- China’s Economy Likely Grew 5.2% in Months Before US Tariffs (bloomberg)
- Alibaba-Backed AI Startup Zhipu Targets IPO as Soon as 2025 (bloomberg)
- Barclays maintains Alibaba stock Overweight with $180 target (investing)
- China Limits Stock Sales To Maintain Impression Of Stability, As Bessent Hints At Boosting Treasury Buybacks If Fed Does Nothing (zerohedge)
- Tariff Reprieve Is Grand Slam For Markets (chinalastnight)
- Ford and GM Stocks Pop After Trump Says He’s Looking at Auto Tariff Pause (barrons)
- Stock Investors Cheer Tariff Exemptions (wsj)
- ‘Good chance’ of U.K.-U.S. trade deal, JD Vance says, as Trump ‘really loves’ Britain (cnbc)
- Japan Tariff Team Aims for Early Results From US Negotiations (bloomberg)
- Honda to make 90% of US sales locally by relocating Mexico, Canada production, Nikkei reports (reuters)
- Goldman Sachs chief optimistic Trump will listen to corporate America (ft)
- Bessent Says Treasury Has Big Toolkit If Needed for Bonds (bloomberg)
- Dark days for the less-mighty dollar (ft)
- Manufacturing and the Dollar (wsj)
- The Mag 7 Still Aren’t Cheap. These Stocks Are Better Plays. (barrons)
- 10 Best Blue-Chip Stocks to Buy for the Long Term (morningstar)
- This Chemicals Stock Looks Like a Buy Now, Analyst Says. Thank Tariffs. (barrons)
- Investors Haven’t Been This Bearish in 30 Years, BofA Poll Shows (bloomberg)
- Fund managers have never turned so pessimistic this quickly on U.S. stocks, a survey finds (marketwatch)
- China Orders Boeing Jet Delivery Halt as Trade War Expands (bloomberg)
- UK Consumer Spending Remains Strong in Boost for Growth Hopes (bloomberg)
- Global electric vehicle sales up 29% in March, researchers find (reuters)
- Intel Stock Is Rising on Altera Sale Deal. What It Needs to Do Next. (barrons)
- Intel’s new CEO isn’t wasting time trying to enact a turnaround (marketwatch)
- Nvidia to produce AI servers worth up to $500 billion in US over four years (reuters)
- Lowe’s Bets on Pro Market in Billion-Dollar ADG Acquisition (barrons)
Be in the know. 26 key reads for Tuesday…
