Be in the know. 17 key reads for Saturday…

  1. Boeing Close to 500-Jet Order With Trump-Xi Summit (bloomberg)
  2. Boeing Stock Jumps. It’s China, Again. (barrons)
  3. Jefferies reiterates Boeing stock buy rating on China order talks (investing)
  4. Trump says defense firms to quadruple production of advanced weapons (investing)
  5. Pixar Needs Its Next Hit Franchise. Can Its Reluctant Leader Deliver? (wsj)
  6. Oracle and OpenAI scrap deal to expand flagship Texas data centre (ft)
  7. Winter Storm Fern cast a chill on retail sales, but spending slump is unlikely to last (marketwatch)
  8. Tax Refunds and ‘Aggressive’ Discounting Boosts Sneaker Sales in February (wwd)
  9. US customs agency expects tariff refund system to be ready in 45 days (reuters)
  10. U.S. Loses 92,000 Jobs in Widespread and Unexpected Downturn (wsj)
  11. The Fed Will Cut Rates This Spring if Job Weakness Continues (barrons)
  12. Fed Governor Miran says job losses in February add to the case for more interest rate cuts (cnbc)
  13. Fed’s Bowman Says Labor Market May Need More Support (bloomberg)
  14. The LNG Trade Has Gone Wild. What to Expect Next. (barrons)
  15. Oil surges 35% this week for biggest gain in futures trading history dating back to 1983 (cnbc)
  16. US agency to create $20bn reinsurance facility for Gulf shipping (ft)
  17. Chinese Stocks May Be Bottoming. Alibaba and NetEase Look Attractive. (barrons)

Be in the know. 16 key reads for Friday…

  1. WTI crude tops $86, hits highest level since April 2024, Brent crude breaks above $89 a barrel (cnbc)
  2. Oil Prices Head For Biggest Weekly Gains in 4 Years Amid Fresh Iran Fears (barrons)
  3. Qatar warns war will force Gulf to stop energy exports ‘within days’ (ft)
  4. Fed’s Waller Doesn’t See Sustained Inflation from Iran War (bloomberg)
  5. Tariffs Are Lower and Businesses Are Racing to Take Advantage (wsj)
  6. GXO Appoints Mark Suchinski as Chief Financial Officer (gxo)
  7. China approves Pfizer GLP-1 drug for weight loss (reuters)
  8. Pfizer Secures China Nod for Obesity Drug as Generics Loom (bloomberg)
  9. Health Care Has Become the Lifeblood of the Labor Market (nytimes)
  10. “The inflection supports our call for decade-high US Industrial growth into 2H’26 & 2027” (zerohedge)
  11. Home sellers are relisting properties at the fastest pace in a decade (cnbc)
  12. Big Tech Stocks Were Expensive. Then the Market Turned on AI (bloomberg)
  13. China’s Annual Economic Plan Highlights Tech Push, Market Stability (bloomberg)
  14. Alibaba sets up new task force, led by CEO Eddie Wu, to focus on AI model development (scmp)
  15. How to Invest Like Warren Buffett (morningstar)
  16. Bernstein initiates Crown Castle stock coverage with outperform rating (investing)