Be in the know. 22 key reads for Friday…

  1. Warren Buffett proves, once again, why he’s the best (marketwatch)
  2. Warren Buffett, Mum So Far on the Trade War, Steps Up to the Mic (wsj)
  3. 10 Burning Questions for Warren Buffett at the Annual Berkshire Meeting (barrons)
  4. Cooper Standard Reports Robust Operating Performance and Significant Margin Improvement in the First Quarter of 2025 (investing)
  5. Ford’s April sales, led by pickups, surged 16% ahead of tariffs (usatoday)
  6. Inside Ford’s Kentucky Truck Plant, It’s About as American as Can Be (barrons)
  7. General Motors to deploy ‘Covid playbook’ to offset $5bn tariff hit (ft)
  8. Chinese EV makers sell more plugin-hybrids in the EU to avoid tariffs, research firm says (reuters)
  9. China Signals Readiness to Respond to U.S. Trade Overtures (wsj)
  10. China Says Its ‘Door Is Wide Open’ for Trade Talks. What It Means for the Market. (barrons)
  11. China Quietly Exempts About a Quarter of US Imports from Tariffs (bloomberg)
  12. Hong Kong’s Growth Unexpectedly Picks Up on Tourism, Export Boom (bloomberg)
  13. Alibaba launches Taobao fast-delivery service ahead of time to challenge JD.com, Meituan (scmp)
  14. Emerging-Market Stocks Roar Back a Month After Tariff Shock (bloomberg)
  15. EU Could Offer to Buy $56 Billion of U.S. Products to End Trade War, Top Negotiator Says (wsj)
  16. Venmo gaining ground in payments as Cash App struggles (cnbc)
  17. Etsy is leveraging AI to boost personalization (yahoo)
  18. Baxter tops quarterly estimates on strong demand for medical devices (reuters)
  19. Trump Plans Record $1.01 Trillion National Security Budget (bloomberg)
  20. Amazon Shares Drop on Tariff Concerns Despite Strong Quarter (wsj)
  21. Why the dollar doom is overdone (ft)
  22. Investing Pros Haven’t Been This Worried About the Stock Market in at Least 28 Years, Our Exclusive Poll Finds (barrons)

Be in the know. 26 key reads for Thursday…

  1. Chinese Stocks Look Like an Opportunity Amid Trump’s Tariff Chaos (barrons)
  2. China signals opening for trade talks with US (ft)
  3. US Has Reached Out to China to Initiate Tariff Talks, CCTV Says (bloomberg)
  4. Alibaba’s Qwen3 AI model family helps narrow tech gap between China and US: analysts (scmp)
  5. Goldman’s First-Take On Alibaba’s Hybrid Qwen3 Model (zerohedge)
  6. Chinese Automakers Report Robust Sales Growth in April (wsj)
  7. How the New Trump Tariffs on Car Parts Will Work (wsj)
  8. A Small, Affordable Pickup Truck? It’s Finally Here (wsj)
  9. Ford to Delay Price Increases to See How Rivals React to Tariffs (bloomberg)
  10. Home Builders Are Piling on Discounts as They Struggle to Entice Buyers (wsj)
  11. America’s housing crisis: Realtor.com CEO says there is way to solve it (foxbusiness)
  12. US Pending Sales of Existing Homes Increase by Most Since 2023 (bloomberg)
  13. US Treasury chief urges Fed to cut rates (reuters)
  14. U.S. Treasury Won’t Boost Bond Sizes for Refunding, Signals Changes to Buybacks (barrons)
  15. Small-Cap Stocks Have Suffered. It’s Time to Be Cautiously Optimistic. (barrons)
  16. EU to Present Trade Proposals to US Negotiators Next Week (bloomberg)
  17. Millions of people in Europe lost power for hours on Monday, and no one knows why (marketwatch)
  18. Biggest Dollar Slump Since 2022 Hints at More Losses Ahead (bloomberg)
  19. U.S. Economy Shrank in First Quarter as Imports Surged Ahead of Tariffs (wsj)
  20. E-Commerce Sellers Brace for End of De Minimis (wsj)
  21. The 10 Best Companies to Invest in Now (morningstar)
  22. Estée Lauder Forecasts Return to Sales Growth in 2026 (bloomberg)
  23. Albemarle maintains 2025 outlook due to lithium tariff exemptions (reuters)
  24. Baxter shares rise as Q1 earnings top estimates, guidance raised (investing)
  25. Crown Castle Reports First Quarter 2025 Results and Maintains Outlook for Full Year 2025 (investing)
  26. Comstock Resources beats Q1 estimates, stock rises 3.5% (investing)