the entertainment giant reports fiscal second corder earnings after the closing bell today. seen as more insulated from the unwinding of the stay-at-home trade. 26 of the 33 analysts who cover disney rate it as a buy. global news 24 hours a day, on air and on bloomberg quicktake, powered by more than 2700 journalists and analysts in more than 120 countries. i'm ritika gupta. this is bloomberg. ♪ >> we have to have an open mindset and a lot of humility. we have to recognize that we have to think in terms of a wave of scenarios and not get hostile to a single baseline, and we have to be able to course correct. this is the lesson when you have big structural changes. jonathan: just part of the conversation with mohamed el-erian. it is only bloomberg terminal, and hopefully very shortly, you will find it on bluebird.com as well -- on bloomberg.com as well. from new york city alongside tom keene, i'm jonathan ferro. this morning, good morning. -- from new york city this morning, good morning. alongside tom keene, i'm jonathan ferro. they nasdaq 100 now just about in positive terr