16. Dollar’s correlation with Treasury yields breaks down (ft)
  17. Making 6,600 on the S&P seems more achievable today than it did in February: Fundstrat’s Tom Lee (youtube)
  18. Europe Defense Stocks Hit Fresh Record as UK to Ramp Up Spending (bloomberg)
  19. Neglecting Grids Would Be the Ultimate Power Failure (bloomberg)