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)

Be in the know. 24 key reads for Wednesday…

  1. US Retail Sales Jump by Most in Two Years on Car-Buying Rush (bloomberg)
  2. Big Banks Show Consumers Remained Resilient Heading Into Tariff Turmoil (wsj)
  3. U.S. vehicle supply is falling amid tariff fear-buying (cnbc)
  4. Strong China GDP Growth Fails to Stem Calls for Urgent Stimulus (bloomberg)
  5. Domestic Consumption Stays Resilient (chinalastnight)
  6. China Open to Talks If US Shows Respect, Names Point Person (bloomberg)
  7. China Names New Trade Envoy as Tariff War With US Escalates (bloomberg)
  8. Watch in full: Jamie Dimon urges US to engage with China (ft)
  9. Why China Has Room to Boost Economy After Strong GDP Figures (youtube)
  10. Chinese exporters on Rednote ask local consumers to buy goods meant for US (reuters)
  11. American Shoppers Flock to Chinese Apps on Tariff Fears (bloomberg)
  12. The Dollar Has Been Tumbling. How Much Further It May Fall. (barrons)
  13. What the Weak Dollar Means for the Global Economy (wsj)
  14. Dollar bearishness reaches highest level since 2006, says survey (ft)
  15. 3 reasons why Boeing’s stock will be fine even with China halting airplane orders (marketwatch)
  16. Goldman: “China Doesn’t Move Needle For Boeing Right Now” (zerohedge)
  17. Why You Shouldn’t Panic Over Daily Market Swings (morningstar)
  18. Corporate Insiders Flash Bullish Stock Sign by Buying Into Rout (bloomberg)
  19. Retail Investors Who’ve Only Known Bull Markets Are Buying the Dip (bloomberg)
  20. Honda to Shift Production of Civic From Japan to US on Tariffs (bloomberg)
  21. The Trade War Has Crushed Energy; Two Stocks That Could Still Win (barrons)
  22. Trump Seeks to Boost Use of Technology to Speed Up Permitting (bloomberg)
  23. Nvidia Says U.S. Implements Chip Export Restrictions to China, Warns of $5.5 Billion Charge (wsj)
  24. Cooper Standard Recognized as 2024 Supplier of the Year by General Motors (cooperstandard)