Be in the know. 21 key reads for Sunday…

  1. It’s Becoming a Better Time to Buy a Home—If You Know Where to Look (barrons)
  2. Housing market inventory with a price cut just hit a decade high (fastcompany)
  3. California housing market shift: Buyers are gaining power (fastcompany)
  4. Ackman Says Time Is Friend of US, Enemy of China in Trade War (bloomberg)
  5. Will China’s shoppers cushion the Trumpian blow? (economist)
  6. This Is What President Biden’s CHIPS Office Actually Did (bloomberg)
  7. Loopholes, logistics, luck: Taobao and DHgate’s US moment (techinasia)
  8. China Widens Tax Rebates for Foreign Tourists to Boost Spending (bloomberg)
  9. China’s e-commerce giants dial back “no-return refunds” amid merchant backlash and regulatory pressure (technode)
  10. Boeing will find it ‘relatively easy’ to find customers for China’s rejected planes, says jet leasing CEO (yahoo)
  11. Lip-Bu Tan, the man trying to save Intel (economist)
  12. Why American tech stocks are newly vulnerable (economist)
  13. A Reckoning for the Magnificent Seven Tests the Market (wsj)
  14. Grid-Scale Battery Storage Is Quietly Revolutionizing the Energy System (wired)
  15. TikTok is changing the perfume business (economist)
  16. Warren Buffett Could Turn the Tariffs Chaos Into a Payday for Himself and Coca-Cola. Here’s How (inc)
  17. Houston, We Have A Zweig Breadth Thrust and Four More Bullish Developments (carsongroup)
  18. Drinks giants’ moves in no-and-low alcohol (yahoo)
  19. Jeff Bezos-backed automaker unveils affordable EV pickup truck (foxbusiness)
  20. Porsche Teases New Hypercar Inspired by the First Street-Legal 917 (thedrive)
  21. 50 best golf courses in the Northeast | GOLF’s 2024-25 ranking (golf)

Be in the know. 15 key reads for Saturday…

  1. Warren Buffett Is Still at the Top of His Game at 94. Berkshire Hathaway Faces a Future Without Him. (barrons)
  2. Americans Are Downbeat on the Economy. They Keep Spending Anyway. (wsj)
  3. As Markets Swooned, Pros Sold—and Individuals Pounced (wsj)
  4. The Mistake You’re Making in Today’s Stock Market—Without Even Knowing It (wsj)
  5. America’s Factory Era Isn’t Coming Back. Where the Jobs of the Future Really Are. (barrons)
  6. Donald Trump claims to have received call from Xi Jinping and to have cut ‘200 deals’ on trade (ft)
  7. Trump Administration Lays Out Roadmap to Streamline Tariff Talks (wsj)
  8. China Quietly Exempts Some U.S.-Made Products From Tariffs (wsj)
  9. Alipay leads China’s payments apps with tap-and-pay service amassing 100 million users (scmp)
  10. China’s Xi calls for self sufficiency in AI development amid U.S. rivalry (reuters)
  11. China Reiterates Hitting 2025 Growth Target Amid Trade Tension (bloomberg)
  12. Asked about delisting Chinese companies, SEC Chair Atkins says agency will take action if companies do not abide by laws (investing)
  13. Reeves and Bessent can see ‘landing zone’ for a UK-US trade deal, say British officials (ft)
  14. Bullish Signal Coming From Stock Breadth (zerohedge)
  15. Etsy to sell music gear marketplace Reverb (retaildive)

