Be in the know. 28 key reads for Thursday…

  1. ‘This Is a Great Time to Buy’: Tariff Pause Sparks Historic Rally (wsj)
  2. Trump Pauses ‘Reciprocal’ Tariffs, but Hits China Harder (wsj)
  3. The U.S. and China Are Still in a Trade War. Here’s How Much Business They Do. (wsj)
  4. Trump Ups the Tariffs Ante on China. What Moves Beijing Has Left. (barrons)
  5. European Union to put countermeasures to U.S. tariffs on hold for 90 days (cnbc)
  6. Ray Dalio says Trump should negotiate a ‘win-win’ trade deal with China (cnbc)
  7. As U.S. Buyers Cancel Orders, Chinese Factories Say No More Discounts (wsj)
  8. Taiwan Aims to Triple US Share of LNG to Avoid Tariffs (bloomberg)
  9. Vietnam, US to Start Trade Deal Talks After 46% Tariff Pause (bloomberg)
  10. Trump’s latest China move called ‘art of the deal’ masterstroke (streetinsider)
  11. EU weighs buying more US gas due to Trump tariff pressure (ft)
  12. China Leaders to Meet on Stimulus After Trump’s Tariff Shock (bloomberg)
  13. China’s Stock Investors Show Faith in Beijing as Trump Ups Ante (bloomberg)
  14. Jack Ma’s Alibaba Cloud visit a sign of support as tech giant accelerates adoption of AI (scmp)
  15. Largest Southbound Connect Buying EVER In Hong Kong: Alibaba & Tencent Significant Benefactors (chinalastnight)
  16. China musters ‘national team’ to fight on front line in trade war (ft)
  17. US tripling of small-package duties delivers further blow to Shein and Temu (ft)
  18. AI Data Center Growth Means More Coal and Gas Plants, IEA Says (bloomberg)
  19. Is the US power grid ready to meet the demands of data centres? (ft)
  20. Texas Is Ground Zero for the US Battery Boom (bloomberg)
  21. PC Shipments Jumped Most In Years Ahead Of Tariff Blitz (zerohedge)
  22. Behind Stocks’ Big Bounce: Sudden Short Covering, Low Liquidity (bloomberg)
  23. Bond Market Calms as 10-Year Treasury Auction Sees ‘Very Strong’ Demand (barrons)
  24. Boeing Stock Takes Off as Trump Mitigates Tariff Risk (barrons)
  25. Vietjet signs $300 million finance deal, in talks to expand order with Boeing (investing)
  26. Bernstein maintains Disney stock Outperform with $120 target (investing)
  27. Why Dividend Stocks Are the Ones to Buy in Periods of Turmoil (barrons)
  28. Retail investors started to favor S&P 500 put options. Then the market surged. (marketwatch)

“Tariffs: Perception vs. Reality” Stock Market (and Sentiment Results)…

Key Market Outlook(s) and Pick(s)

On Friday, I joined Stuart Varney on Fox Business “Varney & Co” to discuss markets, tariffs, the Fed, mortgage rates, Brad Jacobs, and QXO. Thanks to Stuart and Christian Dagger for having me on:

Continue reading ““Tariffs: Perception vs. Reality” Stock Market (and Sentiment Results)…”