Be in the know. 5 key reads for Saturday…

  1. Shares of Citi Rise After Earnings Beat (barrons)
  2. Consumer Sentiment Slips in April as Inflation Remains Sticky (barrons)
  3. Solventum Stock Is Cheap. Why Wall Street Says to Wait. (barrons)
  4. Mario Gabelli comes out against Paramount’s merger with Skydance: ‘I’d rather see no sale’ (nypost)
  5. Musk and Milei share their love of free markets in first meeting (ft)

Be in the know. 15 key reads for Friday…

  1. The Podcast Host Who Also Manages a $1.6 Trillion Investment Fund (wsj)
  2. China’s policy to boost demand by $700 billion will have a ‘bigger and bigger’ impact, official says (cnbc)
  3. Citi Profit Beats as Companies, Consumers Go on Borrowing Binge (bloomberg)
  4. 3M Could Lose Its Elite Dividend Status After 64 Years. What It Means for the Stock. (barrons)
  5. Boeing Knows What It Needs to Do—So Do It. Change the Culture. (barrons)
  6. U.K. stocks eye record as higher commodity prices boost miners and oil groups (marketwatch)
  7. Interest Rates Have Investors Worried. Profits Give Them Comfort. (wsj)
  8. Golf Is Booming. But Can the Good Times Last? (wsj)
  9. The Masters Still Sizzles. But Is Golf Scaring Off Its Fans? (wsj)
  10. Bank of England scraps outdated inflation forecast model after Fed boss’ review (cnbc)
  11. China has strong fundamentals and should remain a focus for businesses: Gan Kim Yong (cnbc)
  12. Amazon CEO Touts AI Revolution While Committing to Cost Cuts (wsj)
  13. China’s March exports and imports shrink (reuters)
  14. Ford spotlights a new lineup of popular trucks (foxbusiness)
  15. Charting the Fed’s rate path – Nick Timiraos (cnbc)

Be in the know. 15 key reads for Thursday…

  1. Fed Favors Reducing Monthly Asset Runoff Pace by Roughly Half (bloomberg)
  2. Fed Prepares Slower Pace of Runoff for $7.4 Trillion Portfolio ‘Fairly Soon’ (wsj)
  3. Nike Stock Jumps On Upgrade As Estimates ‘Finally Look Achievable’ Ahead Of Paris Olympics (investors)
  4. Producer Prices Rise Less Than Expected (barrons)
  5. US Producer Prices Rise But Show Some Relief in Key Categories (bloomberg)
  6. Give us a (tax) break How empty office buildings could help NYC solve its housing crisis (nypost)
  7. ECB’s Lagarde Says ‘a Few’ Were Ready to Cut Rates Today (bloomberg)
  8. Alphabet Heads Toward $2 Trillion With Investors Cheering AI Progress (bloomberg)
  9. China will remain the world’s No. 1 growth driver, says the Asian Development Bank (cnbc)
  10. China’s commercial property segment is seeing some bright spots amid a slump in the wider realty sector (cnbc)
  11. Fed likely to cut rates before ECB blinks, former BOE member says (cnbc)
  12. What PPI tells us about PCE: Fed’s preferred inflation gauge may not look so bad for March (marketwatch)
  13. These in-the-know investors are more bearish than they’ve been since 2014 (marketwatch)
  14. Costco’s March Sales Jump. E-Commerce Is Taking Off. (barrons)
  15. Hot Inflation Report Derails Case for Fed June Rate Cut (wsj)

 

Be in the know. 20 key reads for Wednesday…

  1. <Research>CITIC Securities: BABA-SW’s Focus on Core E-commerce Yields Results; Good Shareholders’ Return Expected to be Kept (aastocks)
  2. Maybe core inflation isn’t as bad as it seems (marketwatch)
  3. Alibaba’s Jack Ma steps out from the shadows with morale-boosting post (reuters)
  4. Intel Says New Gaudi 3 AI Chips Top Nvidia H100s in Speed and Cost (barrons)
  5. Alibaba shares jump after founder Jack Ma reemerges with praise of Chinese giant’s ‘transformations’ (cnbc)
  6. ‘We turned the company from a cumbersome organisation into one that is simple and agile, where efficiency comes first, and the market comes first,’ Ma wrote (this week) (scmp)
  7. US consumer prices rise more than expected in March (reuters)
  8. Beijing retail rents jump by most since 2019 amid ‘demand surge’ (scmp)
  9. Boeing Engineer Says Company Used Shortcuts to Fix 787 Jets (wsj)
  10. Hot Inflation Report Weakens Case for Fed’s June Rate Cut (wsj)
  11. Google, Intel debut new AI chips to fight Nvidia’s dominance (scmp)
  12. Bank Earnings Are Here Again. Keep Your Eyes on This Metric. (barrons)
  13. How the End of ‘Curb Your Enthusiasm’ Flipped the ‘Seinfeld’ Finale on Its Head (wsj)
  14. Commodities Rally Reflects a Better Economy, but Also Poses Inflation Risks (wsj)
  15. China Vehicle Sales Rebound (wsj)
  16. The 22-Year-Old Beanpole Who Just Played His Way Into the Masters (wsj)
  17. The Merchant Banker Who Could Win the Masters (wsj)
  18. Goldman Says It’s Time to Take Tech Profits and Invest Elsewhere (bloomberg)
  19. Alphabet’s stock nabs fresh high, is only ‘Magnificent Seven’ name to finish at a record (marketwatch)
  20. Earnings Are Last Pillar of Equity Strength as Rate Cuts Recede (bloomberg)

