Be in the know. 22 key reads for Wednesday…

  1. Boeing Beats Airbus in Deliveries to Further Comeback Story (bloomberg)
  2. Boeing Announces First Quarter Deliveries (boeing)
  3. Seaport upgrades VF Corp. stock rating on Vans bottoming outlook (investing)
  4. Why Intel Stock Is a Buy Even After a 220% Rally (barrons)
  5. Disney Is Cutting 1,000 Jobs in First Layoffs Under New CEO (bloomberg)
  6. Alibaba Readies Robots for Foray Into Crowded Chinese Arena (bloomberg)
  7. Alibaba shares rise on cloud cybersecurity price hikes (investing)
  8. GXO and Electro Dépôt Extend Strategic Logistics Partnership in France (gxo)
  9. White House lays out fixes for housing affordability problem (foxbusiness)
  10. Mortgage applications rise as rates fall to one-month low (cnbc)
  11. COVID-era homeowners are still hanging on to their ultra-low-rate mortgages (yahoo)
  12. U.S. Economy Remains Resilient in Face of Iran War, Banks Say (wsj)
  13. Treasury chief says US growth may exceed 3% or 3.5% this year despite Iran war (reuters)
  14. Iran war ‘very close to over,’ Trump says — and the stock market ‘is going to boom’ (cnbc)
  15. Stocks Are Back to Pre-Iran War Levels. Earnings Will Dictate Where They Go Next. (barrons)
  16. Fund Managers Are the Most Bearish in Nearly a Year. Why That Could Be Bullish. (barrons)
  17. “The Largest In Over A Decade”: CTAs Unleash Historic Buying Spree (zerohedge)
  18. The Playbook Pays Off… Again! (zerohedge)
  19. Wholesale Inflation Surprisingly Tame in March (barrons)
  20. Process to Refund Tariffs to Begin Next Week (wsj)
  21. Stellantis Shipments Rise on Strong Growth in North America and Europe (wsj)
  22. Kevin Warsh’s Fed Chair Hearing Is Set for Next Tuesday (barrons)