Be in the know. 20 key reads for Thursday…

  1. Alibaba Stock Is Rising. The China AI Spotlight Is Shifting From DeepSeek. (barrons)
  2. With Trump’s tariffs paused, ‘Big Three’ automakers may race to build inventories (marketwatch)
  3. Japan’s 10-Year Bond Yield Reaches Highest Since June 2009 (bloomberg)
  4. China Steps Up Support for Tech Sector as AI Enthusiasm Soars (bloomberg)
  5. AI-led boom of Chinese stocks revives refinancing activities in Hong Kong (scmp)
  6. ‘Better than DeepSeek and OpenAI’: Alibaba touts open-source AI model that beats rivals (scmp)
  7. NPC’s Government Work Report Reviewed – Consumption, Consumption, Consumption & AI (chinalastnight)
  8. China’s Commerce Chief Wrote to US Seeking Dialogue Last Month (bloomberg)
  9. JD.com Sales Rise Most in Years After China Consumers Awaken (bloomberg)
  10. Euro touches 4-month peak; eyes on ECB policy meeting, outlook (streetinsider)
  11. US stocks struggle as ‘America First’ bets backfire (ft)
  12. ECB Cuts Again and Signals Easing Phase Is Nearing Its End (bloomberg)
  13. Hot Stocks from 2024 Have Grown Cold (morningstar)
  14. Hims & Hers Stock Is Due for a Crash Diet. The GLP-1 Surge Is Fading Fast. (barrons)
  15. US Employers Announce Most Job Cuts Since 2020 Amid DOGE Layoffs (bloomberg)
  16. One big takeaway from Trump’s speech? He needs a weak dollar. (marketwatch)
  17. Market Turmoil Pushes Low-Volatility Stocks Into Driver’s Seat (bloomberg)
  18. Home Builders Are Hurting. Their Stocks Are Good Buys. (barrons)
  19. Tariffs Won’t Slam the Economy. Not Unless Consumers Panic. (barrons)
  20. The spring could have huge rallying months, says Fundstrat’s Tom Lee (youtube)

Be in the know. 23 key reads for Wednesday…

  1. China Sets Strong Growth Target as It Hits Back at U.S. Tariffs (wsj)
  2. Beijing Ramps Up Efforts For Tech Independence (wsj)
  3. Dollar Dinged by Trump Tariffs, Suffers Worst 2-Day Decline Since 2023 (barrons)
  4. Disney to Cut More Staff as It Gears Up for Netflix Battle. Here’s Why. (barrons)
  5. Germany’s ‘Whatever It Takes’ Moment Powers European Markets (wsj)
  6. Trump to Decide on Canada, Mexico Relief Today, Lutnick Says (bloomberg)
  7. Weekly mortgage demand surges 20% higher, after interest rates drop to the lowest since last year (cnbc)
  8. Trump says he wants interest on car loans tax deductible if US-made (usatoday)
  9. Europe Leads Emerging-Market Rally as US Dominance Is Challenged (bloomberg)
  10. Investors should be wary of analyst ratings (ft)
  11. NPC Preview, China Markets Shake Off Tariffs (chinalastnight)
  12. Commerce Secretary Howard Lutnick: This is not a trade war, this is a drug war (youtube)
  13. Bernstein lifts China internet stock targets on AI momentum (streetinsider)
  14. China to Issue $69 Billion in Special Bonds for Big Banks (bloomberg)
  15. Trump’s Broad Canada-Mexico-China Tariffs, Explained (wsj)
  16. TSMC Faces Pressure to Keep Some Chip Tech in Taiwan. What That Means for Intel. (barrons)
  17. UK Housing Set for 2025 Recovery, Building Suppliers Say (bloomberg)
  18. “America Is Back” – 12 Takeaways From Trump 47’s First Major Policy Speech To Congress (zerohedge)
  19. Treasury Secretary Scott Bessent shrugs off Wall Street’s Trump tariff ‘selloff’ (nypost)
  20. On Second Count, ABC Says Oscar Viewership Increased (nytimes)
  21. The 10 Best Dividend Stocks (morningstar)
  22. US private payrolls slow sharply in February (reuters)
  23. Tesla Offers Buyer Perks to Drum Up Interest With Sales Slumping (bloomberg)