Be in the know. 15 key reads for Saturday…

  1. Nike, Adidas, Puma, Steve Madden, Caleres + Dozens More Companies Urge Trump to Exempt Shoes From Tariffs in FDRA Letter (footwearnews)
  2. Vans Owner VF Corp. Confirms 400 More Layoffs Across the Company (footwearnews)
  3. Berkshire Stock Could Drop 99% and Still Top S&P 500 Over Buffett’s 60-Year Reign (barrons)
  4. Berkshire shareholders head to Buffett’s 60th annual meeting, economy top of mind (reuters)
  5. Trump’s Auto Tariff Relief Shields USMCA Auto Parts From 25% Tax (bloomberg)
  6. Commercial aircraft demand boosts US factory orders in March (reuters)
  7. U.S. natural gas inventories in underground storage ended winter at a three-year low (eia.gov)
  8. US adds surprisingly strong 177K jobs in April as labor market holds up in face of tariffs (nypost)
  9. Speculators Turn Most Bearish on the Dollar Since September (bloomberg)
  10. Even Marvel Knows Its Movies and Shows Need to Be Better (wsj)
  11. Beijing Weighs Fentanyl Offer to U.S. to Start Trade Talks (wsj)
  12. Europe’s first grid crisis may not be its last (ft)
  13. Visa, Mastercard, PayPal Fuel Agentic AI Commerce Boom (pymnts)
  14. Temu and Shein Will Feel ‘De Minimis’ Pain. So Will These U.S. Companies. (barrons)
  15. These 3 Oil Refiners Can Buck the Energy Downturn (barrons)

Be in the know. 22 key reads for Friday…

  1. Warren Buffett proves, once again, why he’s the best (marketwatch)
  2. Warren Buffett, Mum So Far on the Trade War, Steps Up to the Mic (wsj)
  3. 10 Burning Questions for Warren Buffett at the Annual Berkshire Meeting (barrons)
  4. Cooper Standard Reports Robust Operating Performance and Significant Margin Improvement in the First Quarter of 2025 (investing)
  5. Ford’s April sales, led by pickups, surged 16% ahead of tariffs (usatoday)
  6. Inside Ford’s Kentucky Truck Plant, It’s About as American as Can Be (barrons)
  7. General Motors to deploy ‘Covid playbook’ to offset $5bn tariff hit (ft)
  8. Chinese EV makers sell more plugin-hybrids in the EU to avoid tariffs, research firm says (reuters)
  9. China Signals Readiness to Respond to U.S. Trade Overtures (wsj)
  10. China Says Its ‘Door Is Wide Open’ for Trade Talks. What It Means for the Market. (barrons)
  11. China Quietly Exempts About a Quarter of US Imports from Tariffs (bloomberg)
  12. Hong Kong’s Growth Unexpectedly Picks Up on Tourism, Export Boom (bloomberg)
  13. Alibaba launches Taobao fast-delivery service ahead of time to challenge JD.com, Meituan (scmp)
  14. Emerging-Market Stocks Roar Back a Month After Tariff Shock (bloomberg)
  15. EU Could Offer to Buy $56 Billion of U.S. Products to End Trade War, Top Negotiator Says (wsj)
  16. Venmo gaining ground in payments as Cash App struggles (cnbc)
  17. Etsy is leveraging AI to boost personalization (yahoo)
  18. Baxter tops quarterly estimates on strong demand for medical devices (reuters)
  19. Trump Plans Record $1.01 Trillion National Security Budget (bloomberg)
  20. Amazon Shares Drop on Tariff Concerns Despite Strong Quarter (wsj)
  21. Why the dollar doom is overdone (ft)
  22. Investing Pros Haven’t Been This Worried About the Stock Market in at Least 28 Years, Our Exclusive Poll Finds (barrons)