Be in the know. 12 key reads for Monday…

  1. Opinion: ‘Buy the dip and sell the rips’ — stock traders are counting on the ‘Trump put’ (marketwatch)
  2. “Combining these modeled EPS and valuation sensitivities suggests near-term downside of roughly 5% to S&P 500 fair value if the market prices the sustained implementation of the newly-announced tariffs,” says Goldman. (marketwatch)
  3. Barclays assigns 45% probability to courts stopping tariffs (marketwatch)
  4. Tom Lee gives five reasons to buy the dip after tariff announcement (marketwatch)
  5. MarketWatch Today U.S. stock indexes trim losses and dollar pares gain as Mexico touts one-month tariff delay (marketwatch)
  6. Trump’s tariffs could hurt Temu and Shein. Here’s which stocks stand to gain. (marketwatch)
  7. Trump gives a lift to healthcare stocks with comments on Medicare and Medicaid (marketwatch)
  8. U.S. booze stocks tumble as Canada retaliates against Trump tariffs (marketwatch)
  9. UBS Wealth reiterated its 6,600 target for S&P 500. ‘Tariffs unlikely to be sustained.’ (marketwatch)
  10. China Reportedly Preparing Trade Talks With Trump After Weekend Tariff Shock (zerohedge)
  11. US Manufacturing Activity Expands for First Time Since 2022 (bloomberg)
  12. China Prepares Trade Deal for Trump to Avoid Tariffs, WSJ Says (bloomberg)