- Disney Raises Profit Forecast on Strong Parks, Streaming (bloomberg)
- Disney reports surprise uptick in streaming subscribers, beats on top and bottom lines (cnbc)
- Alibaba’s Qwen3 topples DeepSeek’s R1 as world’s highest-ranked open-source AI model (scmp)
- Trump officials Bessent and Greer to meet with Chinese counterparts on trade, economic issues (cnbc)
- China injects ‘tactical’ monetary stimulus ahead of US trade meeting (reuters)
- China Cuts Key Rate, Reserve Ratio to Aid Economy Hit by Tariffs (bloomberg)
- Alibaba collaborates with social media platform RedNote in fresh domestic e-commerce push (scmp)
- US-China Tariff Pause Reasonable to Expect, Council Head Says (bloomberg)
- Post-Holiday Rebound Driven By Consumer Stocks (chinalastnight)
- Bessent Says Good Trade Offers Made, Sees Deal Soon as This Week (bloomberg)
- So Much For “Not A Safe Asset”: Yields Tumble After Stellar 10Y Treasury Auction Stops Through On Soaring Direct Demand (zerohedge)
- UK and US in Intensive Talks on Economic Deal to Reduce Tariffs (bloomberg)
- Rush to beat tariffs boosts US trade deficit to record high in March (reuters)
- The economy is resilient enough to handle this uncertainty, says Ed Yardeni (youtube)
- Europe Is a Safe Haven. 5 Stocks—and 3 ETFs—to Buy for Turbulent Markets. (barrons)
- EU Lays Out Plan to Cut Russian Energy Imports by 2027 (wsj)
- BMW chief predicts lower tariffs from July (ft)
- US companies plot $500bn share buyback spree (ft)
- What’s in Buffett’s Berkshire Empire? Cowboy Boots, Candy and Railroads (wsj)
- Baby boomers are buying more homes than millennials. Is that backwards? (usatoday)
- Traders Most Bullish Loonie Since 2009 as Carney, Trump Meet (bloomberg)
- Intel shareholders approve equity incentive plan, new CEO pay (reuters)
- PayPal to introduce contactless mobile wallet in Germany (yahoo)
- Temu, Shein See US Sales Drop in Week After Tariff Price Hikes (bloomberg)
Be in the know. 24 key reads for Wednesday…
