Be in the know. 26 key reads for Tuesday…

  1. China’s Economy Likely Grew 5.2% in Months Before US Tariffs (bloomberg)
  2. Alibaba-Backed AI Startup Zhipu Targets IPO as Soon as 2025 (bloomberg)
  3. Barclays maintains Alibaba stock Overweight with $180 target (investing)
  4. China Limits Stock Sales To Maintain Impression Of Stability, As Bessent Hints At Boosting Treasury Buybacks If Fed Does Nothing (zerohedge)
  5. Tariff Reprieve Is Grand Slam For Markets (chinalastnight)
  6. Ford and GM Stocks Pop After Trump Says He’s Looking at Auto Tariff Pause (barrons)
  7. Stock Investors Cheer Tariff Exemptions (wsj)
  8. ‘Good chance’ of U.K.-U.S. trade deal, JD Vance says, as Trump ‘really loves’ Britain (cnbc)
  9. Japan Tariff Team Aims for Early Results From US Negotiations (bloomberg)
  10. Honda to make 90% of US sales locally by relocating Mexico, Canada production, Nikkei reports (reuters)
  11. Goldman Sachs chief optimistic Trump will listen to corporate America (ft)
  12. Bessent Says Treasury Has Big Toolkit If Needed for Bonds (bloomberg)
  13. Dark days for the less-mighty dollar (ft)
  14. Manufacturing and the Dollar (wsj)
  15. The Mag 7 Still Aren’t Cheap. These Stocks Are Better Plays. (barrons)
  16. 10 Best Blue-Chip Stocks to Buy for the Long Term (morningstar)
  17. This Chemicals Stock Looks Like a Buy Now, Analyst Says. Thank Tariffs. (barrons)
  18. Investors Haven’t Been This Bearish in 30 Years, BofA Poll Shows (bloomberg)
  19. Fund managers have never turned so pessimistic this quickly on U.S. stocks, a survey finds (marketwatch)
  20. China Orders Boeing Jet Delivery Halt as Trade War Expands (bloomberg)
  21. UK Consumer Spending Remains Strong in Boost for Growth Hopes (bloomberg)
  22. Global electric vehicle sales up 29% in March, researchers find (reuters)
  23. Intel Stock Is Rising on Altera Sale Deal. What It Needs to Do Next. (barrons)
  24. Intel’s new CEO isn’t wasting time trying to enact a turnaround (marketwatch)
  25. Nvidia to produce AI servers worth up to $500 billion in US over four years (reuters)
  26. Lowe’s Bets on Pro Market in Billion-Dollar ADG Acquisition (barrons)

Be in the know. 15 key reads for Monday…

  1. Intel to sell 51% stake in Altera to Silver Lake (reuters)
  2. Trump spares smartphones, computers, other electronics from China tariffs (reuters)
  3. China launches all-out effort to boost consumption as US trade war boils over (scmp)
  4. Alibaba steps up AI adoption in auto industry with Nio, BMW deals (scmp)
  5. China’s Stock Rescue in Full Swing as ETF Inflows Hit Record (bloomberg)
  6. China’s Exports Surge as Orders Front-Loaded Before Tariffs (wsj)
  7. U.S. Stocks Downgraded on Tariffs Risk. Where Citi Says to Invest Instead. (barrons)
  8. Investors look to Europe as US market confidence wanes (yahoo)
  9. Bruised dollar languishes near three-year lows on tariff anxiety (streetinsider)
  10. Dollar Fears Grow as Traders Increase Hedges to Five-Year High (bloomberg)
  11. Fundstrat’s Tom Lee: Good stock opportunities emerging despite market zigzags (youtube)
  12. How the U.S. Lost Its Place as the World’s Manufacturing Powerhouse (wsj)
  13. Average new car price held steady in March, but pre-tariff inventory is selling fast (marketwatch)
  14. Pfizer Halts Development of Weight-Loss Pill (wsj)
  15. Rory McIlroy Wins the Masters to Complete a Career Grand Slam (wsj)