Be in the know. 24 key reads for Friday…

  1. Trump suggests cutting China tariff to still-high 80% ahead of U.S.-Beijing trade talks (cnbc)
  2. How a China Trade Deal Would Put Stocks on Course for New Records (barrons)
  3. Trump Team Seeks Tariff Cuts, Rare Earths Relief in China Talks (bloomberg)
  4. Mr. Ahern Goes to Washington (chinalastnight)
  5. Alibaba breaks down barriers as CEO Eddie Wu calls for a return to entrepreneurial roots (scmp)
  6. China’s e-commerce giants to kick off midyear shopping festival next week (scmp)
  7. Exclusive: Nvidia modifies H20 chip for China to overcome US export controls, sources say (reuters)
  8. Trump Makes a Deal With the U.K. Now Comes the Hard Part. (barrons)
  9. IAG Orders 71 Large Jets from Boeing, Airbus to Grow Network (bloomberg)
  10. Boeing Stock Jumps on Trade News. It Isn’t About Plane Sales to the U.K. (barrons)
  11. With U.K. Deal, U.S. Signals That 10% Tariff on World Is New Baseline (wsj)
  12. Boeing is the first winner in new era of piecemeal trade deals (yahoo)
  13. UBS lifts Boeing stock target, doesn’t sees tariffs impacting FCF recovery (investing)
  14. Exclusive: India offers to slash tariff gap by two-thirds in dash to seal trade pact with Trump (reuters)
  15. Commerce Secretary Howard Lutnick: We’re going to roll out dozens of trade deals over the next month (youtube)
  16. Markets Soar As Trump Says “Better Go Buy Stocks Now” (zerohedge)
  17. How Global Carmakers Are Responding To Tariffs: Full Summary (zerohedge)
  18. Shock: Surging US Power Demand Suggests GDP Growth Over 3% (zerohedge)
  19. Corporate share buybacks were a shock absorber in April’s sell-off (ft)
  20. The Best Consumer Cyclical Stocks to Buy (morningstar)
  21. The Secret Thread Between Warren Buffett and Other Game Changers (barrons)
  22. Disney CEO Bob Iger delivers new magic for investors (foxbusiness)
  23. Stifel maintains Buy rating and $66 target on GXO Logistics stock (investing)
  24. The GOP Tax Bill Could Solve the Tariff Problem (wsj)