Be in the know. 28 key reads for Thursday…

  1. Traders Bet on More Fed Cuts With 10-Year Yield Headed Toward 4% (bloomberg)
  2. What to Know About the U.S. Trade Imbalance, in Charts (wsj)
  3. Trump’s ‘Reciprocal’ Tariff Formula Is All About Trade Deficits (bloomberg)
  4. Trump’s Tariffs Were Supposed to Boost the Dollar. Why the Opposite Happened. (wsj)
  5. 10-year Treasury yield falls to lowest level since October after Trump unveils sweeping tariffs (cnbc)
  6. Dollar Drops by Most Since 2022 as Traders Brace for More Pain (bloomberg)
  7. Will Today Go Down In History As The Beginning Of A New Era? (zerohedge)
  8. Chinese Stock Investors Flock to Hong Kong to Bargain Hunt (bloomberg)
  9. China Stocks Post Modest Losses as US Tariffs Spur Stimulus Bets (bloomberg)
  10. Alibaba Steps Up AI Game With Qwen 3, Challenging DeepSeek’s Low-Cost AI Success (yahoo)
  11. China Services Gauge Shows Acceleration in Activity Expansion (wsj)
  12. Tariff Loophole That Helped Temu, Shein Will Close May 2 (bloomberg)
  13. Xiaomi delivers record cars in March as winners emerge in China’s EV race (cnbc)
  14. Ford Motor Company will offer employee pricing to all US shoppers: ‘Handshake deal with every American’ (foxbusiness)
  15. Hyundai Motor says no plan for price hikes in US for now (reuters)
  16. Auto giants surprisingly resilient as sweeping U.S. tariffs spare Canada and Mexico for now (cnbc)
  17. Euro jumps over 2% against dollar after hefty US tariffs announced (streetinsider)
  18. Europe LNG Demand Is So Hot That Cargoes Land at Wider Discounts (bloomberg)
  19. Intel Stock Has Broken Its Winning Streak. This Could Help It Rally Again. (barrons)
  20. Intel’s new CEO Lip-Bu Tan makes his case for a revived Intel (yahoo)
  21. Boeing Has Made ‘Drastic’ Changes to Root Out Defects, CEO Says (bloomberg)
  22. Is Apple Pay really a problem for PayPal? Wall Street analyst weighs in (streetinsider)
  23. Growing Recession Worries Are Hitting Fintechs. 2 Bargain Stocks to Consider. (barrons)
  24. This Ultracheap Stock to Buy Is a Compelling Value Investment (morningstar)
  25. GXO Logistics, Inc. renews multi-year contract with Grupa Żywiec in Poland (investing)
  26. Retailers Are Dreading Tariffs. 8 Companies That Could Weather the Storm. (barrons)
  27. Want to Bring Factories Back? This Is What It Takes. (barrons)
  28. In shaky times, investors should hold their nerve (ft)

Be in the know. 22 key reads for Wednesday…

  1. U.S. auto sales up 8.8% in March as pre-tariff rush boosts new car sales (marklines)
  2. Trump Tariff Threat Mobilizes Car Shoppers (wsj)
  3. Is Trump’s Plan Working? ADP Shows Biggest Jump In US Manufacturing Jobs Since Oct 2022 (zerohedge)
  4. US construction spending beats expectations in February (reuters)
  5. US LNG exports soar in March on ramp up of Plaquemines plant (reuters)
  6. Alibaba’s Qwen3 AI model coming this month, sources say, in bid to cement industry lead (scmp)
  7. How Alibaba.com is betting on AI to transform e-commerce (scmp)
  8. Joe Tsai Is Becoming AI’s Voice of Reason (bloomberg)
  9. China’s Improving Profits May Help Soften Tariff Blow for Stocks (bloomberg)
  10. EMJ’s Eric Jackson says Alibaba is a better AI play than Nvidia right now (youtube)
  11. March Economic Data Stronger Than Expected Despite Lack of Media Coverage (chinalastnight)
  12. Intel’s new CEO is known to ‘underpromise and overdeliver.’ Can he do it again? (marketwatch)
  13. Intel analyst says this is the ‘best ever messaging’ from the new CEO, management (streetinsider)
  14. Diageo Divests From Third African Brewer in Less Than a Year (bloomberg)
  15. Boeing CEO to Tout Culture, Safety Reforms Prompted by Missteps (bloomberg)
  16. PayPal set to launch ad platform in the UK (investing)
  17. 33 Undervalued Stocks to Buy for 2025 (morningstar)
  18. How Caution and Contrarianism Paid Off for Investors During Q1 (morningstar)
  19. Investors are turning bearish on the U.S. dollar as Trump tariffs loom (cnbc)
  20. No need to wait: Goldman slashes 10-year yield forecast (marketwatch)
  21. Germany Offers the Global Economy a Glimmer of Hope (barrons)
  22. A Big Coal Plant Was Just Imploded to Make Way for an AI Data Center (wsj)