- Trump Has a $350 Billion Deal for Europe: Buy Our Energy (wsj)
- Trump pushes trade partners to buy more U.S. energy as a way to avoid higher tariffs (cnbc)
- Trump optimistic on reaching deal with China, White House says (reuters)
- China Raises Tariffs on the U.S. Again. Currencies Are a New Concern. (barrons)
- China Market Update: China ADR Delisting ‘Sources’ Ignore Facts (forbes)
- Some Americans are stockpiling $220 sneakers before Trump’s tariffs raise prices even higher (marketwatch)
- Cheap things from China are poised to get pricey. Secondhand retailers are ready to take advantage (cnn)
- Wall Street’s Best Hope to End Trump’s Global Trade War Is One of Its Own (wsj)
- What’s the Basis Trade and What Role Did It Play in Market Volatility? (bloomberg)
- The Simple Explanation for This Week’s Treasury Market Mayhem (wsj)
- Long-Term Treasury Bond Yields Are Spiking. Why It Won’t Last. (barrons)
- Federal Reserve ‘absolutely’ ready to help stabilise market if needed, top official says (ft)
- How One of the Wildest Weeks in Market History Unfolded (wsj)
- America’s Heartland Is Coming Back. Can the Recovery Last? (barrons)
- 22 Best Healthcare Companies to Invest In (morningstar)
- Nobody Knows (Yet Again) (oaktree)
Where is money flowing today?
Indicator of the Day (video): Nasdaq – Cohen High Low Index
Quote of the Day…
Hedge Fund Tips (PCN) – Position Completion Notification
Tom Hayes – Fox Business Appearance – Varney & Co. – 4/11/2025
Be in the know. 22 key reads for Friday…
- Why We Think the Market’s Outlook for Housing Stocks Is Overly Bearish (morningstar)
- US Mortgage Rates Fall for Third Week to Lowest Since December (bloomberg)
- 30-Year Treasury Auction Showed Strong Demand. What It Means for the Bond Market. (barrons)
- Dollar Slides to Multiyear Lows as U.S.-China Tariff War Escalates (wsj)
- Trump Team Races to Cut Piecemeal Tariff Deals With More Than 70 Countries (wsj)
- Bessent Emerges as Wall Street Man-of-the-Hour Trade Negotiator (bloomberg)
- Einhorn Says Tariff ‘Attacks’ to Force More Fed Cuts This Year (bloomberg)
- White House Official Says More Than 15 Countries Have Made Trade Deal Offers (zerohedge)
- Vietnam Envoy Meets Bessent, Lutnick to Push Trade Deal (bloomberg)
- US power use to reach record highs in 2025 and 2026, EIA says (reuters)
- Forget the Market Roller Coaster. Theme-Park Stocks Could Be a Tariff Beater (barrons)
- Wall Street Pulls Back on the Weight-Loss Drug Hype (barrons)
- Market Rout Shatters Long-Held Beliefs on Investing (wsj)
- UK Growth Surges as Factories Boost Output Before US Tariffs (bloomberg)
- Stifel maintains GXO stock Buy rating, $66 target amid acquisition delay (investing)
- PayPal Doubles Down on Checkout and Pay Later with New Will Ferrell Campaign and Biggest Sweepstakes Ever (investing)
- 2 Countries in Trump’s Tariff Crosshairs Are Bargains. You’ll Be Surprised. (barrons)
- China’s Tech Giants Move to Support Exporters as Trade Tensions Rise (wsj)
- Shein’s Bargain-App Formula Crumbles Under Trump (wsj)
- Alibaba’s Jack Ma Wants AI to Serve, Not Lord Over, Humans (bloomberg)
- China Stocks Extend Gains as Stimulus, Deal Hopes Get Upper Hand (bloomberg)
- China unlikely to aggressively devalue yuan to offset impact of U.S. tariffs, economists say (cnbc)