Be in the know. 27 key reads for Wednesday…

  1. Investors Fear Another Big Blowup of Basis Trade as Treasuries Lose Haven Status (bloomberg)
  2. Weekly mortgage demand jumped 20% last week, as tariff volatility briefly tanked rates (cnbc)
  3. US Mortgage Rates Drop to Lowest Since October, Spurring Demand (bloomberg)
  4. US houses are shrinking as inflation pushes ‘McMansions’ out of reach (ft)
  5. Tariffs Are Coming for the AI Boom (wsj)
  6. Trump Must Deregulate U.S. Energy to Unleash AI Dominance (wsj)
  7. Traders boost bets Fed will start cutting rates in May (reuters)
  8. Companies’ rush to promise new US factories threatened by Trump tariff chaos (ft)
  9. Asian Nations Promise to Buy More US Gas to Win Tariff Relief (bloomberg)
  10. South Korea Eyes ‘Big’ Trade Deal After Long Awaited Trump Call (bloomberg)
  11. Vietnam’s deputy PM to meet US’s Bessent, Boeing on Wednesday, schedule shows (reuters)
  12. India Says Tariff Strategy Is to Seek US Trade Deal (bloomberg)
  13. The Treasury basis trade rears its head again (ft)
  14. Record-Breaking $1 Trillion Defense Budget: Trump, Hegseth Say It’s Happening (zerohedge)
  15. Boeing Closes In on Airbus With Strong First-Quarter Deliveries (bloomberg)
  16. Boeing deliveries in March jump by 41% compared to a year earlier (reuters)
  17. Pfizer Stock’s Fall to ’97 Level Lifts Yield Near 8%. Dividend Looks Safe. (barrons)
  18. Honeywell and 11 Other Stocks to Considering Buying After the Tariff Turmoil (barrons)
  19. If Tariff Deals Happen, These Stocks Could Pop (barrons)
  20. The 10 Best Dividend Stocks (morningstar)
  21. Disney Offers Discounts, Shows as New Universal Theme Park Looms (bloomberg)
  22. Alibaba executive sees ‘explosive growth’ in AI applications in China in 2025 (scmp)
  23. National Team Cavalry Arrives (chinalastnight)
  24. China slaps 84% retaliatory tariffs on U.S. goods in response to Trump (cnbc)
  25. Chinese Stocks Bounce Back as Stimulus Bets Counter Tariff Blow (bloomberg)
  26. China Has Readied a Trade-War Arsenal That Takes Aim at U.S. Companies (wsj)
  27. China Auto Sales Rose Sharply in March on Subsidies, Softer Price Competition (wsj)

Be in the know. 30 key reads for Tuesday…

  1. Scott Bessent says up to 70 nations want to negotiate over Trump’s tariffs (foxbusiness)
  2. Musk made direct appeals to Trump to reverse new tariffs, Washington Post reports (reuters)
  3. Bessent Sees ‘Good Deals’ Potential as US Works Priority List (bloomberg)
  4. Top Vietnam Official Rushes to Washington for Talks on Trade (bloomberg)
  5. Bessent Says Everything Is on Negotiating Table With Tariffs (bloomberg)
  6. Can companies exploit differences between Trump’s tariff rates? (ft)
  7. Vietnam to buy US defence, security products to tackle trade gap (reuters)
  8. Watch CNBC’s full interview with Treasury Secretary Scott Bessent (youtube)
  9. The False Tariff Headline That Sent Stocks on a $2 Trillion Ride (wsj)
  10. Some US consumers stockpile goods ahead of Trump’s new tariffs (reuters)
  11. Levi’s Earnings Beat Forecasts. Tariffs to Have ‘Minimal Impact’ This Quarter. (barrons)
  12. “Risk-Reward is Skewed To The Upside”: Goldman Traders Turn Bullish (zerohedge)
  13. Hedge funds pile up record short bets against stocks as traders go into ‘self-protection mode’ (cnbc)
  14. US Stock Market Outlook: From ‘Priced to Perfection’ to Time to Buy (morningstar)
  15. 3 Reasons for Hope as the Market Selloff Continues (barrons)
  16. 124 Stocks Hit Undervalued Territory in Tariff Selloff (morningstar)
  17. 3 Stocks to Buy and Hold During Tariff Chaos (morningstar)
  18. Bank of America, Chewy, and 16 More Stocks to Help You Hide From Tariff Chaos (barrons)
  19. Alibaba Chases International AI Users With New Qwen Upgrades (bloomberg)
  20. DeepSeek, Alibaba help China narrow gap with US in leading AI models: Stanford report (scmp)
  21. China state firms pledge to boost share purchases to calm markets (reuters)
  22. China Traders Boost Monetary Easing Bets as Tariffs Roil Markets (bloomberg)
  23. China’s Record Equity Risk Premium Bodes Well for State Buying (bloomberg)
  24. China Readies Policies To Counter Tariffs (chinalastnight)
  25. Many U.S. Companies Plan to Keep China Ties, Survey Finds (wsj)
  26. Americans Have $35 Trillion in Housing Wealth—and It’s Costing Them (wsj)
  27. Jeep Maker Stellantis Offers to Help Suppliers Pay Tariff Costs (bloomberg)
  28. Diageo Reaches Ciroc Deal With LeBron James-Backed Tequila (bloomberg)
  29. Generac’s new line of generators targets growing data center demand (reuters)
  30. Advanced Micro Devices Stock Gets a Downgrade. Nvidia and Intel Are Part of the Problem. (barrons)