Be in the know. 18 key reads for Good Friday…

  1. Trump Signals China’s Xi Has Reached Out About a Trade Deal. Here’s the Latest on Tariffs. (barrons)
  2. Xi’s No. 2 Signals Openness to Policy Shift as Tariffs Hit (bloomberg)
  3. How DeepSeek, deep pockets, and data centers are giving Asia an AI edge (fortune)
  4. How China’s Boeing Ban Threatens to Backfire on Its Own Plane Maker (wsj)
  5. Hong Kong Internet Stocks Shrug Off US Concerns (chinalastnight)
  6. Anxious Trading Partners Promise to Buy American to Stave Off Trump’s Tariffs (wsj)
  7. Donald Trump says US will ‘100%’ strike trade deal with EU (ft)
  8. Vietnam PM Hails ‘Unique Bond’ With US Days After Hosting Xi (bloomberg)
  9. The tariff crisis is not existential (ft)
  10. Etsy touts ‘shopping domestically’ as Trump tariffs threaten price increases for imports (cnbc)
  11. Exclusive: Intel CEO Lip-Bu Tan flattens leadership structure, names new AI chief, memo says (reuters)
  12. Americans Are Obsessed With Protein and It’s Driving Nutrition Experts Nuts (wsj)
  13. Trump Says Powell Is ‘Late on Interest Rates.’ Is the Fed Behind the Curve? (barrons)
  14. Deutsche Bank Sees More China Clients Sell US Assets for Europe (bloomberg)
  15. Amazon Is Better Prepared for the Trade War Than Investors Think (wsj)
  16. L’Oreal Sales Climb on Demand for Pricey Perfume, Make-Up (bloomberg)
  17. How Nvidia Plays Export Whack-a-Mole (wsj)
  18. Netflix Boasts That It’s Stable, Even in a Tough Economy (nytimes)

Be in the know. 24 key reads for Thursday…

  1. Alibaba’s Taobao surges in popularity in US as Trump tariffs boost Chinese shopping apps (scmp)
  2. Chinese Investors Pile Into Big Tech Even as Tariffs Jolt Markets (wsj)
  3. China Could Be Willing to Enter Trade Talks, Report Says. Here’s the Latest on Tariffs. (barrons)
  4. How China Can Weather Trump’s Trade War (bloomberg)
  5. China’s ‘Surprise’ New Trade Rep A Likely Effort At Backchanneling ‘Breakthrough’ With Trump (zerohedge)
  6. Shein, Temu to get pricier as Trump cracks down on cheap imports (reuters)
  7. Investor concerns over Chinese ADR de-listings resurface (reuters)
  8. Hong Kong stocks rise on China policy stimulus hopes to counter US tariffs (scmp)
  9. US Nvidia H20 restrictions could be shot in the arm for Chinese AI chips like Huawei’s (scmp)
  10. Chinese Tech Giants Help Exporters’ Efforts at Domestic Expansion (wsj)
  11. Nvidia Is Now the Biggest U.S.-China Bargaining Chip (wsj)
  12. Intel will need license to export AI chips to Chinese clients, FT reports (reuters)
  13. Asian countries look to buy more US energy to offset trade imbalance (reuters)
  14. Trump Says ‘Big Progress’ Made in Japan Talks on Tariff Deal (bloomberg)
  15. Prologis Says Trade War Will Boost Demand for U.S. Warehouse Space (wsj)
  16. Nissan aims to ‘max out’ U.S. production plant amid Trump’s tariffs (cnbc)
  17. US vehicle supply falls as shoppers panic-buy cars to avoid Trump’s auto tariffs (nypost)
  18. US Factory Output Increases at Modest Pace Ahead of Tariffs (bloomberg)
  19. Is This the End of the US Exceptionalism Trade? (bloomberg)
  20. Wall Street Has a Wish List for the SEC’s New Boss (barrons)
  21. Insiders Are Rushing To Buy Stocks At Fastest Pace In Years (zerohedge)
  22. Builders expect tariffs to increase costs by nearly $11,000, but they’re slashing home prices. Here’s why. (marketwatch)
  23. 3 Reasons to Buy Disney Stock Like There’s No Tomorrow (yahoo)
  24. ECB Cuts Interest Rates to Counter Threat From Trump Tariffs (wsj)