Be in the know. 28 key reads for Friday…

  1. Intel’s older chips get a second life from US-China trade tensions (scmp)
  2. After years of failed AI deals, Intel plans homegrown challenge to Nvidia (reuters)
  3. Intel CEO says he met with TSMC CEO to discuss collaboration (reuters)
  4. Intel CEO Lip Bu Tan Takes Bold Steps To Revive Chipmaker, Says Bureaucracy Is ‘Suffocating The Innovation (benzinga)
  5. Intel’s new boss starts with wafer-thin expectations (ft)
  6. Trump Sees Trade Deals Coming in Three to Four Weeks (bloomberg)
  7. Trump says Xi called him, lays out trade and other deal plans in TIME interview (reuters)
  8. How Team Trump is working overtime to close face-saving trade deals (nypost)
  9. US Seeks India Trade Deal on E-Commerce, Crops and Data Storage (bloomberg)
  10. Bessent Sees US, Korea Trade ‘Understanding’ by Next Week (bloomberg)
  11. China Ramps Up Cash Injection as It Braces for Tariff Impact (bloomberg)
  12. China grants some tariff exemptions for US imports as trade war bites (ft)
  13. China Aims to Step Up Policy Support Amid Trade Uncertainty (wsj)
  14. Cutting Off Chinese Companies Risks a US Policy Own Goal (bloomberg)
  15. China pledges to ramp up targeted support for businesses as U.S. trade war hits (cnbc)
  16. Automakers rush to meet surging China demand for long-range hybrids (reuters)
  17. Air India in talks with Boeing to take 10 planes snubbed by Chinese airlines, sources say (reuters)
  18. Massive Buying Of Boeing Aircraft Sends US Durable Goods Orders Soaring In March (zerohedge)
  19. Boeing Sees Skies Clear After MAX, Covid, and Quality Woes Took a $240 Billion Toll (barrons)
  20. Bessent Says He Wants Treasury Yields Down. Believe Him. (barrons)
  21. US Bonds Rally as Fed’s Hammack Revives Odds of a June Rate Cut (bloomberg)
  22. A couple of Fed heads hint at rate cuts (streetinsider)
  23. Hedge Funds Walk, Retail Talks When It Comes To US Stocks (zerohedge)
  24. U.S. Needs More Power for AI—but Critical Equipment Is Pricey and Scarce (wsj)
  25. Buy Healthcare Stocks Despite RFK Jr., Tariffs, and UnitedHealth (barrons)
  26. Dividends Could Be Under Threat. Here Are 9 Stocks With Safe 5% Yields. (barrons)
  27. American liquor exports hit record high in 2024, driven by tariffs (cnbc)
  28. U.K. Retailers Post Surprise Rise in Sales Ahead of Tariff Turmoil (wsj)

Be in the know. 29 key reads for Thursday…

  1. US Officials Mull Easing Tariffs Targeting the Auto Industry (bloomberg)
  2. Europe Car Sales Rebound as UK Demand Boosts Battered Industry (bloomberg)
  3. Japanese Carmakers’ US Sales Surge Ahead of Trump Tariffs (bloomberg)
  4. As Tesla Falters, These New EVs Are Picking Up the Pace (bloomberg)
  5. White House Considers Slashing China Tariffs to De-Escalate Trade War (wsj)
  6. Ejecting China Inc from US exchanges would be an own goal (ft)
  7. China pushes for tariff cancellation to end US trade war (reuters)
  8. Chinese Firms Rush to Announce Buybacks as Tariff War Deepens (bloomberg)
  9. Indonesia plans to import more from the U.S. to ‘narrow’ trade surplus, finance minister says (cnbc)
  10. Customers canceled 30% of US orders from China but demand in shipments from other countries have massively increased (nypost)
  11. Vietnam Kicks Off Trade Talks With US as Plane Deal Takes Shape (bloomberg)
  12. Vietnam Airlines to finalise 50 Boeing narrow-body order soon, sources say (reuters)
  13. Boeing CEO Confirms China Halted Orders; Goldman Notes “Improved Earnings Results” For Planemaker (zerohedge)
  14. Boeing Earnings: Recovery Plan Progresses, Shares Undervalued (morningstar)
  15. Trump Meets His Match: The Markets (wsj)
  16. Deutsche Sees ‘Major’ Dollar Decline as Investors Dump US Assets (bloomberg)
  17. UBS Cuts Dollar Outlook Again, Says US-China Is Key for Its Path (bloomberg)
  18. New Data Show Foreign Investors Are Still Buying U.S. Treasuries (barrons)
  19. It’s hedge funds, not foreign investors, that have been dumping stocks, says JPMorgan (marketwatch)
  20. US New-Home Sales Top All Estimates on Surge in the South (bloomberg)
  21. Whirlpool Says Tariffs to Benefit Business Going Forward (bloomberg)
  22. Tariffs Could Boost the Market for Secondhand Goods. These Stocks Could Benefit. (barrons)
  23. It’s Electricity Realism, Not Climate Denialism (bloomberg)
  24. Intel partners with AI firm ModelBest, chip designer Black Sesame on smart car systems (scmp)
  25. Mobileye Global beats revenue estimates on strong self-driving tech demand (reuters)
  26. Here’s How Big the AI Revolution Really Is, in Four Charts (wsj)
  27. Coinbase waives fees on PayPal’s stablecoin in crypto payments push (reuters)
  28. Dow Logs Loss, Launches Cost-Cutting Measures Due to Slowdown (wsj)
  29. Trump Rejects Millionaires Tax Hike (wsj)

