What I Am Reading - 2021 • Yardeni Research

YRI
Dr. Ed’s latest video podcast dated August 21
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing

Markets
Stocks Close Lower After S&P 500, Nasdaq Records | W

Central banks
Fed Conference Agenda Points to Policy Challenges in ‘Uneven Economy’ | W
Fed hawks circle before Powell speech as they push for bond taper | R
Fed’s Kaplan is worried about inflation and risk-taking, and wants to announce taper in September | C
How Should the Fed Deal With Climate Change? | N

US
U.S. corporate profits soar in second quarter; economic growth raised | R
Runaway U.S. home price rises to slow, but affordability to worsen | R
U.S. Jobless Claims Rise but Hold Near Pandemic Low | W
After Years of Failure, California Lawmakers Pave the Way for More Housing | N
Why Is the Supply Chain Still So Snarled? We Explain, With a Hot Tub | W

China
Chinese Property Giant Warns of Losses After Cutting Apartment Prices | W

Geopolitics & trade
Biden vows to complete Afghanistan evacuation, hunt down ISIS leaders after Kabul attack | C

Industries & companies
Autos: U.S. August auto sales to fall as supply constraints continue - J.D. Power, LMC Automotive | R
Tech: World’s Largest Chip Maker to Raise Prices, Threatening Costlier Electronics | W
Tech: HP, Dell See Swelling Backlogs Amid Hot Demand And Supply Shortages | W

Corporate finance
Politico Is Sold to Axel Springer for More Than $1 Billion | N

Cybersecurity
T-Mobile Hacker Who Stole Data on 50 Million Customers: ‘Their Security Is Awful’ | W

Virus
U.S. Covid cases show signs of slowing, even as fatalities surge again | C
Covid — not vaccinations — presents biggest blood clot risk, large study finds | C
Delta’s Extra $200 Insurance Fee Shows Vaccine Dilemma for Employers | N
Battle Over Covid-19 School Mask Rules Plays Out in Florida Court | W

August 26 (Thursday)

YRI
Dr. Ed’s latest video podcast dated August 21
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.

Markets
Stocks extend their rally with S&P 500 and Nasdaq hitting fifth straight day of gains | C
S&P 500, Nasdaq notch all-time closing highs ahead of Jackson Hole | R

Central banks
ECB Will Act If Fed Taper Creates Spillovers, Lane Tells Reuters | B

US
U.S. business equipment spending strong even as new orders flat in July | R
U.S. mortgage applications rise as mortgage rates edge down -MBA | R
Only a Fraction of Covid-19 Rental Assistance Has Been Distributed | W

Industries & companies
Financials: Banks Are Bingeing on Bonds, but Not Because They Want To | N
Retail: Ulta shares rise after beauty retailer posts 60% gain in revenue as makeup sales recover | C

Geopolitics & trade
U.S. still working to contact most of the estimated 1,500 American citizens left in Afghanistan | C

Virus
U.S. Covid-19 Hospitalizations Nearly Doubled in August as Some States Ask for Resources | W
Pediatric Covid hospitalizations surge to highest on record in U.S. as doctors brace for more | C
Biden Administration Likely to Approve Covid-19 Boosters at Six Months | W
Get Shots or Get Out | B
Delta Air Lines to Impose $200 Monthly Charge on Unvaccinated Employees, Add Testing Requirements | W

Cybersecurity
Biden Says Cybersecurity Is the ‘Core National Security Challenge’ at CEO Summit | W
Google, Microsoft plan to spend billions on cybersecurity after meeting with Biden | C

August 25 (Wednesday)

YRI
Dr. Ed’s latest video podcast dated August 21
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.

Markets
Stocks Rise, With S&P 500, Nasdaq Hitting Records | W
Euro Near Nine-Month Low as Fed, ECB Policies Diverge | W
If You Bought Municipal Bonds a Long Time Ago, This Is a Great Time | W

US I
The delta variant will slow but not derail the ongoing economic recovery | The Hill
The economy could be getting help from positive news on the delta variant | C
Opinion | Workers Don’t Want Their Old Jobs on the Old Terms | N
Covid-19 Rekindles Debate Over License Requirements for Many Jobs | W

US II
House passes budget resolution, advances infrastructure bill | C
Biden's approval ratings plummet, bad news for Democrats in Congress | C

Emerging
Delta Variant Outbreaks in Sparsely Vaccinated Asian Countries Disrupt Production | W

Geopolitics & trade
U.S. has evacuated 4,000 American citizens and their families out of Afghanistan | C
Report on Covid-19 Origins Due as China Remains a Challenge | W

Industries & companies
Theme Parks: Disney Strikes Vaccine Deal With Unions, as Labor Groups Negotiate Mandates | W
Retail: Walmart Opens Local Delivery Service to Other Retailers | W
Retail: Nordstrom (JWN) Q2 2021 earnings | C
Retail: Kohl's CEO: Rumored Amazon department stores won't ruin relationship | C

Corporate finance
Samsung to Invest $205 Billion in Chip, Biotech Expansion | W
TPG Moving Forward With Initial Public Offering Plan | W

Crypto
Bitcoin 'whales' jump back into market during cryptocurrency's rebound | C

Virus
Covid: CDC study shows unvaccinated people 29 times more likely to be hospitalized | C
Six-Month Effectiveness of Vaccine | The Lancet
Some Parents Push to Give Covid-19 Vaccine to Children Under 12, Against Government Guidance | W
Goldman Sachs to require all people entering its offices to be fully vaccinated against Covid-19 | C

August 24 (Tuesday)

YRI
Dr. Ed’s latest video podcast dated August 21
Daily Markets Overview
See subscribers' link below for today’s Morning Briefing.

Markets
U.S. Stocks Boosted by FDA’s Covid-19 Vaccine Approval | W
Infrastructure, budget reconciliation bills: Wall Street urges investors to prepare | C
Junk Munis Head for First Drop in Six Months on Slowing Demand | B
China’s Biggest Fears Are Giving Dollar All the Support It Needs | B

Central banks
Fed's Jackson Hole shift shows Delta variant's ability to skew plans | R
Jerome Powell's Jackson Hole Gamble Runs the Risk of Backfiring | B
Fed Chairman Powell Navigates the Inflation Debate | W
Brace yourself — inflation's coming back stronger than ever | The Hill
Biden and the Fed Wanted a Hot Economy. There’s Risk of Getting Burned. | N
Fed’s Ability to Set a Floor on Rates Weakening Amid Cash Deluge | B

Global
IMF's $650 billion reserves distribution is 'shot in arm' for global economy | R
What an Adult Tricycle Says About the World’s Supply-Chain Problems | N

US I
Delta variant, supply woes crimp business activity in August -IHS Markit survey | R
U.S. existing home sales climb for second straight month in July | R
Democrats Near Showdown on Infrastructure Bill, Broader Spending Package | W

US II
Studies show modest job gains from U.S. states' benefit cuts | R
'The Great Resignation': Employees have more choice than ever | C
An Uncomfortable Proposition for Gig Economy Investors | W
Meet the typical 40-year-old millennial | MSN

Geopolitics & trade
Firefight Erupts at Kabul Airport, While Taliban Affirm Pullout Deadline | W
SEC gives Chinese companies new requirements for U.S. IPO disclosures | C
Apple and Google’s Fight in Seoul Tests Biden in Washington | N

Industries & companies
Consumer discretionary: Amazon helped crush department stores. Now it reportedly wants to be one | NN
Communication services: Google updates site that explains how search works | C
Retail: Target to Add More Disney Shops to Stores | W
Tech: Intel Lands Pentagon Deal to Support Domestic Chip Making | W
Tech: Microsoft stock hits new record after Office price hike announcement | C
Tech: The World’s Hottest Smartphone Brand Is Chinese—and It Isn’t Huawei | W

Virus
Covid: Dr. Scott Gottlieb says delta Covid surge in South has peaked | C
Pfizer Vaccine Approved by FDA; Biden Says Companies Should Mandate Covid Shots | B
New York City Mandates Covid-19 Vaccines for All Teachers, Staff | W
Chevron Begins Vaccination Mandates as Covid-19 Roils Oil Fields | W
Many School Districts Keep Covid-19 Closure Thresholds Flexible | W
Workers Can't Wait to Return, but Delta Variant Upends Plans | N

Corporate finance
Boeing Plans Investment in Virgin Orbit’s $3.2 Billion SPAC Listing | W

Beyond markets
The tough calculus of emissions and the future of EVs | TechCrunch
Elon Musk Is Now The Second Richest Person In The World | FO

August 23 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Central banks
Federal Reserve Cancels In-Person Jackson Hole Retreat Over Covid-19 | BR
Central banks should make clear what QE is for, and then reverse it | E
The Fed Is Trying to Sort Out Its Bond Buying. Here’s What It’s Looking At. | BR
What We Still Don’t Know About the Fed’s Bond-Buying Spree | W
The new Powell doctrine | E

US
American consumers become warier | E
What Companies Are Saying About Supply-Chain Disruptions | BR
The Chip Shortage Looks Like the Oil Shortage of the 1970s. What It Means for Stocks and the Economy. | BR
President Joe Biden's job approval ratings drop as crisis in Afghanistan mounts | C

Japan
Japan's private-sector activity hit by COVID-19 surge - PMI | R
Japan’s Love of Debt Offers a View of U.S. Future | W

Emerging
China Cuts Steel Production. How That Hurts Iron-Ore Prices. | BR
Emerging-market policymakers grapple with rising inflation | E

Geopolitics & trade
The fiasco in Afghanistan is a grave blow to America’s standing | E
Afghanistan Has More Than $1 Trillion of Natural Resources and China Wants a Piece of It | BR
Biden Afghanistan evacuation: U.S. has long way to go | C
Pentagon orders U.S. airlines to help fly Afghanistan evacuees | C

Industries & companies
Biotech: Moderna Stock Heads to the Moon | W
Media: 'Free Guy' box office second week hold tallies $18.8 million | C
Pharma: The Covid Threat Is Here to Stay. What That Means for Drugmakers. | BR
Tech: Should You Buy Apple, Microsoft, Alphabet, Amazon, or Facebook Stock? Yes, Despite Big Tech Regulatory Scrutiny. | BR

Corporate finance
Global dividends to near pre-pandemic levels in 2021 -report | R

Virus
FDA approval for Pfizer Covid vaccine could come Monday, report says | C
Jabs mostly fend off the Delta strain but breakthroughs are infectious | E
Regardless of how covid-19 spread, we need to better prevent lab leaks | E
More Children Are Hospitalized With Covid-19, and Doctors Fear It Will Get Worse | W

Beyond markets
Remote Work May Now Last for Two Years, Worrying Some Bosses | W
How a Video Résumé Can Get You Hired in the Covid-19 Job Market | W

Climate
Moving inland, Tropical Storm Henri drenches the U.S. Northeast | C

August 21 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow rebounds more than 200 points, but closes out a losing week | C
Stocks Rise on the Day, but Finish Week Lower | W
Oil posts biggest week of losses in nine months as Delta variant spreads | R
Half a trillion dollars wiped from China markets in a week as clampdowns shatter confidence | R

Central banks
Fed-Jackson Hole: Trying to avoid a tantrum amidst 'taper talk' | C
Fed's Kaplan watching Delta variant, says he may need to adjust view | R

US
How the tight labor market is keeping US vaccination rates low | NN

China
China Passes One of the World’s Strictest Data-Privacy Laws | W
China’s Corporate Crackdown | City Journal

Geopolitics & trade
Afghan Crowds Fleeing Taliban Face Tear Gas at Kabul Airport | W
Biden Says He Will Get Americans Out of Afghanistan, but Warns of Possible Losses | W
Taliban Seize U.S. Weapons in Afghanistan, Stockpiling Helicopters, Guns and Trucks | W

Industries & companies
Airlines: Southwest weighs schedule changes, apologizes to staff after complaints | C

Virus
FDA approval for Pfizer Covid vaccine could come Monday, report says | C
Orlando mayor urges water limits due to Covid hospitalization surge | C
Covid: Washington state infections and hospitalizations hit record | C

Offbeat
SEC Weighs Requiring Companies to Give More Details on Workers | W

August 20 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
U.S. Stocks End Mixed After Bumpy Trading Day | W
S&P 500 ends with slim gain as tech strength offsets cyclical woes | R
Bond Market Signals Confidence in Fed Policy Outlook | W
Chinese Firms Shy Away From ESG Loans That Hold Them Accountable | B

Central banks
Fed Chair Powell to speak on 'economic outlook' next week | R

US
U.S. second-quarter growth likely to be revised higher after slew of strong data | R
U.S. weekly jobless claims hit 17-month low; ranks of unemployed shrinking | R
States can pay unemployment benefits past Sept. 6 using pandemic funds | C
Education Department cancels student debt for over 320,000 borrowers | C

Europe
German economy on track for stronger growth in Q3 - ministry | R

Geopolitics & trade
China Closes U.S. Auditor as Tensions Mount Over Forced Labor Allegations | W

Industries & companies
Consumer discretionary: Amazon Plans to Open Large Retail Locations Akin to Department Stores | W
Energy: Michio Kaku calls nuclear fusion test at national lab ‘giant step toward the holy grail of energy research’ | C
Tech: Intel CEO Calls Chip Maker ‘Willing Buyer’ as Semiconductor Industry Consolidates | W

Technology
Are You Ready for Sentient Disney Robots? | N

Virus
CDC’s failure to share real-time information on delta variant stymied U.S. response | WP
Sens. Hickenlooper, Wicker and King test positive for Covid after being fully vaccinated | C
Covid booster shots: Scientists blast U.S. move as premature | C
The CEO Wants His Staff Vaccinated. He Also Worries They Will Quit. | W

Beyond markets
A Skeptical Stock Analyst Wins Big by Seeking Out Frauds | N

August 19 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Close Lower Amid Fed Minutes, Earnings Reports | W

Central banks
Fed Signals Asset Purchases Likely to Slow This Year | W
Minutes highlight a Fed split over labor market, bond-buying taper | R
The Fed is worried the rise of stablecoins could impact financial stability | C

US
U.S. employment growth through March revised modestly lower | R
U.S. homebuilding stumbles amid unrelenting supply constraints | R
Why rent is about to go up again | C
61% of Americans paid no federal income taxes in 2020, Tax Policy Center says | C

Japan
Japan's factory mood hits 3-1/2-year high - Reuters Tankan | R

Geopolitics & trade
Biden says Aug. 31 deadline in Afghanistan might have to be extended | R
Taliban blocks Afghans from reaching Kabul airport contrary to commitments | C
Afghan Women Are Already Fading From Public View as Fear of the Taliban and Uncertainty Prevail | W

Industries & companies
Autos: Tesla buyers confounded by delivery delays stretching for months | C
Financials: Wells Fargo reverses plan to end personal credit lines after customer backlash | C
Media: Netflix insider trading ring reaped $3 million in profit, SEC says | C
Media: Disney's Genie app is an all-in-one trip planner for its theme parks | C
Retail: People Are Now Spending More Money at Amazon Than at Walmart | N
Retail: Target Sales Increase as Shoppers Return to Stores | W
Tech: Cisco (CSCO) earnings Q4 2021 | C

Virus
Covid-19 Booster Shot to Be Offered to Americans Fully Vaccinated With Pfizer, Moderna | W
Covid vaccine: U.S. to require nursing homes staff get shots or lose federal funding | C
Biden’s Covid Booster Shot Push Raises Concerns Among Health Experts | B

Cybersecurity & crypto
T-Mobile Says Hackers Stole Data on More Than 40 Million People | W
Cryptocurrency: Where new bitcoin users are around the world | C

August 18 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
U.S. Stocks Skid Following Retail Data | W
Stock market today: Homebuilder stocks tumble, key level to watch | C
Investors Sour on Chinese Insurance Giant’s Shares | W

Central banks
Jerome Powell Says It’s Unclear What Covid-19 Surge Means for Economy | W
Fed Officials Weigh Ending Asset Purchases by Mid-2022 | W
Fed's Powell: Not certain Delta outbreak will dent recovery | R
Fed's Kashkari: 'Reasonable' to taper late this year or early next | R
Transcript: Fed’s Rosengren Sees Strong Growth Ahead for U.S. Economy | W
The Fed needs to articulate its framework for inflation | TheHill

US
Delta Variant Threatens Small Businesses as It Slows Return-to-Office Plans | W
U.S. Retail Sales Fell 1.1% in July as Spending Fell Across Categories | W
Automobile shortages, spending shift to services tank U.S. retail sales | R
Weak Retail Sales Offer Preview of Coming Attractions as Delta Variant Spreads | W
Nancy Pelosi Braces for Showdown With Moderates Next Week Over Infrastructure Vote | W

China
China Set to Pass One of the World’s Strictest Data-Privacy Laws | W

Japan
Japan's exports extend gains, machinery orders fall amid fragile recovery | R

Geopolitics & trade
Taliban Consolidate Control in Afghanistan’s Capital as Thousands Remain Stranded | W

Industries & companies
Energy: Biden administration plan for lowering costs of solar energy | C
Retail: Walmart’s Earnings Report Shows Sales Rose as Shoppers Returned to Stores | W
Retail: Home Depot’s Sales Growth Flattens After Year of Rapid Gains | W

Corporate finance
Investors Bet Corporate Spending and Buybacks Will Support Stocks | W

Virus
As Delta Surges, Covid-19 Breakthrough Cases Remain Uncommon | W
Delta variant: WHO says some data suggests increased risk of hospitalization | C
Covid: U.S. should focus on vaccinating the rest of the world before booster shots, says Dr. Vin Gupta | C
Covid’s Forgotten Hero: The Untold Story Of The Scientist Whose Breakthrough Made The Vaccines Possible | FO
Biden Administration Expected to Call for Covid-19 Vaccine Booster Shots | W

August 13 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow, S&P 500 Climb to Records After Economic Data | W
Global ETF Assets Hit $9 Trillion | W
One Number to Gauge Where the Economy Is Headed | N
Half of Lumber Dealers Now Sit on Excess Inventory in the U.S. | B
Lumber executive says drop in prices has reignited demand for building projects | C

Central banks
Fed framework gives rise to mash-up of views, averaging strategies | R

US I
Fund managers position for transitory U.S. inflation | R
U.S. Jobless Claims Fell Last Week | W
July C.P.I. Report: Inflation Rose Quickly Again | N
U.S. producer prices at more than decade high; jobless claims fall | R
Welcome to the peak everything market and economy | NN
Home Prices Jumped Across the U.S. in Second Quarter | W
Your Daily Coffee Habit Is About to Get More Expensive | N

US II
Bill Gates Pledges $1.5 Billion for Infrastructure Bill’s New Climate Projects | W
U.S. Census 2020: Population More Racially, Ethnically Diverse Than Ever | B
The Next Financial Crisis is Coming | Newsweek

Geopolitics & trade
Massive China Port Shutdown Raises Fears of Closures Worldwide | B

Industries & companies
Aerospace: Boeing’s Starliner Launch Could Face Delay of Several Months | W
Autos: Production issues to delay Ford Bronco and Mustang Mach-E deliveries | C
Communications services: Facebook delays return to office until January 2022 for U.S., some international employees | C
Media: Disney (DIS) fiscal Q3 2021 earnings | C
Media: Disney+ reaches 116 million subscribers after 'Loki' release | C

Corporate finance
Global M&A volumes hit new record in 2021, overtaking last year's haul | R
Reddit Valuation Soars to $10 Billion in New Funding Round | W

Virus
Covid-19 Rise, Vaccine Hesitancy Frustrate Doctors in Hospitals Saturated by the Delta Variant | W
San Francisco vaccine mandate: Breed requires full Covid vaccination for indoor activities | C
Supreme Court rejects challenge to Indiana University's vaccination requirement | C
CDC says over 90% of U.S. counties now meet its Covid guidelines for masks indoors | C
CDC Director Says She’s Struggling to Communicate With Americans About Covid-19 Amid Politics, Mistrust | W

August 12 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Rise on Infrastructure Prospects, Inflation Data | W
White House Urges OPEC to Boost Oil Output Amid Covid-19 Economic Recovery | W

Central banks
Fed officials grapple over timeline for tapering asset purchases | R

US
U.S. consumer price increases slow in July, signs inflation peaked | R
Inflation Stayed High in July as Economy Rebounded | W
Will the Pandemic Productivity Boom Last? | N
Democrats’ $3.5 Trillion Budget Framework Exposes Party Tensions | W
Covid-19 Rent-Relief Program Marred by Delays, Confusion, Burdensome Paperwork | W
The big drop in American poverty during the pandemic, explained - Vox

Japan
Japan wholesale inflation hits 13-year high as import costs rise | R

Geopolitics & trade
Yellen Weighs Visit to China, Her First as Treasury Secretary | B

Industries & companies
Airlines: Southwest Airlines Says Delta Variant Is Hurting Its Business | W
Tech: The Lesson to Learn From Apple’s Tool to Flag Child Sex Abuse | N

Crypto
$600 million gone: The biggest crypto theft in history | NN

Virus
FDA Set to Clear Third Covid Vaccine Dose for Immunocompromised Patients | B
All California Teachers Must Be Vaccinated or Tested Weekly for Covid-19 | W

August 11 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Rise on Earnings, Energy-Led Gains | W

