US-China / Trade & Diplomacy
- Nvidia CEO Jensen Huang to join President Trump’s China visit - sources
- Trump on Truth Social: “I will be asking President Xi to ‘open up’ China”
- China, U.S. had “candid, in-depth, constructive exchanges” - Chinese state
media
- Trump arrives in Beijing - Chinese state media
- Trump, Xi to weigh tariff cuts on $30B of imports - sources familiar with
Trump administration objectives
China / Economy & Corporate
- Morgan Stanley raises 2026 China GDP growth forecast to 4.8% from 4.7%, citing
resilient exports driven by AI and green-investment demand
- China’s State Administration for Market Regulation launches special campaign
against unfair market competition from May through December
- Tencent Holdings 1Q revenue CNY196.46B vs. CNY180.02B; Q1 attributable net
income RMB58.1B
- Alibaba Q4 revenue RMB243.38B
- Alibaba Cloud Intelligence Group quarterly revenue rises 38% YoY to RMB41.63B
Energy / Oil / Middle East
- China-flagged crude supertanker makes Hormuz exit attempt - data
- IEA cuts global GDP growth assumption to 2.9% from 3%
- IEA: OPEC+ spare capacity hit historic low at 170,000 b/d
- OPEC says OPEC+ crude output averaged 33.19M bpd in April, down 1.74M bpd from
March as Iran war prompted Middle East members to cut output
US / Federal Reserve
- U.S. Senate votes 54-45 to confirm Kevin Warsh as Federal Reserve chair
