Be in the know. 19 key reads for Saturday…

  1. Dalio Sees US, China Push for Yuan Deal as Part of Trade Relief (bloomberg)
  2. How Alibaba is transforming into a catalyst for China’s AI boom (scmp)
  3. Nike, Lululemon Rebound as Trump Touts Call With Vietnam Leader (bloomberg)
  4. Mortgage Rates Are Heading Lower. Is It a Good Time to Buy a Home? (barrons)
  5. The Fed Is In ‘No Hurry’ to Lower Interest Rates. Don’t Be Surprised by Multiple Cuts. (barrons)
  6. The Big Losers in Trump’s Tariff Chaos—and a Couple of Survivors (wsj)
  7. Energy Tanked on Trump’s Tariffs. Natural-Gas Stocks Could Still Fire Back Up. (barrons)
  8. U.S. natural gas consumption set new winter and summer monthly records in 2024 (eia)
  9. Stellantis gives employee discount to US buyers as tariffs take effect (nypost)
  10. General Motors, Nissan to boost production at US plants due to Trump tariffs (nypost)
  11. Hedge funds hit with steepest margin calls since 2020 Covid crisis (ft)
  12. Goldman: Biggest. Selling. Ever! (zerohedge)
  13. With value investing back in vogue, I’m taking a leaf out of Warren Buffett’s playbook (yahoo)
  14. Trump is calling for a rate cut to rescue markets. Why he might be right. (marketwatch)
  15. A weaker dollar and lower rates are part of Trump’s plan. Don’t say you weren’t warned. (marketwatch)
  16. Flight to safety pushes 10-year Treasury yield below 4% (ft)
  17. The Stock Market Had Its Worst Week Since the Pandemic. Keep Hope Alive. (barrons)
  18. Tariff impact manageable for commercial aero; Boeing exposure limited: Wells Fargo (investing)
  19. Something’s Gone Wrong With Microsoft’s Huge AI Data Center Investments (futurism)

Be in the know. 25 key reads for Friday…

  1. Why This Is China’s Year in Markets (bloomberg)
  2. China Retaliates Against Trump Tariffs With 34% Levy on U.S. Goods (barrons)
  3. Cheap Shein and Temu Finds Are History. This Import Loophole Is Now Closed. (barrons)
  4. Gold and Foreign Stocks Are Winning. Here Are the Losers. (barrons)
  5. Donald Trump triggers race to offer US concessions before tariffs hit (ft)
  6. A Market-Rattling Attempt to Make the American Economy Trump Always Wanted (wsj)
  7. Ford rolls out discounts — and Volvo, Mercedes eye upping US production as Trump’s auto tariffs rev up (nypost)
  8. Volvo Cars’ new CEO vows to produce more cars in US (reuters)
  9. Fed to cut rates five times in 2025 to shore up economy amid tariff storm: Citi (streetinsider)
  10. Fed to go big with June start to interest-rate cuts, traders bet (yahoo)
  11. Euro Emerges as Unlikely Winner From Trump’s Trade Shock (bloomberg)
  12. Dollar Weakens as Investors Seek Safety Elsewhere (wsj)
  13. Mortgage Rates in US Slip for a Second Week, Dropping to 6.64% (bloomberg)
  14. Hiring Defied Expectations in March, With 228,000 New Jobs (wsj)
  15. Intel Gains on Report of Joint Venture Deal With TSMC (bloomberg)
  16. Alcohol Industry Dodges Worst of Trump’s Tariffs — For Now (bloomberg)
  17. Consumer Staples Gain on Rush to Safety After Tariffs Spark Market Rout (wsj)
  18. Exempt or Not, the Chip Industry Won’t Escape Tariffs (wsj)
  19. Lululemon stock falls as Trump’s tariffs put it in the ‘bullseye.’ This analyst still says buy. (marketwatch)
  20. The ‘Magnificent Seven’ saw a record $1 trillion wipeout — and Apple led the way (marketwatch)
  21. Mizuho maintains PayPal stock Outperform rating, $96 target (investing)
  22. Retail Traders Step In to Buy as Others Flee in Tariff Rout (bloomberg)
  23. US Energy Chief Plans to Use Federal Land to Build Data Centers (bloomberg)
  24. These Are Scary Times. Market Downturns Can Be a Buying Opportunity. (barrons)
  25. Why You Should Ignore Everything Going On in the Market Right Now (barrons)