Central banks
Progressive Opposition to Jerome Powell Clouds His Chances for Second Term as Fed Chairman | W
Fed's Evans: Wants "few more" job reports before bond taper | R
Fed’s Evans Open to Reducing Asset Purchases Later This Year | W

US I
Inflation likely to be another scorcher in July, economists say | C
Inflation wiped out America's pay raises | NN
Millions of Americans Are Unemployed Despite Record Job Openings | W
U.S. small business optimism drops as labor shortages persist | R
U.S. productivity growth slows in Q2; labor costs revised down in Q1 | R

US II
Senate Passes Bipartisan Infrastructure Bill | W
What's next for bipartisan infrastructure bill | C
How the $1 trillion infrastructure bill will direct billions toward tech spending | C
Senate Moves to Pass Democrats’ $3.5 Trillion Budget Blueprint | W
Who is Kathy Hochul? Meet Andrew Cuomo's successor as NY governor | C

Industries & companies
Entertainment: AMC hopes the box office reaches $5.2 billion, why that's a big ask | C

Virus I
WHO says it urgently needs $7.7 billion to help poorer nations survive delta Covid variant | C
U.S. government sends hundreds of ventilators to Florida as Covid surge continues | C
Texas Hospitals Are Near Capacity as Covid-19 Surges Again | W
Florida, Texas schools defy governors' bans on mask mandates as COVID cases soar | R
Breakthrough Covid cases: Why fully vaccinated people can get Covid | C
Some People Shy Away From Restaurants as Delta Variant Spreads | W
France, Italy Require Proof of Covid-19 Status for Restaurants, Bars | W

Climate
How Much Carbon Comes From a Liter of Coke? Companies Grapple With Climate Change Math | W

August 10 (Tuesday)

Markets
Oil Prices Slide on Worries That Delta Variant Will Crunch Demand | W

Central banks
Fed officials say tapering is near, advancing discussion on rate hike | R
Fed's Barkin: Inflation likely to remain at Fed's 2% target | R
Opinion | Why Biden Will (Probably) Keep This Republican on His Team | N

US I
Senate Democrats Outline $3.5 Trillion Antipoverty, Climate Plan | W
Democrats release budget resolution as Senate works on infrastructure bill | C
U.S. Senate Democrats push ahead two-track infrastructure votes | R
Biden Administration’s New Eviction Moratorium Receives Mixed Court Reception | W
Why Do We Make Things So Hard for Renters? | N
How to invest in single-family rentals without buying a house | C

US II
Job openings surge above 10 million for first time ever, Labor Department says | C
Unfilled Job Openings Outnumber Unemployed Americans Seeking Work | W
U.S. job openings surge to new record high, hiring increases | R

China
China’s Producer Prices Jump Despite Efforts to Cool Commodities Costs | W

Industries & companies
Media: NBC Draws Its Lowest Summer Olympics Ratings Ever for Tokyo Games | W
Media: AMC reaches deal with Warner Bros. for 45 days theatrical exclusivity | C

Crypto
$1 trillion infrastructure bill: How two cryptocurrency amendments began a conversation on digital rights | Vox
Crypto compromise amendment blocked in Senate infrastructure vote | C
AMC says it will accept bitcoin as payment for movie tickets by year-end | C

Virus
Delta variant pushes U.S. cases, hospitalizations to 6-month high | R
As Delta Variant Spreads, Florida Hospitals Race to Find Open Beds | W
Pentagon to Mandate Covid-19 Vaccine for U.S. Service Members | W
Canada Reopens U.S. Border to Fully Vaccinated Americans | W

Climate
U.N. climate change report sounds 'code red for humanity' | R

August 09 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Get Ready for a Shift Away From U.S. Stocks | BR
Cash Is Flooding Into Short-Term Markets Like Never Before. Is That a Bad Sign? | W
Gold as an Inflation Hedge: What the Past 50 Years Teaches Us | W
KWEB: China's regulatory crackdown creates value in parts of market | C
8 Stocks to Buy for a Return to the Office—When It Comes | BR
5 Infrastructure Stocks That Still Look Like Bargains | BR

Central banks
Rising Rents Pose Risks to the Fed’s Inflation Outlook | W

US I
Record Pace for Corporate Earnings Keeps Stocks Buoyant | W
Companies growing more cautious about delta variant, earnings calls show | C
Companies Thought They Had Plans for Fall. Now They Are Scrapping Them | W
The Pandemic Business Boom | The Atlantic

US II
There are about 1 million more job openings than people looking for work | C
Mandating vaccines amid a worker shortage could spell trouble for corporate America | NBC
Amid the Labor Shortage, Robots Step in to Make the French Fries | W

US III
Senate slog to pass infrastructure bill goes on over weekend | C
Infrastructure Bill’s Boost to Economy Is Likely to Be Limited | W
Biden’s Electric-Car Ambitions Face Real-World Roadblocks | W

China
China’s Attempts to Take the Stress Out of Schooling Sparks Its Own Angst | W

Industries & companies
Communications: Verizon, AT&T try to convince Americans they need 5G now | C
Consumer: Here’s a Consumer-Staples Stock That’s Diverse—and Cheap | BR
Consumer: Rising Covid Cases Could Help Clorox Stock Climb Higher. How to Play It. | BR
Energy: Buy Royal Dutch Shell Stock. It Offers Yield and Is Cheap. | BR
Financials: Berkshire Hathaway BRK earnings Q2 2021 | C
Tech: Apple can't protect your privacy. But you can | LA Times
Tech: Deal Of The Century: How Michael Dell Turned His Declining PC Business Into A $40 Billion Windfall | FO
Tech: The chip shortage is a self-solving problem | E

Technology & digital currency
The promise of open-source intelligence | E
Why regulators should treat stablecoins like banks | E

Corporate finance
Companies and Families Are Loading Up on Debt. It Could Be a Dangerous Trend. | BR

Virus
U.S. is now averaging 100,000 new Covid infections a day | C
Scientists’ pandemic response could be even faster next time | E

Beyond markets
The Inside Story of How We Reported the Secret IRS Files | ProPublica
Invasive Insects and Plants Spread Northward | W

August 07 (Saturday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow rises 100 points, closes at record high after jobs report shows strong economic recovery | C
U.S. Government Bond Yields Rose After Jobs Report | W
Analysis: Where will yields go? Investors weigh U.S. jobs data against Delta fears | R

Central banks
Manchin Urges The Federal Reserve To Address Threat of Inflation: Don't Overheat Our Economy
Fed’s Kaplan Calls for Gradual, Balanced Bond Tapering Soon | B
July’s strong jobs report could prepare the Federal Reserve to dial back its bond-buying program | C
Analysis: U.S. jobs report bolsters case for Fed to taper asset purchases | R

US I
U.S. Economy Added 943,000 Jobs in July, Unemployment Rate Fell to 5.4% | W
U.S. job growth seen strong as technical factors provide a boost | R
This Is the Job Market We’ve Been Waiting For | N
Biden warns of economic peril from Covid despite July job gains | C
Opinion: US isn't heading for another housing crisis | NN

US II
Consumer Borrowing in U.S. Surged in June by Most on Record | B
U.S. consumer credit grows at record rate in June | R
Student-Loan Payment Relief Extended to Early 2022 | W
Eviction Ban ‘Necessary’ to Prevent Delta Spread, DOJ Says | B

China
China’s Antitrust Regulator Planning to Fine Meituan About $1 Billion | W

Geopolitics & trade
U.S. is concerned about China's growing nuclear arsenal, Blinken says | C

Industries & companies
Retail: Walmart Gives Special Bonuses and Pay Raises to Keep Warehouse Workers | W
Tech: Apple's privacy reputation is at risk with new changes | C

Virus
Covid: Half of Americans are now fully vaccinated, White House says | C
Unvaccinated More Than Twice as Likely to Get Covid-19 Again, CDC Says | W
Amazon to Require Masks for Warehouse Workers as Delta Variant Surges | W

Beyond markets
Disney 'should be ashamed' | C

August 06 (Friday)

Central banks
Joe Manchin Says Fed Should Reverse Easy-Money Policies | W

US
U.S. Trade Deficit Widened to Record in June, Showing Strong Pre-Delta Demand | W
U.S. Jobless Claims Remain at Elevated Level After Steady Declines | W
U.S. unemployment rolls shrinking in boost to labor market recovery | R
Detroit Area’s Hot Job Market Compares With Austin’s, but Challenges Remain | W
Infrastructure bill: CBO says bipartisan plan would add to budget deficits | C

China
China’s Corporate Crackdown Is Just Getting Started. Signs Point to More Tumult Ahead. | W

Industries & companies
Airlines: FAA Asks Airports to Help Deal With Surge in Unruly Passengers | W
Energy: Exxon Considers Pledging ‘Net Zero’ Carbon by 2050 | W
Restaurants: Beyond Meat says delta fears, labor woes prompt fewer restaurant orders | C
Tech: Apple will report child sexual abuse images on iCloud to law | C
Tech: From Ford trucks to Xbox, the chip shortage is still causing problems | Vox
Tech: Foxconn to Buy Semiconductor Manufacturing Facility | W

Crypto
Going for Broke in Cryptoland | N
Bitcoin: JPMorgan, led by Jamie Dimon, quietly unveils access to a half dozen crypto funds | C

Virus
U.S. plans to give extra COVID-19 shots to at-risk Americans, Fauci says | R
FDA Covid-19 Vaccine Booster Plan Could Be Ready Within Weeks | W
CNN Fires Three Employees for Coming to the Office Unvaccinated | B
Delta Variant's Impact on Return to Work: Wall Street Banks Delay Plans | B

Beyond markets
Return to Work: Americans Willing to Take Pay Cut to Never Go Back to the Office | B

August 05 (Thursday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 falls from record high as job growth slows | R
Stocks Fall on Concerns of Faltering Recovery | W
Shale Company Profits Capped by Wrong-Way Bets as Oil Prices Rose | W

Central banks
Key Fed official sees rates liftoff in 2023 as policy debate heats up | R

US
U.S. services sector growth accelerates despite supply constraints | R
Senate infrastructure vote: Schumer tries to pass bipartisan bill | C
An early end to federal unemployment pay is not getting people to work | C
Legal Battle Looms Over New Eviction Moratorium | W

China
China Wants Manufacturing—Not the Internet—to Lead the Economy | W

Industries & companies
Autos: Auto Makers Aim to Boost EV Sales to 40%-50% of U.S. Sales by 2030 | W
eCommerce: Etsy earnings Q2 21, stock plunges on weak guidance | C
Media: Disney's Galactic Starcruiser will take you to a galaxy far, far away | C
Tech: GM Reveals Hit From Chip Shortage, Rising Costs | W

Corporate finance
Robinhood's stock surges as much as 81% in second day of wild trading | C

Technology
What if Highways Were Electric? Germany Is Testing the Idea. | N

Virus
FDA Weighs Faster Timeline for Approving Pfizer Vaccine | W
Exclusive: U.S. developing plan to require foreign visitors to be vaccinated, official says | R
NYC's new vaccine policy erases kids from public life | P

August 04 (Wednesday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 closes at record high as Apple, healthcare stocks help shrug off Delta worries | R
Stocks Climb, Boosted by Earnings Optimism | W
Incident with multiple tankers in Gulf of Oman raises concerns in oil market | C

US I
Slow slog in U.S. Senate for $1 trillion infrastructure bill | R
Congress's fiscal referees, CBO and JCT, guide fate of Biden bills | R
Biden Administration Issues New Eviction Moratorium | W
CDC issues new eviction ban effective through Oct. 3 | C

US II
Solid U.S. factory orders, business spending on equipment point to enduring manufacturing strength | R
U.S. demand for household debt climbed in Q2, New York Fed report shows | R

China
Tencent Sinks After China Denounces Online Gaming | W

Industries & companies
Media: Cable, Internet Companies Stand to Gain From Broadband Funding in Infrastructure Bill | W

Virus
Florida Battles Record Covid-19 Hospitalizations, as Delta Variant Surges | W
Tyson Foods to Require Covid-19 Vaccines for All U.S. Workers | W
As Covid-19 Recedes in India, Bars Are Full and Masks Are Optional | W
J&J Covid vaccine recipients can get supplemental Pfizer or Moderna dose in San Francisco | C

Crypto
Crypto ‘Wild West’ Needs Stronger Investor Protection, SEC Chief Says | W

Corporate finance
Robinhood surges more than 24%, blows past $38 IPO price | C

Beyond markets
Why remote work is a big problem for the economy | NN
Law School Loses Luster as Debts Mount and Salaries Stagnate | W
Biden calls on Cuomo to resign | C

August 03 (Tuesday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Reverse Early Gains, Finish Modestly Lower | W
Virus woes, slowing economic growth weigh on Wall Street | R
As the economy hits its peak, stock market gains could be harder to come by | C
European Bonds Rally on Bets on Weak Growth, Inflation | W

Central banks
Fed Governor Waller sees reduction in bond purchases possibly starting in October | C
Fed Chairman Powell’s Approach to Regulation Has Drawn Criticism From Some Democrats | W
Home Prices Are Soaring. Is That the Fed’s Problem? | N

US I
What’s in the Infrastructure Bill for Roads, Bridges, Broadband and Cryptocurrency | W
Factbox: What's in the U.S. Senate's bipartisan $1 trillion infrastructure bill? | R
How language in the infrastructure bill could roil the crypto markets | C
Some Republican U.S. senators snipe at $1 trillion bipartisan infrastructure bill | R

US II
White House defends its decision not to extend the eviction moratorium | C
White House Pushes Distribution of Aid to Renters as Eviction Moratorium Expires | W
Janet Yellen to Enact Steps to Avoid Breaching Debt Ceiling | W
U.S. manufacturing growth cooling; bottlenecks starting to abate | R

Asia
Delta Variant Stalls Asia’s Economic Recovery After Early Rebound | W
Coal Projects in Asia Face Dwindling Financing as Climate Pressure Mounts | W

Geopolitics & trade
China quietly sets new 'buy Chinese' targets for state companies - U.S. sources | R

Industries & companies
Financials: Goldman Sachs Is Giving Entry-Level Bankers a Nearly 30% Raise | W
Financials: HSBC’s Profit Jumps as Pandemic Provisions Recede | W
Retail: Simon says sales at malls back to pre-pandemic levels in June | C
Tech: Pixel 6 will have new processor designed by Google | C

Corporate finance
Foot Locker to Buy Two Retailers for $1.1 Billion | W
News Corp to Buy Oil Price Information Service for $1.15 Billion | W

Virus I
CDC says 7-day average of daily U.S. Covid cases surpassed peak seen last summer | C
Covid vaccine: U.S. reaches Biden's 70% goal for adults a month behind | C
U.S. labor revival in doubt as Delta raises worries about 'back to school' | R

Virus II
Masks Are Back On at Home Depot, McDonald’s and Target | W
Louisiana reinstates mask mandate to combat delta variant | C
Lindsey Graham reveals Covid infection, lauds vaccine | C

August 02 (Monday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Inflation Is Hot Now, but Investors Are Betting That Won’t Last | W

Central banks
Fed’s Brainard Says Labor Market Hasn’t Satisfied Goals for Reducing Bond Purchases | W
Fed's Brainard: Can't wrap head around not having U.S. central bank digital currency | R
Minneapolis Fed president says Delta variant could slow labor market recovery | R

US I
House Adjourns Without Extending Covid-19 Eviction Moratorium | W
Anger mounts as Biden, Congress allow eviction ban to expire | C
Eviction Ban’s Expiration Leaves Renters in South Appearing Most Vulnerable | W
The U.S. Labor Shortage Is Worse Than It Looks, and Help Is Not on the Way | BR
An unemployment cliff is coming. More than 7.5 million may fall off | C
A Care Crisis Is Holding Back America’s Workforce: Secretary of Commerce | BR

US II
Senator Manchin says the infrastructure bill text is going to be done today | C
Infrastructure Spending Is on Its Way. Here’s a Cheap Way to Play It. | BR
Joe Biden’s bipartisan dream lives on, for now | E

Emerging
China's factory activity expands at a slower pace in July- official PMI | R
Unrest and economic underperformance haunt the emerging world | E

Geopolitics & trade
China is rapidly building new nuclear-missile silos | E
Philippine President Duterte has shown how not to handle China | E
China securities watchdog seeks closer cooperation with U.S. | R
The pandemic has exacerbated existing political discontent | E
Kim Jong Un's sister warns South Korea-U.S. drills will rekindle tensions | C

Industries & companies
Energy: Two U.S. Companies Seek Continued Tariffs on Imported Solar Panels | W
Energy: Behind the Rise of U.S. Solar Power, a Mountain of Chinese Coal | W
Financials: American Express Stock Could Soar Higher as Travel Rebounds | BR
Media: Disney, WarnerMedia, NBCU wrestle to balance value of cable and streaming | C
Media: 'Jungle Cruise' has $34.2 million debut, adds $30 million from Disney+ | C
Tech: Why Apple shareholders after earnings selloff shouldn't be too worried | C

Virus
Who’s against the jab | E
Fauci expects no new U.S. lockdowns despite surging delta cases | C

Corporate finance
Tech Startup Financing Hits Records as Giant Funds Dwarf Venture Capitalists | W

Beyond markets
Remarkable progress has been made in understanding the folding of proteins | E

July 2021

July 31 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Earnings bounce, bond-yield drop help keep party going for U.S. stocks | R
Global bonds in July notch up best month since 2020 COVID meltdown | R

Global
World Economy Caps Extraordinary Return From Covid-19 Collapse | W

Central banks
The Fed’s Favorite Price Index Rose 4 Percent. What Comes Next? | N
Fed's Powell bets economy will navigate new coronavirus surge | R

US I
U.S. labor costs increase solidly in second quarter | R
U.S. consumer sentiment declines in July as inflation remains concern | R
Household Spending Rose in June, Before Delta Variant Upswing | W
Services buoy U.S. consumer spending; inflation pushes higher | R

US II
Infrastructure Bill Now Faces Restive House Progressives | W
Infrastructure: Senate advances bipartisan bill | C

Industries & companies
Autos: Elon Musk’s Trip Through Hell: Inside the 2018 Scramble to Avoid the Collapse of Tesla | W
Autos: Tesla Battery Catches Fire at Utility Storage Project in Australia | W
Communication services: Google founders Page, Brin, have sold $1 billion in stock since May | C
Consumer: Procter & Gamble Warns of Higher Costs and Slower Sales | W
Consumer: Amazon Hit With Record EU Privacy Fine | W
Consumer: Amazon DSPs tell drivers to bypass safety inspections | C
Cruise lines: Royal Caribbean says 6 Covid cases discovered on board a ship; shares fall | C
Tech: Big Tech dodged Q2 pain from Apple’s ad privacy changes | C

Corporate finance
SEC to Set New Disclosure Requirements for Chinese Company IPOs | W

Virus
'The war has changed', CDC says, calling for new response to Delta variant | R
Delta variant: CDC warns as contagious as chickenpox, may make people sicker | C
CDC study shows 74% of people infected in Massachusetts Covid outbreak were fully vaccinated | C
Covid Breakthrough Cases: Bloomberg Identifies 100,000 Cases as Delta Rises | B
Covid vaccine rates rise as Americans rush to get shots amid delta fears | C
Walmart corporate staff, managers have Covid vaccine by October | C

July 30 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Rise After GDP Data | W
Wall Street roars to record peak on rosy earnings, dollar wilts | R
China Moves to Reassure Global Banks and Investors After Market Rout | W
Lumber Makers See Comeback of Do-It-Yourself Home Projects - Bloomberg

US
U.S. economy contracted 19.2% during COVID-19 pandemic recession | R
Fiscal stimulus, vaccines likely fueled U.S. economic growth in the second quarter | R
The U.S. economy is bigger than it was pre-pandemic, but Covid could still decide what happens next | C
The U.S. Economy’s Prospects Looked Bright, Until the Delta Variant Surged | W
Growth Is Strong, but the Obstacles to Full Recovery Are Big | N
Is the US Economy Running Out of Slack? by Willem H. Buiter | Project Syndicate
Jobless Claims Resumed Decline Last Week | W

Japan
Japan's factory output rises, job availability at near 1-year high | R

Geopolitics & trade
‘Industrial Policy’ Is Back: The West Dusts Off Old Idea to Counter China | W

Industries & companies
Consumer discretionary: Amazon Maintains Profit Run, but Sales Miss Expectations in Pandemic First | W
Retail: Toy Prices Are Going Up Ahead of the Holiday Season | W
Retail: Shopping center CEO says foot traffic is back to pre-Covid levels as retail evolves | C

Corporate finance
Robinhood (HOOD) IPO: Stock falls in Nasdaq debut | C

Virus
EU Overtakes U.S. in Covid-19 Vaccines as Delta Variant Spreads | W
Israel to Offer Pfizer Booster Shots to Elderly as Delta Cases Rise | W
Biden Says Federal Employees Must Get Covid-19 Shots or Wear Masks, Test Regularly | W

Beyond markets
Day-care centers struggle to rehire, worry many have left the industry | C

July 29 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow Edges Lower After Fed Statement | W
Treasury Yields Edge Higher After Fed Signal on Tapering Bond Buying | W

Global
Covid-19 Keeps Resurging, but Western Economies Are Adapting | W

Central banks
Fed decision July 2021: Rates held near zero, economy better even with pandemic worries | C
Fed Says Economy Has Progressed Toward Goals, Tees Up Bond Taper | W
Powell says Fed likely to taper asset purchases 'at the same time' | R

