- Dalio Sees US, China Push for Yuan Deal as Part of Trade Relief (bloomberg)
- How Alibaba is transforming into a catalyst for China’s AI boom (scmp)
- Nike, Lululemon Rebound as Trump Touts Call With Vietnam Leader (bloomberg)
- Mortgage Rates Are Heading Lower. Is It a Good Time to Buy a Home? (barrons)
- The Fed Is In ‘No Hurry’ to Lower Interest Rates. Don’t Be Surprised by Multiple Cuts. (barrons)
- The Big Losers in Trump’s Tariff Chaos—and a Couple of Survivors (wsj)
- Energy Tanked on Trump’s Tariffs. Natural-Gas Stocks Could Still Fire Back Up. (barrons)
- U.S. natural gas consumption set new winter and summer monthly records in 2024 (eia)
- Stellantis gives employee discount to US buyers as tariffs take effect (nypost)
- General Motors, Nissan to boost production at US plants due to Trump tariffs (nypost)
- Hedge funds hit with steepest margin calls since 2020 Covid crisis (ft)
- Goldman: Biggest. Selling. Ever! (zerohedge)
- With value investing back in vogue, I’m taking a leaf out of Warren Buffett’s playbook (yahoo)
- Trump is calling for a rate cut to rescue markets. Why he might be right. (marketwatch)
- A weaker dollar and lower rates are part of Trump’s plan. Don’t say you weren’t warned. (marketwatch)
- Flight to safety pushes 10-year Treasury yield below 4% (ft)
- The Stock Market Had Its Worst Week Since the Pandemic. Keep Hope Alive. (barrons)
- Tariff impact manageable for commercial aero; Boeing exposure limited: Wells Fargo (investing)
- Something’s Gone Wrong With Microsoft’s Huge AI Data Center Investments (futurism)
Be in the know. 19 key reads for Saturday…
