Be in the know. 29 key reads for Thursday…

  1. US Officials Mull Easing Tariffs Targeting the Auto Industry (bloomberg)
  2. Europe Car Sales Rebound as UK Demand Boosts Battered Industry (bloomberg)
  3. Japanese Carmakers’ US Sales Surge Ahead of Trump Tariffs (bloomberg)
  4. As Tesla Falters, These New EVs Are Picking Up the Pace (bloomberg)
  5. White House Considers Slashing China Tariffs to De-Escalate Trade War (wsj)
  6. Ejecting China Inc from US exchanges would be an own goal (ft)
  7. China pushes for tariff cancellation to end US trade war (reuters)
  8. Chinese Firms Rush to Announce Buybacks as Tariff War Deepens (bloomberg)
  9. Indonesia plans to import more from the U.S. to ‘narrow’ trade surplus, finance minister says (cnbc)
  10. Customers canceled 30% of US orders from China but demand in shipments from other countries have massively increased (nypost)
  11. Vietnam Kicks Off Trade Talks With US as Plane Deal Takes Shape (bloomberg)
  12. Vietnam Airlines to finalise 50 Boeing narrow-body order soon, sources say (reuters)
  13. Boeing CEO Confirms China Halted Orders; Goldman Notes “Improved Earnings Results” For Planemaker (zerohedge)
  14. Boeing Earnings: Recovery Plan Progresses, Shares Undervalued (morningstar)
  15. Trump Meets His Match: The Markets (wsj)
  16. Deutsche Sees ‘Major’ Dollar Decline as Investors Dump US Assets (bloomberg)
  17. UBS Cuts Dollar Outlook Again, Says US-China Is Key for Its Path (bloomberg)
  18. New Data Show Foreign Investors Are Still Buying U.S. Treasuries (barrons)
  19. It’s hedge funds, not foreign investors, that have been dumping stocks, says JPMorgan (marketwatch)
  20. US New-Home Sales Top All Estimates on Surge in the South (bloomberg)
  21. Whirlpool Says Tariffs to Benefit Business Going Forward (bloomberg)
  22. Tariffs Could Boost the Market for Secondhand Goods. These Stocks Could Benefit. (barrons)
  23. It’s Electricity Realism, Not Climate Denialism (bloomberg)
  24. Intel partners with AI firm ModelBest, chip designer Black Sesame on smart car systems (scmp)
  25. Mobileye Global beats revenue estimates on strong self-driving tech demand (reuters)
  26. Here’s How Big the AI Revolution Really Is, in Four Charts (wsj)
  27. Coinbase waives fees on PayPal’s stablecoin in crypto payments push (reuters)
  28. Dow Logs Loss, Launches Cost-Cutting Measures Due to Slowdown (wsj)
  29. Trump Rejects Millionaires Tax Hike (wsj)

Be in the know. 28 key reads for Wednesday…

  1. Boeing Loss Narrows as Backlog and Sales Grow (wsj)
  2. Boeing to seek FAA approval to increase 737 Max production as losses narrow (cnbc)
  3. Boeing to Sell Some of Its Navigation Business in $10.55 Billion Deal (wsj)
  4. Boeing’s Earnings Were Better Than Expected. It’s a Relief for the Stock. (barrons)
  5. Auto groups lobby Trump administration against parts tariffs in rare unified message (cnbc)
  6. Trump’s Tariff Threats Spark Retail, Auto Lobbying Blitz (bloomberg)
  7. Bessent says he expects ‘de-escalation’ in U.S.-China tariff fight in the ‘very near future’ (cnbc)
  8. US markets rally as Treasury secretary says China trade war is ‘unsustainable’ (ft)
  9. Trump Floats ‘Substantial’ China Tariffs Cuts in Trade Deal (bloomberg)
  10. China Signals Openness to U.S. Trade Talks—but Not Under Duress (wsj)
  11. Chinese Stocks in Hong Kong Rally on Bets Trade Tensions to Ease (bloomberg)
  12. Flurry of Chinese AI updates come from Big Tech amid further restrictions on Nvidia chips (scmp)
  13. Zhipu AI ramps up overseas expansion strategy ahead of IPO (reuters)
  14. EM Stocks Erase Loss for the Year, Extending Lead Over US Peers (bloomberg)
  15. Treasury Secretary Bessent Predicts Tax Cuts to Pass by July 4 (nytimes)
  16. Trump Says He Has ‘No Intention’ of Firing Fed Chair Powell (wsj)
  17. As Professional Traders Panic Sell, Retail Investors Just Can’t Stop Buying (zerohedge)
  18. How Market Turmoil Made Low-Volatility Stocks Great Again (morningstar)
  19. Tariffs Have Crushed Small-Cap Stocks. It’s Time for a Bounce. (barrons)
  20. Intel Plans to Slash More Than 20% of Workforce: Report. The Stock Is Rising. (barrons)
  21. PayPal Aims To Boost Stablecoin Use By Offering 3.7% on Balances (bloomberg)
  22. 10 Best Dividend Aristocrats to Buy Now (morningstar)
  23. Stocks That Pay Almost 10% Dividend Yields: Dow and Lyondell (barrons)
  24. Etsy Exits Reverb in Surprise Deal–Here’s Who’s Taking Over (yahoo)
  25. CEOs Haven’t Been This Gloomy About the US Economy Since the Financial Crisis (bloomberg)
  26. Nearly Half Of US Home-Sellers Are Offering Buyer Concessions (zerohedge)
  27. Nike Adds New Strategy Head to Aid Company Turnaround (bloomberg)
  28. Tesla Has a Deep Hole to Pull Out Of (wsj)