Be in the know. 28 key reads for Wednesday…

  1. Boeing Loss Narrows as Backlog and Sales Grow (wsj)
  2. Boeing to seek FAA approval to increase 737 Max production as losses narrow (cnbc)
  3. Boeing to Sell Some of Its Navigation Business in $10.55 Billion Deal (wsj)
  4. Boeing’s Earnings Were Better Than Expected. It’s a Relief for the Stock. (barrons)
  5. Auto groups lobby Trump administration against parts tariffs in rare unified message (cnbc)
  6. Trump’s Tariff Threats Spark Retail, Auto Lobbying Blitz (bloomberg)
  7. Bessent says he expects ‘de-escalation’ in U.S.-China tariff fight in the ‘very near future’ (cnbc)
  8. US markets rally as Treasury secretary says China trade war is ‘unsustainable’ (ft)
  9. Trump Floats ‘Substantial’ China Tariffs Cuts in Trade Deal (bloomberg)
  10. China Signals Openness to U.S. Trade Talks—but Not Under Duress (wsj)
  11. Chinese Stocks in Hong Kong Rally on Bets Trade Tensions to Ease (bloomberg)
  12. Flurry of Chinese AI updates come from Big Tech amid further restrictions on Nvidia chips (scmp)
  13. Zhipu AI ramps up overseas expansion strategy ahead of IPO (reuters)
  14. EM Stocks Erase Loss for the Year, Extending Lead Over US Peers (bloomberg)
  15. Treasury Secretary Bessent Predicts Tax Cuts to Pass by July 4 (nytimes)
  16. Trump Says He Has ‘No Intention’ of Firing Fed Chair Powell (wsj)
  17. As Professional Traders Panic Sell, Retail Investors Just Can’t Stop Buying (zerohedge)
  18. How Market Turmoil Made Low-Volatility Stocks Great Again (morningstar)
  19. Tariffs Have Crushed Small-Cap Stocks. It’s Time for a Bounce. (barrons)
  20. Intel Plans to Slash More Than 20% of Workforce: Report. The Stock Is Rising. (barrons)
  21. PayPal Aims To Boost Stablecoin Use By Offering 3.7% on Balances (bloomberg)
  22. 10 Best Dividend Aristocrats to Buy Now (morningstar)
  23. Stocks That Pay Almost 10% Dividend Yields: Dow and Lyondell (barrons)
  24. Etsy Exits Reverb in Surprise Deal–Here’s Who’s Taking Over (yahoo)
  25. CEOs Haven’t Been This Gloomy About the US Economy Since the Financial Crisis (bloomberg)
  26. Nearly Half Of US Home-Sellers Are Offering Buyer Concessions (zerohedge)
  27. Nike Adds New Strategy Head to Aid Company Turnaround (bloomberg)
  28. Tesla Has a Deep Hole to Pull Out Of (wsj)

