Be in the know. 14 key reads for Easter…

  1. March Sees Best New-Vehicle Affordability in 45 Months, But Tariffs Loom Large (coxauto)
  2. Vehicle Supplies Are Dwindling as People Race to Buy Everything but Teslas (gizmodo)
  3. China tech groups lead multibillion-dollar campaign to help exporters sell at home (ft)
  4. China’s Plan to Fight Trump’s Trade War (newyorker)
  5. America is turning away China’s goods. Where will they go instead? (economist)
  6. Alibaba Unveils its Latest Open-Source Video Generation Model (alizila)
  7. How Trump’s tariffs could reshape the future for Chinese tech firms (technode)
  8. Etsy to customers: Buy local, avoid tariffs (yahoo)
  9. Mitu Gulati on Whether Trump Could Restructure US Debt (bloomberg)
  10. Bull Market? Bear Market? Or Something in the Middle? (carsongroup)
  11. What to watch for as the NHL Stanley Cup Playoffs begin (npr)
  12. 7 things I learned from tour pros at the 2025 Masters (golfdigest)
  13. The 10 Best Cars at the 2025 New York Auto Show (robbreport)
  14. First Drive: 2025 McLaren 750S Spider Is the Ultimate Droptop (mensjournal)

Be in the know. 14 key reads for Saturday…

  1. Will Ferrell Reunites with PayPal to Show All the Ways You Can Pay at Checkout (paypal)
  2. Americans flock to Chinese e-commerce apps DHgate, Taobao amid Trump tariffs (nypost)
  3. China Accelerates Budget Spending to Counter Tariff Woes (bloomberg)
  4. Chinese Premier Urges Officials to Think Outside the Box as Tariffs Bite (wsj)
  5. DeepSeek’s AI Surprised the World. China’s Universities Are the Talent Source. (barrons)
  6. Boeing Begins Flying Back Planes Destined for Chinese Airlines (bloomberg)
  7. Here’s where Trump’s trade deals with China, Europe, Japan and other countries stand (marketwatch)
  8. Carmakers Highlight American Roots in Bid to Influence Trump (nytimes)
  9. Powell Faces Pressure From the Markets and Trump Over Rates (nytimes)
  10. The flaky case for buying the dip (ft)
  11. What Bill Ackman Sees in Hertz and Why He’s Betting Big on the Rental-Car Company (barrons)
  12. Trump to fast-track permitting for 10 mining projects across US (investing)
  13. Goldman’s Narrative For Big Dollar Down Moves In 3 Easy Steps (zerohedge)
  14. Jim Chanos on Who’s Getting Caught Swimming Naked | Odd Lots (youtube)

Be in the know. 18 key reads for Good Friday…

  1. Trump Signals China’s Xi Has Reached Out About a Trade Deal. Here’s the Latest on Tariffs. (barrons)
  2. Xi’s No. 2 Signals Openness to Policy Shift as Tariffs Hit (bloomberg)
  3. How DeepSeek, deep pockets, and data centers are giving Asia an AI edge (fortune)
  4. How China’s Boeing Ban Threatens to Backfire on Its Own Plane Maker (wsj)
  5. Hong Kong Internet Stocks Shrug Off US Concerns (chinalastnight)
  6. Anxious Trading Partners Promise to Buy American to Stave Off Trump’s Tariffs (wsj)
  7. Donald Trump says US will ‘100%’ strike trade deal with EU (ft)
  8. Vietnam PM Hails ‘Unique Bond’ With US Days After Hosting Xi (bloomberg)
  9. The tariff crisis is not existential (ft)
  10. Etsy touts ‘shopping domestically’ as Trump tariffs threaten price increases for imports (cnbc)
  11. Exclusive: Intel CEO Lip-Bu Tan flattens leadership structure, names new AI chief, memo says (reuters)
  12. Americans Are Obsessed With Protein and It’s Driving Nutrition Experts Nuts (wsj)
  13. Trump Says Powell Is ‘Late on Interest Rates.’ Is the Fed Behind the Curve? (barrons)
  14. Deutsche Bank Sees More China Clients Sell US Assets for Europe (bloomberg)
  15. Amazon Is Better Prepared for the Trade War Than Investors Think (wsj)
  16. L’Oreal Sales Climb on Demand for Pricey Perfume, Make-Up (bloomberg)
  17. How Nvidia Plays Export Whack-a-Mole (wsj)
  18. Netflix Boasts That It’s Stable, Even in a Tough Economy (nytimes)

