Be in the know. 24 key reads for Friday…

  1. Trump suggests cutting China tariff to still-high 80% ahead of U.S.-Beijing trade talks (cnbc)
  2. How a China Trade Deal Would Put Stocks on Course for New Records (barrons)
  3. Trump Team Seeks Tariff Cuts, Rare Earths Relief in China Talks (bloomberg)
  4. Mr. Ahern Goes to Washington (chinalastnight)
  5. Alibaba breaks down barriers as CEO Eddie Wu calls for a return to entrepreneurial roots (scmp)
  6. China’s e-commerce giants to kick off midyear shopping festival next week (scmp)
  7. Exclusive: Nvidia modifies H20 chip for China to overcome US export controls, sources say (reuters)
  8. Trump Makes a Deal With the U.K. Now Comes the Hard Part. (barrons)
  9. IAG Orders 71 Large Jets from Boeing, Airbus to Grow Network (bloomberg)
  10. Boeing Stock Jumps on Trade News. It Isn’t About Plane Sales to the U.K. (barrons)
  11. With U.K. Deal, U.S. Signals That 10% Tariff on World Is New Baseline (wsj)
  12. Boeing is the first winner in new era of piecemeal trade deals (yahoo)
  13. UBS lifts Boeing stock target, doesn’t sees tariffs impacting FCF recovery (investing)
  14. Exclusive: India offers to slash tariff gap by two-thirds in dash to seal trade pact with Trump (reuters)
  15. Commerce Secretary Howard Lutnick: We’re going to roll out dozens of trade deals over the next month (youtube)
  16. Markets Soar As Trump Says “Better Go Buy Stocks Now” (zerohedge)
  17. How Global Carmakers Are Responding To Tariffs: Full Summary (zerohedge)
  18. Shock: Surging US Power Demand Suggests GDP Growth Over 3% (zerohedge)
  19. Corporate share buybacks were a shock absorber in April’s sell-off (ft)
  20. The Best Consumer Cyclical Stocks to Buy (morningstar)
  21. The Secret Thread Between Warren Buffett and Other Game Changers (barrons)
  22. Disney CEO Bob Iger delivers new magic for investors (foxbusiness)
  23. Stifel maintains Buy rating and $66 target on GXO Logistics stock (investing)
  24. The GOP Tax Bill Could Solve the Tariff Problem (wsj)

Be in the know. 27 key reads for Thursday…

  1. Disney Makes It Official: The Middle East Is the New Theme-Park Hot Spot (wsj)
  2. Disney Earnings: Stellar Results with No Inkling of Recession Fears (morningstar)
  3. Disney CEO Bob Iger on new Abu Dhabi theme park: A momentous occasion for the company (youtube)
  4. Disney CFO: We have confidence from what we’re seeing in data (youtube)
  5. Lights, camera, inaction: why film tariffs would be a flop (ft)
  6. Trump to Announce Trade Agreement With Britain (wsj)
  7. Trump says trade deal with U.K. will be ‘full and comprehensive’ and that more deals will follow (marketwatch)
  8. Hong Kong stocks rise after Beijing unveils support plan; US-China trade talks loom (scmp)
  9. Bessent Working on Clear Rules for US Investment in China (bloomberg)
  10. Beijing pours tens of millions of dollars into fostering Nvidia-free AI ecosystem in China (scmp)
  11. U.S. to Overhaul Curbs on AI Chip Exports After Industry Backlash (wsj)
  12. America’s Self-Defeating AI Export Controls (wsj)
  13. Chinese Automakers Crank Up Sales of Cars With Combustion Engines in Europe (bloomberg)
  14. Vietnam Says It Wants to Buy More From US as Trade Talks Begin (bloomberg)
  15. JLR, Diageo Among Winners as UK-India Sign Model Trade Deal (bloomberg)
  16. U.S. exports of natural gas liquids touch record high in April (reuters)
  17. LNG Is A Key Bargaining Chip In Tariff Talks With Asian Nations (zerohedge)
  18. A Russian Gas Ban Will Boost These Companies (barrons)
  19. Interior Secretary Warns U.S. At Risk Of Spain-Style Blackouts (zerohedge)
  20. US Consumer Borrowing Rises Most in Three Months in Broad Pickup (bloomberg)
  21. US Mortgage Applications Climbed Last Week as Rates Eased (bloomberg)
  22. Taiwan’s China Airlines orders 14 Boeing 777X planes (reuters)
  23. Boeing taps Wisk Aero CEO to head commercial airplane product development (reuters)
  24. GXO Logistics earnings beat by $0.04, revenue topped estimates (investing)
  25. Recession Warnings Are Everywhere, Except in the Data (nytimes)
  26. Why the Fed Isn’t Ready to Join Other Central Banks in Cutting Rates (wsj)
  27. Ford hikes prices on these Mexico-produced models, citing Trump’s tariffs (nypost)

“New Homes, New Rides” Stock Market (and Sentiment Results)…

Key Market Outlook(s) and Pick(s)

On Monday, I joined David Lin on his show “The David Lin Report” to discuss the market’s resilience amid tariff concerns, broader outlook for the second half, international equities, and natural gas as an AI-driven play. Thanks to David for having me on. My conversations with David tend to go viral and get a lot of attention. This one’s no different! Watch here to see why:

Continue reading ““New Homes, New Rides” Stock Market (and Sentiment Results)…”