Be in the know. 23 key reads for Wednesday…

  1. China Sets Strong Growth Target as It Hits Back at U.S. Tariffs (wsj)
  2. Beijing Ramps Up Efforts For Tech Independence (wsj)
  3. Dollar Dinged by Trump Tariffs, Suffers Worst 2-Day Decline Since 2023 (barrons)
  4. Disney to Cut More Staff as It Gears Up for Netflix Battle. Here’s Why. (barrons)
  5. Germany’s ‘Whatever It Takes’ Moment Powers European Markets (wsj)
  6. Trump to Decide on Canada, Mexico Relief Today, Lutnick Says (bloomberg)
  7. Weekly mortgage demand surges 20% higher, after interest rates drop to the lowest since last year (cnbc)
  8. Trump says he wants interest on car loans tax deductible if US-made (usatoday)
  9. Europe Leads Emerging-Market Rally as US Dominance Is Challenged (bloomberg)
  10. Investors should be wary of analyst ratings (ft)
  11. NPC Preview, China Markets Shake Off Tariffs (chinalastnight)
  12. Commerce Secretary Howard Lutnick: This is not a trade war, this is a drug war (youtube)
  13. Bernstein lifts China internet stock targets on AI momentum (streetinsider)
  14. China to Issue $69 Billion in Special Bonds for Big Banks (bloomberg)
  15. Trump’s Broad Canada-Mexico-China Tariffs, Explained (wsj)
  16. TSMC Faces Pressure to Keep Some Chip Tech in Taiwan. What That Means for Intel. (barrons)
  17. UK Housing Set for 2025 Recovery, Building Suppliers Say (bloomberg)
  18. “America Is Back” – 12 Takeaways From Trump 47’s First Major Policy Speech To Congress (zerohedge)
  19. Treasury Secretary Scott Bessent shrugs off Wall Street’s Trump tariff ‘selloff’ (nypost)
  20. On Second Count, ABC Says Oscar Viewership Increased (nytimes)
  21. The 10 Best Dividend Stocks (morningstar)
  22. US private payrolls slow sharply in February (reuters)
  23. Tesla Offers Buyer Perks to Drum Up Interest With Sales Slumping (bloomberg)