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)