TheChek News Flow

• US equity-index futures and the dollar rose after China and the US made "substantial progress" on their trade talks, sparking optimism that trade tensions will decrease.
• Global stocks rallied, with the Hang Seng Index advancing for an eighth day, and contracts for the S&P 500 and Nasdaq 100 jumping 1.5% and 2%, respectively.
• The dollar strengthened against havens like the Swiss franc and yen, while gold tumbled 1.4% on easing demand for havens, and global bonds retreated with Treasury yields rising across the curve.

Macro :
- Nuclear Stocks Climb on Report Trump to Speed Up Reactor Builds

- JPMorgan’s Dimon Criticizes Trump’s Approach to Tariffs: Fox

- Trump Opens Door to Tariffs on Commercial Aircraft, Engines (3)

Keep an eye on :

- AIR FP : Trump Opens Door to Tariffs on Commercial Aircraft, Engines

- ALM SM : Almirall 1Q Normalized Net Income Beats Estimates (1)

- ARAMCO AB :Saudi Aramco cuts its dividend by $10bn

- BBVA SM : Spain Said to Back Sabadell Tie-Up as Alternative to BBVA Deal

- CABK SM : CaixaBank Is Said to Explore Deal for Lone Star’s Novo Banco

- CTPNV NA : CTP Says 31.6%/Shareholders Choose Div in Cash, 68.4% in Shares

- BN FP : Danone to Buy Majority Stake in Kate Farms; No Terms

- ENX FP : Euronext April Total Cash Market Transaction Value M/M -4%

- EVK GY : Evonik 1Q Adjusted Ebitda Beats Estimates

- FRAS LN : Boohoo in Talks on £175 Million Debt Package, Telegraph Says

- HTZ US : Hertz Shares Jump After Pushing Debt Maturity Dates

- EMG LN : Man Group Is Said in Talks to Acquire Credit Firm Bardin Hill

- Monzo Bank IPO : Monzo Hires Bankers for Possible Listing Next Year, Sky Says

- NXT LN : Next CEO Wolfson Sells £12.4 Million of Shares at Near-Record

- NOVOB DC : Zepbound Patients Fear Losing Coverage After CVS Deal for Wegovy

- SAB SM : Spain Said to Back Sabadell Tie-Up as Alternative to BBVA Deal

- SAF FP : Trump Opens Door to Tariffs on Commercial Aircraft, Engines (3)
- SAN SM : Santander Rejected Bid of About £11 Billion for UK Unit, FT Says

- SGSN SW : SGS Expands Digital Trust Services With New AI Accreditation

- TKC US : Turkcell Iletisim Hizmetleri: First Quarter 2025 Results

- UN0 GY : Uniper to Shut Gas Storage Site Amid Market Pressure: Energate

- VLA FP : Valneva Says US FDA Recommends Ixchiq Pause in Elderly Patients

- VOW GY : Volkswagen Files Recall of 89,417 Vehicles: NHTSA

- X US : Nippon’s Mori to Talk US Steel Merger with Trump Admin: Semafor