Be in the know. 21 key reads for Monday…

  1. Wall Street Banks Bet on Emerging Markets After Wasted Years (bloomberg)
  2. Despite US Rebound, International Stock Funds Continue to Lead (morningstar)
  3. Alibaba cements AI leadership as cloud unit reports fastest growth since 2022 (scmp)
  4. Exclusive | ‘Still a good time to buy’: Goldman urges value investors to make ‘precise’ stock picks (scmp)
  5. Ant Group Global Unit Brings in $3 Billion Ahead of Spinoff (bloomberg)
  6. Breaking down the US and Chinese markets’ recoveries (ft)
  7. Morgan Stanley’s Wilson Says Buy US Stock Dips After Moody’s Cut (bloomberg)
  8. Goldman Prime: OWICs Galore, Hedge Funds Stopped-In During Biggest Squeeze Since Dec 2021 (zerohedge)
  9. M&A Target Stocks Surge in Bet on Wall Street Dealmaking Rebound (bloomberg)
  10. Big Tech Goes From Stock Market’s Safest Bet to Biggest Question (bloomberg)
  11. What are the key similarities and differences between 2025 and 2000 (streetinsider)
  12. Bessent Dismisses Moody’s Downgrade as ‘Lagging’ Indicator (barrons)
  13. Why the U.S. consumer may be more resilient than many think (marketwatch)
  14. Intel debuts AI GPUs for workstation system as it works to gain ground on Nvidia, AMD (yahoo)
  15. Johnnie Walker Maker Diageo Expects Tariff Hit, But Sticks With Guidance (wsj)
  16. Diageo plans $500 million in cost savings by 2028, lowers tariff impact view (reuters)
  17. House Republicans Advance Trump’s “Big, Beautiful Bill” After Weekend Of Negotiations (zerohedge)
  18. Will Anyone Take the Factory Jobs Trump Wants to Bring Back to America? (wsj)
  19. Spain Boosts Costlier Gas Power to Secure Grid After Blackout (bloomberg)
  20. Clean Energy Is Under Attack Even Where It’s Booming (wsj)
  21. First LNG ship bunkering hub in US Gulf Coast secures permits to start work (reuters)

Be in the know. 15 key reads for Sunday…

  1. Hartnett: How To Trade The “Next Big Bull Market” (zerohedge)
  2. The U.S. Doesn’t Have a Perfect Credit Rating Anymore. Investors Shouldn’t Worry Yet. (barrons)
  3. Does Moody’s US downgrade matter? (ft)
  4. M2 charts look good (scottgrannis)
  5. The Trump Administration’s New ‘Big Star’ Could Make All the Difference for Markets (barrons)
  6. Housing market shift explained—and where it’s happening the fastest (fastcompany)
  7. Housing market standoff: Gen Z wants in, but boomers are staying put (fastcompany)
  8. Why aren’t Americans filling the manufacturing jobs we already have? (npr)
  9. Is the market up or down? Republicans and Democrats disagree (economist)
  10. America has given China a strangely good tariff deal (economist)
  11. AliViews: Eddie Wu on Alibaba’s Q4 Earnings (alizila)
  12. The invisible tech revolution poised to make in-chat AI shopping real (yahoo)
  13. Disney parks boss Josh D’Amaro touts Mouse House bona fides as succession chatter rages (yahoo)
  14. Consumers Face Challenges as New-Vehicle Inventory Drops 7.4% in April Amid Tariff Uncertainty (coxauto)
  15. Scottie Scheffler took control of PGA Championship with 4 superhuman swings (golf)

Be in the know. 19 key reads for Saturday…

  1. After more than a decade of little change, U.S. electricity consumption is rising again (eia)
  2. Data Centers’ Hunger for Energy Could Raise All Electric Bills (nytimes)
  3. 13 Energy Stocks to Buy Even as Oil Prices Fall, According to Roundtable Pros (barrons)
  4. Builder Stocks Shrug Off Bad Construction Data. Mortgage Rates Matter More. (barrons)
  5. U.S. Housing Starts Ticked Up in April (wsj)
  6. Hedge Fund Insider Sees Dollar Rout as Biggest Players Eye Exit (bloomberg)
  7. What a Weaker US Dollar Means for the Economy (bloomberg)
  8. Businesses Made a Big Tax-Cut Request. Republicans Said Yes—and Then Some. (wsj)
  9. Value investing is poised to rise from the dead (reuters)
  10. There’s a big disconnect between US economic vibes and what the data actually says (marketsinsider)
  11. Elite CEOs Don’t Need Earnings Guidance (wsj)
  12. Why Small Cap Stocks Are Ready For A Rebound (forbes)
  13. Push To Exempt Treasuries From Liquidity Ratio Is Boon For Bond Rally (zerohedge)
  14. Here’s What Hedge Funds Bought And Sold In Q1: 13F Summary (zerohedge)
  15. Trump Says He’s Willing to Travel to China for Xi Meeting (bloomberg)
  16. Alibaba Earnings: Results In Line, With Cloud Business to Drive Growth (morningstar)
  17. Vietnam steps up talks with US to reduce hefty tariff (reuters)
  18. U.S. Credit Gets Downgraded by Moody’s, the Last Triple-A Rating (barrons)
  19. U.S. Won’t Prosecute Boeing Over 737 MAX Crashes, WSJ Reports (barrons)