Jan 11 (Monday)
YRI
Video Podcast. In our latest Sunday afternoon video podcast (passcode: pBb0REZ&), Dr. Ed discusses the main points of Monday’s Morning Briefing.
From tech to bitcoin, long-time bull Ed Yardeni worries about meltdown | C
Daily Markets Overview
Markets
Stock futures fall slightly after Wall Street closed at record highs to end last week | C
The Markets’ Strange Disregard for the Chaos in Washington | N
Why the Strait of Hormuz Is a Global Oil Flashpoint: QuickTake | B
Global
The Covid Crisis Will End. The Recovery May Take a Lot Longer. | BR
US
This Could Be the Best Year on Record for Job Growth | W
Low on Workers, Manufacturers Recruit Their Executives for the Factory Floor | W
Covid-19 Small-Business Loan Program PPP to Reopen Jan. 11 | W
Europe
It’s Time to Buy Post-Brexit British Stocks | BR
US politics
New Opportunities and Risks Arise for Investors as Democrats Take Power | BR
Pence will attend President-elect Joe Biden’s inauguration | C
Capitol riot: JPMorgan and Citigroup join US corporations pausing political donations | C
Trump’s demoralized staff count down the final days | R
Apple, Amazon Move to Marginalize Parler | W
Geopolitics & trade
Global trade – How to deal with China | Leaders | E
Industries & companies
Airlines: Boeing’s Legal, Business Challenges Persist After Settlement | W
Autos: Ford, Other Auto Makers Cut Output, Idle Workers on Chip Shortage | W
Consumer discretionary: Amazon, Walmart Tell Consumers to Skip Returns of Unwanted Items | W
Financials: Reflation nation? This time, post-crisis tailwinds favor banks, and the economy | MW
Financials: HSBC to face shareholder heat on fossil fuels in AGM vote | R
Pharma: Drugstore disruption: CVS, Walgreens and Rite Aid have a new playbook | C
Tech: CES 2021: The World’s Largest Tech Show Trades Las Vegas for Cyberspace | W
Virus
Vaccinating the world – The great task | Briefing | E
U.S. Covid-19 Vaccination Plan Limits Speed of Rollout, Supply-Chain Experts Say | W
Israel’s massive vaccine drive isn’t keeping up with new cases — especially among younger victims | C