Be in the know. 16 key reads for Sunday…

  1. If Wall Street CEOs See a Recession, Their Guidance Isn’t Showing It. Yet. (barrons)
  2. Trump exempts smartphones, laptops, and semiconductors from new tariffs (techcrunch)
  3. China’s March Lending Jumped on Government Stimulus Push (wsj)
  4. Can China fight America alone? (economist)
  5. Trump’s Tariffic Mistake (scottgrannis)
  6. The tricky task of calculating AI’s energy use (economist)
  7. Alibaba’s Quark surpasses ByteDance’s Doubao, DeepSeek as China’s top AI app (scmp)
  8. Intel Is Retooling Its Board. Big Changes Could Come in May. (barrons)
  9. Etsy marries AI and human touch with curated collections (yahoo)
  10. Logistics giant GXO is going big on humanoid robots (businessinsider)
  11. PayPal Teams With Will Ferrell To Promote Updated Pay-Later Program (pymnts)
  12. Kelley Blue Book Report: New-Vehicle Prices Hold Steady in March As Sales Increase Ahead of Anticipated Tariff-Driven Price Hikes (coxauto)
  13. U.S. Electric Vehicle Sales Increase More Than 10% Year Over Year in Q1: GM Drives EV Growth While Tesla Declines (coxauto)
  14. Housing market inventory is rising just about everywhere—just look at this map (fastcompany)
  15. Is This Finally Rory McIlroy’s Moment at the Masters? (wsj)
  16. Masters 2025: Rory vs. Bryson could join these final-round showdowns among Augusta’s all-time greatest (golfdigest)

Be in the know. 16 key reads for Saturday…

  1. Trump Has a $350 Billion Deal for Europe: Buy Our Energy (wsj)
  2. Trump pushes trade partners to buy more U.S. energy as a way to avoid higher tariffs (cnbc)
  3. Trump optimistic on reaching deal with China, White House says (reuters)
  4. China Raises Tariffs on the U.S. Again. Currencies Are a New Concern. (barrons)
  5. China Market Update: China ADR Delisting ‘Sources’ Ignore Facts (forbes)
  6. Some Americans are stockpiling $220 sneakers before Trump’s tariffs raise prices even higher (marketwatch)
  7. Cheap things from China are poised to get pricey. Secondhand retailers are ready to take advantage (cnn)
  8. Wall Street’s Best Hope to End Trump’s Global Trade War Is One of Its Own (wsj)
  9. What’s the Basis Trade and What Role Did It Play in Market Volatility? (bloomberg)
  10. The Simple Explanation for This Week’s Treasury Market Mayhem (wsj)
  11. Long-Term Treasury Bond Yields Are Spiking. Why It Won’t Last. (barrons)
  12. Federal Reserve ‘absolutely’ ready to help stabilise market if needed, top official says (ft)
  13. How One of the Wildest Weeks in Market History Unfolded (wsj)
  14. America’s Heartland Is Coming Back. Can the Recovery Last? (barrons)
  15. 22 Best Healthcare Companies to Invest In (morningstar)
  16. Nobody Knows (Yet Again) (oaktree)

Be in the know. 22 key reads for Friday…

  1. Why We Think the Market’s Outlook for Housing Stocks Is Overly Bearish (morningstar)
  2. US Mortgage Rates Fall for Third Week to Lowest Since December (bloomberg)
  3. 30-Year Treasury Auction Showed Strong Demand. What It Means for the Bond Market. (barrons)
  4. Dollar Slides to Multiyear Lows as U.S.-China Tariff War Escalates (wsj)
  5. Trump Team Races to Cut Piecemeal Tariff Deals With More Than 70 Countries (wsj)
  6. Bessent Emerges as Wall Street Man-of-the-Hour Trade Negotiator (bloomberg)
  7. Einhorn Says Tariff ‘Attacks’ to Force More Fed Cuts This Year (bloomberg)
  8. White House Official Says More Than 15 Countries Have Made Trade Deal Offers (zerohedge)
  9. Vietnam Envoy Meets Bessent, Lutnick to Push Trade Deal (bloomberg)
  10. US power use to reach record highs in 2025 and 2026, EIA says (reuters)
  11. Forget the Market Roller Coaster. Theme-Park Stocks Could Be a Tariff Beater (barrons)
  12. Wall Street Pulls Back on the Weight-Loss Drug Hype (barrons)
  13. Market Rout Shatters Long-Held Beliefs on Investing (wsj)
  14. UK Growth Surges as Factories Boost Output Before US Tariffs (bloomberg)
  15. Stifel maintains GXO stock Buy rating, $66 target amid acquisition delay (investing)
  16. PayPal Doubles Down on Checkout and Pay Later with New Will Ferrell Campaign and Biggest Sweepstakes Ever (investing)
  17. 2 Countries in Trump’s Tariff Crosshairs Are Bargains. You’ll Be Surprised. (barrons)
  18. China’s Tech Giants Move to Support Exporters as Trade Tensions Rise (wsj)
  19. Shein’s Bargain-App Formula Crumbles Under Trump (wsj)
  20. Alibaba’s Jack Ma Wants AI to Serve, Not Lord Over, Humans (bloomberg)
  21. China Stocks Extend Gains as Stimulus, Deal Hopes Get Upper Hand (bloomberg)
  22. China unlikely to aggressively devalue yuan to offset impact of U.S. tariffs, economists say (cnbc)