US
Will the Delta Variant Wreck the Recovery? | N
U.S. Senate advances roughly $1 trillion bipartisan infrastructure bill | R

Geopolitics & trade
Biden nominates Huawei prosecutor for key China export post | R

Industries & companies
Consumer discretionary: Amazon is everywhere. Here's how the US could break it up | NN
Communication services: Facebook (FB) earnings Q2 2021 | C
Restaurants: Wingstop plans ghost kitchens in Manhattan as company leans on digital | C
Tech: Qualcomm (QCOM) earnings Q3 2021 | C

Corporate finance
Robinhood IPO Prices at $38 a Share | W
Citizens Financial to Buy Investors Bancorp in $3.5 Billion Deal | W

Virus
Pfizer's CEO says Covid vaccine effectiveness drops to 84% after six months | C
Biden Plans to Require Covid-19 Vaccine or Regular Tests for Federal Workers | W
Most Apple stores will require masks regardless of vaccination status | C
Some Republicans Reject Revived Covid-19 Mask Rules in Congress | W

July 28 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Central banks
The Fed could sound more worried about Covid and less ready to tighten | C

Global
Vaccination Rates Drive Global Economic Growth Prospects, IMF Says | W
IMF raises growth forecasts for rich nations, dims outlook for developing world | R

US
U.S. consumer confidence at 17-month high; business spending on equipment strong | R
Durable-Goods Orders Advanced in June as U.S. Economy Continues to Grow | W
Home prices can't go straight up forever. But this probably isn't a bubble | NN
Lawmakers Say Infrastructure Deal Within Reach | W

Europe
EU freezes legal steps against Britain after UK request for standstill | R

Industries & companies
Airlines: Airlines Struggle With Fuel Shortages at Some Smaller Western U.S. Airports | W
Consumer: Lysol. N95 Masks. UPS. For Some Pandemic Winners, the Boom Is Over. | W
Media: Alphabet (GOOGL) earnings Q2 2021 | C
Pharma: Big Pharma Quietly Pushes Back on Global Tax Deal, Citing Covid-19 Role | W
Tech: Apple Profit Sets Record on Strong iPhone Sales | W
Tech: Apple's iPhone hot streak will run into global chip shortage | C
Tech: Microsoft (MSFT) earnings Q4 2021 | C

Virus
CDC reverses indoor mask policy, saying fully vaccinated people and kids should wear them indoors | C
Top U.S. doctors say kids need masks and social distancing in schools this fall | C
No one wants to say it: We need to mask up again | TheHill
Delta variant: Third Covid shot may be way around masking, says Dr. Peter Hotez | C
Biden says vaccine mandate for all federal employees is under consideration following VA order | C
Saudi Arabia to Impose Covid-19 Vaccine Mandate | W
Israel Begins Pfizer Covid-19 Vaccine for At-Risk Children Under 12 as Delta Cases Surge | W

Beyond markets
Return-to-office plans in limbo as CDC recommends indoor masking again | C
Return to Office Hits a Snag: Young Resisters | N
Work-From-Anywhere Perks Give Silicon Valley a New Edge in Talent War | W

July 27 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 ekes out another record as investors gear up for big earnings | C
Indexes notch closing record highs as key earnings, Fed meet eyed | R
Inflation, delta risks sparking an ‘inflection point’ for stocks | C
China Tech Stocks Slump as Regulators Apply Fresh Pressure | W

Global
Global growth to stay strong but virus the top risk, say economists | R

Central banks
Fed now facing twin inflation, growth risks as virus jumps and supply chains falter | R

US
Housing boom is over as new home sales fall to pandemic low | C

Geopolitics & trade
China’s Tech Regulator Orders Companies to Fix Anticompetitive, Security Issues | W
Chinese Officials Blame U.S. for Stalemate in High-Level Talks | W
The Really Critical Infrastructure Need: American-Made Semiconductors | W

Industries & companies
Aerospace: Boeing’s Starliner Set to Launch, Giving Company a Do-Over in Space | W
Airlines: American Airlines warns about fuel shortages around the country, asks pilots to conserve | C
Autos: Tesla records $23 million in bitcoin-related impairments in Q2 | C
Energy: Big Oil Companies Push Hydrogen as Green Alternative, but Obstacles Remain | W

Corporate finance
Aon, Willis Towers Scrap $30 Billion Merger Amid Antitrust Impasse | W

Virus
U.S. will not lift travel restrictions, citing Delta variant, White House says | R
Delta: Americans are 'mixing and matching' Covid vaccines over concerns about variant | C
Covid-19 Vaccine Mandates Imposed on Some Government Workers | W
Covid Treatment Options Remain Elusive, Despite Months of Effort and Rising Delta Cases | W

July 26 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Investors Are Buying American | W
The U.S. is deciding how to respond to China’s digital yuan | C

US
Rising Covid Cases Put the Economic Recovery at Risk | BR
Does America face a slowdown in economic growth? | E
Opinion | Biden Is Asking for $4 Trillion. Congress Shouldn’t Give It to Him. | N
U.S. Population Growth, an Economic Driver, Grinds to a Halt | W

Geopolitics & trade
Disturbing actions by China signal cold war, Stephen Roach warns | C
Putin says Russian navy can carry out 'unpreventable strike' if needed | C

Industries & companies
Energy: The Boom in Oil Stocks Could Be Over | BR
Railroads: Supply-Chain Backlogs Turn Chicago Into New Chokepoint | W
Travel: 6 Bargain Travel Stocks to Buy Even as Covid Cases Rise | BR

Corporate finance
The Robinhood IPO Is Coming Soon. Reasons to Steer Clear of the Stock. | BR

Climate
A 3°C world has no safe place | E
Air conditioning and climate change: Start-ups trying to help | C

Virus
The Delta Variant Upends the World’s Pandemic Response | W
Covid-19 Pill Race Heats Up as Japanese Firm Vies With Pfizer, Merck | W
The Most Influential Spreader of Coronavirus Misinformation Online | N
Disney won't attend CinemaCon in-person as delta variant rages in Las Vegas | C

Beyond markets
Supply-Chain Woes Come to School Cafeterias | W

July 24 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow jumps more than 200 points to close above 35,000 for the first time ever | C
Tin Prices Reach Records as Delta Variant Disrupts Supply | W

Global
Global supply chains buckle as virus variant and disasters strike | Reuters

Central banks
ECB Lifts Restrictions on Bank Dividends as Economy Rebounds | B

US I
The rapid growth the U.S. economy has seen is about to hit a wall | C
U.S. business activity cools further in July - IHS Markit survey | Reuters
End of Eviction Moratorium Puts Many Tenants at Risk of Losing Their Homes | W
Property Investors Bed Down in the Family Home | W
Companies from Chipotle to Whirlpool raise prices amid inflation | C

US II
Yellen wants debt limit raised by Aug. 2, U.S. may need 'extraordinary measures' | C
Modern Monetary Theory: Embrace of Big Budget Deficits Doesn’t Mean MMT Has Won | B

Geopolitics & trade
China Sanctions Wilbur Ross After U.S.’s Hong Kong Warning | B

Industries & companies
Airlines: U.S. Jet Fuel Glut Is Too Big for Surging Air Travel to Drain | B
Energy: Gas Engines, and the People Behind Them, Are Cast Aside for Electric Vehicles | W

Beyond markets
Tamarack and Bootleg Fires in Nevada and Oregon Grow Amid Difficult Conditions | W
The Next Target for mRNA Vaccines After Covid-19: The Flu | W
Al Lord Profited When College Tuition Rose. He Is Paying For It. | W

Virus
Covid cases are rising again in all 50 states across U.S. as delta variant tightens its grip | C
Delta variant: Pfizer Covid vaccine 39% effective in Israel, prevents severe illness | C
Delays, More Masks and Mandatory Shots: Virus Surge Disrupts Office-Return Plans | N
Pfizer to Supply U.S. With Millions of Shots for Young Kids | B
As Vaccines Do Their Work, Focus Moves to Long Covid | W

July 23 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Market
Stocks End Higher as Focus Turns to Earnings | W

Central banks
ECB Looks to Keep Rates Low for Longer | W
Fed Ramps Up Debate Over Taper Timing, Pace | W
IMF says Fed 'highly effective,' must carefully communicate withdrawal plans | R
Embedded as a risk, new COVID cycle could challenge Fed, recovery | R

US I
U.S. Median Home Price Hit New High in June | W
U.S. housing market floats back to earth | R
Rising Rents Threaten to Prop Up Inflation | N

US II
How Much More Will Your Oreos Cost? Companies Test Price Increases | W
Biden administration releases COVID funds to boost local economies | R
U.S. retailers scramble to stock shelves as kids head back to school | R

Geopolitics & trade
Biden’s China Policy Borrows From Trump and Adds Allies to Raise Pressure | W
U.S. sanctions Cuban officials over crackdown on protests as Biden warns: ‘This is just the beginning’ | C
About 100 CIA officers, family members afflicted by 'Havana Syndrome' -CIA chief | R

Industries & companies
Airlines: Airlines See a Surge in Domestic Flights, Beating Forecasts | N
Airlines: American Airlines, Southwest Lifted by Recovering Demand and Government Aid | W
Energy: Startup Claims Breakthrough in Long-Duration Batteries | W
Tech: Intel beats, but guides to lower margins for Q3 | C
Tech: Intel CEO Says Chip Shortage Could Stretch Into 2023 | W

Virus
Quest Diagnostics is seeing a rise in Covid tests as delta variant spreads, CEO says | C
Why Covid-19 Vaccines Work Well Against Delta Variant | W
CDC group weighs Covid booster shots for immunocompromised people at higher risk of breakthrough infections | C
Delta variant is one of the most infectious respiratory diseases known, CDC director says | C
NFL warns teams could forfeit games, lose money if Covid outbreaks occur among unvaccinated players | C

Corporate finance
Uber’s Freight Unit to Buy Logistics Tech Firm Transplace for $2.25 Billion | W

Beyond markets
NASA’s InSight Lander Gives First Look at Mars Interior, Yielding a Big Surprise | W

July 22 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Bond Rally Undercuts Inflation Fears | W
The bond market is torn over the potential for higher inflation and lower growth | C

Central banks
Fed Chief Powell Enjoys Support for Reappointment, but He’s Not a Lock | W

US I
Republicans sink Schumer's test vote on bipartisan infrastructure plan | C
Delta Variant of Covid-19 Isn’t Expected to Dent Robust U.S. Recovery | W
Is the U.S. Economy Too Hot or Too Cold? Yes. | N
The Shortage of Starter Homes Extends Beyond Major Cities | W

US II
U.S. Life Expectancy Fell by 1.5 Years in 2020, the Biggest Decline in Generations | W
Truck drivers are essential workers. We need to treat them that way | NN
States Announce $26 Billion Settlement to Resolve Opioid Lawsuits | W

Geopolitics & trade
U.S., Germany strike deal to allow completion of Russian Nord Stream 2 pipeline | C

Industries & companies
Consumer: Coca-Cola Boosts Outlook as Sales Rebound | W
Financials: JPMorgan gives Jamie Dimon special stock option bonus to keep him CEO | C
Health Care: Johnson & Johnson Posts Higher Profit as Healthcare Demand Returns | W
Utilities: PG&E, in Reversal, to Bury Power Lines in Fire-Prone Areas | W

Beyond markets
The Battles to Come Over the Benefits of Working From Home | N

Virus
Covid: Local officials across U.S. are starting to reimpose mask rules as delta variant takes hold | C
U.S. Extends Restrictions on Borders With Canada, Mexico | W
Opening Its Economy as Delta Variant Surges, the U.K. Becomes a Covid-19 Test Case | W

July 21 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Rebound After Dramatic Selloff | W

US
U.S. infrastructure deal teeters after Republicans reject IRS funding | R
U.S. housing starts accelerate, building permits skid to eight-month low | R
Low-Wage Workers Now Have Options, Which Could Mean a Raise | N
U.S. states ending federal unemployment benefit saw no clear job gains | R
Will Inflation Rise in 2021 and Hurt Markets? Track These Data Points | B

Geopolitics & trade
Chinese Suppliers to Apple, Nike Shun Xinjiang Workers as U.S. Forced-Labor Ban Looms | W
China Compromised U.S. Pipelines in Decade-Old Cyberattack, U.S. Says | W
How China Transformed Into a Prime Cyber Threat to the U.S. | N
U.S.-German Deal on Russia’s Nord Stream 2 Pipeline Expected Soon | W

Industries & companies
Airlines: United Airlines (UAL) 2Q 21 narrows losses | C
Financials: Wall Street: JPMorgan Exec Says Why Bankers Need to Work 72 Hours a Week | B
Media: Netflix Signals No Acquisition Plans as It Adds 1.5 Million Subscribers | W
Media: Netflix (NFLX) Stock Falls After Forecasting Subpar Growth Next Quarter | B

Corporate finance
Nasdaq to Spin Out Market for Pre-IPO Shares in Deal With Banks | W

Beyond markets
Tokyo Olympics: Covid still threatens event days before it begins | C
The 2021 Olympics Are Turning Into a $20 Billion Bust for Japan | W
Jeff Bezos: Blue Origin space tourist sales approaching $100 million | C

Virus
Delta Variant Accounts for 83% of Known U.S. Covid-19 Cases | W

July 20 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Wall Street ends sharply lower as Delta variant sparks new lockdown fears | R
Dow tumbles 700 points for its worst drop since October as investors fear a Covid resurgence | C
These stocks are already in a bear market amid Monday's market sell-off | C
How Jitters About the Global Economy Are Rippling Through Markets | W

US I
U.S. recession ended in April 2020, making it shortest on record | R
Biden says inflation temporary; Fed should do what it deems necessary for recovery | R
Opinion | How Worried Should You Be About Inflation? | N

US II
Carbon Border Tax Is Proposed by Democrats | N
Biden clean energy plan key to restoring industry job losses, says U.S. official | R
Overpaid Unemployment Benefits Total in the Billions During Pandemic | W

Industries & companies
Biotech: BioNTech Inks Cancer-Focused Deal After Covid-19 Vaccine Success | W
Health Care: U.S. Proposes Raising Penalty for Hospitals That Don’t Publish Prices | W
Tech: Chip Shortage Reaches Smartphone Makers | W
Tech: IBM earnings Q2 2021 | C

Cybersecurity & crypto
Biden Administration Blames Hackers Tied to China for Microsoft Cyberattack Spree | W
Yellen urges quick U.S. adoption of stablecoin rules | R
Apple iPhones can be hacked even if the user never clicks a link, Amnesty International says | C
Malaysian police steamroll $1.25 million worth of bitcoin mining rigs | C

Corporate finance
Zoom to Buy Five9 in All-Stock Deal Valued at $14.7 Billion | W

Virus
U.S. government tells individuals to avoid travel to the UK as Covid cases rise | C
Delta Variant Helps Push Covid-19 Cases Higher in Every State | W
Federal judge rules that Indiana University can require Covid vaccines for students | C

July 19 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Record Stock Rally Ignores Wall Street’s Phobia About Optimism | W
Some China Stocks That Trade in the U.S. Could Vanish. What to Know. | BR
42 Stock Picks for a Pricey Market From Barron’s Roundtable Experts | BR
OPEC+ Agrees to Boost Oil Output as Demand Roars Back | W

Central banks
Fed's Kashkari says many U.S. sectors struggling to adjust to reopening | R

Global
Will the economic recovery survive the end of emergency stimulus? | E
How China Is Helping to Damp Global Inflation | W

US I
Red-Hot U.S. Economy Expected to Cool From Here | W
U.S. consumer sentiment drops in early July on inflation fears | R
Escalating Materials Prices Turn Construction Bids Into a Gamble | W
Chipotle, Target using TikTok to find workers in tight job market | C

US II
U.S. senators drop tax enforcement from bipartisan infrastructure bill | C
Joe Biden’s agenda depends on steering two trains at once | E

Emerging
India’s economy is suffering from long covid | E

Geopolitics & trade
Biden’s new China doctrine | E
China Wants a Chip Machine From the Dutch. The U.S. Said No. | W

Industries & companies
Autos: Selling Your Used Car? You Could Turn a Profit. | W
Biotech: Synthetic Biology Could Be the Next Big Thing. Here Are 3 Stocks. | BR
Cruise lines: CDC’s Covid-19 Cruise Guidelines to Stay in Place for Now | W
Tech: SkyWater CEO: America Is Losing the War for Semiconductors to Asian Manufacturers. National Security Is at Risk. | BR

Technology
The Novel Material That’s Shrinking Phone Chargers, Powering Up Electric Cars, and Making 5G Possible | W

Corporate finance
J&J exploring putting talc liabilities into bankruptcy, sources say | C

Virus
Unvaccinated Americans Are Behind Rising Covid-19 Hospitalizations | W
Facebook refutes Biden claim that it's ‘killing people’ with vaccine misinformation | C

Beyond markets
'It's terrifying': Merkel shaken as flood deaths rise to 188 in Europe | C

July 17 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow drops nearly 300 points on Friday, snaps 3-week winning streak | C
Stocks Decline, End Week With Losses | W
Yield Spread Highlights Embrace of Riskier Debt | W
Earnings could be the biggest driver for markets in the week ahead as investors watch bonds | C
China tech is on sale. Key level to watch if you're considering buying | C

Central banks
ECB Split on Stimulus Guidance as Policy Makers Consider Drafts | B

US
Higher June Retail Sales Bolsters U.S. Recovery | W
Half of U.S. States Ended Federal Covid-Related Jobless Benefits Early. Here Is How They Compare With the Other Half. | W
Buying a Car Now Is Brutal—New or Used. Read This First. | W
MMT Advocate Stephanie Kelton Says Temporary Inflation Sign of 'Growing Pains | B
California Faces Fire Threat This Weekend From ‘Dry Lightning’ | B

Japan
Bank of Japan Opens Push on Climate Change in Contrast to Fed | W

Geopolitics & trade
China Officials Share Viral Video Calling for Atomic Bombing of Japan | newsweek.com

Corporate finance
3-D Printing Company Fathom Reaches $1.4 Billion SPAC Deal to Go Public | W

Virus
Covid deaths on the rise again in the U.S. after weeks of decline, CDC says | C
Delta COVID variant now dominant strain worldwide, U.S. deaths surge -officials | R
Biden on Facebook: ‘They’re killing people’ with vaccine misinformation | C
Rising COVID-19 cases in Australia's Victoria state raise prospect of longer lockdown | R

Crypto
Treasury Secretary Yellen to discuss stablecoins with regulators next week | C

Beyond markets
Floodwaters still rising in western Europe with death toll over 120 | R
Dozens dead, more than 1,000 may be missing after floods in Germany | C
Unemployment: How fraudsters stole benefits from recipients’ accounts | C

July 16 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Mostly Lower After Powell Comments on Inflation, Economy | W

Central banks
Fed’s Powell Concedes Anxiety About Higher Inflation but Resists Policy Shift | W
Jerome Powell Second Fed Term? Yellen Demurs, Says She'll Talk to Biden | B
Undeterred by global inflation, BOJ to signal prolonged easy policy | R

US
Yellen says concerned about housing prices but inflation to calm | R
Child tax credit payments one of the best forms of government spending: Economist | C
Many Jobs Lost During the Coronavirus Pandemic Just Aren’t Coming Back | W

China
China’s Economic Growth Slows in the Second Quarter | W

Japan
Inflation? Not in Japan. And That Could Hold a Warning for the U.S. | N

Europe
Floods in Germany Leave at Least 40 Dead, Dozens Missing as Rain Deluges Europe | W

Geopolitics & trade
Biden Says U.S. to Warn Business on Deteriorating Hong Kong | B
China Buys Friends With Ports and Roads. Now the U.S. Is Trying to Compete. | W

Industries & companies
Financials: How Is the Economy Doing? Here’s What Banks Say | W

Corporate finance
Intel Is in Talks to Buy GlobalFoundries for About $30 Billion | W

Virus
Los Angeles County restores indoor mask mandate for all | C

Beyond markets
Is a Graduate Degree Worth the Debt? Check It Here. | W

July 15 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Up Slightly After Powell Speaks to Congress | W
The junk bond market is on fire this year as yields hit a record low | C

Central banks
Fed's Powell keeps to script on jobs recovery, feels heat on inflation front | R
Powell Says Fed Still Expects Inflation to Ease | W

US I
What’s in Democrats’ $3.5 Trillion Budget Plan—and How They Plan to Pay for It | W
Child Tax Credit Payments Start This Week: Who Is Eligible and How Much Are They? | W
Not All Infrastructure Projects Are Worth Doing, Research Paper Finds | W

US II
Job gains strong, prices rising as U.S. recovery continues -Fed Beige Book | R
Social Security cost-of-living increase for 2022 may be largest in decades | C
You’re Paying More for Food—And You Might Not Know It | W
Lumber Prices Are Way Down—but Don’t Expect New Houses to Cost Less | W
U.S. Drug-Overdose Deaths Soared Nearly 30% in 2020, Driven by Synthetic Opioids | W

Geopolitics & trade
U.S. Senate passes bill to ban all products from China's Xinjiang | R
EU, China Unveil Sweeping Plans to Cut Greenhouse-Gas Emissions | W

Industries & companies
Autos: GM warns some Bolt EV owners: Don't park them inside or charge them unattended | C
Consumer: J&J Recalls Aveeno, Neutrogena Spray Sunscreens | W
Financials: Biggest U.S. banks smash profit estimates as economy revives | R
Financials: Bank of America’s Profit More Than Doubles, but Revenue Takes a Hit | W

