Be in the know. 15 key reads for Saturday…

  1. Trump Is Engineering a Global ‘Paradigm Shift.’ It Doesn’t Favor U.S. Stocks. (barrons)
  2. The Mag 7 Stocks Are No Longer Magnificent. Where the Charts Say They Go Next. (barrons)
  3. Money-Market Fund Assets Hit Record $7 Trillion as Investors Seek Safe Havens (barrons)
  4. Trump’s ‘chaotic’ policy approach is creating opportunity for investors (marketwatch)
  5. Euro on course for best week since 2009 (ft)
  6. Dollar Has Its Worst Week Since 2022 as JPMorgan Turns Bearish (bloomberg)
  7. European (fund flow) Exceptionalism (ft)
  8. Boeing ties employee incentive plan to company-wide performance (reuters)
  9. When Europe Leads Markets, Value Shares Dominate (zerohedge)
  10. Retail trading frenzy drives NASDAQ to move to 24-hour trading (streetinsider)
  11. What We’ve Learned From 150 Years of Stock Market Crashes (morningstar)
  12. Nasdaq 100 Tumbles Into a Correction as Tech Selloff Intensifies (bloomberg)
  13. Humanoid Robots Are Starting to Work Human Warehouse Jobs (futurism)
  14. Solar Stocks Are in Rough Shape. Buy This One Anyway. (barrons)
  15. US backtracks on Canada-Mexico tariffs in latest sharp shift on trade (ft)

Be in the know. 16 key reads for Friday…

  1. European Stocks See Most Inflows in Decade Amid Defense Splurge (bloomberg)
  2. Hong Kong stocks cap best week in 2 months on China policy support (scmp)
  3. CEO Bracken Darrell Brings VF Corp.’s Reinvention Back to Wall Street (wwd)
  4. Eurozone Grew More Strongly Than Thought at End of 2024 (wsj)
  5. Euro Set for Best Week Since 2009 as BofA Boosts Forecast (bloomberg)
  6. China’s Top Tech Stocks Add $439 Billion as ‘Mag Seven’ Sink (bloomberg)
  7. Mortgage Rates Fall to Lowest Level Since December. What It Means for Buyers. (barrons)
  8. What Automakers’ Tariff Reprieve Means for Car Buyers (wsj)
  9. The AI Trade Got Crushed. It May Take Time to Rebuild. (barrons)
  10. 10 Stocks That Could Gain as Dollar Weakens (barrons)
  11. Sorry, American firms, the AI trade has moved to China (businessinsider)
  12. NPC Press Conference Signals Upcoming Consumption Boost Plan (chinalastnight)
  13. Investors push money market assets over $7tn as US equities wobble (ft)
  14. US Hiring Rises at Solid Pace, Unemployment Unexpectedly Higher (bloomberg)
  15. China’s Growth Focus, Stable Yuan Fan Hopes of Better Liquidity (bloomberg)
  16. China Had Record $540 Billion of Exports in Rush to Beat Tariffs (bloomberg)