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)

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)