Be in the know. 30 key reads for Tuesday…

  1. Scott Bessent says up to 70 nations want to negotiate over Trump’s tariffs (foxbusiness)
  2. Musk made direct appeals to Trump to reverse new tariffs, Washington Post reports (reuters)
  3. Bessent Sees ‘Good Deals’ Potential as US Works Priority List (bloomberg)
  4. Top Vietnam Official Rushes to Washington for Talks on Trade (bloomberg)
  5. Bessent Says Everything Is on Negotiating Table With Tariffs (bloomberg)
  6. Can companies exploit differences between Trump’s tariff rates? (ft)
  7. Vietnam to buy US defence, security products to tackle trade gap (reuters)
  8. Watch CNBC’s full interview with Treasury Secretary Scott Bessent (youtube)
  9. The False Tariff Headline That Sent Stocks on a $2 Trillion Ride (wsj)
  10. Some US consumers stockpile goods ahead of Trump’s new tariffs (reuters)
  11. Levi’s Earnings Beat Forecasts. Tariffs to Have ‘Minimal Impact’ This Quarter. (barrons)
  12. “Risk-Reward is Skewed To The Upside”: Goldman Traders Turn Bullish (zerohedge)
  13. Hedge funds pile up record short bets against stocks as traders go into ‘self-protection mode’ (cnbc)
  14. US Stock Market Outlook: From ‘Priced to Perfection’ to Time to Buy (morningstar)
  15. 3 Reasons for Hope as the Market Selloff Continues (barrons)
  16. 124 Stocks Hit Undervalued Territory in Tariff Selloff (morningstar)
  17. 3 Stocks to Buy and Hold During Tariff Chaos (morningstar)
  18. Bank of America, Chewy, and 16 More Stocks to Help You Hide From Tariff Chaos (barrons)
  19. Alibaba Chases International AI Users With New Qwen Upgrades (bloomberg)
  20. DeepSeek, Alibaba help China narrow gap with US in leading AI models: Stanford report (scmp)
  21. China state firms pledge to boost share purchases to calm markets (reuters)
  22. China Traders Boost Monetary Easing Bets as Tariffs Roil Markets (bloomberg)
  23. China’s Record Equity Risk Premium Bodes Well for State Buying (bloomberg)
  24. China Readies Policies To Counter Tariffs (chinalastnight)
  25. Many U.S. Companies Plan to Keep China Ties, Survey Finds (wsj)
  26. Americans Have $35 Trillion in Housing Wealth—and It’s Costing Them (wsj)
  27. Jeep Maker Stellantis Offers to Help Suppliers Pay Tariff Costs (bloomberg)
  28. Diageo Reaches Ciroc Deal With LeBron James-Backed Tequila (bloomberg)
  29. Generac’s new line of generators targets growing data center demand (reuters)
  30. Advanced Micro Devices Stock Gets a Downgrade. Nvidia and Intel Are Part of the Problem. (barrons)

Be in the know. 20 key reads for Monday…

  1. China Discusses Accelerating Stimulus to Counter Trump Tariffs (bloomberg)
  2. Yuan Devaluation Market Chatter Grows as Trade War Worsens (bloomberg)
  3. China sovereign fund steps in to support stocks plunging on trade war (reuters)
  4. Goldman Sachs expects significant Chinese fiscal easing to offset tariffs (reuters)
  5. Vietnam Offers to Remove Tariffs on US After Trump’s Action (bloomberg)
  6. India Seeks US Trade Talks, Signaling No Retaliatory Tariffs (bloomberg)
  7. Trump says he can’t say what will happen to markets as his team claims 50 countries are seeking tariff deals (marketwatch)
  8. South Korea’s Trade Minister Heads to US After Hit by 25% Tariff (bloomberg)
  9. Philippines Mulls Cutting Tariffs on US Products, Its Trade Chief Says (bloomberg)
  10. Ishiba to Talk With Trump as Japan’s Nikkei Enters Bear Market (bloomberg)
  11. Hedge funds capitulate, investors brace for margin calls in market rout (reuters)
  12. Americans Are Sitting on a Cash Pile as Stocks Reel (wsj)
  13. The Stock Market’s Fear Gauges Point to a Bounce, Not a Bottom (wsj)
  14. Treasury Yields Fall. Why They Could Have Further to Drop. (barrons)
  15. Automakers seek ‘opportunity in the chaos’ of Trump’s tariffs (cnbc)
  16. Trump’s Trade War Raises Bar for Fed Rate Cuts (nytimes)
  17. Wall Street Starts to Speak Out Against Trump’s Tariffs (wsj)
  18. How Global Trade Could Survive Trump’s Tariffs (wsj)
  19. Warren’s Winning (zerohedge)
  20. Hisense Partners with GXO to Manage its Logistics Operations in Spain (investing)