Be in the know. 24 key reads for Thursday…

  1. Alibaba’s Taobao surges in popularity in US as Trump tariffs boost Chinese shopping apps (scmp)
  2. Chinese Investors Pile Into Big Tech Even as Tariffs Jolt Markets (wsj)
  3. China Could Be Willing to Enter Trade Talks, Report Says. Here’s the Latest on Tariffs. (barrons)
  4. How China Can Weather Trump’s Trade War (bloomberg)
  5. China’s ‘Surprise’ New Trade Rep A Likely Effort At Backchanneling ‘Breakthrough’ With Trump (zerohedge)
  6. Shein, Temu to get pricier as Trump cracks down on cheap imports (reuters)
  7. Investor concerns over Chinese ADR de-listings resurface (reuters)
  8. Hong Kong stocks rise on China policy stimulus hopes to counter US tariffs (scmp)
  9. US Nvidia H20 restrictions could be shot in the arm for Chinese AI chips like Huawei’s (scmp)
  10. Chinese Tech Giants Help Exporters’ Efforts at Domestic Expansion (wsj)
  11. Nvidia Is Now the Biggest U.S.-China Bargaining Chip (wsj)
  12. Intel will need license to export AI chips to Chinese clients, FT reports (reuters)
  13. Asian countries look to buy more US energy to offset trade imbalance (reuters)
  14. Trump Says ‘Big Progress’ Made in Japan Talks on Tariff Deal (bloomberg)
  15. Prologis Says Trade War Will Boost Demand for U.S. Warehouse Space (wsj)
  16. Nissan aims to ‘max out’ U.S. production plant amid Trump’s tariffs (cnbc)
  17. US vehicle supply falls as shoppers panic-buy cars to avoid Trump’s auto tariffs (nypost)
  18. US Factory Output Increases at Modest Pace Ahead of Tariffs (bloomberg)
  19. Is This the End of the US Exceptionalism Trade? (bloomberg)
  20. Wall Street Has a Wish List for the SEC’s New Boss (barrons)
  21. Insiders Are Rushing To Buy Stocks At Fastest Pace In Years (zerohedge)
  22. Builders expect tariffs to increase costs by nearly $11,000, but they’re slashing home prices. Here’s why. (marketwatch)
  23. 3 Reasons to Buy Disney Stock Like There’s No Tomorrow (yahoo)
  24. ECB Cuts Interest Rates to Counter Threat From Trump Tariffs (wsj)

Be in the know. 24 key reads for Wednesday…

  1. US Retail Sales Jump by Most in Two Years on Car-Buying Rush (bloomberg)
  2. Big Banks Show Consumers Remained Resilient Heading Into Tariff Turmoil (wsj)
  3. U.S. vehicle supply is falling amid tariff fear-buying (cnbc)
  4. Strong China GDP Growth Fails to Stem Calls for Urgent Stimulus (bloomberg)
  5. Domestic Consumption Stays Resilient (chinalastnight)
  6. China Open to Talks If US Shows Respect, Names Point Person (bloomberg)
  7. China Names New Trade Envoy as Tariff War With US Escalates (bloomberg)
  8. Watch in full: Jamie Dimon urges US to engage with China (ft)
  9. Why China Has Room to Boost Economy After Strong GDP Figures (youtube)
  10. Chinese exporters on Rednote ask local consumers to buy goods meant for US (reuters)
  11. American Shoppers Flock to Chinese Apps on Tariff Fears (bloomberg)
  12. The Dollar Has Been Tumbling. How Much Further It May Fall. (barrons)
  13. What the Weak Dollar Means for the Global Economy (wsj)
  14. Dollar bearishness reaches highest level since 2006, says survey (ft)
  15. 3 reasons why Boeing’s stock will be fine even with China halting airplane orders (marketwatch)
  16. Goldman: “China Doesn’t Move Needle For Boeing Right Now” (zerohedge)
  17. Why You Shouldn’t Panic Over Daily Market Swings (morningstar)
  18. Corporate Insiders Flash Bullish Stock Sign by Buying Into Rout (bloomberg)
  19. Retail Investors Who’ve Only Known Bull Markets Are Buying the Dip (bloomberg)
  20. Honda to Shift Production of Civic From Japan to US on Tariffs (bloomberg)
  21. The Trade War Has Crushed Energy; Two Stocks That Could Still Win (barrons)
  22. Trump Seeks to Boost Use of Technology to Speed Up Permitting (bloomberg)
  23. Nvidia Says U.S. Implements Chip Export Restrictions to China, Warns of $5.5 Billion Charge (wsj)
  24. Cooper Standard Recognized as 2024 Supplier of the Year by General Motors (cooperstandard)