Corporate finance
Blackstone Enters Deal to Manage AIG Life and Retirement Assets | W
NortonLifeLock in Talks to Buy Avast | W

Virus
Covid cases are surging again in Latin America and the U.S., WHO officials warn | C

Beyond markets
Two-Thirds of Miami Condo Buildings Are Older Than 30 Years. The Repair Bills Are Coming Due. | W

July 14 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Fall Following Inflation Data Report | W

Central banks
As consumers fret about near-term inflation, the Fed is watching closely. | N
Analysis: Investors pivot to Powell after more hot U.S. inflation data | R

US I
U.S. consumer prices post largest gain in 13 years; inflation has likely peaked | R
Inflation Rose in June With C.P.I. Up 5.4 Percent | N
Inflation Accelerates Again in June as Economic Recovery Continues | W

US II
Surging prices for used cars, gasoline, food and airfares are driving the jump in inflation | C
Inflation has many retirees worried about outliving their nest eggs | C
'New York is back' — broker says the city's real estate market is heating up at all levels | C

US III
Jim Cramer: Levi's, American Eagle among stocks to benefit from enhanced child tax credit | C
The IRS is sending out 4 million refunds related to 2020 unemployment | C
U.S. Oil Consumption Surging With Industry Firing at Full Blast | B
Opinion: Rising gas prices will hurt low-income families the most. The government needs to help | NN
Cargo Owners Applaud White House Order on Competitiveness | W

Industries & companies
Airlines: American Airlines shares rise on carrier's better second-quarter forecast | C
Financials: Big Banks’ Earnings Raise Doubts Over What’s Next | BR

Geopolitics & trade
Yellen Says EU Delay on Digital Tax Helps Global Corporate Tax Deal | W
Biden’s Sharp-Elbows China Policy Hints at More Trump-Style Pain | B

Climate
Al Gore Warns Greenwashing May Stop Climate Fight In Its Tracks: Green Insight | B

Corporate finance
Broadcom No Longer in Talks to Buy SAS Institute, Sources Say | W

Tech
Humanoid Robot Keeps Getting Fired From His Jobs | W
Elon Musk Says ‘Goal Is Not to Be a Car Company’ in Defense of Tesla’s SolarCity Deal | W

Virus
U.S. Covid-19 Case Counts Have Doubled in Recent Weeks | W
Hospitalizations rising again as delta variant spreads among the unvaccinated, doctors say | C

July 13 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Nasdaq, S&P 500 scale new peaks as focus turns to earnings, economic data | R
How to Solve the Mystery of Falling Bond Yields | W

Central banks
ECB to chart new policy path next week | R

Global
Governments World-Wide Gorge on Record Debt, Testing New Limits | W

US I
Inflation expectations surge, hitting new high for New York Fed survey | C
Inflation Threat May Be Boosted by Changes in Globalization, Demographics and E-Commerce | W
Homebuyers are finally catching a break as new listings rise and mortgage rates drop | C

US II
Democrats Hone Price Tag for Climate and Antipoverty Package | W
Opinion | California Wakes Up From Its Dream | N
Aging population to hit U.S. economy like a 'ton of bricks' - U.S. commerce secretary | R

Industries & companies
Media: Disney raises price of ESPN+ by a dollar to $6.99 per month, keeps bundle with Hulu and Disney+ unchanged | C
Restaurants: McDonald’s reportedly adds tuition, child care to sweetened benefits in a bid to attract new workers | C
Tech: Chip Shortage’s Latest Toll: A Shortage of Work Trucks | W

Virus
France Reimposes Restrictions as Delta Variant Spreads | W
France insists health workers get COVID-19 shots as infections rise | R
Most fully vaccinated people who get Covid delta infections are asymptomatic, WHO says | C
Clues to Covid-19’s Origins Include Anonymous Skin Sample in Italy | W
FDA to announce new warning on J&J Covid vaccine related to a rare autoimmune disorder, report says | C
New Coronavirus Variants Seen as Too Contagious for Hotel Quarantines | W
Brazil's federal police open probe into Bolsonaro over vaccine deal - source | R

Corporate finance
Broadcom in Talks to Buy Software Firm SAS | W
Microsoft agrees to buy security software provider RiskIQ | C
ByteDance Shelved IPO Intentions After Chinese Regulators Warned About Data Security | W

Tech
Are We in the Metaverse Yet? | N
Looking for a Greener, Smoother Way to Travel? Behold, the Blimp 2.0 | W

Crypto & cybersecurity
Cryptocurrency trading volume plunges as interest wanes following bitcoin price drop | C
Cyberattacks and Ransomware: How Can We Protect Our Energy Infrastructure? | W

Offbeat
WHO Panel Issues Gene-Editing Standards Aimed at Averting DNA Dystopia | W

July 12 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
The Markets Have Prospered. Why Are So Many People Worried? | N
Earnings Kick Off With Sky-High Forecasts, Record Stock Market | W

Credit
Treasury rally leaves investors scrambling for yield plays | R
Junk-Bond Rally Pulls Yields Below Inflation | W
Ron Insana: The bond market agrees with the Federal Reserve — inflation is temporary | C
Don't rely on markets to see inflation threat, says Summers | R
Wall Street’s Math Whizzes Are Racing to Wire Up the Bond Market | B

Global
The new fault lines on which the world economy rests | E
Will surprisingly high global inflation last? | E

Central banks
Central banks face a daunting task: tapering without the tantrum | E
Fed's Quarles seeks global coordination on climate-related financial risk | R

US
Yellen says tax changes for large firms may not be ready until 2022 | C
Global Tax Deal Heads Down Perilous Path in Congress | W
Is the US labor shortage the big break AI needs? | TechCrunch
Higher Inflation Is Here to Stay for Years, Economists Forecast | W
Joe Biden's Sweeping Executive Order on Big Tech, Explained | gizmodo.com

China
China’s communists take control of tech | E
China condemns 'unreasonable suppression' as U.S. expands economic blacklist | R

Industries & companies
Restaurants: These restaurant chains have raised wages or offered bonuses | C
Restaurants: McDonald’s minimum wage raise and the fast food franchise future | C
Tech: Apple AirPod battery life problem shows need for right-to-repair laws | C

Virus
Young Americans Aren’t Getting Vaccinated, Jeopardizing Covid-19 Fight | W
Australia’s Delta Outbreak Shows Vaccines Protect Against Hospitalization | W
Unvaccinated Belgian woman contracted two COVID variants simultaneously | R

Cryptocurrency
Binance Froze When Bitcoin Crashed. Now Users Want Their Money Back. | W

Beyond markets
Virgin Galactic Successfully Sends Richard Branson to Space | gizmodo.com
The Race to Sustainable Abundance by Michael R. Bloomberg, Saleemul Huq and Agnes Kalibata | Project Syndicate

July 10 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets I
Wall Street posts record closing highs as financials lead rebound | R
Investors pile into longer-dated Treasury ETFs as bond yields fall | R
Index of U.S.-Listed Chinese Companies Falls to Lowest Point in Over a Year | W

Markets II
Earnings season begins in the week ahead with eye-popping growth set to validate market's 2021 run | C
Rebalance your portfolio as economy enters expansion, HSBC says | C
BlackRock Tweaked Some Models. It Triggered A Wave of Buying and Selling. | W

Central banks
Fed Says Shortages, Hiring Difficulties Hold Back Brisk Growth | W
China Moves to Spur Lending as Inflation Fears Ease | W

US I
Biden signs order to tackle corporate abuses across U.S. economy | R
Biden’s executive order on antitrust aims to lower prices and raise wages | Vox
Biden’s Business Order Shows How He’s Using Executive Power to Shape Economy | W
President Biden Wants to Pour Money Into Infrastructure. Should You? | N
Biden fires Social Security boss Andrew Saul, a Trump appointee | C

US II
Job Openings Are at Record Highs. Why Aren’t Unemployed Americans Filling Them? | W
Higher Inflation Depresses Equity Valuation | AIER

China
China Orders Stores to Remove More Apps Operated by Didi | W

Geopolitics & trade
G20 finance chiefs back global tax crackdown -draft | R
Finance Ministers Meet in Venice to Finalize Global Tax Agreement | N

Industries & companies
Pharma: F.D.A. Seeks Investigation of Its Own Alzheimer’s Drug Approval | N

Corporate finance
Stamps.com to Be Bought by Thoma Bravo in $6.6 Billion Cash Deal | W

Virus
Mississippi health officials plead with elderly to avoid mass indoor gatherings as delta Covid variant rips through state | C
CDC Urges Schools to Welcome Kids Back, Vaccinated or Not | W

Cybersecurity
Biden Warns Putin U.S. to Take ‘Any Necessary Action’ to Defend Against Ransomware | W
Ransomware: Biden presses Putin to disrupt cybercriminals in Russia | C

Beyond markets
Where space begins: Bezos' Blue Origin vs. Branson's Virgin Galactic | C

July 09 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets I
Dow drops more than 250 points amid global economic recovery concerns, S&P 500 slides | C
Stocks Close Lower on Economic Worries | W
The stock market is down. Should you sell? | C

Markets II
Bond yields and tech stocks echo ‘extreme anomalies’ of dot-com boom, says Morgan Stanley | MW
The Bond Market Is Telling Us to Worry About Growth, Not Inflation | N
The End of the U.S.-China Tech Stock Bromance | W

Central banks
ECB Aims for Slightly Higher Inflation, Stops Short of Fed’s Major Shift | W

US I
A Great Inflation Redux? Economists Point to Big Differences. | N
Why are gas, groceries, and used cars prices going up? Things seem more expensive because they are. | Vox
Number of workers unemployed for more than a year jumps by 248,000 | C
A Mass Labor Shortage Is Leaving Hamptonites to Fend for Themselves | Vanity Fair

US II
Borrowing Is Back as Sign-Ups for Auto Loans, Credit Cards Hit Records | W
What a National Guaranteed Income Could Look Like | B
California residents asked to cut water usage by 15% amid drought | C

China
Why China's Young People Are Embracing Chairman Mao | N
China’s Cyber Watchdog to Police Chinese Overseas Listings | W

Industries & companies
Pharma: FDA Narrows Suggested Uses for New Alzheimer’s Drug | W

Technology
How Computers With Humanlike Senses Will Change Our Lives | W
The Parking Garage of the Future | N

Virus
Americans will need masks indoors as U.S. heads for 'dangerous fall' with surge in delta Covid cases | C
Pfizer says it is developing a Covid booster shot to target the highly transmissible delta variant | C
Covid-19 Genome Study Provides Clues to How Disease Works | B
In Children, Risk of Covid-19 Death or Serious Illness Remain Extremely Low, New Studies Find | W
Canada will not welcome unvaccinated tourists for some time, Prime Minister Trudeau says | C

Cybersecurity
Letting Businesses ‘Hack Back’ Against Hackers Is a Terrible Idea, Cyber Veterans Say | W

Beyond markets
‘Financially Hobbled for Life’: The Elite Master’s Degrees That Don’t Pay Off | W

July 08 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
U.S. Stocks Rise Modestly After Fed Minutes Released | W
Analysis: Reflation rethink sends bond markets into a spin | R
America’s Stocks Have Lost Their Exceptionalism (Except Big Tech) | W
Small Stocks Seek to Extend Winning Streak | W
China is cracking down on stocks that trade on U.S. exchanges. Here's what it means | C

Central banks I
Fed Officials See Earlier End for Bond Buying, Emphasize Patience | W
Fed keen to be 'well positioned' to act on inflation, other risks, minutes show | R
Fed discussed design for possible standing repo facility, minutes show | R
Fed's Bostic: Infection spike due to Delta variant could slow recovery | R
Keep Powell in Top Job, Former Fed Vice Chair Blinder Says | B

Central banks II
Federal Reserve, ECB, BOJ’s $9 Trillion Debt Binge: Where Did All the Money Go? | B
Lagarde to Present Results of ECB Strategy Review on Thursday | B

US
U.S. Job Openings Held at Record Level Headed Into Summer | W
U.S. housing shortage will last for 'years to come': Taylor Morrison CEO | C
Biden Pitches Child-Care, Education Plan as Democrats Debate Size | W
Biden tax plan: Corporate, capital gains and income hike uncertain | C
Biden promotes corporate taxes in Illinois as business opposition mounts | R
Biden readies order to rein in worker non-compete clauses | C

Geopolitics & trade
Biden Builds on Trump’s Use of Investment Review Panel to Take On China | W

Industries & companies
Airlines: Travel Is Bouncing Back Strong, and Airlines Are Racing to Keep Up | W
Communication services: Banner Quarter From Facebook, Google Could Mask Apple’s Bite | W
Communication services: States bring new antitrust suit against Google over Google Play | C
Railroads: Amtrak to Spend $7 Billion to Upgrade Passenger Trains | W

Corporate finance
Owner of Forever 21, JCPenney Files to Go Public | W

Cybersecurity
Software Firm at Center of Ransomware Attack Was Warned of Cyber Flaw in April | W

Virus
Delta variant already dominant in U.S., CDC estimates show | R
Daily Covid-19 Deaths in Indonesia Nearly Double as Delta Variant Drives Surge | W
Quidel recalls Lyra Covid test due to high risk of false negative results | C

July 07 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
OPEC discord could unleash a new level of volatility in oil market | C

Central banks
Quickening U.S. recovery puts Fed taper discussion in focus | R

US I
Gas Price Increase Poses Challenge to U.S. Economy | N
Corporate net debt seen rising as companies spend pandemic cash piles | R

US II
Biden’s Pre-K Proposal Faces Questions From Republicans Over Federal Role | W
Pentagon cancels $10 billion JEDI cloud contract | C
Infrastructure: House Problem Solvers Caucus endorses bipartisan plan | C
Yellen to press G20 for higher minimum corporate tax rate -U.S. Treasury | R

Europe
With European recovery in sight, property investors bank on the office | R

China
China Targets Firms Listed Overseas After Launching Didi Probe | W

Industries & companies
Autos: Toyota’s Chip Supply Helps It Beat General Motors for the First Time | W
Health Care: Hospitals Often Charge Uninsured People the Highest Prices, New Data Show | W
Media: They Resurrected MGM. Amazon Bought the Studio. Now What? | N
Retail: Supermarkets Are Stockpiling Inventory as Food Costs Rise | W

Cryptocurrency & cybersecurity
Bitcoin Fraud Concerns Draw Scrutiny From Regulators | W
Attempted Hack of R.N.C. and Russian Ransomware Attack Test Biden | N
Biden says ransomware attack caused 'minimal damage' to U.S. companies | R

Corporate finance
Nextdoor to go public in $4.3 billion SPAC merger as CEO looks toward expansion | C
Space company Satellogic SPAC deal at $1.1 billion valuation | C

Virus
Delta Covid-19 Variant Gains Ground Among the Unvaccinated | W
Pfizer Vaccine Less Effective Against Delta Infections but Prevents Severe Illness, Israeli Data Show | W

July 06 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Oil prices jump to multiyear highs after OPEC+ talks yield no production deal | C
Retail Investors Power the Trading Wave With Record Cash Inflows | W

US I
U.S. Added 850,000 Jobs in June Labor Rebound | W
Pandemic Wave of Automation May Be Bad News for Workers | N
Lower-Wage Workers See Biggest Gains From Easing of Covid-19 Pandemic | W

US II
Wages are rising, and that's going to have to continue to get people back to work | C
Higher Inflation Ahead? Maybe. But Don’t Even Try to Predict It. | N
U.S. Trade Deficit Widened in May as Economic Rebound Fueled Demand for Imports | W
The real risk to America’s democracy | E

Europe
Euro zone business activity soared in June as lockdowns lifted | R
13 Investment Bets on Europe’s Rebounding Economy | BR

China
When Will China's Economy Beat the U.S. to Become No. 1? Why It May Never Happen | B
An MMT Economist Explains Why China Should Boost Fiscal Spending | B

Japan
Japan's May household spending growth slows from previous month | R

OPEC+
OPEC+ abandons oil policy meeting after Saudi-UAE clash | R
Biden administration pushes for 'compromise solution' in OPEC+ talks | R
Taliban Find New Revenues as They Seize Afghanistan’s U.S.-Built Border Gateway | W

Geopolitics & trade
European Business Leaders Want a Stronger Hand With China, Not Decoupling | W
The Tech Cold War’s ‘Most Complicated Machine’ That’s Out of China’s Reach | N

Industries & companies
Media: Streaming services compared: Revenue, ARPU for Netflix, Disney+, more | C
Tech: When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help. | BR

Corporate finance
Chinese Regulators Suggested Didi Delay Its U.S. IPO | W
Newport Wafer Fab acquired by Chinese-owned Nexperia | C

Cybersecurity
China opens cybersecurity probe into Full Truck Alliance, Boss Zhipin | C
Hundreds of Businesses, From Sweden to U.S., Affected by Cyberattack | N
Ransomware Hackers Demand $70 Million to Unlock Computers in Widespread Attack | W

Virus
Deaths, Hospitalizations Surge as Delta Variant Deals Blow to Poor Countries | W

Beyond markets
What if biohackers injected themselves with mRNA? | E

July 02 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 hits sixth-straight record, Dow adds 100 points as Wall Street kicks off the second half | C
Bets ramping up for lower Treasury yields in the second half of 2021 | R

Central banks
Fed’s Harker Supports Start of Bond Buying Pullback Later This Year | W
ECB Signals Green Light on Bank Dividends | W

Global
Global minimum corporate tax: 130 nations to support U.S. proposal | C

US I
U.S. House approves $715 billion infrastructure bill | R
U.S. deficit will total $3 trillion in fiscal 2021, budget panel says | C
Opinion: Inflation will hurt low-income Americans for years to come | NN

US II
U.S. labor market recovery gaining steam; worker shortages an obstacle | R
Job growth looked stronger in June as companies scrambled to find workers | C
Chamber of Commerce CEO: Employers can't find workers | C
This Summer, Jobs Come With a Hefty Signing Bonus | W

Industries & companies
Consumer: General Mills is the latest company to face a big inflation hit | C
Consumer discretionary: Amazon adds leadership principles to prepare for post-Jeff Bezos era | C
Retail: H&M Pays Price of Upsetting Beijing as China Sales Drop | W
Retail: Walgreens Sales Rise as Vaccinations Improve Prescriptions Business | W
Tech: Why Microsoft Is Still a Big Tech Superstar | N

Corporate finance
M&A Boom Shows No Sign of Stopping After Epic First Half | B
Robinhood IPO: Company has 18 million accounts managing $80 billion | C
Krispy Kreme IPO: DNUT starts trading on the Nasdaq | C

Virus
1,000 counties in the U.S. have vaccination coverage of less than 30% | C
Delta: White House to deploy response teams across U.S. to combat Covid variant | C
From Pandemic to Endemic, Singapore Creates Model for Living With Covid-19 | W
Another Respiratory Virus Is Spreading as U.S. Gets Back to Pre-Covid-19 Life | W

Beyond markets
Miami building collapse: Search halted due to concerns other tower could fall | C
Trump Organization indictment alleges scheme to dodge taxes on executive compensation | C
Internet’s Original Source Code Sold as NFT for $5.4 Million | W

July 01 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock Markets Cruise to Records in First Half, but Investors Grow Uneasy | W
S&P 500 notches fifth straight record closing high, fifth straight quarterly gain | R
Lumber prices dive more than 40% in June, biggest monthly drop on record | C

Central banks
Fed Unity Cracks as Inflation Rises and Officials Debate Future | N
Fed’s Kaplan Says Time to Start Paring Bond Buying Aid Soon | W

US
Boom! U.S. consumers hit by rising prices for Fourth of July fireworks | R
U.S. private payrolls increase solidly; pending home sales rebound | R
Shortage of truck drivers is behind fuel delivery delays, says GasBuddy analyst | C
Biden Weighs New Executive Order Restraining Big Business | W
Trump Organization and its CFO indicted by Manhattan grand jury, report says | C

China
China’s Economy Flashes Hints of Weakness | W

Japan
Japan business mood improves in Q2 to 2-1/2-year high - tankan | R

Europe
Why the Covid-19 Pandemic Weakened Far-Right Groups in Europe | W

Geopolitics & trade
U.S., Taiwan Revive Trade Talks, With Pledge to Combat Forced Labor | W

Industries & companies
Autos: Chip shortage causes Ford to slash vehicle production at several plants in July | C
Communications services: Facebook is testing drastic changes to Instagram to make it more like TikTok | C
Consumer discretionary: Amazon’s carbon emissions rose 19% in 2020 even as Covid-19 pushed global levels down | C

Corporate finance
Blockbuster IPO day produces big gains for Uber, Delta Air Lines and tech VCs | C

Virus
Vaccinated People Who Get Infected Carry Less Covid-19 Virus, CDC Researchers Say | W
Search for Covid’s Origins Leads to China’s Wild Animal Farms—and a Big Problem | W
Kim Jong Un Warns of ‘Great Crisis’ in North Korea Over Covid-19 Response | W

June 2021

June 30 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks’ Modest Gains Give Nasdaq, S&P 500 Records | W
Stocks should add to gains in the second half, but there are two big concerns | C

