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)

Be in the know. 28 key reads for Thursday…

  1. Traders Bet on More Fed Cuts With 10-Year Yield Headed Toward 4% (bloomberg)
  2. What to Know About the U.S. Trade Imbalance, in Charts (wsj)
  3. Trump’s ‘Reciprocal’ Tariff Formula Is All About Trade Deficits (bloomberg)
  4. Trump’s Tariffs Were Supposed to Boost the Dollar. Why the Opposite Happened. (wsj)
  5. 10-year Treasury yield falls to lowest level since October after Trump unveils sweeping tariffs (cnbc)
  6. Dollar Drops by Most Since 2022 as Traders Brace for More Pain (bloomberg)
  7. Will Today Go Down In History As The Beginning Of A New Era? (zerohedge)
  8. Chinese Stock Investors Flock to Hong Kong to Bargain Hunt (bloomberg)
  9. China Stocks Post Modest Losses as US Tariffs Spur Stimulus Bets (bloomberg)
  10. Alibaba Steps Up AI Game With Qwen 3, Challenging DeepSeek’s Low-Cost AI Success (yahoo)
  11. China Services Gauge Shows Acceleration in Activity Expansion (wsj)
  12. Tariff Loophole That Helped Temu, Shein Will Close May 2 (bloomberg)
  13. Xiaomi delivers record cars in March as winners emerge in China’s EV race (cnbc)
  14. Ford Motor Company will offer employee pricing to all US shoppers: ‘Handshake deal with every American’ (foxbusiness)
  15. Hyundai Motor says no plan for price hikes in US for now (reuters)
  16. Auto giants surprisingly resilient as sweeping U.S. tariffs spare Canada and Mexico for now (cnbc)
  17. Euro jumps over 2% against dollar after hefty US tariffs announced (streetinsider)
  18. Europe LNG Demand Is So Hot That Cargoes Land at Wider Discounts (bloomberg)
  19. Intel Stock Has Broken Its Winning Streak. This Could Help It Rally Again. (barrons)
  20. Intel’s new CEO Lip-Bu Tan makes his case for a revived Intel (yahoo)
  21. Boeing Has Made ‘Drastic’ Changes to Root Out Defects, CEO Says (bloomberg)
  22. Is Apple Pay really a problem for PayPal? Wall Street analyst weighs in (streetinsider)
  23. Growing Recession Worries Are Hitting Fintechs. 2 Bargain Stocks to Consider. (barrons)
  24. This Ultracheap Stock to Buy Is a Compelling Value Investment (morningstar)
  25. GXO Logistics, Inc. renews multi-year contract with Grupa Żywiec in Poland (investing)
  26. Retailers Are Dreading Tariffs. 8 Companies That Could Weather the Storm. (barrons)
  27. Want to Bring Factories Back? This Is What It Takes. (barrons)
  28. In shaky times, investors should hold their nerve (ft)