Be in the know. 21 key reads for Friday…

  1. U.S. and China Hold First Call Since Geneva. Why It’s a Good Sign for Trade Talks. (barrons)
  2. Alibaba CEO doubles down on ‘unified global cloud network’ as Chinese firms expand abroad (scmp)
  3. Emerging market equity funds lure investors fleeing overvalued U.S. assets (reuters)
  4. How the US plans to break China’s stranglehold on lithium (ft)
  5. US Tariff Countdown Has Nations Racing to Turn Talks Into Deals (bloomberg)
  6. U.K. Retail Sales Rise for Fourth-Straight Month, Boosted by Warm Weather (wsj)
  7. Japan inflation climbs at fastest rate in more than 2 years (ft)
  8. It’s Time to Worry About Japan and the Yen Carry Trade Again (barrons)
  9. Dollar Could Drop Another 10%, Says Morgan Stanley’s Wilson (youtube)
  10. Bond Market Sees Trump Tax Bill as Big, and Not Beautiful (barrons)
  11. House budget bill effectively halts US clean energy boom (reuters)
  12. Hybrids still in the mix despite boom in fully electric cars (ft)
  13. Gas prices hit 4-year low ahead of Memorial Day weekend (nypost)
  14. Buyers are gaining the upper hand in a shifting housing market. ‘Everybody wants a deal.’ (marketwatch)
  15. Housing affordability is showing marginal improvement in some parts of U.S., says ICE’s Andy Walden (youtube)
  16. Home Price Declines Could Be on the Horizon. Don’t Expect Them to Crater. (barrons)
  17. Boeing back in ‘dynamic’ production mode, engine supplier Safran says (reuters)
  18. Advance Auto Parts Stock Soars 55%. Guidance Is Holding Up in the Face of Tariffs. (barrons)
  19. Consumer Stocks Have Taken It on the Chin. Buy These 8. (barrons)
  20. 10 Stocks with the Largest Fair Value Estimate Increases During Q1 Earnings (morningstar)
  21. UBS raises S&P year end target, eyes more gains in 2026 (reuters)

Be in the know. 19 key reads for Thursday…

  1. Advance Auto Parts Maintains 2025 Outlook (wsj)
  2. Canada Goose Sales Unexpectedly Rise as Luxury Spending Holds Up (wsj)
  3. Canada Goose Avoids Tariff Woes With Made-in-Canada Supply Chain (bloomberg)
  4. Boeing’s Internal Safety Plan: Make Problems Easier to Report (wsj)
  5. Boeing increases 737 production pace as quality, safety culture improves (reuters)
  6. A Turnaround Stock to Buy Before It Rebounds Further (morningstar)
  7. A Building Boom on Federal Land? It Just Might Work. (bloomberg)
  8. The Best Financial-Services Stocks to Buy (morningstar)
  9. Resilient European Earnings Support the Bull Case for Stocks (bloomberg)
  10. U.K. Consumer Sentiment Lifts From Post-Trump-Tariff Lows, BRC Says (wsj)
  11. Why it Isn’t Time to Panic About the 20-Year Treasury Auction Yet (barrons)
  12. Hedge funds are shorting stocks again, boosting leverage to new record (marketwatch)
  13. Hedge Fund Trend Monitor: Q1 Short Interest Soars To 6 Year High (zerohedge)
  14. House Narrowly Passes Trump Tax-and-Spending Bill, Sends Legislation to Senate (barrons)
  15. Emerging markets said to see the next bull run as the ‘sell U.S.’ narrative gains ground (cnbc)
  16. Vietnam Cites Progress in US Trade Talks, Will Continue in June (bloomberg)
  17. Alibaba.com sees more US buyers after tariff pause (techinasia)
  18. Ultra Rich Wanted More China Exposure Before Trade War, UBS Says (bloomberg)
  19. Nvidia’s Jensen Huang thinks U.S. chip curbs failed — and he’s not alone (cnbc)