Be in the know. 19 key reads for Saturday…

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