Be in the know. 30 key reads for Sunday…

  1. SL GREEN: “.. recent evidence of higher office utilization within our portfolio as physical occupancy regularly exceeds 60% on many workdays .. an increasing drumbeat of optimism about return to work .. companies .. mandating people come back..” (commercialobserver)
  2. Yellen offers an olive branch to China (ft)
  3. Devils stun Rangers in OT in Game 3 to get back into series (nypost)
  4. The Winner’s Edge (fs)
  5. Tech Billionaires Bet on Fusion as Holy Grail for Business (wsj)
  6. April 2nd Half Strength After Tax Deadline (almanac trader)
  7. Inflation is yesterday’s news (cbp)
  8. Inflation is basically down to the Fed’s target of 2%: Wharton’s Jeremy Siegel (cnbc)
  9. IPO Market Shows Signs of Life Even as Recession Fears Persist (bloomberg)
  10. Fed weighs impact of banking turmoil on next interest rate moves (ft)
  11. Shifting production from China is impossible, says shipping boss (ft)
  12. China urges jobless graduates to ‘roll up their sleeves’ and try manual work (ft)
  13. ‘The flattening’: tech sector calls time on middle managers (ft)
  14. Now is the time to buy bank shares (ft)
  15. What’s Happening in EM: The Sovereign Bond Laggards (Podcast) (bloomberg)
  16. Bond Traders Wait for Calm to Shatter With Fed ‘Breaking Stuff’(bloomberg)
  17. Is Alphabet’s Stock a Buy Before Earnings? (morningstar)
  18. Undervalued Communication Services Stocks (morningstar)
  19. 10 Of The Best Stock Market Investing Books For Beginners (2023) (acquirersmultiple)
  20. Lessons from Silicon Valley Bank (Howard Marks)
  21. AI Can Write a Song, but It Can’t Beat the Market (wsj)
  22. Warren Buffett on ChatGPT and AI: This is extraordinary but not sure if it’s beneficial yet (cnbc)
  23. Small Caps Trading at Extreme Discounts versus Large Caps (0.7x) only seen once before during Tech Bubble (Bill Miller)
  24. Better than feared first quarter earnings results will power the stock market to new highs, Fundstrat says (businessinsider)
  25. Japan Has Millions of Empty Houses. Want to Buy One for $25,000? (nytimes)
  26. Hartnett: Central Banks Are Giving Up On Rate Hikes, “Locking In” Structurally Higher Inflation (zerohedge)
  27. Nasdaq Composite Holds Critical Support, So Far So Good For Bulls! (kimblechartingsolutions)
  28. Amazon, Facebook, Google Headline Busy Earnings Week for Tech (wsj)
  29. Mercedes-Benz Just Unveiled a One-of-a-Kind Retro G-Wagen Inspired by the Boxy Original (robbreport)
  30. TikTok’s CEO on its future — and what makes its algorithm different (ted)