Central banks
Fed's Waller: 2022 rate hike possible, wants MBS taper first | R

US I
U.S. consumer confidence at 16-month high; house price inflation heating up | R
Home price gains in April 'truly extraordinary,' S&P Case-Shiller says | C
CEO of payroll provider Paychex sees hiring rates rising in September | C
Key indicator shows we are past peak inflation fear, supporting the rally | C

US II
Biden, in Wisconsin, Hails Job-Creating Potential of Infrastructure Deal | W
Kudlow: The Real Truth Behind the Biden Budget Double-Talk | nysun.com
Supreme Court Rules New Jersey Can’t Block Natural-Gas Pipeline | W

China
China Wants Howling Diplomats to Quiet Down, but Nationalism Gets in the Way | W

Japan
Japan's May factory output posts biggest monthly drop in a year | R
Toshiba Scandal Emboldens Foreign Investors Pushing Change in Japan | W
Japan’s In-Home Robot Experiment Short Circuits | W

Geopolitics & trade
Former Chinese Party Insider Calls U.S. Hopes of Engagement ‘Naive’ | W
The U.S. is falling further behind China and Europe in EV production | C
U.S., European suppliers scramble to secure Christmas goods as cargo delays worsen | R

Industries & companies
Airlines: United Airlines Bets on Post-Pandemic Growth With Its Biggest-Ever Jet Order | W
Airlines: American, Delta, and United Airlines are hiring workers for summer travel demand | Vox
Autos: Car Dealers Are Selling More Vehicles Above the Sticker Price | W
Consumer discretionary: Amazon Demands One More Thing From Some Vendors: A Piece of Their Company | W
Pharma: Sanofi Bets on mRNA Vaccines After Covid-19 Pandemic Shows Worth | W
Tech: Windows 11 Insider build: What's new? | C

Corporate finance
Didi IPO Pricing Imminent After Lightning-Round Roadshow | W

Virus
Covid-19 Contact Tracers Race Against Delta Variant in the U.S. | W
U.S. Poised to Fall Behind Europe on Covid-19 Vaccine First Doses | W

Beyond markets
Harvard, MIT Part of $800 Million Deal to Push Access to Online Education | W

June 29 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500, Nasdaq Notch Record Closes | W
Persistent Advance in Stocks and Commodities Shows Investor Confidence | W
High Lumber Prices Add Urgency to a Decades-Old Trade Fight | N
Cathie Wood's Ark Invest files to create a bitcoin ETF | C

Global
Americans’ Hunger for the World’s Goods Drives Global Recovery | W

Central banks
Fed Officials Debate Scaling Back Mortgage-Bond Purchases at Faster Clip | W
Fed's Barkin says U.S. has made "substantial further progress" on inflation goal | R
NY Fed's Williams says major questions need to addressed as digital currencies emerge | R

US I
Under-the-radar trend may provide relief from runaway inflation fears | C
Biden to Highlight Infrastructure Deal’s Roads and Bridges, Not Legislative Path | W
Schumer Again Calls On Biden to Cancel $50,000 per Borrower in Federal Student Debt | W

US II
Where Jobless Benefits Were Cut, Jobs Are Still Hard to Fill | N
The market can solve America's labor shortage — if Washington will let it | TheHill
State and local tax cap may be here to stay for the highest earners | C
U.S. consumer watchdog approves new foreclosure protections, but not blanket ban | R
Homeowners Behind on Mortgages to Be Offered Help, U.S. Agency Says | W

China
China Beige Book sees creeping caution among consumers and businesses | C

Industries & companies
Financials: Morgan Stanley doubles its dividend as most banks raise payouts following Fed stress tests | C
Financials: Principal Financial to Divest Business of Selling Life Insurance to U.S. Consumers | W
FinTech: Venmo to Charge Users for Selling Goods and Services | W

Virus
Delta Variant of Covid-19 Surges Across Unvaccinated Africa | W

Beyond markets
UBS Says Hybrid Work Is Here to Stay | W
Amazon turns headquarters into cooling center amid Seattle heat wave | C

June 28 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
The Stock Market Hasn’t Been This Placid in Years | W
Investors can no longer take low interest rates for granted | E
Analysis: Chinese flock to home-grown brands in golden opportunity for investors | R
Commodities Remain a Popular Bet Despite Recent Declines | W

US I
Capital-Spending Surge Further Lifts Economic Recovery | W
The Housing Market Is Still Hot. That’s Good News for These Three Mortgage Insurers | BR
Inflation looks bad now, but it's pretty much sticking to the script | C
Americans Are Leaving Unemployment Rolls More Quickly in States Cutting Off Benefits | W
New York and Other Northeast States See Large Drop in Unemployment | W

US II
White House, Senate Negotiators Try to Keep Infrastructure Deal Alive | W
Democrats Focus on Turning Tax Talk Into Action | W
During Covid-19, Most Americans Got Richer—Especially the Rich | W
Top CEOs of 2021: Barron’s Latest List of Stellar Corporate Leaders | BR
Trump Hints at Another Run, Disputes Past Election at Ohio Fairgrounds | W

Europe
Macron rolls out red carpet to JPMorgan, global CEOs in post-Brexit push | R
UK says it has yet to receive formal EU response in sausage row | R
With Covid-19 Easing, Diplomats Urge Biden to Lift ‘Unfair’ Ban on European Travelers | W

China
China’s Communist Party at 100: the secret of its longevity | E

Geopolitics & trade
North Koreans worry over 'emaciated' Kim Jong Un, state media says | R

Industries & companies
Autos: Tesla to 'recall' nearly 300,000 China-made Model 3 and Model Y vehicles | C
Biotech: Moderna’s Stéphane Bancel: Barron’s Top CEOs 2021 | BR
Media: 'F9' opening weekend: $70 million box office haul is pandemic record | C
Pharma: Pfizer’s Albert Bourla: Barron’s Top CEOs 2021 | BR
Retail: Lowe’s Marvin Ellison: Barron’s Top CEOs 2021 | BR
Retail: Walmart’s Douglas McMillon: Barron’s Top CEOs 2021 | BR

Virus
Biden Administration Warns Covid-19 Origins Review May Not Be Definitive | W
Covid-19 Killed 26 Indonesian Doctors in June—at Least 10 Had Taken China’s Sinovac Vaccine | W
Closing the world’s schools caused children great harm | E
Americans Seek Urgent Mental-Health Support as Covid-19 Crisis Ebbs | W

Beyond markets
Florida condo collapse: Engineer found major structural damage years before | C

June 26 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 Closes Higher to Extend Weekly Gains | W
Speculators decrease short dollar bets in latest week -CFTC, Reuters data | R
Europe’s New Common Bonds Prove a Hit With Investors | W

Central banks
Is the Fed Getting Burned Again? by John B. Taylor | Project Syndicate
Fed’s Rosengren Says It Is Time to Weigh Pulling Back Stimulus -| W

US I
U.S. consumer sentiment rises as wealthy households improve outlook | R
Consumer Spending Is Primed to Fuel Summer Growth | W

US II
Biden’s Infrastructure Stance Draws GOP Criticism | W
What You Need to Know About the Child Tax Credit | N
Top U.S. Officials Consulted With BlackRock as Markets Melted Down | N
Why Washington Can’t Quit Listening to Larry Summers | N

China
‘Red Tourism’ Flourishes in China Ahead of Party Centennial | N
An Anxious 100th Birthday for China’s Communist Party | W

Industries & companies
Consumer discretionary: Amazon, Google Probed in U.K. Over Fake Reviews | W
Hospitality: Hotels’ and Restaurants’ Rebound Summer Held Back by Shortages of Everything | W
Pharma: Pfizer Suspends Global Distribution of Chantix Smoking-Cessation Pill on Contamination Concerns | W

Cybersecurity
Microsoft Says SolarWinds Hackers Attacked Three in New Breach | B

Virus
Delta Coronavirus Variant Prompts Limits in Australia, Israel, as India Warns of New Mutation | W

Corporate finance
Tesla Shareholder Panasonic Sells Stake for $3.6 Billion | W

Offbeat
Derek Chauvin Sentenced to 22.5 Years for Murder of George Floyd | W

June 25 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock Market News: Dow Gains 300 Points on Infrastructure Deal, S&P 500 and Nasdaq Close at New Records | W
Near-term global bond market correction likely-strategists | R

Central banks
Federal Reserve gives U.S. banks a thumbs-up as all 23 lenders easily pass 2021 stress test | C
Job hole or inflation? Fed policymakers split over risk view | R

US
Infrastructure bill update: Biden says 'We have a deal' | C
Biden, Senators Agree to Roughly $1 Trillion Infrastructure Plan | W
Factbox: What's in the U.S. Senate's $1.2 trillion infrastructure plan? | R
U.S. infrastructure deal includes $6 billion sale from oil reserve -document | R
Democrats' two-step infrastructure plan draws Republican ire | R
Managing Joe Manchin: How Chuck Schumer Tries to Keep Democrats United | W
Downward U.S. Jobless Claims Trend Stalls Out | W
CDC Extends Federal Eviction Moratorium Through July | W

Industries & companies
Communications services: Google Delays Cookie Removal to Late 2023 | W
Health Care: Hospital Stocks’ Rally Points to Post-Covid Growth | W
Retail: Nike (NKE) reports Q4 2021 earnings beat | C
Tech: Microsoft Launches Windows 11 in a Reboot for the App-Economy Age | W

Corporate finance
Didi Sets Valuation Target of $62 Billion to $67 Billion in IPO | W
Visa Buys Swedish Fintech Tink for More Than $2 Billion | W

Virus
Biden says more Americans will die as delta variant spreads: 'You know it's going to happen' | C

Offbeat
Miami Building Collapse: Dozens Missing in Surfside, Florida; at Least One Killed | W
Environmental Investing Frenzy Stretches Meaning of ‘Green’ | W

June 24 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Nasdaq hovers near record levels as factory activity scales new peak | R

Central banks
Fed’s Bostic Says Bond Buying Drawdown Near, Sees Rate Rise in Late 2022 | W
Rising inflation puts Bank of England on the spot | R
Jim Cramer: Fed rate hike won't fix supply issues in housing market | C

US
Yellen says inflation should be lower than current levels by year end | R
U.S. new home sales tumble to one-year low as prices soar | R
Infrastructure Negotiators Agree to Framework for Package | W
Labor shortfall will become a labor crisis unless Biden acts on immigration | TheHill
Baby bonds: The $60 billion plan to give every American baby $1,000 | C
Biden to replace leader of Fannie Mae and Freddie Mac after Supreme Court ruling | C

Geopolitics & trade
U.S. bans imports of solar panel material from Chinese company | R

Industries & companies
Energy: Amazon and Other Tech Giants Race to Buy Up Renewable Energy | W
Consumer: Amazon's Prime Day results were more muted than usual this year | C
Consumer: Kraft Heinz exec: Company managing inflation with efficiencies, brand renovation | C

Corporate finance
South Korea’s Answer to Robinhood and Venmo Lands a $7 Billion Valuation | W
Self-Driving Truck Startup Embark to Go Public in $5.2 Billion SPAC Deal | W

Virus
Covid vaccine: CDC group says there isn't enough data yet to recommend booster shots | C
Asia may be first in, last out of the Covid pandemic, says travel services firm | C
CDC Advisory Group Says ‘Likely Association’ Between mRNA Covid-19 Vaccines and Rare Myocarditis Cases | W
Chinese Covid-19 Gene Data That Could Have Aided Pandemic Research Removed From NIH Database | W

Offbeat
Warren Buffett announces he’s stepping down from the Gates Foundation board | Vox
How PepsiCo is rethinking the office: More remote work. No assigned desks | NN

June 23 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock Market News: Bitcoin Price Stabilizes, Nasdaq Hits All-Time High | W

Central banks I
Fed will not raise rates on inflation fears alone, Powell says | R
Fed's Powell sticks to transient inflation scenario on Capitol Hill | R
Fed’s Powell Plays Down Inflation Threat | W
Fed's Powell: 'very, very unlikely' the U.S. will see 1970s-style inflation | C

Central banks II
U.S. Fed bank stress tests pave way for stock buyback, dividend bonanza | R
Fed Officials Stress Bond Buying Isn’t Aimed at Boosting Housing Market | W
Confused by the Fed? So Are Markets | W

US I
U.S. Existing-Home Prices Hit Record High in May | W
Rising Inflation Looks Less Severe Using Pre-Pandemic Comparisons | W
The coming productivity boom | MIT Technology Review

US II
Infrastructure Talks Focus on How to Pay for Bipartisan Package | W
Senate Republicans block S1 For the People Act bill | C
Families can now opt out of child tax credit payments starting July 15 | C

China
LinkedIn Accounts of Scholars Blocked in China | W

Geopolitics & trade
Can America’s Solar Power Industry Compete with China’s? One Firm Tries | W

Industries & companies
Airlines: U.S. Airports to Receive $8 Billion to Help Pay Bills as Travel Recovers | W
Airlines: 'It's out of control.' Airlines, flight attendants want stiffer penalties for unruly passengers | C
Communication services: Google Faces EU Antitrust Probe of Alleged Ad-Tech Abuses | W
Fitness: Peloton getting into wearables market with heart rate armband: report | C

Virus
Delta Covid-19 Variant Could Be Dominant in U.S. in Two to Three Weeks, Study Says | W
Fauci declares delta variant 'greatest threat' to the nation's efforts to eliminate Covid | C
Morgan Stanley to bar workers without Covid vaccinations from offices | C
They Relied on Chinese Vaccines. Now They’re Battling Outbreaks. | N

Crypto
Bitcoin drop below $30,000 sparks fears of another crypto winter | C

June 22 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Wall Street ends sharply higher, led by surging Dow | R
Stocks Rebound as Dow Gains More Than 550 Points | W
A 10% to 15% correction could be a significant opportunity: Invesco | C

Central banks
Economy Is Showing Sustained Progress, Powell Says | W
Powell notes economic improvement, but says the pandemic remains a risk | C
Fed officials open debate on bond taper | R
Analysis: Fed's "big tent" framework may fray under inflation surge | R
Here's why the market may be wrong about the Federal Reserve and interest rates | C

US
Biden, Congress divided on how to pay for infrastructure | R
Biden's plan raises top capital gains tax rate to among highest in world | C
Medicaid Enrollment Surged During Covid-19 Pandemic, Report Shows | W

Industries & companies
Tech: Chip Shortages Are Starting to Hit Consumers. Higher Prices Are Likely. | W

Crypto
Bitcoin Price Extends Drop After China Intensifies Crypto Crackdown | W

Climate
SEC Wants More Climate Disclosures. Businesses Are Preparing for a Fight. | W

Virus
Moody's Analytics on Covid outbreaks in Asia, Fed rate hikes in 2023 | C
Moderna Plans to Expand Production to Make Covid-19 Vaccine Boosters, Supply More Countries | W

Offbeat
Supreme Court rules against NCAA in compensation fight with college athletes | C

June 21 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Wall St Week Ahead Fed shift causes rally in value stocks to wobble | R

Central banks
ECB has made 'good progress' on new strategy, Lagarde says | R

US
On the Crisis and Inflation, Barron’s Shows How the Past Can Be Prologue | BR
After a quick start, Joe Biden’s legislative agenda has hit a wall | E
For Many Home Buyers, a 5% Down Payment Isn’t Enough | W
HUD Aims to Boost Homeownership for Buyers With High Student Loans | W
Student loan payments will resume soon. Here's what you should do now | C
Hunt Is On for High-School Graduates Who Left the College Path | W

Geopolitics & trade
Joe Biden’s summit with Vladimir Putin yielded only modest gains | E
Iranian Hard-Liner Ebrahim Raisi Wins Presidency Amid Nuclear Talks | W
Biden to host Israeli President Rivlin on June 28 | C
North Face Owner Pulled Xinjiang Criticism, Then Reinstated It | W

Industries & companies
Autos: Tesla Isn’t the Only Self-Driving Car Company. The Stocks to Buy—and Ones to Avoid. | BR
Energy: The death of a totemic pipeline has been greatly exaggerated | E
Financials: The Fed Beat Up Bank Stocks. How It Can Help Them Bounce Back. | BR
Home Builders: Buy Lennar Stock: The U.S. Faces a Housing Shortage. This Builder Can Fill the Gap. | BR
Railroads: Amtrak’s Commuter Rail Expansion Faces Hurdle From Freight Trains | W
Retail: Amazon Prime Day: Supply chain problems could limit what you can buy | C
Retail: Amazon Prime Day 2021: Target cuts grocery prices in rival sales event | C
Tech: The World Relies on One Chip Maker in Taiwan, Leaving Everyone Vulnerable | W
Tech: Why PCs Are Turning Into Giant Phones | W

Cybersecurity
Ransomware highlights the challenges and subtleties of cybersecurity | E
To stop the ransomware pandemic, start with the basics | E

Crypto
New Technologies Will Reshape the Financial Ecosystem, and the World With It | BR
Crypto-miners are probably to blame for the graphics-chip shortage | E

Virus
Covid travel: As Europe travel reopens, airlines pounce with new flights | C

Technology
Pizza robots are now turning waste into packaging | C

Offbeat
Why Wall Street is in a rush to get workers back in the office | NN
Van life: Tech workers worked from road during Covid, may not return | C

June 19 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets I
Dow falls more than 500 points to close out its worst week since October | C
Dow, S&P post worst week in months after hawkish Fed spooks investors | R
Explaining the volatile stock and bond market moves this week following the Fed’s update | C
'Quadruple witching' Friday to see $818 billion single stock options expiration - Goldman | R

Markets II
Big Oil Takes a Beating, but Its Investors Are Riding High | N
Exclusive: OPEC told to expect limited U.S. oil output growth, for now - sources | R
DeFi Platforms With Names Like SushiSwap Aim to Be Nasdaq for Crypto - Bloomberg

Global
Global equity funds see biggest inflows in three weeks - Lipper | R

Central banks
Fed’s Jim Bullard sees first interest rate hike coming as soon as 2022 | C
Fed's Bullard looks to a bond-buying taper not on 'automatic pilot' | R
EXCLUSIVE Fed’s Kashkari opposed to rate hikes at least through 2023 | R

US
Inflation breakout will drive 10-year Treasury yields above 2% in coming months, Wells Fargo predicts | C

China
China Considers Lifting All Childbirth Restrictions by 2025 | W

Industries & companies
Airlines: Air Travel Returned. So Did Long Lines at Security, Restaurants, Shops. | W
Financials: HSBC to Take $3 Billion in Losses on Sale of Troubled French Bank | W
Financials: European Union Lifts Bond-Sale Ban for Some Banks | W
Fitness: Americans are heading back to gyms as interest in at-home workouts wanes, Jefferies says | C

Corporate finance
Credit Suisse Slashes Business With SoftBank and Its Founder, Masayoshi Son | W

Virus
WHO says delta is becoming the dominant Covid variant globally | C
Biden says delta Covid variant is ‘particularly dangerous’ for young people | C
Delta Covid-19 Variant Likely to Become Dominant in U.S., CDC Director Says | W

Offbeat
West Risks Blackouts as Drought Reduces Hydroelectric Power | W

June 18 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
U.S. Stocks Diverge, Dollar Extends Rally on Fed’s Rate Outlook | W
Opinion: The real culprit for the selloff in the stock market? Hint: It wasn’t the Fed | MW
Tesla and Other Bubble Stocks Have Deflated Just Like 2000 | W
Commodities from copper to corn tumble on China crackdown, rising dollar | C

Central banks
The Economic Gauges Are Going Nuts. Jerome Powell Is Taking a Longer View. | N
Fed Reverse Repos Surge to Record of $756 Billion After Rate Tweak | W
Red-Hot U.S. Economy Drives Global Inflation, Forcing Foreign Banks to Act | W
Mortgage rates shoot higher after Fed Chairman Powell's comments | C

US
U.S. weekly jobless claims show surprise rise to highest level in weeks | C
Schumer’s Two-Track Plan for Biden Agenda Hits Party Hurdles | B
Bipartisan $1 Trillion Infrastructure Package Gains Steam | W
Juneteenth becomes federal holiday after Biden signs bill | C

China
Soho China Sells to Blackstone, Cementing Owners' Exit | N
He Warned Apple About the Risks in China. Then They Became Reality. | N

Geopolitics & trade
With Putin Behind Him, Biden’s Focus Shifts to China’s Xi | B
North Korea's Kim vows to be ready for confrontation with U.S. | C

Industries & companies
Media: Nielsen Introduces New Ratings for Streaming Services | N
Media: Nielsen: Streaming makes up only 26% of time spent in front of TV | C
Social Media: TikTok Owner ByteDance’s Annual Revenue Jumps to $34.3 Billion | W

Virus
Biden is on track to fall short of vaccinating 70% of American adults by the Fourth of July | C
U.S. to Invest More Than $3 Billion in Covid-19 Antiviral Development | W
Davos is dead, and the coronavirus killed it | FT

June 17 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
U.S. Stocks Fall as Fed Signals Rate Increase by Late 2023 | W
Oil Declines Below $72 a Barrel Following the Fed’s Hawkish Tilt | B
China to Release Metal Reserves in Effort to Tame Commodities Rally | W

Central banks
Fed expected to signal start of monetary policy shift debate | R
The Fed moves up its timeline for rate hikes as inflation rises | C
When Will the Fed Raise Rates? New Dot Plot Projects Two Hikes by End of 2023 | B
How the ECB Changed Its Strategy in the Midst of a Pandemic | B

