Be in the know. 20 key reads for Monday…

  1. Yen Rebounds Strongly After First Slide Past 160 Since 1990 (bloomberg)
  2. Hong Kong stock index closes near bull market territory on earnings optimism (scmp)
  3. Japan Intervenes After Yen Slides Against the Dollar (wsj)
  4. The Fed Won’t Cut Rates This Week. Focus on Balance Sheet Plans. (barrons)
  5. Cooper Standard Named a 2023 Supplier of the Year by General Motors (cooperstandard)
  6. Air Conditioning and AI Are Demanding More of the World’s Power—Renewables Can’t Keep Up (wsj)
  7. Alibaba’s Dingtalk Launches AI Agent Marketplace, Upgrades AI Assistant (alizila)
  8. The Resort at Paws Up Is the Best Dude Ranch to Live Like a ‘Yellowstone’ Dutton (mensjournal)
  9. Padre-Figlia combines every father’s two loves: his daughter and his Ferrari! (classicdriver)
  10. Warming Up with Brooks Koepka (youtube)
  11. M2 still points to lower inflation (scottgrannis)
  12. Inside the China-US Competition for AI Experts (bloomberg)
  13. The Scholar of Comedy (newyorker)
  14. Tesla’s Musk Gets Self-Driving Approval in China (barrons)
  15. Market needs to be ‘disabused’ of the expectation for two rate cuts this year, says Ed Yardeni (cnbc)
  16. Chengdu scraps home purchase qualifications to support housing market (scmp)
  17. Boeing Looks to Sell Bonds After Reporting Cash Burn (bloomberg)
  18. Knight-Swift Is Hunting for Trucking Acquisitions (wsj)
  19. Wall Street Has Spent Billions Buying Homes. A Crackdown Is Looming. (wsj)
  20. What tech’s choppy action means for stocks this week, according to this 20-year analysis (marketwatch)

Be in the know. 10 key reads for Sunday…

  1. May Almanac: Historically Poor in Election Years (AlmanacTrader)
  2. Even If the Fed Cuts, the Days of Ultralow Interest Rates Are Over (wsj)
  3. Forget Moonshots. Investors Want Profit Now. (wsj)
  4. She Owns Several Showstopping Cars. This Rare Ferrari Comes First. (wsj)
  5. Weekly Leading Economic Index (advisorperspectives)
  6. Boeing’s CEO search hits a roadblock—now an ‘insider/outsider’ who runs the planemaker’s biggest supplier is on the short list and near the top (fortune)
  7. Wall Street finds a back door into the AI stock boom as energy demand soars: utilities (fortune)
  8. Hennessey Performance Unveils 850-HP Cadillac Escalade-V (maxim)
  9. This Stunning St. Lucia Resort Is Straight Out Of A James Bond Movie (maxim)
  10. Alibaba Cloud brings AI video generator EMO to Tongyi Qianwen app (technode)

 

Be in the know. 20 key reads for Saturday…

  1. Emerging Market Bonds Are Catching Wall Street’s Eye. What the Attraction Is. (barrons)
  2. Buy Enphase Energy Stock, Analyst Says. It’s Only Up From Here. (barrons)
  3. Big Tech Is Spending Gazillions on AI. Earnings Offer a Peek. (barrons)
  4. Warren Buffett or Not, Berkshire Hathaway Stock Is Built to Last (barrons)
  5. Alphabet Closes Above $2 Trillion Market Cap for the First Time (barrons)
  6. How a Chicken Sandwich Shows a Hidden Power in the U.S. Economy (barrons)
  7. Kraft Heinz’s CEO Is a Health Nut. Can He Remake a Processed-Food Giant? (wsj)
  8. Jamie Dimon starts every morning reading five newspapers — guess which he peruses first (nypost)
  9. Florida real estate sellers slashing home prices as inventory surges to uncomfortable levels (nypost)
  10. The UK Market May Have Found Its Catalyst (bloomberg)
  11. Digital ad market is finally on the mend, bouncing back from the ‘dark days’ of 2022 (cnbc)
  12. Ed Yardeni on Long-Term Bull Market (mib)
  13. Intel CEO confident in its AI future after posting soft guidance (yahoo)
  14. Newell’s stock rallies on revenue beat as it boosts margins and carries out restructuring plan (marketwatch)
  15. S. natural gas-fired electricity generation consistently increased in 2022 and 2023 (eia)
  16. The Thrill Factor Is Back for Retail Investors (wsj)
  17. 2 Wide-Moat Stocks Trading at Rare Discounts (morningstar)
  18. 10 Best Blue-Chip Stocks to Buy for the Long Term (morningstar)
  19. Leon Cooperman, Hedge Fund Icon, Billionaire & Philanthropist (youtube)
  20. Why The Four Seasons Anguilla Is Among The Caribbean’s Best Beach Resorts (maxim)

Be in the know. 24 key reads for Friday…

  1. Treasury yields slip from 2024 highs even after Fed’s favored inflation report signals stalled progress (marketwatch)
  2. Ant Group adds 14 foreign payment apps in access boost for Hong Kong merchants (scmp)
  3. Hong Kong stocks hit 5-month peak after positive earnings surprises (scmp)
  4. Global funds build ‘significant exposure’ to Chinese stocks in mood shift: HSBC (scmp)
  5. Yellen confident U.S. inflation will continue to cool (marketwatch)
  6. Treasuries Gain as Traders Find Relief in Key Inflation Readings (bloomberg)
  7. High Borrowing Costs Have Some Democrats Urging Biden to Pressure the Fed (nytimes)
  8. Microsoft Cloud Strength Drives March-Quarter Beat (investors)
  9. How to Get a Meeting With the UAE’s $1.5 Trillion Man (bloomberg)
  10. Alphabet’s Market Value Poised to Overtake Nvidia’s (barrons)
  11. For Second City, Making People Laugh is a Serious Business (barrons)
  12. Google Sales Accelerate as Ad, Cloud Businesses Hold Up Amid Costly AI Push (wsj)
  13. Warren Buffett Built Berkshire. What Happens When He’s No Longer There? (barrons)
  14. ‘How Disney Built America’ Review: Mickey Mouse Mythology (wsj)
  15. Microsoft Earnings Jump on AI Demand (wsj)
  16. Pfizer Receives FDA Approval for Bleeding Disorder Treatment (barrons)
  17. This isn’t ‘some brink’ for the U.S. consumer despite concerning economic data, says TCW (marketwatch)
  18. After Friday’s inflation report, fed-funds futures show Fed rate cuts may begin in September (marketwatch)
  19. San Francisco Buyers Bring Its Luxury Housing Market Back to Life (wsj)
  20. The Dream of Fed Rate Cuts Is Slipping Away (wsj)
  21. Alphabet’s Revenue Jumps 15% to $80.5 Billion (nytimes)
  22. Billionaire ‘bond king’ Bill Gross tells investors to avoid tech and stick to value stocks (businessinsider)
  23. Consumer sentiment weakens in late April, University of Michigan survey says (marketwatch)
  24. EM Stocks on Track for Best Week Since July on US Tech Spillover (bloomberg)