Be in the know. 10 key reads for Tuesday…

  1. Disney’s parks are its top money maker — and it plans to spend $60 billion to keep it that way (cnbc)
  2. Iger Won the Battle — But Disney’s ‘Woke’ War Isn’t Over (bloomberg)
  3. The Sheikh Who Dominates One of the World’s Hottest Stock Markets (bloomberg)
  4. Everyone Is Rich, No One Is Happy. The Pro Golf Drama Is Back (bloomberg)
  5. Michelin Picks 24 Top Hotels in France in First-Ever Ranking (bloomberg)
  6. Strategas’ Chris Verone gets technical with tech stocks (cnbc)
  7. ‘Now They’re Voting Red’: A Pennsylvania Fracking Boom Weighs on Biden’s Re-Election Chances (wsj)
  8. Earnings Season to Test Stock-Market Rally (wsj)
  9. How the End of ‘Curb Your Enthusiasm’ Flipped the ‘Seinfeld’ Finale on Its Head (wsj)
  10. A Lotus First (barrons)

Be in the know. 20 key reads for Monday…

  1. Chinese Automaker FAW Group Taps Alibaba Cloud’s Gen AI for Business Intelligence (alizila)
  2. Yellen says US-China relations on ‘stronger footing’ (ft)
  3. Alibaba Cloud cuts prices again, this time for international customers as AI generates surging demand (scmp)
  4. Alibaba Group Invests for Strategic Growth with Cainiao Share Purchase Offer (alizila)
  5. Alibaba News Roundup: Share Repurchase Update; Alibaba Cloud Launches Open Source Video Generation Tools (alizila)
  6. These 10 perfect McLarens are for sale. Which one would you pick? (classicdriver)
  7. Moderate growth and disinflation still alive and well (scottgrannis)
  8. For the Ultimate Lesson in Car Control, Go Drifting (roadandtrack)
  9. Bugatti EB110: The First Modern Hypercar Is 30 Years Old (roadandtrack)
  10. Lexus GX550 vs. Land Rover Defender 130 vs. Mercedes-Benz G550: Which Luxury SUV Is Best Off-Road? (roadandtrack)
  11. Japan had a vibrant economy. Then it fell into a slump for 30 years. (npr)
  12. VF Corp. To Roll Out 300 Additional Mono-Brand Retail Stores (sgbonline)
  13. Vans’ OTW Label Is Taking the Past & Making It Better (highsnobiety)
  14. Earnings Season Is Coming. What the Market Needs Now. (barrons)
  15. Many investors are more exposed to China than they think, says Brendan Ahern (cnbc)
  16. 0:02 / 8:39There’s still ‘gas in the tank’ in this stock market rally, says Fundstrat’s Tom Lee (cnbc)
  17. The Big Read. Is Japan finally becoming a ‘normal’ economy? (ft)
  18. Global dominance of biggest stocks rises to highest in decades (ft)
  19. Jamie Dimon Says 8% Rates Could Lie Ahead (barrons)
  20. Doubts Creep In About a Fed Rate Cut This Year (wsj)

Be in the know. 20 key reads for Sunday…

  1. How A Texas Oil Billionaire Hit A Gusher In Hotels (forbes)
  2. Earnings Season to Test Stock-Market Rally (wsj)
  3. Is the S&P 500 Flashing a Spring Sell Signal? (kimblechartingsolutions)
  4. Dollar Tree, Walgreens CFOs Snap Up the Stocks (barrons)
  5. Nvidia’s Stock Reaches Crossroads At Key Fibonacci Price Level (kimblechartingsolutions)
  6. 18 Surprising Facts About the McLaren P1 Hypercar (robbreport)
  7. United States Non Farm Payrolls (tradingeconomics)
  8. Masters in Business: Ed Hyman (bloomberg)
  9. Buy Carnival Stock. Choppy Market Conditions Will Pass. (barrons)
  10. We “stepped on our own foot” in recent years, admits Alibaba chairman Joe Tsai (technode)
  11. Biogen, Moderna, and 6 More Healthcare Stocks That Wall Street Thinks Have Upside (barrons)
  12. Walgreens, CVS, and Other Pharmacy Chains Are in a World of Hurt. What’s to Blame. (barrons)
  13. Big Pharma Stocks Need a Rethink. Investors Keep Making the Same Mistake. (barrons)
  14. How Ozempic and Wegovy Could Break the Healthcare System (barrons)
  15. Stock Market Will Feel a Tremor if Payrolls and Inflation Keep Rising (barrons)
  16. Krispy Kreme Stock Jumps on Upgrade. McDonald’s Deal Could Boost Earnings. (barrons)
  17. The World’s First Flying Motorcycle Could Hit the Skies by the End of the Decade (robbreport)
  18. Inside Italy’s Grand Hotel Villa Serbelloni, The Ultimate Lake Como Retreat (maxim)
  19. This Revived Lamborghini Countach Channels Classic Wedge-Shaped Supercar (maxim)
  20. Alibaba to test rocket package delivery service with China’s startup Space Epoch (technode)

