Be in the know. 20 key reads for Monday…

  1. China Discusses Accelerating Stimulus to Counter Trump Tariffs (bloomberg)
  2. Yuan Devaluation Market Chatter Grows as Trade War Worsens (bloomberg)
  3. China sovereign fund steps in to support stocks plunging on trade war (reuters)
  4. Goldman Sachs expects significant Chinese fiscal easing to offset tariffs (reuters)
  5. Vietnam Offers to Remove Tariffs on US After Trump’s Action (bloomberg)
  6. India Seeks US Trade Talks, Signaling No Retaliatory Tariffs (bloomberg)
  7. Trump says he can’t say what will happen to markets as his team claims 50 countries are seeking tariff deals (marketwatch)
  8. South Korea’s Trade Minister Heads to US After Hit by 25% Tariff (bloomberg)
  9. Philippines Mulls Cutting Tariffs on US Products, Its Trade Chief Says (bloomberg)
  10. Ishiba to Talk With Trump as Japan’s Nikkei Enters Bear Market (bloomberg)
  11. Hedge funds capitulate, investors brace for margin calls in market rout (reuters)
  12. Americans Are Sitting on a Cash Pile as Stocks Reel (wsj)
  13. The Stock Market’s Fear Gauges Point to a Bounce, Not a Bottom (wsj)
  14. Treasury Yields Fall. Why They Could Have Further to Drop. (barrons)
  15. Automakers seek ‘opportunity in the chaos’ of Trump’s tariffs (cnbc)
  16. Trump’s Trade War Raises Bar for Fed Rate Cuts (nytimes)
  17. Wall Street Starts to Speak Out Against Trump’s Tariffs (wsj)
  18. How Global Trade Could Survive Trump’s Tariffs (wsj)
  19. Warren’s Winning (zerohedge)
  20. Hisense Partners with GXO to Manage its Logistics Operations in Spain (investing)

Be in the know. 16 key reads for Sunday…

  1. As Donald Trump’s trade war heats up, China is surprisingly confident (economist)
  2. China and America are racing to develop the best AI. But who is ahead in using it? (economist)
  3. Alibaba’s Qwen2.5-Omni tops Hugging Face’s open-source Ai model list (technode)
  4. Employee Pricing Returns at Stellantis and Ford Amid Customer Uncertainty (thedrive)
  5. Automakers jump on Tesla’s brand woes with discount EV offers (techcrunch)
  6. New Auto Tariffs Are Now in Place, Driving the Industry into Uncharted Territory (coxautomotive)
  7. Are there any business winners in Trump 2? (economist)
  8. Cautious Optimism for Building Products Distribution Rising as Sustained Demand for New Residential Construction Expected (morningstar)
  9. More homes are finally hitting the spring market. Will buyers take the plunge? (npr)
  10. How Investing Will Change if the Dollar No Longer Rules the World (wsj)
  11. The Complicated Relationship Between Consumer Sentiment and Stocks (wsj)
  12. ‘Keep Your Head When All About You Are Losing Theirs’: Here’s Warren Buffett’s Classic Advice As Stock Market Plunges on Tariff Announcement (entrepreneur)
  13. Alex Ovechkin has tied Wayne Gretzky’s all-time NHL goals record (npr)
  14. The Launch of the Torpedo Bat (newyorker)
  15. 5 collector cars to put into your garage this week (classicdriver)
  16. 5 holes that will decide the Masters (hint: not on the back 9) (golf)

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)