Be in the know. 15 key reads for Saturday…

  1. Warren Buffett Is Still at the Top of His Game at 94. Berkshire Hathaway Faces a Future Without Him. (barrons)
  2. Americans Are Downbeat on the Economy. They Keep Spending Anyway. (wsj)
  3. As Markets Swooned, Pros Sold—and Individuals Pounced (wsj)
  4. The Mistake You’re Making in Today’s Stock Market—Without Even Knowing It (wsj)
  5. America’s Factory Era Isn’t Coming Back. Where the Jobs of the Future Really Are. (barrons)
  6. Donald Trump claims to have received call from Xi Jinping and to have cut ‘200 deals’ on trade (ft)
  7. Trump Administration Lays Out Roadmap to Streamline Tariff Talks (wsj)
  8. China Quietly Exempts Some U.S.-Made Products From Tariffs (wsj)
  9. Alipay leads China’s payments apps with tap-and-pay service amassing 100 million users (scmp)
  10. China’s Xi calls for self sufficiency in AI development amid U.S. rivalry (reuters)
  11. China Reiterates Hitting 2025 Growth Target Amid Trade Tension (bloomberg)
  12. Asked about delisting Chinese companies, SEC Chair Atkins says agency will take action if companies do not abide by laws (investing)
  13. Reeves and Bessent can see ‘landing zone’ for a UK-US trade deal, say British officials (ft)
  14. Bullish Signal Coming From Stock Breadth (zerohedge)
  15. Etsy to sell music gear marketplace Reverb (retaildive)

Be in the know. 28 key reads for Friday…

  1. Intel’s older chips get a second life from US-China trade tensions (scmp)
  2. After years of failed AI deals, Intel plans homegrown challenge to Nvidia (reuters)
  3. Intel CEO says he met with TSMC CEO to discuss collaboration (reuters)
  4. Intel CEO Lip Bu Tan Takes Bold Steps To Revive Chipmaker, Says Bureaucracy Is ‘Suffocating The Innovation (benzinga)
  5. Intel’s new boss starts with wafer-thin expectations (ft)
  6. Trump Sees Trade Deals Coming in Three to Four Weeks (bloomberg)
  7. Trump says Xi called him, lays out trade and other deal plans in TIME interview (reuters)
  8. How Team Trump is working overtime to close face-saving trade deals (nypost)
  9. US Seeks India Trade Deal on E-Commerce, Crops and Data Storage (bloomberg)
  10. Bessent Sees US, Korea Trade ‘Understanding’ by Next Week (bloomberg)
  11. China Ramps Up Cash Injection as It Braces for Tariff Impact (bloomberg)
  12. China grants some tariff exemptions for US imports as trade war bites (ft)
  13. China Aims to Step Up Policy Support Amid Trade Uncertainty (wsj)
  14. Cutting Off Chinese Companies Risks a US Policy Own Goal (bloomberg)
  15. China pledges to ramp up targeted support for businesses as U.S. trade war hits (cnbc)
  16. Automakers rush to meet surging China demand for long-range hybrids (reuters)
  17. Air India in talks with Boeing to take 10 planes snubbed by Chinese airlines, sources say (reuters)
  18. Massive Buying Of Boeing Aircraft Sends US Durable Goods Orders Soaring In March (zerohedge)
  19. Boeing Sees Skies Clear After MAX, Covid, and Quality Woes Took a $240 Billion Toll (barrons)
  20. Bessent Says He Wants Treasury Yields Down. Believe Him. (barrons)
  21. US Bonds Rally as Fed’s Hammack Revives Odds of a June Rate Cut (bloomberg)
  22. A couple of Fed heads hint at rate cuts (streetinsider)
  23. Hedge Funds Walk, Retail Talks When It Comes To US Stocks (zerohedge)
  24. U.S. Needs More Power for AI—but Critical Equipment Is Pricey and Scarce (wsj)
  25. Buy Healthcare Stocks Despite RFK Jr., Tariffs, and UnitedHealth (barrons)
  26. Dividends Could Be Under Threat. Here Are 9 Stocks With Safe 5% Yields. (barrons)
  27. American liquor exports hit record high in 2024, driven by tariffs (cnbc)
  28. U.K. Retailers Post Surprise Rise in Sales Ahead of Tariff Turmoil (wsj)