US I
U.S. Housing Market Needs 5.5 Million More Units, Says New Report | W
Rising Housing Costs Leave Homebuyers Struggling | N
Exorbitant lumber, scarce materials hampering U.S. homebuilding | R
Opinion: Too many Americans can't afford homes. But there is a solution | NN

US II
Earlier Fed rate hikes will not jack up low projected borrowing costs -White House | R
Infrastructure: Republican senators support bipartisan plan | C
Social Security COLA for 2022 could be higher based on consumer prices | C

China
China economy not 100% recovered from Covid pandemic: ex-PBOC advisor | C
China Denies Radiation Leak at Nuclear Reactor, Admits Fuel Rod Damage | N

Geopolitics & trade
Biden, Putin Discuss Prickly Issues During First Summit | W
Don’t expect Russians to stop state-sponsored cyberattacks, Obama defense official says | C
U.S. won't back global tax plan with carve-outs for China - Yellen | R
How 'Chaos' In The Shipping Industry Is Choking The Economy : Planet Money | NPR

Industries & companies
Airlines: Southwest Airlines Delays and Cancels Hundreds of Flights a Third Day | N
Autos: GM expects inflation, semiconductor shortage to add $3 billion in extra costs in second half | C
Consumer discretionary: Not Being Amazon Is a Selling Point for These E-Commerce Players | W
Financials: Wall Street Banks Warn Their Trading Boom Is Over | W
Restaurants: McDonald's CEO: Dine-in is here to stay despite online, drive-thru sales growth | C
Tech: Apple Struggles in Push to Make Healthcare Its Greatest Legacy | W

Corporate finance
IPO market has hit records in 2021, here are the recent debuts to watch | C
U.S. sues to stop $30 billion merger of Aon and Willis Towers Watson | C
Vita Coco Owner Is Said to Plan IPO at Over $2 Billion Value | B

Virus
Covid Fades but Is Unlikely to Vanish | W
WHO says delta Covid variant has now spread to 80 countries and it keeps mutating | C

June 16 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Lumber Prices Are Falling Fast, Turning Hoarders Into Sellers | W

US
U.S. retail sales take step back as spending pivots to services, trend remains strong | R
Retail Sales Dropped 1.3% in May as Pandemic Shopping Habits Shifted | W
Retail sales producer price index May 2021 jumps 6.6% from May 2020 | C
Rents for single-family homes just saw the largest gains in nearly 15 years | C
White House says child tax credit should boost economy, offset unemployment phaseout | R

US II
Lina Khan, Critic of Large Tech Firms, to Lead Federal Trade Commission | W
Congressional Democrats wary of U.S. Senate infrastructure plan | R
You Are Not Paying a Higher Relevant Tax Rate Than Billionaires | AIER
Opinion: The rich got richer while millions lost their livelihoods. It's time for a wealth tax | N

China
China Repackages Its History in Support of Xi’s National Vision | W

Geopolitics & trade
Aerospace: U.S. and EU Agree to Suspend Airbus-Boeing Trade Fight | W
Airlines: Southwest Airlines cancels 500 flights after second technology issue in two days | C

Crypto
China's bitcoin miner exodus | C

Virus
NY Lifts Most Coronavirus Restrictions | N
Study Finds Many Post-Covid Patients Are Experiencing New Medical Problems | N
U.S. authorizes another batch of Johnson & Johnson's Covid-19 vaccine | C

June 15 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 dips from record closing high as focus shifts to Fed meeting | R
Oil Price Hits Pandemic High as Investors Bet on Green Energy | W
Pandemic Hangover: $11 Trillion in Corporate Debt | W

Central banks
Fed Officials Could Pencil In Earlier Rate Increase at Meeting | W
NY Fed May Consumer Survey Finds Public Bracing for Large Inflation Gains | W

US I
Jamie Dimon: JPMorgan is hoarding cash because 'very good chance' inflation here to stay | C
Paul Tudor Jones: 'Go all in' on inflation trades if Fed ignores higher prices | C
U.S. consumers expect near-term boost in inflation, labor market, NY Fed survey finds | R
Back to the future: 2020s to echo roaring 20s or inflationary 70s? | R
Bidenomics is a total disaster that could send US back to stagnant '70s | P

US II
U.S. Senate Republicans to discuss details of new infrastructure plan | R
Opinion | Biden Must Stop the Line 3 Pipeline in Minnesota | N
Tom Suozzi, Democrat Behind SALT Push, Floats One-Time Multimillionaire Tax | B
The Recession Isn’t Over Till They Say It’s Over. (But Who Are They?) | N
American Express CEO: U.S. travel, dining spending is nearing full recovery | C
To Fill Millions of Open Jobs, Many Workers Need More Than Skills | N

Geopolitics & trade
U.S. Fight Against Chinese 5G Efforts Shifts From Threats to Incentives | W

Virus
Vaccines Offer Significant Protection Against Covid-19 Delta Variant, U.K. Analysis Shows | W
Novavax Covid-19 Vaccine Is 90% Effective, Including Against Variants, New Study Shows | W
Companies Push Employees to Prove They Are Vaccinated for Covid-19 | W
Third Shot Could Help Boost Covid Defense in Transplant Patients | B

Cybersecurity
Bitcoin on the Balance Sheet Is an Accounting Headache for Tesla, Others | W

Offbeat
Chinese Nuclear Plant Flags Performance Issue, French Part Owner Says | W
Fire at Illinois chemical plant could cause 'environmental nightmare,' fire chief says | C
Winning Ticket to Join Jeff Bezos in Space Costs Nearly $30 Million in Blue Origin Auction | W

June 14 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Markets Are Leaving Little Room for the Fed to Be Wrong on Inflation | W
Strange Bond Moves Could Signal Slower Growth in Second Half | BR
Regulators Tell Banks It Is Time to Stop Using Libor | W
Teen Traders Are Shaking Up the Stock Market | BR

Global supply chains
How green bottlenecks threaten the clean energy business | E
Home Depot contracted its own container ship to avoid shipping delays | C
Why That Sofa You Ordered Isn’t Showing Up Soon | W

US
Huge Paydays for C.E.O.s, as Gap With Workers Widened | N
Retiring Workers Alter Fed’s Calculus on Jobs Shortfall | W
Forget Going Back to the Office—People Are Just Quitting Instead | W

Europe
Europe Keeps Aiding Companies to Avoid Surge of Covid-19 Insolvencies | W

China
China plans to accelerate blockchain development and adoption in push to become a world leader in the technology by 2025 | SCMP

Middle east
Israel Parliament votes in new government, ending Netanyahu rule | C

G7
G-7 Leaders Rally to Biden’s Call to Challenge China | W
G-7 leaders agree on vaccines, China and taxing corporations | C
G7 pledge cooperation on carbon leakage as EU border tariff looms | R
Biden says U.S. is 'back at the table' following G-7 summit | C

Industries & companies
Autos: GM, Ford are all-in on EVs. Here’s how dealers feel about it | C
Consumer discretionary: Fake Reviews and Inflated Ratings Are Still a Problem for Amazon | W
Pharma: Biogen’s Alzheimer’s Drug Opens Up a New Market. These Stocks Could Benefit if More Approvals Come. | BR
Tech: Taiwan Semiconductor Stock: How to Play the World’s Most Important Chip Maker. | BR
Tech: Kinaxis Solves Supply-Chain Issues. Its Stock Is Due for a Resurgence. | BR

Corporate finance
Shell considering sale of holdings in largest U.S. oil field | C

Cryptocurrency
China blocks cryptocurrency Weibo accounts in ‘judgment day’ for bitcoin | GU
Musk: Tesla will accept bitcoin when miners use clean energy | C
What is monero? New cryptocurrency of choice for cyber criminals | C

Technology
Amazon details new warehouse robots, 'Ernie' and 'Bert' | C

Virus
Texas Hospital System Can Require Employees to Get Covid-19 Vaccine, Judge Rules | W

Offbeat
Hoover Dam water shortage: Levels decline amid West dryness, droughts | USA
The Hedge-Fund Manager Who Did Battle With Exxon—and Won | W
National Parks Are Overcrowded and Closing Their Gates | W

June 12 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Wall Street flat with Fed meet in focus | R
S&P 500 Sets New High, Rises for Third Straight Week | W
Zombie Stocks Defy Bankruptcy Logic as Meme Traders Bid Them Up | B

US
When Americans Took to the Streets Over Inflation | W
House Bills Seek to Break Up Amazon and Other Big Tech Companies | W
Opinion | Job openings hit a record high — yet the unemployment bonuses keep coming | WP

G7
White House says G7 leaders will endorse proposed 15% global minimum corporate tax | R
U.S. says G7 may reallocate $100 bln from IMF funds to COVID-ravaged nations | R

Geopolitics & trade
Fresh Covid-19 Outbreaks in Asia Disrupt Global Shipping, Chip Supply Chain | W
Beyond Lois Lerner: Is Europe Now Writing American Tax Policy? | NY Sun
China Still Buys American DNA Equipment for Xinjiang Despite Blocks | N

Industries & companies
Aerospace: Boeing Offloads Unclaimed MAX Jets as Air Travel Recovers | W

Virus
Can Schools Mandate Covid-19 Vaccines for Children? What We Know | W
Companies Are Still Grappling With Their Vaccination Policies | N
Moderna Says It Doesn’t See Signs That Shot Causes Heart Issue | B

Cybersecurity
McDonald’s Hit by Data Breach | W

Offbeat
JPMorgan Staff Irked Over Order to Save Texts on Personal Phones | B

June 11 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 brushes off rising inflation to hit record high | R
Tech Giants Lift S&P 500 to Record as Reddit Favorites Languish | B

Central banks
Inflation hotter than expected, but temporary, won't affect Fed policy | C
Inflation Rate Climb Adds Impetus to Fed Policy Shift | W
Fed balance sheet tops $8 trillion for first time -data | R
China’s PBOC Gets Local Government Help in Avoiding Cash Crunch | B

US I
CPI May 2021 jumps 5%, fastest pace since summer of 2008 | C
Which Higher Prices Are Here to Stay? | W
Household net worth climbs to $136.9 trillion, thanks to big stock market gains | C

US II
Biden infrastructure plan: Bipartisan Senate group nears deal | C
U.S. House panel approves $547 bln infrastructure boost | R
U.S. Treasury's Yellen says Congress needs to fund debt relief programs | R
Third member of prestigious FDA panel resigns over approval of Biogen's Alzheimer's drug | C

China
The Sad End Of Jack Ma Inc. | FR

Industries & companies
Consumer: Chewy CEO: Dog, cat adoption rates have remained high amid reopening | C
Restaurants: Starbucks, Flush With Customers, Is Running Low on Ingredients | N

Corporate finance
Didi Chuxing files for IPO, booked $6.4 billion revenue in Q1 | C
Vertical Aerospace to go public in $2.2 billion SPAC, gets American Airlines investment | C
Asset Managers in Europe Look for Deals to Bulk Up | W

Virus
Covid vaccine: CDC says heart inflammation in 16- to 24-year-olds higher than expected after second shot | C
Covid-19 Deaths This Year Have Already Eclipsed 2020’s Toll | W
U.S. Suspends J&J Covid-19 Vaccine Shipments as States Face a Surplus of Expiring Doses | W
Moderna’s Covid-19 Vaccine Seeks FDA Authorization for Use in Adolescents | W

June 10 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 flirts with record high, ‘meme’ rally rolls on | R

Central banks
'Impotent' Fed policy can't stop 1970s-type inflation: Peter Boockvar | C

US I
Hot inflation may have become scorching in May and is expected to hit a 28-year high | C
U.S. Retail Sales Forecast Rises Sharply as Covid-19 Restrictions Ease | W

US II
U.S. senators push for infrastructure plan that avoids tax hikes | R
Congress wants to make more changes to the U.S. retirement system | C
Keystone pipeline canceled after Biden revokes key permit | C
Opinion: The only way to resolve the nation's affordable housing crisis | N

China
China Tempers Climate Change Efforts After Economic Officials Limit Scope | W

Geopolitics & trade
Trump’s TikTok, WeChat Actions Targeting China Revoked by Biden | W
Why Northern Ireland, Population 1.9 Million, Is Back on the Trans-Atlantic Agenda | W

Industries & companies
Energy: Clean Energy Fuels stock soars more than 30% as retail traders pick new targets | C
Financials: Banks to Companies: No More Deposits, Please | W
Retail: RH earnings Q1 2021 top estimates | C
Tech: Democrats' draft antitrust bills could reshape Apple, Amazon, Google, Facebook | C

Cybersecurity
JBS Paid $11 Million to Resolve Ransomware Attack | W

Virus
U.S. is in discussions with Moderna on buying Covid vaccine doses for other nations | C
Covid-19 Delta Variant First Found in India Is Quickly Spreading Across Globe | W

June 09 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 closes little changed as "meme stocks" extend rally | R
Lumber executive sees further relief in sky-high prices | C

US
Biden infrastructure plan: Talks with GOP senators fall apart | C
U.S. job openings jump to fresh record high in April | R
Workers Are Quitting Hotel and Restaurant Jobs at the Highest Rate on Record | B
It's easy to sell a home these days. The catch is you have to find another one to buy | NN
Rich Americans Like Bezos, Musk, Buffett Avoided Income Tax | N

China
China Moves to Tame Inflation Before Prices Rise Too Much | N
Biden supply chain 'strike force' to target China on trade | R

Geopolitics & trade
Senate passes $250 billion tech bill aimed to boost U.S. competition with China | C

Industries & companies
Autos: Lordstown Motors Says It Doesn’t Have Cash to Start Commercial Production | W
Energy: One Oil Company’s Rocky Path to Renewable Energy | W
Financials: Amazon Explores Replacing JPMorgan in Credit-Card Partnership | B
Financials: Big Banks Face Climate-Change Tests | W

Corporate finance
Payments Processor Marqeta Raises $1.23 Billion in IPO | B

Virus
Fauci: U.S. must vaccinate more people before Delta becomes dominant Covid variant | C
U.S. forming expert groups on safely lifting global travel restrictions | R
Millions of J&J Covid-19 Vaccines Are at Risk of Expiring in June | W
Live Wildlife Sold in Wuhan Markets Before Covid-19 Outbreak, Study Shows | W

Crypto & cybersecurity
Colonial Pipeline Chief Says Recovery From Ransomware Hack Not Complete | W
FBI likely exploited sloppy password storage to seize Colonial ransom | C
Bitcoin, Ether, Dogecoin Prices Slump as Selloff Picks Up | W

Offbeat
Internet Outage Hits Major Websites | W

June 08 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P closes nominally lower as investors wait for a catalyst | R
Stocks are on the path towards new records, even with Fed and inflation worries increasing | C
Deutsche Bank warns of global 'time bomb' coming due to rising inflation | C
Commodity Price Surges Add to Inflation Fears | W
Options Traders Bet on Return of $100 Oil | W

Central banks
The Fed is in early stages of prepping markets for tapering asset purchases | C
Jim Cramer says Yellen's interest rate comments 'spooked the market' | C
Fed's reverse repo volume hits all-time high | R

US
U.S. consumers sour on housing market's buying conditions | R
From lapsing job benefits to full stadiums, June could be U.S. recovery's pivot | R
Offshore Wind Farms Show What Biden’s Climate Plan Is Up Against | N

Industries & companies
Pharma: Biogen’s Alzheimer’s drug approved by FDA, first new therapy in nearly two decades | C
Tech: Apple unveils new privacy features, digital IDs and changes to FaceTime. | N

Corporate finance
Blackstone to Buy Data-Center Operator QTS Realty Trust for $6.7 Billion | W
Mark Cuban-backed banking app Dave going public via $4 billion SPAC | C
CLEAR files S-1 for IPO as post-pandemic travel rises | C

ESGs
BlackRock’s ‘No. 1’ goal in 'woke' investing: Huge ESG-funds haul | P

Crypto & cybersecurity
Crashing crypto prices spooked some new investors. Others are doubling down | NN
Colonial Pipeline ransom: U.S. recovers $2.3M in bitcoin paid | C

Virus
U.S. Report Found It Plausible Covid-19 Leaked From Wuhan Lab | W

Offbeat
Jeff Bezos to fly on Blue Origin first passenger flight in July | C
Salesforce's Benioff says 50-60% of employees likely to work from home | C

June 07 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
As oil demand picks up, OPEC’s discipline will be tested | E
AMC, meme stocks could spark more heat in the week ahead as investors await inflation news | C

Global
Covid’s unequal effect on companies | E

Central banks
The Fed’s Inflation View Is All About That Base | W
Higher interest rates would be good for the country, Treasury Secretary Yellen says | C

US
Biden’s Agenda Takes On Steep GOP Resistance in Senate | W
Manchin says he will vote against Democrats' voting rights bill | C
Move to a New City for Work? No Thanks | W
Workers Aren't Coming Back | National Review
Las Vegas Presses Its Luck in the Postpandemic Era | BR

China
China’s Tech Clampdown Is Spreading Like Wildfire | W
China Reconsiders Its Central Role in Bitcoin Mining | W

G7
G7 nations reach historic deal on global tax reform | C
G-7 Countries Back Minimum Global Tax of 15% for Corporations | BR
A G-7 Deal on a Global Minimum Tax for Companies Faces Hurdles | W
Yellen Won a Global Tax Deal. Now She Must Sell It to Congress. | N

Geopolitics
The new geopolitics of global business | E
Israel domestic security warns of violence as Netanyahu faces unseating | C
‘Do We Need to Be in Hong Kong?’ Global Companies Are Eying the Exits | W

Industries & companies
Consumer discretionary: Why Alibaba, Alphabet, and Amazon Stock Are Bargains: Samantha McLemore | BR
Financials: Banks Need Loan Growth to Keep Rallying. These Stocks Already Have It. | BR
Financials: Visa Stock Is Lagging Behind the Stock Market. Don’t Overlook It. | BR
Media: AMC Stock Is Up 3,100%. Should You Buy or Sell? | BR
Real estate: What a work-from-home revolution means for commercial property | E
Tech: iPhone? AirPods? MacBook? You Live in Apple’s World. Here’s What You Are Missing. | W
Wireless: AT&T, Verizon Push Free iPhones for Long-Term Customers | W

Corporate finance
Private-Equity Group Reaches Deal to Buy Medline for Over $30 Billion | W

Cybersecurity
Are We Waiting for Everyone to Get Hacked? | N
U.S. energy secretary opposes ransomware payments, pushes for better 'cyber-defenses' | C

Virus
Europe’s vaccination campaign has gathered pace, though not everywhere | E
Fauci's 2,000 emails a day show how little U.S. officials knew in the early days of the Covid pandemic | C

Offbeat
Should You Get a Job in Retirement? Yes, Here’s Why. | BR

June 05 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 rises on Friday to close out winning week near a record high | C
Stocks Close Near Records After Jobs Report | W

Central banks
Fed Inching Toward Discussion of Slowing Bond Purchases | W
Jobs data improves, but not enough to get Fed talking about tapering | C

US I
Inflation Is Real Enough to Take Seriously | N
May 2021 Jobs Report: U.S. Adds 559,000 to Payrolls | N
Hiring Picked Up in May but Lagged Behind Broader Recovery | W
U.S. leisure and hospitality pay surges to a record. Now will workers come? | R
Fewer Americans blame COVID for preventing them from seeking work | R

US II
Biden responds to the May jobs report: 'Our plan is working' | C
A Good Worker Is Hard to Find | W
Biden rejects new Republican infrastructure offer | R
Hot Housing Market Leaves People Afraid to Trade Up | W

Europe
Europe is now a corporate also-ran. Can it recover its footing? | E

Geopolitics & trade
Putin Says the U.S. Wants to Hold Back Russia’s Development | W

Industries & companies
Communications services: Facebook’s Marketplace Faces Antitrust Probes in EU, U.K. | W

Cybersecurity
Colonial Pipeline Cyber Attack: Hackers Used Compromised Password | B
CEOs need to prepare for increase in ransomware attacks: DOJ official | C

Sustainability & Climate
Why Doing Good Is No Longer Bad Business | W
Drought grips Western United States as wildfire season begins | C

Technology
U.S. military rocket cargo program for SpaceX's Starship and others | C
California will allow Cruise to give rides in driverless test vehicles | C

Virus
Covid-19 Vaccine Incentives: Free Beer, Cash, Guns Boost Young Vaccine Rates | B
Rise in adolescent Covid hospitalizations is reflection of new variants, Gottlieb says | C

Offbeat
Donald Trump to remain banned from Facebook for two years, effective from Jan. 7 | C

June 04 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Drop as Technology Shares Retreat | W
Low tax stocks slide after report that Biden pushes 15% minimum rate | C

Central banks
Fed’s Williams Says Economy Far From Levels Needed to Pare Stimulus | W
With or Without the PBOC, the Yuan Is Set to Weaken From Here | B

US I
Biden Floats 15% Minimum Corporate Tax in Talks With GOP | B
Biden Signals Flexibility on Taxes for Infrastructure | W
Infrastructure: Biden wants Republican Capito to increase counteroffer | C
Labor Shortage Draws Attention of U.S. Lawmakers | W

US II
Record-high number of U.S. small businesses can't fill job openings - NFIB | R
Restaurants, Supermarkets Can’t Find Enough Workers to Open New Locations | W
Opinion | Americans Don’t Want to Return to Low Wage Jobs | N
More than 14% of renters still behind on rent as eviction ban ends | C
Millennials Age 40 With No Home, More Debt Run Out of Time to Build Wealth | B

