- Why This Is China’s Year in Markets (bloomberg)
- China Retaliates Against Trump Tariffs With 34% Levy on U.S. Goods (barrons)
- Cheap Shein and Temu Finds Are History. This Import Loophole Is Now Closed. (barrons)
- Gold and Foreign Stocks Are Winning. Here Are the Losers. (barrons)
- Donald Trump triggers race to offer US concessions before tariffs hit (ft)
- A Market-Rattling Attempt to Make the American Economy Trump Always Wanted (wsj)
- Ford rolls out discounts — and Volvo, Mercedes eye upping US production as Trump’s auto tariffs rev up (nypost)
- Volvo Cars’ new CEO vows to produce more cars in US (reuters)
- Fed to cut rates five times in 2025 to shore up economy amid tariff storm: Citi (streetinsider)
- Fed to go big with June start to interest-rate cuts, traders bet (yahoo)
- Euro Emerges as Unlikely Winner From Trump’s Trade Shock (bloomberg)
- Dollar Weakens as Investors Seek Safety Elsewhere (wsj)
- Mortgage Rates in US Slip for a Second Week, Dropping to 6.64% (bloomberg)
- Hiring Defied Expectations in March, With 228,000 New Jobs (wsj)
- Intel Gains on Report of Joint Venture Deal With TSMC (bloomberg)
- Alcohol Industry Dodges Worst of Trump’s Tariffs — For Now (bloomberg)
- Consumer Staples Gain on Rush to Safety After Tariffs Spark Market Rout (wsj)
- Exempt or Not, the Chip Industry Won’t Escape Tariffs (wsj)
- Lululemon stock falls as Trump’s tariffs put it in the ‘bullseye.’ This analyst still says buy. (marketwatch)
- The ‘Magnificent Seven’ saw a record $1 trillion wipeout — and Apple led the way (marketwatch)
- Mizuho maintains PayPal stock Outperform rating, $96 target (investing)
- Retail Traders Step In to Buy as Others Flee in Tariff Rout (bloomberg)
- US Energy Chief Plans to Use Federal Land to Build Data Centers (bloomberg)
- These Are Scary Times. Market Downturns Can Be a Buying Opportunity. (barrons)
- Why You Should Ignore Everything Going On in the Market Right Now (barrons)
Be in the know. 25 key reads for Friday…
