Be in the know. 27 key reads for Thursday…

  1. Disney Makes It Official: The Middle East Is the New Theme-Park Hot Spot (wsj)
  2. Disney Earnings: Stellar Results with No Inkling of Recession Fears (morningstar)
  3. Disney CEO Bob Iger on new Abu Dhabi theme park: A momentous occasion for the company (youtube)
  4. Disney CFO: We have confidence from what we’re seeing in data (youtube)
  5. Lights, camera, inaction: why film tariffs would be a flop (ft)
  6. Trump to Announce Trade Agreement With Britain (wsj)
  7. Trump says trade deal with U.K. will be ‘full and comprehensive’ and that more deals will follow (marketwatch)
  8. Hong Kong stocks rise after Beijing unveils support plan; US-China trade talks loom (scmp)
  9. Bessent Working on Clear Rules for US Investment in China (bloomberg)
  10. Beijing pours tens of millions of dollars into fostering Nvidia-free AI ecosystem in China (scmp)
  11. U.S. to Overhaul Curbs on AI Chip Exports After Industry Backlash (wsj)
  12. America’s Self-Defeating AI Export Controls (wsj)
  13. Chinese Automakers Crank Up Sales of Cars With Combustion Engines in Europe (bloomberg)
  14. Vietnam Says It Wants to Buy More From US as Trade Talks Begin (bloomberg)
  15. JLR, Diageo Among Winners as UK-India Sign Model Trade Deal (bloomberg)
  16. U.S. exports of natural gas liquids touch record high in April (reuters)
  17. LNG Is A Key Bargaining Chip In Tariff Talks With Asian Nations (zerohedge)
  18. A Russian Gas Ban Will Boost These Companies (barrons)
  19. Interior Secretary Warns U.S. At Risk Of Spain-Style Blackouts (zerohedge)
  20. US Consumer Borrowing Rises Most in Three Months in Broad Pickup (bloomberg)
  21. US Mortgage Applications Climbed Last Week as Rates Eased (bloomberg)
  22. Taiwan’s China Airlines orders 14 Boeing 777X planes (reuters)
  23. Boeing taps Wisk Aero CEO to head commercial airplane product development (reuters)
  24. GXO Logistics earnings beat by $0.04, revenue topped estimates (investing)
  25. Recession Warnings Are Everywhere, Except in the Data (nytimes)
  26. Why the Fed Isn’t Ready to Join Other Central Banks in Cutting Rates (wsj)
  27. Ford hikes prices on these Mexico-produced models, citing Trump’s tariffs (nypost)