China
China President Xi Jinping Seeks ‘Lovable’ China Image in Diplomatic Rethink | B

Geopolitics & trade
'They are hair on fire': Biden admin mulling cyber attacks against Russian hackers | C
Biden Expands Blacklist of Chinese Companies Banned From U.S. Investment | W
Biden prohibits U.S. investment in 59 Chinese companies | C

Industries & companies
Autos: Ford to expand profitable truck lineup with new small Maverick pickup | C
Energy: The Climate Yawns at Exxon ‘Coup’ | W
Media: AMC ends wild trading day down 18% after share sale | C
Pharma: Breast-Cancer Pill Reduced Recurrence, Death in Early-Stage Patients, Study Finds | W
Retail: Lululemon (LULU) reports Q1 2021 earnings | C

Corporate finance
Bill Ackman’s SPAC is close to a $40 billion deal with Universal Music | N

Cryptocurrency
DeFi Is Helping to Fuel the Crypto Market Boom—and Its Recent Volatility | W

Virus
Europe Pushes Alternative to Waiving Patents on Covid-19 Vaccines | W

Offbeat
Salvatore Garau lo Sono invisible sculpture 18k usd sale | HYPEBEAST

June 03 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
It could be a hot summer ahead for oil prices | C

Central banks
Fed Plans to Wind Down a Pandemic Corporate Credit Facility | B
Fed to Sell Corporate Bonds and ETFs Acquired During Covid-19 Crisis | W

US I
The Economic Recovery Is Here. It’s Unlike Anything You’ve Seen. | W
U.S. Economic Activity Picked Up in Spring, Fed Beige Book Says | W
Amid hiring troubles, rising prices, U.S. growth gains speed -Fed | R

US II
Half of U.S. states to end Biden-backed pandemic unemployment early | R
U.S. Eviction Moratorium Will Stay in Place, Appeals Court Says | B
Infrastructure bill: Joe Biden and Shelley Moore Capito to meet Friday | C

Europe
EU set to unveil digital wallet fit for post-Covid life | FT

Japan
Japan's service sector shrinks for 16th straight month as health crisis hits demand | C

Industries & companies
Energy: Activist Likely to Gain Third Seat on Exxon Board | W
Media: AMC trading frenzy doubles stock price | C
Retail: Bed Bath & Beyond stock surged 60% as turnaround plans speed ahead | C
Tech: Microsoft to unveil new version of Windows on June 24 | C

Cybersecurity
Ransomware Scourge Continues as Essential Services Are Hit | W
Ransomware Attack Hits Martha’s Vineyard Ferry Service | W
Hacker group DarkSide operates in a similar way to a franchise, New York Times reporter says | C

Virus
Developed Countries Lock Up Covid-19 Vaccines Through 2023 | W
Immunocompromised People Turn to Covid-19 Vaccine Booster Shots | W

June 02 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 dips, as healthcare weighs; Dow ends higher | R
The Wall Street Players Who Worry Inflation Heralds Wild Markets | W
Oil Price Rises to Two-Year High as OPEC and Allies See Higher Demand | W
Oil demand will reach pre-pandemic levels in mid-2022, analyst says | C

Cybersecurity
U.S. says ransomware attack on meatpacker JBS likely from Russia | C
JBS Says ‘Vast Majority’ of Plants Will Be Operational Wednesday | B
Meat Buyers Scramble After Cyberattack Hobbles JBS | W
U.S. needs to put more pressure on the perpetrators of recent cyberattacks, congressman says | C

Central banks
Fed's Brainard: more 'progress' on recovery ahead, though still far from goals | R
U.S. labor market worse than it appears, Fed paper suggests | R

Global
Global Shortages During Coronavirus Reveal Failings of Just in Time Manufacturing | N

US I
Biden to host Republican senator Wednesday for infrastructure talks -White House | R
Biden’s proposed 39.6% top tax rate would apply at these income levels | C
Stimulus Checks 2021: Is Government Cash as Economic Policy Here to Stay? | B
Biden names Harris to lead administration's effort to protect voting rights | C

US II
Manufacturing Surges, but Shortages May Persist | W
Return to Office: Employees Are Quitting Instead of Giving Up Work From Home | B
The Southwest Is America’s New Factory Hub. ‘Cranes Everywhere.’ | W

China
Chinese Factories Delay New Orders as Costs Rise, Risking Global Supply Shortages | W
China’s Factory Activity Slipped in May, but Consumer Spending Held Up | W
China Delivers Three-Child Policy, but It’s Too Late for Many | W
China Adds More Parks to Its Cities to Raise Quality of Life | N

Industries & companies
Media: How ViacomCBS's Content Deals Cost U.S. Taxpayers $4 Billion | N
Media: AMC's CEO wants to use the meme frenzy as a springboard for growth | C

Corporate finance
KKR, CD&R Strike $5.3 Billion Deal to Buy Cloudera | W

Virus
Mixing and Matching Covid-19 Shots in Fully Vaccinated People Is Subject of New Study | W

June 01 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks week ahead: Why investors should look beyond Big Tech | NN
China Takes Its Most Visible Measure Yet to Curb Yuan’s Rally | B
Run a Quality Check to Limit Chances of a Dividend Stock Shock | BR

Central banks
Will President Biden Re-Appoint Jerome Powell? It Really Doesn’t Matter. | Forbes
German inflation pushes further above ECB target in May | R
Fed’s Taper Talk Is Pre-Emptive Strike Against Inflation Fears | B
Digital Yuan Not Intended as Surveillance Tool: Ex-PBOC Official | B

Global
OECD raises growth forecasts on vaccine rollouts, U.S. stimulus | R
A Resurgent World Economy Is Seen Leaving Many Behind | B

US I
Economy can handle the sharp rise in inflation: market bull Ed Yardeni | C
How to Know When Inflation Is Here to Stay | W
U.S. Manufacturers Blame Tariffs for Swelling Inflation | W
The Luckiest Workers in America? Teenagers. | N
Why It’s So Hard to Fill Jobs in Certain States | W

US II
Biden Administration Extends Bipartisan Infrastructure Talks Into June | W
First Biden Budget Retains Trump-Era Business Tax Break | W
Texas Democrats stage walkout to stop debate on restrictive voting bill | C

Emerging
China announces three-child policy in a major policy shift | C
India's economic growth picks up before huge COVID-19 wave hit | R

Geopolitics & trade
Russia tells U.S. to expect 'uncomfortable' signals ahead of Putin-Biden summit | C

Industries & companies
Energy: Big Oil’s Bad Week Is Good News for Investors | BR
Energy: Exxon Mobil’s Humbling Might Be Just the Beginning | BR

Virus
U.S. Covid cases lowest in a year as Memorial Day travel picks up | C
‘Open Air’ Effect Gave the South a Break From Covid-19 Spring Surge | W

Climate
To Slow Climate Change, Australia Turns to Its Coastline | W

May 2021

May 29 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P, Dow End Month Higher as Investors Weigh Inflation Data | W
S&P 500 gains slightly to wrap up 4th straight positive month, sits less than 1% from record high | C
U.S. Corporate Bond Spreads Hit 14-Year Low as Economy Resurges | B
Convertible-Bond Sales Are Soaring in 2021—Often at 0% Interest | W

US I
Money is cheap, let's spend it - White House $6 trillion budget message | R
Here's One Thing Missing from President Biden's Budget: Booming Growth | N
Biden Budget Shows Focus on Wealth Redistribution, Not Growth | B
Biden's big budget comes with a modest growth outlook for an aging country | R
Biden budget includes spending plans, boost in health, education funds | C
Pentagon asks for $715 billion in 2022 Defense budget | C

US II
Biden says rising wages are a sign his economic agenda is working | C
Biden infrastructure plan: Schumer says Senate Democrats will work on bill in June | C
Americans Boosted Spending, Adding Fuel to Economic Growth | W
Pent-up demand, shortages fuel U.S. inflation | R

Geopolitics & trade
Biden’s Asia Czar Kurt Campbell Says Era of Engagement With China Is Over | B

Industries & companies
Aerospace: Boeing Dreamliner Deliveries Face New Delays | W
Airlines: U.S. airlines refunded $12.8 billion to travelers in 2020, industry group says | C
Autos: Tesla starts using cabin cameras for driver monitoring | C
Media: AMC short sellers dealt massive $1.2 billion blow after stock rally | C
Retail: Costco is seeing inflation abound, impacting a slew of consumer products | C

Cryptocurrency
‘Superman’ Forced to Surrender Crypto in ATM Laundering Bust | B
Bitcoin mine discovered by UK police on cannabis farm raid | C

Virus
CDC eases summer camp Covid guidance, says fully vaccinated teens don't need masks | C
Employers Can Require Covid-19 Vaccine Under Federal Law, New Guidance States | W
European Union Approves Pfizer-BioNTech Vaccine for Adolescents | W
India’s Covid Surge Hit Young Patients Hard and Fast | W

May 28 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Wall Street ekes out gain as weekly jobless claims fall | R
Five ways to trade the divergence in the Chinese yuan and U.S. dollar | C

Central banks
Fed's Kaplan cites real estate excesses as one reason to start tapering purchases | C
Half a Trillion Dollars Is Sitting at the Fed Earning Nothing | B

US
Senate Republicans Unveil $928 Billion Infrastructure Offer | W
Biden's budget will include $5 trillion in new federal spending over the next decade | C
Biden Budget Said to Assume Capital-Gains Tax Rate Increase Started in Late April | W
Biden’s bid to overhaul taxes on inheritances could bring new problems | C
Biden's defense budget seeks greater China deterrence and nuclear funding | R
Biden pledges to tackle monopolies, supply shortages as prices rise | R

Industries & companies
Retail: Gap CEO: Retailer's 'cool' factor and Walmart's scale make tie-up | C
Retail: Gap (GPS) reports Q1 2021 earnings beat | C
Tech: Salesforce (CRM) earnings Q1 2022 | C

Corporate finance
James Bond, Meet Jeff Bezos: Amazon Makes $8.45 Billion Deal for MGM | N

Virus
Teachers Clear Back-to-School Hurdle for the Fall: They Want to Come Back | W
FDA, J&J Near Deal for Covid-19 Vaccine Production at Baltimore Plant | W
India’s Covid-19 Crisis Leaves Nation in Grief | W
Covid-19 Is Killing Hundreds of Pregnant Women and Babies in Brazil | W

Climate
The Costs of Decarbonisation: System Costs with High Shares of Nuclear and Renewables | OECD

Crypto
Cathie Wood Says Bitcoin ‘Impossible’ for Officials to Shut Down | B

Offbeat
Cathie Wood’s Bad Spring Is Only a Blip When the Future Is So Magnificent | B

May 27 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Edge Up as Worries Around Inflation Abate | W
Opinion | Is the Bitcoin Craze Coming for Your 401(k)? | N

Global
World Faces Longer Supply Shortage as China’s Factories Squeezed | B

Central banks
Fed’s Quarles Joins Other Officials in Moving Toward Taper Debate | W
Fed's Quarles signals he is open to talks on bond program | R
Jerome Powell’s Fate Is Critical to Biden Presidency | W

US
Hamptons residents shocked by high real estate, camp prices | N

Geopolitics & trade
U.S. says looking at Quad meeting in fall focused on infrastructure | R

Industries & companies
Chemicals: Bayer to Rethink Roundup Formula for U.S. Consumers | W
Communication services: Google Strikes Deal With Hospital Chain to Develop Healthcare Algorithms | W
Financials: U.S. bank profits rose 29% as outlook for future credit losses adjusted downward | R
Retail: American Eagle Outfitters (AEO) Q1 2021 earnings | C
Retail: Walmart and Gap are coming together to create a new home decor brand | C
Tech: Nvidia: PC gaming still more important than crypto for revenue | C
Tech: Snowflake (SNOW) earnings Q1 2022 | C
Tech: Snowflake moves executive office from California to Bozeman, Montana | C

Climate
Investors, court deliver ‘stark warning for Big Oil’ on climate | R
Oil Giants Are Dealt Major Defeats on Climate-Change as Pressures Intensify | W

Virus
Covid-19 Vaccine Makers Press Countries to Oppose Patent Waiver | W
FDA gives emergency use approval for Covid-19 antibody drug | C
Surging Covid May Force Taiwan to Boost Planned Fiscal Stimulus | B
Local Lockdowns Temper India’s Economic Activity in April | B
Biden orders review of Covid origins as intel weighs Wuhan lab leak theory | C

Corporate finance
Amazon's $8.45 billion deal for MGM is historic but feels mundane | C
SEC Weighs New Investor Protections for SPACs | W

Offbeat
A World Without Work? Don’t Hold Your Breath | Mind Matters
Stop With the Video Chats Already. Just Make a Voice Call. | W

May 26 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Slip After Rebounding to Start Week | W
China’s Next-Generation Tech Firms Hit Hard by Market’s Pullback | W
Chinese bitcoin traders wield 'enormous influence' despite crackdown | C

Central banks
Fed’s No. 2 Official Sees Time Approaching for Discussion on Cutting Asset Purchases | W
Fed policymakers edge closer to opening debate around taper | R
Fed's Daly says the economy is strong, but it's 'way too early' to tighten policy | C
Wall Street is facing a $9 trillion problem | NN
Biden Urged to Replace Quarles; Clarida’s Not Talked Fed Future | B

US I
Senate Republicans Prepare $1 Trillion Infrastructure Offer | W
U.S. consumer confidence holds steady, soaring prices slowing housing momentum | R
U.S. business borrowings jump 19% in April - ELFA survey | R

US II
U.S. Home-Price Growth Surges as Demand Overwhelms Supply | W
Why houses are so expensive in the U.S. | C
White House says rising home prices are a concern | R
Lumber Prices Are Through the Roof, Punishing Apartment Builders | W
Get ready, rents are rising fast again, even in San Francisco | C

Industries & companies
Autos: Tesla ditching radar for Autopilot in Model 3, Model Y | C
Consumer discretionary: Amazon Would Add James Bond, Content Depth in Expected MGM Deal | W
Energy: Exxon vs. Activists: Battle Over Future of Oil and Gas Reaches Showdown | W
Retail: Nordstrom (JWN) reports Q1 2021 earnings miss | C

Technology
Developer Of Aluminum-Ion Battery Claims It Charges 60 Times Faster Than Lithium-Ion, Offering EV Range Breakthrough | FO
These are the 2021 CNBC Disruptor 50 companies | C

Virus
Moderna’s Covid-19 Vaccine Works Safely in Adolescents, Company Says | W
U.S. officials say China hasn't been 'completely transparent' in Covid probe | C

Cybersecurity
After Colonial Pipeline Hack, U.S. to Require Operators to Report Cyberattacks | W

May 25 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Close Higher; Bitcoin Edges Up After Wild Weekend | W

Central banks
Fed's George doesn't dismiss risk of inflation surge | C

US I
Are Vaccinated Americans Powering the Economy? Not Yet, Data Show | W
Heard of ‘contagious unemployment’? It’s one theory why companies have difficulty hiring workers | MW

US II
U.S. Treasury deputy chief sees G7 backing for 15%-plus global minimum tax | R
U.S. chip funding could result in seven to 10 new factories - officials | R

Geopolitics & trade
Biden calls Belarus plane diversion an 'outrageous incident' | C

Industries & companies
Consumer discretionary: Amazon Echo Buds 2 Review: A More Affordable Alternative to Apple’s AirPods Pro | W
Tech: Florida governor signs ban on 'deplatforming' by tech companies | C

Corporate finance
Amazon nears deal to buy MGM Studios for nearly $9 billion | C

Cryptocurrency
Dogecoin, bitcoin prices climb as Elon Musk solicits help to improve meme coin, talks sustainability with miners | MW
Bitcoin's trading action lately is wild even by crypto's standards and the drama is not over yet | C

Virus
New York City Schools Will Be Fully In-Person in Fall, No Remote Learning | W
Concert venue bookings are surging, Live Nation president says | C
Tokyo Summer Olympics: U.S. Issues Japan Do-Not-Travel Advisory | B
Covid Might Come Surging Back This Fall As a Seasonal Disease | B
The Wuhan Lab Leak Question: A Disused Chinese Mine Takes Center Stage | W

Offbeat
Gene Therapy, High-Tech Goggles Restore Some Vision to Blind People | W

May 24 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Inflation Forces Investors to Scramble for Solutions | W
Here’s What Business Schools Are Teaching Tomorrow’s Value Investors | BR

Global
Long Slide Looms for World Population, With Sweeping Ramifications | N
What to do about a labor crunch | E

Central banks
Fed officials, new data, start lowering expectations for U.S. jobs in May | R

US
Why Is Hiring Hard Right Now? | N
Grand Reopening to Test Consumers’ Appetite to Keep Spending | W
No Bridge in Sight for Biden Infrastructure Plan | W

Europe
Italy could soon get a hard-right government | E

China
How disgruntled Chinese people talk about you-know-who | E
China Disappeared H&M From Its Internet, Splitting Fashion Industry Group | W

Geopolitics & trade
After Gaza Clash, New Solidarity Arises Among Palestinians | W

Industries & companies
Autos: Apple and the End of the Car as We Know It | W
Consumer: Big Candy Is Angry at Look-Alike THC Treats | N
Energy: Big Oil’s Transition to Cleaner Energy Is Risky. How Investors Can Prepare. | BR
Tech: Wall Street Is Looking Past the Labor Claims Facing Uber and Lyft. Yet They Could Cost Billions | BR
Telecom: AT&T’s Dividend Is Getting Cut but the Stock May Still Be a Buy | BR
Travel: Covid travel: Rising airfares and hotel rates are making vacations more expensive | C

Cryptocurrency
Bitcoin resumes sell-off over weekend, falls below $32,000 | C

Virus
Covid vaccine passports: Everything we know so far | C
How the pandemic has upended the lives of working parents | E

May 22 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 Declines to End Turbulent Week | W
U.S. stocks end mixed as Dow recovers on strong economic data | R

Central banks
The Federal Reserve's so-called taper talk could keep markets on edge through the summer | C
Fed officials, new data, start lowering expectations for U.S. jobs in May | R
Fed’s Daly Says Inflation Pressures Likely to Ease in 2022 | B
Lisa Cook is Sherrod Brown's top choice to fill Fed vacancy | C

Global
Services Businesses in U.S. and Europe Saw Pickup in Early May | W

US
White House makes $1.7 trillion infrastructure counteroffer to GOP | C
U.S. Home Prices Push to Record High, Slowing Pace of Purchases | W
As Paycheck Protection Program Runs Dry, Desperation Grows | N
Drought Imperils Economy in California’s Farm Country | W

China
China Hones Control Over Manganese, a Rising Star in Battery Metals | W

Geopolitics & trade
Biden rejects Trump's approach to North Korea | C
Israel-Hamas Cease-Fire Holds Despite Jerusalem Clashes | W
Biden’s strategy on the Russia-to-Germany gas pipeline confusing and needs to be explained, says foreign policy expert | C

Industries & companies
Hospitality: NYC's pandemic-hit hospitality industry faces labor shortage a year on | R
Media: From Amazon, Apple, Comcast, and AT&T: Who owns the media today - Vox

Corporate finance
Kansas City Southern to Combine With Canadian National Railway in Roughly $30 Billion Deal | W
SPACs Bolster the U.S.’s Global Lead in IPOs | W

Cryptocurrency
Bitcoin price falls after China calls for crackdown on crypto mining | C
Bitcoin Miners Are Giving New Life to Old Fossil-Fuel Power Plants | W

Virus
Scott Gottlieb: Vaccines not the only factor driving Covid cases down | C
Rare ‘Black Fungus,’ Mucormycosis, Infects Thousands of Covid-19 Survivors in India | W

May 21 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
What Commodities Prices Are Saying About Inflation | W

Central banks
Fed to Publish Paper on Digital Currency This Summer | W

US I
U.S. proposes global minimum corporate tax rate of 15%, with an eye on something even higher | C
Biden orders climate change risk strategy to economy | C
Behind on your rent? There's a $45 billion pot of money for that | C

US II
Who’s afraid of inflation? | Washington Examiner
Real-Estate Frenzy Overwhelms Small-Town America: ‘I Came Home Crying’ | W
As Amazon, McDonald’s Raise Wages, Small Businesses Struggle to Keep Up | W
The Pandemic Created a Child-Care Crisis. Mothers Bore the Burden. | N

China
Divorces fall 70% in China after government orders couples to cool off | NN

Geopolitics & trade
Israel and Hamas agree to cease-fire over Gaza conflict | C

Industries & companies
Energy: The U.S. Is Not Ready For An All-Electric Future | OilPrice.com
Industrials: Deere investments look 'transformational,' investor says ahead of earnings | C

Corporate finance
Kansas City Southern Expected to Terminate Canadian Pacific Deal | W

Cryptocurrency
U.S. regulators signal stronger risk, tax oversight for cryptocurrencies | R
Bitcoin Price Bounces After Cryptocurrency Crash Shocks Market | W

Virus
CDC mask guidelines could increase risk of spreading Covid at work and in public, scientists say | C
Iowa Bans Face-Mask Mandates in Schools, Joining Texas | W

Offbeat
Drones Flying Near Airports, Infrastructure Prompt U.S. Action | W

May 20 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Markets Decline Globally, and Fed Hints at a Policy Review | W

