Be in the know. 22 key reads for Friday…

  1. Why We Think the Market’s Outlook for Housing Stocks Is Overly Bearish (morningstar)
  2. US Mortgage Rates Fall for Third Week to Lowest Since December (bloomberg)
  3. 30-Year Treasury Auction Showed Strong Demand. What It Means for the Bond Market. (barrons)
  4. Dollar Slides to Multiyear Lows as U.S.-China Tariff War Escalates (wsj)
  5. Trump Team Races to Cut Piecemeal Tariff Deals With More Than 70 Countries (wsj)
  6. Bessent Emerges as Wall Street Man-of-the-Hour Trade Negotiator (bloomberg)
  7. Einhorn Says Tariff ‘Attacks’ to Force More Fed Cuts This Year (bloomberg)
  8. White House Official Says More Than 15 Countries Have Made Trade Deal Offers (zerohedge)
  9. Vietnam Envoy Meets Bessent, Lutnick to Push Trade Deal (bloomberg)
  10. US power use to reach record highs in 2025 and 2026, EIA says (reuters)
  11. Forget the Market Roller Coaster. Theme-Park Stocks Could Be a Tariff Beater (barrons)
  12. Wall Street Pulls Back on the Weight-Loss Drug Hype (barrons)
  13. Market Rout Shatters Long-Held Beliefs on Investing (wsj)
  14. UK Growth Surges as Factories Boost Output Before US Tariffs (bloomberg)
  15. Stifel maintains GXO stock Buy rating, $66 target amid acquisition delay (investing)
  16. PayPal Doubles Down on Checkout and Pay Later with New Will Ferrell Campaign and Biggest Sweepstakes Ever (investing)
  17. 2 Countries in Trump’s Tariff Crosshairs Are Bargains. You’ll Be Surprised. (barrons)
  18. China’s Tech Giants Move to Support Exporters as Trade Tensions Rise (wsj)
  19. Shein’s Bargain-App Formula Crumbles Under Trump (wsj)
  20. Alibaba’s Jack Ma Wants AI to Serve, Not Lord Over, Humans (bloomberg)
  21. China Stocks Extend Gains as Stimulus, Deal Hopes Get Upper Hand (bloomberg)
  22. China unlikely to aggressively devalue yuan to offset impact of U.S. tariffs, economists say (cnbc)