Be in the know. 30 key reads for Tuesday…

  1. Warren Buffett Timed His Apple Stock Sale to Perfection. What’s Next? (wsj)
  2. Trump’s FDA Sends a Bullish Signal to Biotech (wsj)
  3. Disney Stock Is Worth Buying. Don’t Sweat the Recession Risk, Analyst Says. (barrons)
  4. Trump Renews Call for Rate Cut, Slams Fed Chair (wsj)
  5. Dealmakers Are Struggling to Make Sense of Trump’s Antitrust Policy (wsj)
  6. The Dollar Is Plunging. 3 Stock Sectors to Buy Now as Fear Takes Hold. (barrons)
  7. PulteGroup beats quarterly results estimates as incentives lift housing demand (reuters)
  8. Home Remodels Are Next Target for Asset-Backed Bond Market (bloomberg)
  9. Boeing 737 MAX Jets in China Head Home. Can They Be Resold? (barrons)
  10. Air India Keen to Take Boeing Jets Refused by China Airlines (bloomberg)
  11. Thoma Bravo in advanced talks to buy Boeing’s Jeppesen unit, source says (reuters)
  12. Retail Inventories Are Rising. Watch the Margins. (barrons)
  13. Trump team needs a trade deal to stop investor panic (nypost)
  14. 4 Long-Term Stocks to Buy on the Dip (morningstar)
  15. Why Portfolio Diversification Has Helped in 2025 (morningstar)
  16. Intel results to spotlight new CEO Tan’s strategy to reverse years of missteps (reuters)
  17. AI Power Demand Is Remaking Our Energy Ecosystem, While Painting A Target On Its Own Back (zerohedge)
  18. US Says Major Trade Progress Made With India During Vance Visit (bloomberg)
  19. Vietnam PM Says US Trade Talks Should Not Hurt Other Markets (bloomberg)
  20. Bank of Japan likely to continue interest rate hikes despite U.S. tariffs – report (streetinsider)
  21. China Trade Immune So Far to Tariffs With Growth Pickup in April (bloomberg)
  22. Hong Kong stocks rise on China stimulus hopes, ignore Wall Street sell-off (scmp)
  23. Exclusive: Huawei readies new AI chip for mass shipment as China seeks Nvidia alternatives, sources say (reuters)
  24. China’s Q1 automobile exports up 16% y/y, industry official says (reuters)
  25. ‘For our country’: China’s patriots are buying the dip (reuters)
  26. EM Stocks Extend Lead Over S&P 500 as Trump Rattles US Markets (bloomberg)
  27. Emerging Market Assets Rally, Boosted by ‘Sell America’ Trade (bloomberg)
  28. Amazon has paused some data center lease commitments, Wells Fargo says (cnbc)
  29. Wedbush’s Dan Ives warns of “code red” for Tesla (streetinsider)
  30. Tesla sweetens 0% loan offer for EV buyers in China amid global sales slump (scmp)

Be in the know. 17 key reads for Monday…

  1. Emerging Market Currencies Gain as Fed Worries Depress Dollar (bloomberg)
  2. U.S. dollar falls to three-year low as Trump’s Powell threats further dent investor confidence (cnbc)
  3. Hartnett: Amid Apocalyptic Sentiment, A Bullish Roadmap Emerges (zerohedge)
  4. Overly bearish investors risk writing off 2025 too soon (marketwatch)
  5. US Profit Outlook Rarely This Sour, Morgan Stanley’s Wilson Says (bloomberg)
  6. Markets Are Depending on Trade Deals. Why Earnings Season Will Be an Afterthought. (barrons)
  7. India Finance Chief to Meet Bessent This Week Amid Trade Talks (bloomberg)
  8. US, South Korea Set for Trade Negotiation as Tariffs Hit Economy (bloomberg)
  9. Malaysia Air Seeks Boeing Jets as China Pulls Delivery: Bernama (bloomberg)
  10. Boeing eases latest 737 MAX headache – a shortage of nuts and bolts (reuters)
  11. U.S. chip controls will benefit China’s Nvidia rivals like Huawei: Analysts (cnbc)
  12. Western carmakers plot China comeback with local knowhow (ft)
  13. Chinese stocks rise by most in a week as trade war with US fuels stimulus hopes (scmp)
  14. Alibaba’s AI cancer detection tool clears FDA hurdle for faster approval process (scmp)
  15. China Warns Against Trade Deal With U.S. at Beijing’s Expense (wsj)
  16. Pope Francis, Advocate for Economic and Social Justice, Dies at 88 (wsj)
  17. Why It’s So Difficult for Robots to Make Your Nike Sneakers (wsj)

