- 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)
Where is money flowing today?
Indicator of the Day (video): Industrials New High New Low %
Quote of the Day…
Be in the know. 28 key reads for Thursday…
- ‘This Is a Great Time to Buy’: Tariff Pause Sparks Historic Rally (wsj)
- Trump Pauses ‘Reciprocal’ Tariffs, but Hits China Harder (wsj)
- The U.S. and China Are Still in a Trade War. Here’s How Much Business They Do. (wsj)
- Trump Ups the Tariffs Ante on China. What Moves Beijing Has Left. (barrons)
- European Union to put countermeasures to U.S. tariffs on hold for 90 days (cnbc)
- Ray Dalio says Trump should negotiate a ‘win-win’ trade deal with China (cnbc)
- As U.S. Buyers Cancel Orders, Chinese Factories Say No More Discounts (wsj)
- Taiwan Aims to Triple US Share of LNG to Avoid Tariffs (bloomberg)
- Vietnam, US to Start Trade Deal Talks After 46% Tariff Pause (bloomberg)
- Trump’s latest China move called ‘art of the deal’ masterstroke (streetinsider)
- EU weighs buying more US gas due to Trump tariff pressure (ft)
- China Leaders to Meet on Stimulus After Trump’s Tariff Shock (bloomberg)
- China’s Stock Investors Show Faith in Beijing as Trump Ups Ante (bloomberg)
- Jack Ma’s Alibaba Cloud visit a sign of support as tech giant accelerates adoption of AI (scmp)
- Largest Southbound Connect Buying EVER In Hong Kong: Alibaba & Tencent Significant Benefactors (chinalastnight)
- China musters ‘national team’ to fight on front line in trade war (ft)
- US tripling of small-package duties delivers further blow to Shein and Temu (ft)
- AI Data Center Growth Means More Coal and Gas Plants, IEA Says (bloomberg)
- Is the US power grid ready to meet the demands of data centres? (ft)
- Texas Is Ground Zero for the US Battery Boom (bloomberg)
- PC Shipments Jumped Most In Years Ahead Of Tariff Blitz (zerohedge)
- Behind Stocks’ Big Bounce: Sudden Short Covering, Low Liquidity (bloomberg)
- Bond Market Calms as 10-Year Treasury Auction Sees ‘Very Strong’ Demand (barrons)
- Boeing Stock Takes Off as Trump Mitigates Tariff Risk (barrons)
- Vietjet signs $300 million finance deal, in talks to expand order with Boeing (investing)
- Bernstein maintains Disney stock Outperform with $120 target (investing)
- Why Dividend Stocks Are the Ones to Buy in Periods of Turmoil (barrons)
- Retail investors started to favor S&P 500 put options. Then the market surged. (marketwatch)
“Tariffs: Perception vs. Reality” Stock Market (and Sentiment Results)…
Key Market Outlook(s) and Pick(s)
On Friday, I joined Stuart Varney on Fox Business “Varney & Co” to discuss markets, tariffs, the Fed, mortgage rates, Brad Jacobs, and QXO. Thanks to Stuart and Christian Dagger for having me on:
Continue reading ““Tariffs: Perception vs. Reality” Stock Market (and Sentiment Results)…”
Tom Hayes – CNBC Indonesia Appearance – 4/10/2025
CNBC Indonesia “Closing Bell” Appearance – Thomas Hayes – Chairman of Great Hill Capital – April 9, 2025