Be in the know. 26 key reads for Tuesday…

  1. China’s Economy Likely Grew 5.2% in Months Before US Tariffs (bloomberg)
  2. Alibaba-Backed AI Startup Zhipu Targets IPO as Soon as 2025 (bloomberg)
  3. Barclays maintains Alibaba stock Overweight with $180 target (investing)
  4. China Limits Stock Sales To Maintain Impression Of Stability, As Bessent Hints At Boosting Treasury Buybacks If Fed Does Nothing (zerohedge)
  5. Tariff Reprieve Is Grand Slam For Markets (chinalastnight)
  6. Ford and GM Stocks Pop After Trump Says He’s Looking at Auto Tariff Pause (barrons)
  7. Stock Investors Cheer Tariff Exemptions (wsj)
  8. ‘Good chance’ of U.K.-U.S. trade deal, JD Vance says, as Trump ‘really loves’ Britain (cnbc)
  9. Japan Tariff Team Aims for Early Results From US Negotiations (bloomberg)
  10. Honda to make 90% of US sales locally by relocating Mexico, Canada production, Nikkei reports (reuters)
  11. Goldman Sachs chief optimistic Trump will listen to corporate America (ft)
  12. Bessent Says Treasury Has Big Toolkit If Needed for Bonds (bloomberg)
  13. Dark days for the less-mighty dollar (ft)
  14. Manufacturing and the Dollar (wsj)
  15. The Mag 7 Still Aren’t Cheap. These Stocks Are Better Plays. (barrons)
  16. 10 Best Blue-Chip Stocks to Buy for the Long Term (morningstar)
  17. This Chemicals Stock Looks Like a Buy Now, Analyst Says. Thank Tariffs. (barrons)
  18. Investors Haven’t Been This Bearish in 30 Years, BofA Poll Shows (bloomberg)
  19. Fund managers have never turned so pessimistic this quickly on U.S. stocks, a survey finds (marketwatch)
  20. China Orders Boeing Jet Delivery Halt as Trade War Expands (bloomberg)
  21. UK Consumer Spending Remains Strong in Boost for Growth Hopes (bloomberg)
  22. Global electric vehicle sales up 29% in March, researchers find (reuters)
  23. Intel Stock Is Rising on Altera Sale Deal. What It Needs to Do Next. (barrons)
  24. Intel’s new CEO isn’t wasting time trying to enact a turnaround (marketwatch)
  25. Nvidia to produce AI servers worth up to $500 billion in US over four years (reuters)
  26. Lowe’s Bets on Pro Market in Billion-Dollar ADG Acquisition (barrons)

Be in the know. 15 key reads for Monday…

  1. Intel to sell 51% stake in Altera to Silver Lake (reuters)
  2. Trump spares smartphones, computers, other electronics from China tariffs (reuters)
  3. China launches all-out effort to boost consumption as US trade war boils over (scmp)
  4. Alibaba steps up AI adoption in auto industry with Nio, BMW deals (scmp)
  5. China’s Stock Rescue in Full Swing as ETF Inflows Hit Record (bloomberg)
  6. China’s Exports Surge as Orders Front-Loaded Before Tariffs (wsj)
  7. U.S. Stocks Downgraded on Tariffs Risk. Where Citi Says to Invest Instead. (barrons)
  8. Investors look to Europe as US market confidence wanes (yahoo)
  9. Bruised dollar languishes near three-year lows on tariff anxiety (streetinsider)
  10. Dollar Fears Grow as Traders Increase Hedges to Five-Year High (bloomberg)
  11. Fundstrat’s Tom Lee: Good stock opportunities emerging despite market zigzags (youtube)
  12. How the U.S. Lost Its Place as the World’s Manufacturing Powerhouse (wsj)
  13. Average new car price held steady in March, but pre-tariff inventory is selling fast (marketwatch)
  14. Pfizer Halts Development of Weight-Loss Pill (wsj)
  15. Rory McIlroy Wins the Masters to Complete a Career Grand Slam (wsj)