Be in the know. 14 key reads for Easter…

  1. March Sees Best New-Vehicle Affordability in 45 Months, But Tariffs Loom Large (coxauto)
  2. Vehicle Supplies Are Dwindling as People Race to Buy Everything but Teslas (gizmodo)
  3. China tech groups lead multibillion-dollar campaign to help exporters sell at home (ft)
  4. China’s Plan to Fight Trump’s Trade War (newyorker)
  5. America is turning away China’s goods. Where will they go instead? (economist)
  6. Alibaba Unveils its Latest Open-Source Video Generation Model (alizila)
  7. How Trump’s tariffs could reshape the future for Chinese tech firms (technode)
  8. Etsy to customers: Buy local, avoid tariffs (yahoo)
  9. Mitu Gulati on Whether Trump Could Restructure US Debt (bloomberg)
  10. Bull Market? Bear Market? Or Something in the Middle? (carsongroup)
  11. What to watch for as the NHL Stanley Cup Playoffs begin (npr)
  12. 7 things I learned from tour pros at the 2025 Masters (golfdigest)
  13. The 10 Best Cars at the 2025 New York Auto Show (robbreport)
  14. First Drive: 2025 McLaren 750S Spider Is the Ultimate Droptop (mensjournal)

Be in the know. 14 key reads for Saturday…

  1. Will Ferrell Reunites with PayPal to Show All the Ways You Can Pay at Checkout (paypal)
  2. Americans flock to Chinese e-commerce apps DHgate, Taobao amid Trump tariffs (nypost)
  3. China Accelerates Budget Spending to Counter Tariff Woes (bloomberg)
  4. Chinese Premier Urges Officials to Think Outside the Box as Tariffs Bite (wsj)
  5. DeepSeek’s AI Surprised the World. China’s Universities Are the Talent Source. (barrons)
  6. Boeing Begins Flying Back Planes Destined for Chinese Airlines (bloomberg)
  7. Here’s where Trump’s trade deals with China, Europe, Japan and other countries stand (marketwatch)
  8. Carmakers Highlight American Roots in Bid to Influence Trump (nytimes)
  9. Powell Faces Pressure From the Markets and Trump Over Rates (nytimes)
  10. The flaky case for buying the dip (ft)
  11. What Bill Ackman Sees in Hertz and Why He’s Betting Big on the Rental-Car Company (barrons)
  12. Trump to fast-track permitting for 10 mining projects across US (investing)
  13. Goldman’s Narrative For Big Dollar Down Moves In 3 Easy Steps (zerohedge)
  14. Jim Chanos on Who’s Getting Caught Swimming Naked | Odd Lots (youtube)

Be in the know. 18 key reads for Good Friday…

  1. Trump Signals China’s Xi Has Reached Out About a Trade Deal. Here’s the Latest on Tariffs. (barrons)
  2. Xi’s No. 2 Signals Openness to Policy Shift as Tariffs Hit (bloomberg)
  3. How DeepSeek, deep pockets, and data centers are giving Asia an AI edge (fortune)
  4. How China’s Boeing Ban Threatens to Backfire on Its Own Plane Maker (wsj)
  5. Hong Kong Internet Stocks Shrug Off US Concerns (chinalastnight)
  6. Anxious Trading Partners Promise to Buy American to Stave Off Trump’s Tariffs (wsj)
  7. Donald Trump says US will ‘100%’ strike trade deal with EU (ft)
  8. Vietnam PM Hails ‘Unique Bond’ With US Days After Hosting Xi (bloomberg)
  9. The tariff crisis is not existential (ft)
  10. Etsy touts ‘shopping domestically’ as Trump tariffs threaten price increases for imports (cnbc)
  11. Exclusive: Intel CEO Lip-Bu Tan flattens leadership structure, names new AI chief, memo says (reuters)
  12. Americans Are Obsessed With Protein and It’s Driving Nutrition Experts Nuts (wsj)
  13. Trump Says Powell Is ‘Late on Interest Rates.’ Is the Fed Behind the Curve? (barrons)
  14. Deutsche Bank Sees More China Clients Sell US Assets for Europe (bloomberg)
  15. Amazon Is Better Prepared for the Trade War Than Investors Think (wsj)
  16. L’Oreal Sales Climb on Demand for Pricey Perfume, Make-Up (bloomberg)
  17. How Nvidia Plays Export Whack-a-Mole (wsj)
  18. Netflix Boasts That It’s Stable, Even in a Tough Economy (nytimes)