Be in the know. 30 key reads for Tuesday…

  1. Warren Buffett Timed His Apple Stock Sale to Perfection. What’s Next? (wsj)
  2. Trump’s FDA Sends a Bullish Signal to Biotech (wsj)
  3. Disney Stock Is Worth Buying. Don’t Sweat the Recession Risk, Analyst Says. (barrons)
  4. Trump Renews Call for Rate Cut, Slams Fed Chair (wsj)
  5. Dealmakers Are Struggling to Make Sense of Trump’s Antitrust Policy (wsj)
  6. The Dollar Is Plunging. 3 Stock Sectors to Buy Now as Fear Takes Hold. (barrons)
  7. PulteGroup beats quarterly results estimates as incentives lift housing demand (reuters)
  8. Home Remodels Are Next Target for Asset-Backed Bond Market (bloomberg)
  9. Boeing 737 MAX Jets in China Head Home. Can They Be Resold? (barrons)
  10. Air India Keen to Take Boeing Jets Refused by China Airlines (bloomberg)
  11. Thoma Bravo in advanced talks to buy Boeing’s Jeppesen unit, source says (reuters)
  12. Retail Inventories Are Rising. Watch the Margins. (barrons)
  13. Trump team needs a trade deal to stop investor panic (nypost)
  14. 4 Long-Term Stocks to Buy on the Dip (morningstar)
  15. Why Portfolio Diversification Has Helped in 2025 (morningstar)
  16. Intel results to spotlight new CEO Tan’s strategy to reverse years of missteps (reuters)
  17. AI Power Demand Is Remaking Our Energy Ecosystem, While Painting A Target On Its Own Back (zerohedge)
  18. US Says Major Trade Progress Made With India During Vance Visit (bloomberg)
  19. Vietnam PM Says US Trade Talks Should Not Hurt Other Markets (bloomberg)
  20. Bank of Japan likely to continue interest rate hikes despite U.S. tariffs – report (streetinsider)
  21. China Trade Immune So Far to Tariffs With Growth Pickup in April (bloomberg)
  22. Hong Kong stocks rise on China stimulus hopes, ignore Wall Street sell-off (scmp)
  23. Exclusive: Huawei readies new AI chip for mass shipment as China seeks Nvidia alternatives, sources say (reuters)
  24. China’s Q1 automobile exports up 16% y/y, industry official says (reuters)
  25. ‘For our country’: China’s patriots are buying the dip (reuters)
  26. EM Stocks Extend Lead Over S&P 500 as Trump Rattles US Markets (bloomberg)
  27. Emerging Market Assets Rally, Boosted by ‘Sell America’ Trade (bloomberg)
  28. Amazon has paused some data center lease commitments, Wells Fargo says (cnbc)
  29. Wedbush’s Dan Ives warns of “code red” for Tesla (streetinsider)
  30. Tesla sweetens 0% loan offer for EV buyers in China amid global sales slump (scmp)

Be in the know. 17 key reads for Monday…

  1. Emerging Market Currencies Gain as Fed Worries Depress Dollar (bloomberg)
  2. U.S. dollar falls to three-year low as Trump’s Powell threats further dent investor confidence (cnbc)
  3. Hartnett: Amid Apocalyptic Sentiment, A Bullish Roadmap Emerges (zerohedge)
  4. Overly bearish investors risk writing off 2025 too soon (marketwatch)
  5. US Profit Outlook Rarely This Sour, Morgan Stanley’s Wilson Says (bloomberg)
  6. Markets Are Depending on Trade Deals. Why Earnings Season Will Be an Afterthought. (barrons)
  7. India Finance Chief to Meet Bessent This Week Amid Trade Talks (bloomberg)
  8. US, South Korea Set for Trade Negotiation as Tariffs Hit Economy (bloomberg)
  9. Malaysia Air Seeks Boeing Jets as China Pulls Delivery: Bernama (bloomberg)
  10. Boeing eases latest 737 MAX headache – a shortage of nuts and bolts (reuters)
  11. U.S. chip controls will benefit China’s Nvidia rivals like Huawei: Analysts (cnbc)
  12. Western carmakers plot China comeback with local knowhow (ft)
  13. Chinese stocks rise by most in a week as trade war with US fuels stimulus hopes (scmp)
  14. Alibaba’s AI cancer detection tool clears FDA hurdle for faster approval process (scmp)
  15. China Warns Against Trade Deal With U.S. at Beijing’s Expense (wsj)
  16. Pope Francis, Advocate for Economic and Social Justice, Dies at 88 (wsj)
  17. Why It’s So Difficult for Robots to Make Your Nike Sneakers (wsj)

Be in the know. 14 key reads for Easter…

  1. March Sees Best New-Vehicle Affordability in 45 Months, But Tariffs Loom Large (coxauto)
  2. Vehicle Supplies Are Dwindling as People Race to Buy Everything but Teslas (gizmodo)
  3. China tech groups lead multibillion-dollar campaign to help exporters sell at home (ft)
  4. China’s Plan to Fight Trump’s Trade War (newyorker)
  5. America is turning away China’s goods. Where will they go instead? (economist)
  6. Alibaba Unveils its Latest Open-Source Video Generation Model (alizila)
  7. How Trump’s tariffs could reshape the future for Chinese tech firms (technode)
  8. Etsy to customers: Buy local, avoid tariffs (yahoo)
  9. Mitu Gulati on Whether Trump Could Restructure US Debt (bloomberg)
  10. Bull Market? Bear Market? Or Something in the Middle? (carsongroup)
  11. What to watch for as the NHL Stanley Cup Playoffs begin (npr)
  12. 7 things I learned from tour pros at the 2025 Masters (golfdigest)
  13. The 10 Best Cars at the 2025 New York Auto Show (robbreport)
  14. First Drive: 2025 McLaren 750S Spider Is the Ultimate Droptop (mensjournal)