- Traders Bet on More Fed Cuts With 10-Year Yield Headed Toward 4% (bloomberg)
- What to Know About the U.S. Trade Imbalance, in Charts (wsj)
- Trump’s ‘Reciprocal’ Tariff Formula Is All About Trade Deficits (bloomberg)
- Trump’s Tariffs Were Supposed to Boost the Dollar. Why the Opposite Happened. (wsj)
- 10-year Treasury yield falls to lowest level since October after Trump unveils sweeping tariffs (cnbc)
- Dollar Drops by Most Since 2022 as Traders Brace for More Pain (bloomberg)
- Will Today Go Down In History As The Beginning Of A New Era? (zerohedge)
- Chinese Stock Investors Flock to Hong Kong to Bargain Hunt (bloomberg)
- China Stocks Post Modest Losses as US Tariffs Spur Stimulus Bets (bloomberg)
- Alibaba Steps Up AI Game With Qwen 3, Challenging DeepSeek’s Low-Cost AI Success (yahoo)
- China Services Gauge Shows Acceleration in Activity Expansion (wsj)
- Tariff Loophole That Helped Temu, Shein Will Close May 2 (bloomberg)
- Xiaomi delivers record cars in March as winners emerge in China’s EV race (cnbc)
- Ford Motor Company will offer employee pricing to all US shoppers: ‘Handshake deal with every American’ (foxbusiness)
- Hyundai Motor says no plan for price hikes in US for now (reuters)
- Auto giants surprisingly resilient as sweeping U.S. tariffs spare Canada and Mexico for now (cnbc)
- Euro jumps over 2% against dollar after hefty US tariffs announced (streetinsider)
- Europe LNG Demand Is So Hot That Cargoes Land at Wider Discounts (bloomberg)
- Intel Stock Has Broken Its Winning Streak. This Could Help It Rally Again. (barrons)
- Intel’s new CEO Lip-Bu Tan makes his case for a revived Intel (yahoo)
- Boeing Has Made ‘Drastic’ Changes to Root Out Defects, CEO Says (bloomberg)
- Is Apple Pay really a problem for PayPal? Wall Street analyst weighs in (streetinsider)
- Growing Recession Worries Are Hitting Fintechs. 2 Bargain Stocks to Consider. (barrons)
- This Ultracheap Stock to Buy Is a Compelling Value Investment (morningstar)
- GXO Logistics, Inc. renews multi-year contract with Grupa Żywiec in Poland (investing)
- Retailers Are Dreading Tariffs. 8 Companies That Could Weather the Storm. (barrons)
- Want to Bring Factories Back? This Is What It Takes. (barrons)
- In shaky times, investors should hold their nerve (ft)
Be in the know. 28 key reads for Thursday…
