Be in the know. 16 key reads for Monday…

  1. Unhedged and Burned, Stock Investors Brace for More Dollar Pain (bloomberg)
  2. The Dollar’s Weakness Creates an Opportunity for the Euro. Can It Last? (nytimes)
  3. Morgan Stanley’s Wilson Says Weak Dollar Will Buoy US Stocks (bloomberg)
  4. China moves to protect economy from trade war, vows to hit 5% growth target (scmp)
  5. China rolls out employment support and hints at more stimulus as U.S. tensions escalate (cnbc)
  6. Goldman says China funds to buy US$110 billion of Hong Kong-listed stocks (scmp)
  7. China’s Huawei Develops New AI Chip, Seeking to Match Nvidia (wsj)
  8. Goldman Sachs Offers Advice on Tariffs to Countries Scrambling to Please Trump (wsj)
  9. Philippines Aims to Lower US Tariff to Zero During Talks (bloomberg)
  10. Emerging-Market Stocks Extend Rally Amid Earnings Optimism (bloomberg)
  11. Riyadh Air willing to buy Boeing planes from cancelled Chinese orders, CEO says (reuters)
  12. Bernstein raises Boeing stock rating, price target to $218 (investing)
  13. Boeing Stock Is Rising for Two Reasons (barrons)
  14. Inflation Fear Is Making Some People Spend More—and Others Less (wsj)
  15. Home prices starting to crack: Here’s why (youtube)
  16. The 7-year car loan is here. Do you really want to be paying off your car in 2032? (usatoday)

Be in the know. 21 key reads for Sunday…

  1. It’s Becoming a Better Time to Buy a Home—If You Know Where to Look (barrons)
  2. Housing market inventory with a price cut just hit a decade high (fastcompany)
  3. California housing market shift: Buyers are gaining power (fastcompany)
  4. Ackman Says Time Is Friend of US, Enemy of China in Trade War (bloomberg)
  5. Will China’s shoppers cushion the Trumpian blow? (economist)
  6. This Is What President Biden’s CHIPS Office Actually Did (bloomberg)
  7. Loopholes, logistics, luck: Taobao and DHgate’s US moment (techinasia)
  8. China Widens Tax Rebates for Foreign Tourists to Boost Spending (bloomberg)
  9. China’s e-commerce giants dial back “no-return refunds” amid merchant backlash and regulatory pressure (technode)
  10. Boeing will find it ‘relatively easy’ to find customers for China’s rejected planes, says jet leasing CEO (yahoo)
  11. Lip-Bu Tan, the man trying to save Intel (economist)
  12. Why American tech stocks are newly vulnerable (economist)
  13. A Reckoning for the Magnificent Seven Tests the Market (wsj)
  14. Grid-Scale Battery Storage Is Quietly Revolutionizing the Energy System (wired)
  15. TikTok is changing the perfume business (economist)
  16. Warren Buffett Could Turn the Tariffs Chaos Into a Payday for Himself and Coca-Cola. Here’s How (inc)
  17. Houston, We Have A Zweig Breadth Thrust and Four More Bullish Developments (carsongroup)
  18. Drinks giants’ moves in no-and-low alcohol (yahoo)
  19. Jeff Bezos-backed automaker unveils affordable EV pickup truck (foxbusiness)
  20. Porsche Teases New Hypercar Inspired by the First Street-Legal 917 (thedrive)
  21. 50 best golf courses in the Northeast | GOLF’s 2024-25 ranking (golf)

Be in the know. 15 key reads for Saturday…

  1. Warren Buffett Is Still at the Top of His Game at 94. Berkshire Hathaway Faces a Future Without Him. (barrons)
  2. Americans Are Downbeat on the Economy. They Keep Spending Anyway. (wsj)
  3. As Markets Swooned, Pros Sold—and Individuals Pounced (wsj)
  4. The Mistake You’re Making in Today’s Stock Market—Without Even Knowing It (wsj)
  5. America’s Factory Era Isn’t Coming Back. Where the Jobs of the Future Really Are. (barrons)
  6. Donald Trump claims to have received call from Xi Jinping and to have cut ‘200 deals’ on trade (ft)
  7. Trump Administration Lays Out Roadmap to Streamline Tariff Talks (wsj)
  8. China Quietly Exempts Some U.S.-Made Products From Tariffs (wsj)
  9. Alipay leads China’s payments apps with tap-and-pay service amassing 100 million users (scmp)
  10. China’s Xi calls for self sufficiency in AI development amid U.S. rivalry (reuters)
  11. China Reiterates Hitting 2025 Growth Target Amid Trade Tension (bloomberg)
  12. Asked about delisting Chinese companies, SEC Chair Atkins says agency will take action if companies do not abide by laws (investing)
  13. Reeves and Bessent can see ‘landing zone’ for a UK-US trade deal, say British officials (ft)
  14. Bullish Signal Coming From Stock Breadth (zerohedge)
  15. Etsy to sell music gear marketplace Reverb (retaildive)