Be in the know. 20 key reads for Wednesday…

  1. US Factory Production Rises by Most in a Year on Auto Output (bloomberg)
  2. Investors Are Ditching U.S. Stocks. When That Could Be a Buy Signal. (barrons)
  3. China markets are set to outperform Wall Street as U.S. exceptionalism comes to a pause (cnbc)
  4. China Banks Cut Consumer Loan Rates to Record Low to Spur Demand (bloomberg)
  5. Confidence in German economy surges as parliament approves huge spending plan (marketwatch)
  6. Tencent AI Plans Seen as Key for Further China Tech Stock Gains (bloomberg)
  7. Retail investors ditch buy-the-dip mentality during the market correction (cnbc)
  8. Big Tech’s data center boom poses new risk to US grid operators (reuters)
  9. The ‘Energy Transition’ May Be Disappearing, but Renewable Energy Isn’t (barrons)
  10. Why China is suddenly flooding the market with powerful AI models (ft)
  11. China Electric Vehicles Roar (Silently) (chinalastnight)
  12. Dollar Is In The Crosshairs As Europe Jumps US Ship (zerohedge)
  13. Japan Airlines to buy 17 more Boeing 737-8s (reuters)
  14. Ram Owner Wants to Bring Cheaper Pickup Back to US (bloomberg)
  15. Dell CEO explains why he thinks the PC refresh cycle is starting (cnbc)
  16. The North Face Just Took an Era-Defining ’90s Jacket Off Ice (gq)
  17. Nike Returns to Sports While Investors Impatiently Await Reset (bloomberg)
  18. 10 Best Value Stocks to Buy for the Long Term (morningstar)
  19. March Dot Plot to Highlight Fed Officials’ Outlook (wsj)
  20. Nvidia Was Once a Hot Stock, Why It’s Now Leaving the Market Cold. (barrons)

Be in the know. 26 key reads for Tuesday…

  1. Intel’s new CEO is putting his money where his mouth is (marketwatch)
  2. Exclusive: Intel’s new CEO plots overhaul of manufacturing and AI operations (reuters)
  3. Intel’s New CEO Faces ‘Show Me’ Moment After $22 Billion Rally (bloomberg)
  4. Why is China spending billions to get people to open their wallets? (bbc)
  5. Alibaba and Other Chinese Stocks Are Crushing U.S. Shares. Here’s Why. (barrons)
  6. More China Consumers Feel Better Off, Deutsche Bank Survey Shows (bloomberg)
  7. China’s Onshore Markets See Record Inflows Despite Trade Angst (bloomberg)
  8. Hong Kong stocks hit 3-year high on hopes Trump-Xi talks could ease trade tensions (scmp)
  9. Alibaba’s ‘killer app’: Quark draws positive reviews in China as AI agent race heats up (scmp)
  10. The Action Plan For Boosting Consumption Includes Stock Market & Real Estate Support (chinalastnight)
  11. Donald Trump says China’s Xi Jinping to visit US in ‘not too distant future’ (ft)
  12. Cheap Chinese Cars Are Taking Over Roads From Brazil to South Africa (bloomberg)
  13. Warren Buffett said it’s best to ‘be greedy when others are fearful,’ Thomas Hayes says (foxbusiness)
  14. BofA Survey Shows Biggest-Ever Drop in US Stock Allocations (bloomberg)
  15. Corporate Insiders’ Buying Burst Gives Confidence to S&P Bulls (bloomberg)
  16. Bessent Sees No Reason for Recession, Economic Data ‘Healthy’ (bloomberg)
  17. How many rate cuts does the market expect this year? (foxbusiness)
  18. Cadillac expects one of every three vehicle sales to be EVs in 2025 (cnbc)
  19. More home builders cut prices to lure buyers put off by high costs (marketwatch)
  20. US Housing Starts Increase by More Than Forecast After Storms (bloomberg)
  21. Germany’s economic sentiment hits 2-year high, EU exports to US soar (yahoo)
  22. Euro hits five-month high before German vote on massive spending surge (streetinsider)
  23. Short Positioning Can Push Euro Yet Higher (zerohedge)
  24. What to Expect During Disney’s Annual Meeting (morningstar)
  25. Norwegian Cruise Stock Gets an Upgrade. Why Demand Fears Are Just ‘Noise.’ (barrons)
  26. Yeti Stock Surges on Deal with Activist (barrons)