Be in the know. 28 key reads for Thursday…

  1. Canada Goose Beats Estimates on China Strength; Shares Surge (bloomberg)
  2. David Tepper’s Appaloosa is betting big on Chinese tech stocks (cnbc)
  3. Alibaba’s Hong Kong primary listing plan can open the doors to China’s 210 million investors (scmp)
  4. Buy 3M Stock. Analyst Sees a ‘Turning Point’ (barrons)
  5. <Research>BofAS Raises BABA-SW (09988.HK) TP to $101, Rating Buy (aastocks)
  6. More Companies Are Selling Shares to Help Cut Debt (bloomberg)
  7. Warren Buffett’s Top Q1 Stock Buys And Sells; Berkshire’s ‘Mystery’ Bet Revealed (investors)
  8. There Are Signs of Cooling Everywhere. It Isn’t Just Inflation. (barrons)
  9. Bond King Bill Gross Isn’t Into Bonds Anymore. What’s He Buying Instead. (barrons)
  10. Here’s what Druckenmiller did as he sold Nvidia — it’s a risky bet on an unloved asset (marketwatch)
  11. Cisco Stock Jumps on Earnings. What Drove the Beat. (barrons)
  12. Inflation Eases as Core Prices Post Smallest Increase Since 2021 (wsj)
  13. Florida and Texas Show Signs of Home Prices Falling (wsj)
  14. Walmart Sales Surge as Wealthier Shoppers Flock to Retailer (bloomberg)
  15. Auto incentives are back (cnbc)
  16. How Google CEO Sundar Pichai shook up his leadership team for the AI era (businessinsider)
  17. BMO raises S&P 500 price target to 5600 (streetinsider)
  18. UBS sees two Fed cuts in 2024, yields falling below 4% (streetinsider)
  19. Bob Iger says Disney is ‘dramatically’ cutting investment in traditional TV (yahoo)
  20. Michael Burry Adds Stake in JD.com (JD.US) and Alibaba (BABA.US) During 1Q (aastocks)
  21. China’s cross-border e-commerce accelerates (peoplesdaily)
  22. China property shares jump on report of government plans to buy unsold homes (reuters)
  23. Yen Escapes Intervention Zone Helped by Decline in US Yields (bloomberg)
  24. Japan’s Shrinking Economy Hints at Stagflationary Risk (bloomberg)
  25. China to Discuss Property Aid With Banks, Regulators on Friday (bloomberg)
  26. China’s First Special Bond Issuance Likely to See Solid Demand (bloomberg)
  27. PDD’s Temu shopping app hit with EU consumer rights complaint (scmp)
  28. Big global investors reap rewards as they stay the course in Chinese blue chips (scmp)