Be in the know. 7 key reads for Saturday…

  1. 33 Undervalued Stocks (morningstar)
  2. Happy Coca-Cola Dividend Day Warren Buffett (DGI)
  3. Reed Hastings, Co-Founder of Netflix — How to Cultivate High Performance, The Art of Farming for Dissent, Favorite Failures, and More (#730) (Tim Ferriss)
  4. Yielding Almost 5%, This Undervalued Dividend Stock Is a Buy (morningstar)
  5. The Long View. Rising Fed chatter is not making life in markets easy (ft)
  6. The 100 Best Restaurants in New York City in 2024 (nytimes)
  7. Supercar Blondie Is Going Into the Auction Business (barrons)

Be in the know. 20 key reads for Friday…

  1. USA – Automotive Sales Volume, 2024 (marketlines)
  2. S Added 303,000 Jobs in March, Surging Past Estimates (bloomberg)
  3. Chinese fintech Ant Group targets global growth after Jack Ma’s exit (ft)
  4. Services PMI Beats, Biden & Xi Discuss The San Francisco Vision (chinalastnight)
  5. Joe Tsai Co-founder & Chair of Alibaba | In Good Company | Norges Bank Investment Management (Norges Bank)
  6. Disney to crack down on password-sharing after CEO Bob Iger wins board fight (nypost)
  7. Europe’s Biggest Asset Manager Is Looking to Buy Dips After Missing Out on Stocks Rally (bloomberg)
  8. Fixing Boeing’s Broken Culture Starts With a New Plane (bloomberg)
  9. Four Seasons’ New Yacht Cruises Come With Record-High Price Tags (bloomberg)
  10. Fed on Track to Cut in June, Morgan Stanley’s Zentner Says (bloomberg)
  11. Biden Tells Netanyahu US Support Hinges on Protecting Civilians (bloomberg)
  12. Earnings Season Is Coming. What Markets Need Now. (barrons)
  13. Nvidia’s stall means the momentum trade has lost its mojo. (marketwatch)
  14. Yellen Is Back in China. What She Could Actually Accomplish. (barrons)
  15. Intel expects to be the world’s second-largest contract chip producer by 2030, trailing only TSMC. (barrons)
  16. Stocks Drop After Fed Officials Cast Doubt on Rate Cuts (wsj)
  17. The Underrated iPhone App That Makes Everyday Tasks Easier (wsj)
  18. Fed’s Kashkari raises prospect of zero rate cuts — but Goldman says that would be ‘very surprising’ (cnbc)
  19. Ford to “Re-Time” New EV Production, Expand Hybrid Production (mishtalk)
  20. The Big Read. Will Xi’s manufacturing plan be enough to rescue China’s economy? (ft)

Be in the know. 15 key reads for Thursday…

  1. Ford U.S. EV Sales Almost Doubled In Q1 2024 To Over 20,000 (insideEVs)
  2. Disney defeats activist investor Nelson Peltz in proxy fight (finance.yahoo)
  3. Hunt for Disney CEO Bob Iger’s successor kicks into high gear (reuters)
  4. Google considers charging for AI-powered search in big change to business model (ft)
  5. Powell says Fed’s inflation fight is ‘not done’ (ft)
  6. Alibaba steps up stock buy-back in Hong Kong, New York to boost returns (scmp)
  7. Dollar dips, yen steady after inching near 152 level (streetinsider)
  8. Apple Explores Home Robotics as Potential ‘Next Big Thing’ (bloomberg)
  9. BOJ Is Likely to Wait Until Fall on Next Hike, Ex-Board Member Says (bloomberg)
  10. Citigroup Sees ‘Exciting Market’ for Japan Bonds After BOJ Move (bloomberg)
  11. Why stocks will stay under pressure until tax day on April 15 (businessinsider)
  12. The stock market could face a near-term correction of as much as 12% before continuing its bull rally this summer, BofA says (businessinsider)
  13. Google Is More Resilient Than Its AI Stumbles Imply (wsj)
  14. The Jobs Numbers Aren’t Adding Up. Immigration Helps Explain Why. (wsj)
  15. Why the Stock Market Has Dropped—and What to Do Now (barrons)