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)

Be in the know. 14 key reads for Saturday…

  1. Will Ferrell Reunites with PayPal to Show All the Ways You Can Pay at Checkout (paypal)
  2. Americans flock to Chinese e-commerce apps DHgate, Taobao amid Trump tariffs (nypost)
  3. China Accelerates Budget Spending to Counter Tariff Woes (bloomberg)
  4. Chinese Premier Urges Officials to Think Outside the Box as Tariffs Bite (wsj)
  5. DeepSeek’s AI Surprised the World. China’s Universities Are the Talent Source. (barrons)
  6. Boeing Begins Flying Back Planes Destined for Chinese Airlines (bloomberg)
  7. Here’s where Trump’s trade deals with China, Europe, Japan and other countries stand (marketwatch)
  8. Carmakers Highlight American Roots in Bid to Influence Trump (nytimes)
  9. Powell Faces Pressure From the Markets and Trump Over Rates (nytimes)
  10. The flaky case for buying the dip (ft)
  11. What Bill Ackman Sees in Hertz and Why He’s Betting Big on the Rental-Car Company (barrons)
  12. Trump to fast-track permitting for 10 mining projects across US (investing)
  13. Goldman’s Narrative For Big Dollar Down Moves In 3 Easy Steps (zerohedge)
  14. Jim Chanos on Who’s Getting Caught Swimming Naked | Odd Lots (youtube)