Tag: StockMarket

Be in the know. 16 key reads for Saturday…

  1. Trump Has a $350 Billion Deal for Europe: Buy Our Energy (wsj)
  2. Trump pushes trade partners to buy more U.S. energy as a way to avoid higher tariffs (cnbc)
  3. Trump optimistic on reaching deal with China, White House says (reuters)
  4. China Raises Tariffs on the U.S. Again. Currencies Are a New Concern. (barrons)
  5. China Market Update: China ADR Delisting ‘Sources’ Ignore Facts (forbes)
  6. Some Americans are stockpiling $220 sneakers before Trump’s tariffs raise prices even higher (marketwatch)
  7. Cheap things from China are poised to get pricey. Secondhand retailers are ready to take advantage (cnn)
  8. Wall Street’s Best Hope to End Trump’s Global Trade War Is One of Its Own (wsj)
  9. What’s the Basis Trade and What Role Did It Play in Market Volatility? (bloomberg)
  10. The Simple Explanation for This Week’s Treasury Market Mayhem (wsj)
  11. Long-Term Treasury Bond Yields Are Spiking. Why It Won’t Last. (barrons)
  12. Federal Reserve ‘absolutely’ ready to help stabilise market if needed, top official says (ft)
  13. How One of the Wildest Weeks in Market History Unfolded (wsj)
  14. America’s Heartland Is Coming Back. Can the Recovery Last? (barrons)
  15. 22 Best Healthcare Companies to Invest In (morningstar)
  16. Nobody Knows (Yet Again) (oaktree)

Be in the know. 22 key reads for Friday…

  1. Why We Think the Market’s Outlook for Housing Stocks Is Overly Bearish (morningstar)
  2. US Mortgage Rates Fall for Third Week to Lowest Since December (bloomberg)
  3. 30-Year Treasury Auction Showed Strong Demand. What It Means for the Bond Market. (barrons)
  4. Dollar Slides to Multiyear Lows as U.S.-China Tariff War Escalates (wsj)
  5. Trump Team Races to Cut Piecemeal Tariff Deals With More Than 70 Countries (wsj)
  6. Bessent Emerges as Wall Street Man-of-the-Hour Trade Negotiator (bloomberg)
  7. Einhorn Says Tariff ‘Attacks’ to Force More Fed Cuts This Year (bloomberg)
  8. White House Official Says More Than 15 Countries Have Made Trade Deal Offers (zerohedge)
  9. Vietnam Envoy Meets Bessent, Lutnick to Push Trade Deal (bloomberg)
  10. US power use to reach record highs in 2025 and 2026, EIA says (reuters)
  11. Forget the Market Roller Coaster. Theme-Park Stocks Could Be a Tariff Beater (barrons)
  12. Wall Street Pulls Back on the Weight-Loss Drug Hype (barrons)
  13. Market Rout Shatters Long-Held Beliefs on Investing (wsj)
  14. UK Growth Surges as Factories Boost Output Before US Tariffs (bloomberg)
  15. Stifel maintains GXO stock Buy rating, $66 target amid acquisition delay (investing)
  16. PayPal Doubles Down on Checkout and Pay Later with New Will Ferrell Campaign and Biggest Sweepstakes Ever (investing)
  17. 2 Countries in Trump’s Tariff Crosshairs Are Bargains. You’ll Be Surprised. (barrons)
  18. China’s Tech Giants Move to Support Exporters as Trade Tensions Rise (wsj)
  19. Shein’s Bargain-App Formula Crumbles Under Trump (wsj)
  20. Alibaba’s Jack Ma Wants AI to Serve, Not Lord Over, Humans (bloomberg)
  21. China Stocks Extend Gains as Stimulus, Deal Hopes Get Upper Hand (bloomberg)
  22. China unlikely to aggressively devalue yuan to offset impact of U.S. tariffs, economists say (cnbc)

Be in the know. 28 key reads for Thursday…

  1. ‘This Is a Great Time to Buy’: Tariff Pause Sparks Historic Rally (wsj)
  2. Trump Pauses ‘Reciprocal’ Tariffs, but Hits China Harder (wsj)
  3. The U.S. and China Are Still in a Trade War. Here’s How Much Business They Do. (wsj)
  4. Trump Ups the Tariffs Ante on China. What Moves Beijing Has Left. (barrons)
  5. European Union to put countermeasures to U.S. tariffs on hold for 90 days (cnbc)
  6. Ray Dalio says Trump should negotiate a ‘win-win’ trade deal with China (cnbc)
  7. As U.S. Buyers Cancel Orders, Chinese Factories Say No More Discounts (wsj)
  8. Taiwan Aims to Triple US Share of LNG to Avoid Tariffs (bloomberg)
  9. Vietnam, US to Start Trade Deal Talks After 46% Tariff Pause (bloomberg)
  10. Trump’s latest China move called ‘art of the deal’ masterstroke (streetinsider)
  11. EU weighs buying more US gas due to Trump tariff pressure (ft)
  12. China Leaders to Meet on Stimulus After Trump’s Tariff Shock (bloomberg)
  13. China’s Stock Investors Show Faith in Beijing as Trump Ups Ante (bloomberg)
  14. Jack Ma’s Alibaba Cloud visit a sign of support as tech giant accelerates adoption of AI (scmp)
  15. Largest Southbound Connect Buying EVER In Hong Kong: Alibaba & Tencent Significant Benefactors (chinalastnight)
  16. China musters ‘national team’ to fight on front line in trade war (ft)
  17. US tripling of small-package duties delivers further blow to Shein and Temu (ft)
  18. AI Data Center Growth Means More Coal and Gas Plants, IEA Says (bloomberg)
  19. Is the US power grid ready to meet the demands of data centres? (ft)
  20. Texas Is Ground Zero for the US Battery Boom (bloomberg)
  21. PC Shipments Jumped Most In Years Ahead Of Tariff Blitz (zerohedge)
  22. Behind Stocks’ Big Bounce: Sudden Short Covering, Low Liquidity (bloomberg)
  23. Bond Market Calms as 10-Year Treasury Auction Sees ‘Very Strong’ Demand (barrons)
  24. Boeing Stock Takes Off as Trump Mitigates Tariff Risk (barrons)
  25. Vietjet signs $300 million finance deal, in talks to expand order with Boeing (investing)
  26. Bernstein maintains Disney stock Outperform with $120 target (investing)
  27. Why Dividend Stocks Are the Ones to Buy in Periods of Turmoil (barrons)
  28. Retail investors started to favor S&P 500 put options. Then the market surged. (marketwatch)