Be in the know. 16 key reads for Sunday…

  1. If Wall Street CEOs See a Recession, Their Guidance Isn’t Showing It. Yet. (barrons)
  2. Trump exempts smartphones, laptops, and semiconductors from new tariffs (techcrunch)
  3. China’s March Lending Jumped on Government Stimulus Push (wsj)
  4. Can China fight America alone? (economist)
  5. Trump’s Tariffic Mistake (scottgrannis)
  6. The tricky task of calculating AI’s energy use (economist)
  7. Alibaba’s Quark surpasses ByteDance’s Doubao, DeepSeek as China’s top AI app (scmp)
  8. Intel Is Retooling Its Board. Big Changes Could Come in May. (barrons)
  9. Etsy marries AI and human touch with curated collections (yahoo)
  10. Logistics giant GXO is going big on humanoid robots (businessinsider)
  11. PayPal Teams With Will Ferrell To Promote Updated Pay-Later Program (pymnts)
  12. Kelley Blue Book Report: New-Vehicle Prices Hold Steady in March As Sales Increase Ahead of Anticipated Tariff-Driven Price Hikes (coxauto)
  13. U.S. Electric Vehicle Sales Increase More Than 10% Year Over Year in Q1: GM Drives EV Growth While Tesla Declines (coxauto)
  14. Housing market inventory is rising just about everywhere—just look at this map (fastcompany)
  15. Is This Finally Rory McIlroy’s Moment at the Masters? (wsj)
  16. Masters 2025: Rory vs. Bryson could join these final-round showdowns among Augusta’s all-time greatest (golfdigest)

Be in the know. 16 key reads for Saturday…

  1. Trump Has a $350 Billion Deal for Europe: Buy Our Energy (wsj)
  2. Trump pushes trade partners to buy more U.S. energy as a way to avoid higher tariffs (cnbc)
  3. Trump optimistic on reaching deal with China, White House says (reuters)
  4. China Raises Tariffs on the U.S. Again. Currencies Are a New Concern. (barrons)
  5. China Market Update: China ADR Delisting ‘Sources’ Ignore Facts (forbes)
  6. Some Americans are stockpiling $220 sneakers before Trump’s tariffs raise prices even higher (marketwatch)
  7. Cheap things from China are poised to get pricey. Secondhand retailers are ready to take advantage (cnn)
  8. Wall Street’s Best Hope to End Trump’s Global Trade War Is One of Its Own (wsj)
  9. What’s the Basis Trade and What Role Did It Play in Market Volatility? (bloomberg)
  10. The Simple Explanation for This Week’s Treasury Market Mayhem (wsj)
  11. Long-Term Treasury Bond Yields Are Spiking. Why It Won’t Last. (barrons)
  12. Federal Reserve ‘absolutely’ ready to help stabilise market if needed, top official says (ft)
  13. How One of the Wildest Weeks in Market History Unfolded (wsj)
  14. America’s Heartland Is Coming Back. Can the Recovery Last? (barrons)
  15. 22 Best Healthcare Companies to Invest In (morningstar)
  16. Nobody Knows (Yet Again) (oaktree)

Be in the know. 22 key reads for Friday…

  1. Why We Think the Market’s Outlook for Housing Stocks Is Overly Bearish (morningstar)
  2. US Mortgage Rates Fall for Third Week to Lowest Since December (bloomberg)
  3. 30-Year Treasury Auction Showed Strong Demand. What It Means for the Bond Market. (barrons)
  4. Dollar Slides to Multiyear Lows as U.S.-China Tariff War Escalates (wsj)
  5. Trump Team Races to Cut Piecemeal Tariff Deals With More Than 70 Countries (wsj)
  6. Bessent Emerges as Wall Street Man-of-the-Hour Trade Negotiator (bloomberg)
  7. Einhorn Says Tariff ‘Attacks’ to Force More Fed Cuts This Year (bloomberg)
  8. White House Official Says More Than 15 Countries Have Made Trade Deal Offers (zerohedge)
  9. Vietnam Envoy Meets Bessent, Lutnick to Push Trade Deal (bloomberg)
  10. US power use to reach record highs in 2025 and 2026, EIA says (reuters)
  11. Forget the Market Roller Coaster. Theme-Park Stocks Could Be a Tariff Beater (barrons)
  12. Wall Street Pulls Back on the Weight-Loss Drug Hype (barrons)
  13. Market Rout Shatters Long-Held Beliefs on Investing (wsj)
  14. UK Growth Surges as Factories Boost Output Before US Tariffs (bloomberg)
  15. Stifel maintains GXO stock Buy rating, $66 target amid acquisition delay (investing)
  16. PayPal Doubles Down on Checkout and Pay Later with New Will Ferrell Campaign and Biggest Sweepstakes Ever (investing)
  17. 2 Countries in Trump’s Tariff Crosshairs Are Bargains. You’ll Be Surprised. (barrons)
  18. China’s Tech Giants Move to Support Exporters as Trade Tensions Rise (wsj)
  19. Shein’s Bargain-App Formula Crumbles Under Trump (wsj)
  20. Alibaba’s Jack Ma Wants AI to Serve, Not Lord Over, Humans (bloomberg)
  21. China Stocks Extend Gains as Stimulus, Deal Hopes Get Upper Hand (bloomberg)
  22. China unlikely to aggressively devalue yuan to offset impact of U.S. tariffs, economists say (cnbc)