Be in the know. 24 key reads for Wednesday…

  1. Disney Raises Profit Forecast on Strong Parks, Streaming (bloomberg)
  2. Disney reports surprise uptick in streaming subscribers, beats on top and bottom lines (cnbc)
  3. Alibaba’s Qwen3 topples DeepSeek’s R1 as world’s highest-ranked open-source AI model (scmp)
  4. Trump officials Bessent and Greer to meet with Chinese counterparts on trade, economic issues (cnbc)
  5. China injects ‘tactical’ monetary stimulus ahead of US trade meeting (reuters)
  6. China Cuts Key Rate, Reserve Ratio to Aid Economy Hit by Tariffs (bloomberg)
  7. Alibaba collaborates with social media platform RedNote in fresh domestic e-commerce push (scmp)
  8. US-China Tariff Pause Reasonable to Expect, Council Head Says (bloomberg)
  9. Post-Holiday Rebound Driven By Consumer Stocks (chinalastnight)
  10. Bessent Says Good Trade Offers Made, Sees Deal Soon as This Week (bloomberg)
  11. So Much For “Not A Safe Asset”: Yields Tumble After Stellar 10Y Treasury Auction Stops Through On Soaring Direct Demand (zerohedge)
  12. UK and US in Intensive Talks on Economic Deal to Reduce Tariffs (bloomberg)
  13. Rush to beat tariffs boosts US trade deficit to record high in March (reuters)
  14. The economy is resilient enough to handle this uncertainty, says Ed Yardeni (youtube)
  15. Europe Is a Safe Haven. 5 Stocks—and 3 ETFs—to Buy for Turbulent Markets. (barrons)
  16. EU Lays Out Plan to Cut Russian Energy Imports by 2027 (wsj)
  17. BMW chief predicts lower tariffs from July (ft)
  18. US companies plot $500bn share buyback spree (ft)
  19. What’s in Buffett’s Berkshire Empire? Cowboy Boots, Candy and Railroads (wsj)
  20. Baby boomers are buying more homes than millennials. Is that backwards? (usatoday)
  21. Traders Most Bullish Loonie Since 2009 as Carney, Trump Meet (bloomberg)
  22. Intel shareholders approve equity incentive plan, new CEO pay (reuters)
  23. PayPal to introduce contactless mobile wallet in Germany (yahoo)
  24. Temu, Shein See US Sales Drop in Week After Tariff Price Hikes (bloomberg)

Be in the know. 20 key reads for Tuesday…

  1. ‘Made in China’ airliner faces trade turbulence (ft)
  2. Trump’s Middle East Trip Has Qatar Lining Up Major Boeing Order (bloomberg)
  3. Alipay and WeChat Pay see booming inbound spending in China during Labour Day holiday (scmp)
  4. China Plans Wednesday Briefing on Market Stabilization Measures (bloomberg)
  5. Beijing’s ‘Made in China’ Plan Is Narrowing Tech Gap, Study Finds (wsj)
  6. China’s New AI Niche Could Upend Global Tech Investing. How to Get in on the Data Gold Rush. (barrons)
  7. Pres. Trump will reduce China tariffs to 60% in coming weeks, says Piper Sandler (youtube)
  8. Optimism Is Back for Biotech Stocks. This Time, It Could Last. (barrons)
  9. What Recession: Goldman Now Expects Q2 GDP To Surge To 2.4% (zerohedge)
  10. Hollywood Wanted Trump to Bring Movie-Making Back to the U.S.—but Not Like This (wsj)
  11. Bessent Pitches Skittish Investors to Bet on Trump’s Economic Plan (nytimes)
  12. India Offers Zero-for-Zero Tariffs on Auto Parts, Steel From US (bloomberg)
  13. We should not believe consumers who say they’ve got the blues (ft)
  14. Avoid Unforced Errors and Stay Humble: Warren Buffett’s Leadership Lessons (wsj)
  15. BofA’s Trading Chief Says Shift Out of US Is Still Marginal (bloomberg)
  16. 5 Stocks to Buy in May and Hold for the Long Term (morningstar)
  17. GXO secures $2.5 billion NHS logistics contract (investing)
  18. Generac Urges Homeowners to Prepare as 2025 Hurricane Season Forecasts Above-Average Storm Activity (investing)
  19. Nike Switches Up Leadership Team Amid Ongoing Turnaround (wsj)
  20. Hims & Hers Stock Stumbles After Earnings. The Long-Term Sales Outlook Looks Low. (barrons)