Be in the know. 16 key reads for Sunday…

  1. If Wall Street CEOs See a Recession, Their Guidance Isn’t Showing It. Yet. (barrons)
  2. Trump exempts smartphones, laptops, and semiconductors from new tariffs (techcrunch)
  3. China’s March Lending Jumped on Government Stimulus Push (wsj)
  4. Can China fight America alone? (economist)
  5. Trump’s Tariffic Mistake (scottgrannis)
  6. The tricky task of calculating AI’s energy use (economist)
  7. Alibaba’s Quark surpasses ByteDance’s Doubao, DeepSeek as China’s top AI app (scmp)
  8. Intel Is Retooling Its Board. Big Changes Could Come in May. (barrons)
  9. Etsy marries AI and human touch with curated collections (yahoo)
  10. Logistics giant GXO is going big on humanoid robots (businessinsider)
  11. PayPal Teams With Will Ferrell To Promote Updated Pay-Later Program (pymnts)
  12. Kelley Blue Book Report: New-Vehicle Prices Hold Steady in March As Sales Increase Ahead of Anticipated Tariff-Driven Price Hikes (coxauto)
  13. U.S. Electric Vehicle Sales Increase More Than 10% Year Over Year in Q1: GM Drives EV Growth While Tesla Declines (coxauto)
  14. Housing market inventory is rising just about everywhere—just look at this map (fastcompany)
  15. Is This Finally Rory McIlroy’s Moment at the Masters? (wsj)
  16. Masters 2025: Rory vs. Bryson could join these final-round showdowns among Augusta’s all-time greatest (golfdigest)

Be in the know. 16 key reads for Saturday…

  1. Trump Has a $350 Billion Deal for Europe: Buy Our Energy (wsj)
  2. Trump pushes trade partners to buy more U.S. energy as a way to avoid higher tariffs (cnbc)
  3. Trump optimistic on reaching deal with China, White House says (reuters)
  4. China Raises Tariffs on the U.S. Again. Currencies Are a New Concern. (barrons)
  5. China Market Update: China ADR Delisting ‘Sources’ Ignore Facts (forbes)
  6. Some Americans are stockpiling $220 sneakers before Trump’s tariffs raise prices even higher (marketwatch)
  7. Cheap things from China are poised to get pricey. Secondhand retailers are ready to take advantage (cnn)
  8. Wall Street’s Best Hope to End Trump’s Global Trade War Is One of Its Own (wsj)
  9. What’s the Basis Trade and What Role Did It Play in Market Volatility? (bloomberg)
  10. The Simple Explanation for This Week’s Treasury Market Mayhem (wsj)
  11. Long-Term Treasury Bond Yields Are Spiking. Why It Won’t Last. (barrons)
  12. Federal Reserve ‘absolutely’ ready to help stabilise market if needed, top official says (ft)
  13. How One of the Wildest Weeks in Market History Unfolded (wsj)
  14. America’s Heartland Is Coming Back. Can the Recovery Last? (barrons)
  15. 22 Best Healthcare Companies to Invest In (morningstar)
  16. Nobody Knows (Yet Again) (oaktree)