Central banks
The Fed hinted it could reconsider easy policies if economy continues rapid improvement | C
Fed Officials Signal Open to Taper Talk at ‘Upcoming Meetings’ | B
Fed Signals Eventual Shift From Easy-Money Pandemic Policies | W
Fed Officials Voice Support for New Tool to Smooth Market Stress, Minutes Show | W

US
America Is on a Road to a Better Economy. But Better for Whom? | N
The U.S. Travel Surge Isn’t Coming—It’s Here | W
House Republicans introduce $400 billion transportation bill | C
Taxes will likely rise for wealthy regardless of President Biden's plans | C

Japan
For some of Japan's lonely workers, COVID-19 brings a homecoming | R

Geopolitics & trade
Asia Covid surges could hit supply chains, raise U.S. inflation: Expert | C
Israel Pressured by Biden, Mideast Allies to End Fighting | W

Industries & companies
Autos: Ford to halt production of F-150, Bronco Sport due to chip shortage | C
Fitness: Equinox says CDC's new mask guidance sparked surge in member sign-ups | C
Retail: Target, TJX Sales Surge as Shoppers Return | W
Tech: Apple's head of software says current level of Mac malware is not acceptable | C
Tech: Cisco (CSCO) earnings Q3 2021 | C

Corporate finance
Embattled Chinese Property Tycoon Turns to Electric Cars. Cue $87 Billion Valuation. | W
Oatly $1.4 billion IPO priced 84.4 million shares at $17 each | C

Cybersecurity, cryptocurrency, & climate
Colonial Pipeline CEO Tells Why He Paid Hackers a $4.4 Million Ransom | W
The crypto collapse: Here's what's behind bitcoin's sudden drop | C
How Green Is Wall Street? Ranking Banks by Funding Oil, Coal, Renewables | B

Virus
India’s Covid-19 Daily Death Toll Hits World’s High | W
Covid-19 Shots for Teens Can Hit Legal Snags and Parental Pushback | W

May 19 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Fall as Shares Tied to Economy Retreat | W

US
Home construction sees biggest drop since pandemic hit. Here’s why | C
Surging lumber prices weigh on U.S. homebuilding | R
Early loss of extra unemployment benefits leaves many families in a panic | C
Inflation’s Magic Number Is Four | W
Biden, Yellen Seek Backing for $2.3 Trillion Infrastructure Package | W
Senate Republicans do not offer Biden officials new infrastructure plan | R

China
China’s Biggest ‘Bad Bank’ Tests Beijing’s Resolve on Financial Reform | N

Japan
Japan’s Recovery From Pandemic Slows | W

Geopolitics & trade
Gaza Deaths Mount as Israel Says Hamas Leaders Are Its Target | W

Industries & companies
Autos: Ford reveals new electric F-150 Lightning pickup during Biden’s visit to Michigan plant | C
Energy: Colonial Pipeline Hack Shows Risk to US Energy Independence | N
Financials: U.S. Bank Stocks Shine as Investors Bet on an Economic Recovery | W
Financials: Bank of America to Raise U.S. Minimum Hourly Wage to $25 by 2025 | W
Financials: JPMorgan Chase Puts CEO Contenders in Charge of Consumer Operation | W
Retail: Walmart Sales Growth Helped by Stimulus | W
Retail: Walmart is doubling down on ‘rollbacks’ as inflation pushes prices higher | C
Retail: Home Depot Sales Surge, Extending Growth During Covid-19 Pandemic | W

Virus
Covid’s Next Challenge: The Growing Divide Between Rich and Poor Economies | W
Why Covid-19 Vaccines Are Showing Up in Unusual Places | W
Top FDA official says fully vaccinated people could need Covid booster shots within a year | C
Texas Gov. Abbott threatens to fine cities and local officials if they impose mask mandates | C

Corporate finance
The WarnerMedia-Discovery deal was structured to make a future sale easier | C
Oatly, a Maker of Oat Milk, Is About to Have Its IPO | N

Cryptocurrency
Cryptocurrencies are close to reaching a big milestone versus gold by one Wall Street firm’s count | C

May 18 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Wall St weighed down by inflation jitters | R
Dow dips 50 points to start the week as tech weakness continues | C
U.S. Stocks Finish Lower to Start the Week | W
Despite Lumber Boom, Few New Sawmills Coming | W

Central banks
Fed's Kaplan says inflation readings could remain elevated at year end | R

US I
Pandemic Hit Less-Educated Workers Hardest, Fed Survey Shows | W
U.S. Senate Republicans readying new infrastructure proposal | R
Child Tax Credit Expansion Kicks In July 15 With Monthly Payments to Families | W

US II
How to Navigate a Hot Housing Market | N
Renting vs. Buying a Home: Which Is Smarter? | US News
White House releases the Bidens' tax return, showing their income dropped | C
Pro-tax millionaires launching protests in front of Jeff Bezos' home | C

Europe
EU eyes another go at more unified European business taxation | R

China
China’s Economic Recovery Slowed in April | W

Geopolitics & trade
After Gaza’s Deadliest Day, Israel Says It Is Targeting Hamas Tunnels | W
Biden tells Netanyahu U.S. supports ceasefire as Israel, Hamas conflict escalates | C

Industries & companies
Financials: Credit Suisse Faces Banker Talent Drain After $5.5 Billion Archegos Hit | W
Media: WarnerMedia-Discovery deal pressures ViacomCBS and NBCUniversal | C

Virus I
WHO: Pandemic far from over despite vaccinations | C
Covid-19 Hospital Patients Tend to Be Younger Now | W
A New Covid-19 Vaccine Challenge: Persuading Hesitant Parents to Get Their Kids the Shots | W
U.S. Commits to Exporting More Covid-19 Vaccines by End of June | W

Virus II
Do Vaccinated People Have to Wear Masks in NY? No, Starting Wednesday, May 19 | B
Do You Still Have to Wear a Mask in California? Mandate to Remain Until June 15 | B
Target, CVS and Starbucks update mask policy for vaccinated customers | C

Corporate finance
AT&T Agrees to Merge Its WarnerMedia Assets With Discovery | W
Elliott Urges Duke Energy to Consider Separation Into Three Companies | W

Cryptocurrency
From Bitcoin to Dogecoin: What’s Driving Cryptocurrencies’ Rise and the Challenges Ahead | W
Elon Musk impersonators stole more than $2 million in crypto scams | C

May 17 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets I
Stocks Rise to End Turbulent Week of Trading | W
Stay-at-Home Stocks Have Been Crushed. Here Are Ones That Could Still Win Long Term. | BR

Markets II
Income Investors, Meet GARY: It Brings Growth and Reasonable Yield | BR
Why Rising Inflation Will Continue to Boost Lumber, Copper, and Steel | BR
Investments to Buy as Inflation Rises: Oil Stocks, Baseball Cards, Luxury Watches and Other Hedges | BR

Central banks
Central Banks Jump Into Climate-Change Policy Fray | W

US I
Consumer-price inflation in America jumps up to 4.2% | E
Inflation Is Here and Hotter Than It Looks. What It Means For You. | BR
Inequality Would Widen if U.S. Policies Spur Sustained Inflation | W
Here’s What Could Stop Inflation in Its Tracks | BR

US II
The coming global economic boom could have a sting in the tail | E
Companies Are Flush With Cash—and Ready to Pad Shareholder Pockets | W
States are ending federal unemployment benefits early. Here’s what to know and what’s at stake | C
In America, a million evictions take place in a normal year | E
Afternoons Are the New Rush Hour in the Suburbs | W

China
China’s census shows its population is nearing its peak | E

Geopolitics & trade
Israel air strikes kill 42 Palestinians, rockets fired from Gaza | R
U.S. trade chief pressured to lift duties on Canadian lumber | R

Industries & companies
Energy: Colonial Pipeline resumes normal operations after hack, but many gas stations still face shortages | C
Media: AT&T in Talks to Combine Media Assets, Including CNN, With Discovery | W
Pharma: Are drug patents worth it? | E
REITs: KKR and Blackstone REITs Will Benefit From the Reopening | BR
Retail: Retailers Try to Solve Labor Imbalances by Retraining Staff | W
Tech: Behind the Epic-Apple Trial Is a Booming App Market Worth Fighting Over | W

Virus
There have been 7m-13m excess deaths worldwide during the pandemic | E
Ten million reasons to vaccinate the world | E
How can more covid-19 vaccines be made available? | E
A worrying new wave of covid-19 is hitting South-East Asia | E
CDC director defends telling fully vaccinated they can go without masks amid confusion in states, cities | C

Offbeat
Park visits predict changes in birth rates during the pandemic | E

May 15 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Rise to End Turbulent Week of Trading | W
Commodities Boost Economic Recoveries, Mirroring Aftermath of Financial Crisis | W

US
U.S. retail sales pause, record savings seen supporting spending | R
U.S. Shoppers Continued Stimulus-Fueled Spending in April | W
U.S. import prices increase solidly in April | R
The U.S. Economy Is Back. Businesses Aren’t Ready. | W
Less than 3% of U.S. small businesses could face tax hikes under Biden plan -White House | R
San Francisco tech companies are sitting on record amounts of empty office space and offering perks to lure tenants | C

Geopolitics & trade
Israeli-Palestinian Strife Widens as Frantic Calls for Calm Go Unheeded | N
Israel’s New Challenge: Violence Among Its Own Citizens | W
U.S. tariff review considers commodity shortages, inflation -official | R

Corporate finance
IPO Market Faces a Critical Juncture | W
Payment tech company Marqeta files for IPO as value tops $16 billion on private markets | C

Virus I
CDC cheered and criticized for new mask guidance; retail workers don’t want to be vaccine ‘police’ | C
New Jersey will still require masks indoors despite new CDC guidelines | C
Walmart drops store mask requirement for customers, employees who are fully vaccinated | C
Shoppers and diners, here’s why you shouldn’t expect masking rules to change overnight | C

Virus II
Parents Rush to Get Covid-19 Vaccines for Their Children | W
Covid variant from India more transmissible and threatens England lockdown easing, Boris Johnson says | C

Cryptocurrency
The IRS Is Coming for Crypto Investors Who Haven’t Paid Their Taxes | W

Offbeat
BlackRock Plans Staff Return in September, With Some Remote Work | B

May 14 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Rise, Snapping Three-Day Losing Streak | W
Cramer: New mask rules mean drop lockdown stocks for reopening plays | C

Central banks
Fed’s Waller Says Inflation Jump Likely Temporary, Urges Patience | W

US I
U.S. Jobless Claims Fall to Another Pandemic Low | W
Amazon, McDonald’s, Others Woo Scarce Hourly Workers With Higher Pay | W
Inflation Is Here. What Now? | N
Home prices are skyrocketing around the world | NN

US II
Biden Asks Republican Senators to Bring Him Reworked Infrastructure Proposal | W
As Trillions Flow Out the Door, Stimulus Oversight Faces Challenges | N

Geopolitics & trade
Israel Begins Ground Operations Against Hamas in Gaza | W

Industries & companies
Autos: GM to begin production of new driverless Cruise vehicle in early 2023 | C
Autos: Tesla’s Musk Renews Critique of Bitcoin, Talks Up Dogecoin | B
Financials: JPMorgan, Others Plan to Issue Credit Cards to People With No Credit Scores | W
Media: Disney+ subscriber growth slowing like Netflix, with much lower ARPU | C

Virus
Doctor says new CDC mask rules allow 'vaccinated people can go back to normal’ | C
CDC says fully vaccinated people don't need to wear face masks indoors or outdoors in most settings | C
CDC still requires masks for air, train and bus travel, despite new guidance | C
Vaccine Patent Waivers Deserve a Warning Label | W

Cybersecurity
Colonial Pipeline paid $5 million ransom to hackers | C
Colonial Pipeline Begins Restart: Latest News on the Shutdown | N

Cryptocurrency
Elon Musk Has Lost $20 Billion Since Hosting ‘Saturday Night Live’ | yahoo.com
Ethereum Luminary Makes $1 Billion Covid-19 Gift—in Shiba Inu Coin | W
Coinbase CFO on crypto investors, dogecoin and growing competition | C

May 13 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Extend Slide on Inflation Data | W
Inflation spooks stocks and raises fear the Fed is wrong on price hike | C
Treasury Yields Climb Following Consumer-Price Data | W

Central banks
Fed’s Clarida ‘Surprised’ by Inflation Report, But Stresses Need to See More Data | W
Analysis: What U.S. inflation signs would cause Fed to change course? | R

US I
April's inflation surge wasn't as drastic as it looked, but the real test is still ahead | C
Consumer Prices Jumped as Economic Recovery Picked Up | W
Meet The Inflation Profiteers | Forbes.com
Housing-Market Surge Is Making the Cheapest Homes the Hottest | W

US II
U.S. Ran Record $1.9 Trillion Budget Deficit in First Seven Months of Fiscal Year | W
Republicans Reject Tax Increases After Biden Infrastructure Talks | W
Biden sees infrastructure compromise, despite Republican 'red line' on taxes | R
Secret Service seizes $2 billion in fraudulent Covid unemployment payments, returns funds to states | C

Geopolitics & trade
Hamas hits deep in Israel, which vows to keep pummelling Gaza | R
China Weighs New Economic Envoy to U.S. | W

Industries & companies
Financials: European banks: Q1 full house is no winning hand just yet | R

Corporate finance
Hertz shares surge by more than 50% after selecting $6 billion turnaround bid | C

Cybersecurity
Colonial Pipeline restarts after hack, but supply chain won't return to normal for a few days | C
Biden signs executive order to strengthen cybersecurity after Colonial Pipeline hack | C
DarkSide, hacker group behind pipeline attack, claims three new victims | C

Virus
Covid in India: Variant and Deaths Spur New Lockdowns as Crisis Grows | B
CDC Recommends Pfizer-BioNTech Covid-19 Vaccine for 12- to 15-Year-Olds | W
CDC says 28 blood clot cases, 3 deaths may be linked to J&J Covid vaccine | C
Mixing Astra and Pfizer Shots Triggers More Fatigue, Headaches | B
Ohio ending Covid mask mandate June 2, sets up vaccine incentives | C

Offbeat
Elon Musk says Tesla will stop accepting bitcoin for car purchases | C
Janus Global Bonds Head Nick Maroutsos Succeeded Bill Gross, Leaving for Family | B
Cheating at School Is Easier Than Ever—and It’s Rampant | W

May 12 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Fall as Dow Posts Worst Day Since February | W
Stock futures are flat after Dow's worst day since February | C
Asia shares wallow near one-month lows on inflation anxiety | R

Central banks
Fed's Bullard says 'it's too early to talk taper' while the pandemic continues | C
Fed’s Brainard and Other Central Bankers Affirm Steady Monetary Policy Stance | W
Fed officials sift through tea leaves of weak U.S. jobs report | R

US I
Inflation: April’s CPI data could show a massive year-over-year gain | C
Inflation watch: Credit Suisse's Golub on latest data and market moves | C
Bridgewater Founder Ray Dalio Raises Inflation Concerns Over Federal Spending | W

US II
U.S. Job Openings Reach Record as Hiring Slows | W
Missouri, Tennessee join U.S. states cutting pandemic payments | R
Unemployed Americans worry about getting cut off from benefits early | C
As the U.S. economy restarts from the pandemic, parts of it are severely broken | C
Americans Up and Moved During the Pandemic. Here’s Where They Went. | W

China
China’s Census Highlights Its Looming Population Problem | W

Geopolitics & trade
Israel, Hamas Prepare for Wider Conflict as Fighting Intensifies | W
Businesses beware: The ghost of Hong Kong should be a warning | TheHill

Industries & companies
Financials: Credit-Card Debt Keeps Falling. Banks Are On Edge. | W

Cybersecurity
Colonial: Spot gas shortages may worsen if pipeline doesn't reopen soon | C
Pipeline Shutdown Has East Coast Drivers Making a Run on Gas | W
Beyond Colonial Pipeline, Ransomware Cyberattacks Are a Growing Threat | W

Technology
Google Plans to Double AI Ethics Research Staff | W

Virus
Covid-19 Vaccine Data on Children Under 12 Expected by Late Fall, Officials Say | W
Abbott CEO says it has a team of 'virus hunters' on new Covid variants | C
‘CDC's credibility is eroding' amid conflicting mask guidance, ex-Obama official says | C

May 11 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Nasdaq futures slip after Big Tech selling pushes stocks off records | C
China Is Hot Again as Foreign Bond Buyers Yearn for Yield | B
Corn Is the Latest Commodity to Soar | W

Cybersecurity
How the Colonial Pipeline Became a Vital Artery for Fuel | N
Hacking group DarkSide responsible for Colonial Pipeline shutdown | C
Biden prepared to take additional steps after Colonial Pipeline ransomware attack | C

US
Biden Disputes Argument That Enhanced Unemployment Benefits Are Hampering Economy | W
Joe Biden addresses unemployment insurance after April jobs report | C
Biden Administration to Start Doling Out $350 Billion in Aid to State, Local Governments | W
Yellen's goof hands GOP a potent campaign issue | TheHill
Policymakers Used to Ignore Child Care. Then Came the Pandemic. | N

China
When Covid Hit, China Was Ready to Tell Its Version of the Story | N

Japan
Japan March household spending posts biggest monthly rise in 18 months | R
Japan Urged to Push Pension Funds to Adopt ESG Principles | B

Geopolitics & trade
U.S. Ship Fires Warning Shots at Iranian Boats in Hormuz Straits | W

Industries & companies
Autos: Looking to Buy a Used Car? Expect High Prices, Few Options | W
Biotech: BioNTech’s Covid-19 Vaccine Success Sparks Investments in German Biotech | W
Hotels: Marriott Points to Rising Demand Amid Covid-19 Vaccine Rollout | W
Restaurants: Restaurants are 'sucking wind' but battling back amid worker shortage | C
Retail: Mall owner Simon’s CEO sees shopper ‘euphoria’ as people return to stores| C

Virus
Pfizer Covid vaccine: FDA clears use in kids ages 12 to 15 | C
WHO classifies triple-mutant Covid variant from India as global health risk | C
Seychelles, the World’s Most Vaccinated Nation, Sees Renewed Covid-19 Surge | W

May 10 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets & Cryptocurrency
Stocks Climb as S&P 500, Dow Hit Records | W
What Happens to Stocks and Cryptocurrencies When the Fed Stops Raining Money? | W
The digital currencies that matter | E
Dogecoin price plummets as Elon Musk hosts Saturday Night Live | C
SpaceX accepts Dogecoin payment for DOGE-1 mission to the moon | C
The Mortgage Boom Is Fading | W

Cybersecurity
Ransomware attack forces shutdown of largest fuel pipeline in the U.S. | C
U.S. government working to help top fuel pipeline operator after cyberattack | Reuters

Central banks
ECB Official Calls for Accepting Inflation Overshoot, FT Reports | B
Fed’s Kashkari Says U.S. Job Market Still Needs Help to Heal | B

US I
U.S. Employers Added 266,000 Jobs in April as Hiring Slowed | W
Higher Prices Leave Consumers Feeling the Pinch | W
Infrastructure Talks Could Set Course of Biden Spending Plans | W

US II
The pandemic drove these Americans into early retirement | C
Older consumers have learned new tricks in the pandemic | E
Summer Jobs for Teens Make a Comeback—But Not All Types | W
California Population Declines for First Time in More Than a Century | W

Emerging
China Says it Will Release Delayed Census Data This Week | B
Inflation Debate Hits Emerging Markets With Pimco Standing Firm | B

Industries & companies
Energy: Why More Electric Vehicles Don’t Pose a Threat to Oil | Barron's | BR
Financials: Warren Buffett should step aside for his chosen successor | E
Retail: Time to Get Dressed for the Reopening. These Stocks Will Benefit. | Barron's | BR

Climate
How to make long-term climate pledges add up | E
Corporate finance
Digital media companies slow public rush as SPAC market cools | C

Virus
Covid-19 Restriction Guidance Could Ease as More Americans Get Vaccinated | W
Fauci says face masks could become seasonal after Covid pandemic | C
America wants to waive patent protection for vaccines | E
Delhi Extends Lockdown, Tightens Restrictions to Curb Virus | B

Offbeat
China says remnants of Long March 5B rocket landed in Indian Ocean | C

May 08 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow jumps more than 200 points to another record as investors look past big jobs miss | C
Stock market may be misreading what weak jobs report means for the Fed | C
From Dutch Tulips to Internet Stocks, How to Spot a Financial Bubble | W
A joke cryptocurrency has risen more than 26,000% in the last six months | C

Central banks
Fed's super-easy policy likely to stick after weak jobs report | R
Investors back off view that Fed could raise rates in late 2022 | R

US I
U.S. Employers Added 266,000 Jobs in April as Hiring Slowed | W
April jobs fall short of expectations. Five analysts on the miss | C
U.S. hiring takes big step back as businesses scramble for workers, raw materials | R
Restaurant Staff Shortages Pique Appetite For Automation | Crunchbase News
Montana, South Carolina ending participation in fed unemployment programs | C
Unemployment Benefits Become Target Amid Hiring Difficulty | W

US II
Rent Surges on Single-Family Homes With Landlords Testing Market | B
Leaving California for Texas: Green Dot moves headquarters to Austin | C
At least 7 million people are likely to get unemployment tax refunds | C

China
China urges U.N. states not to attend Xinjiang event hosted by Germany, U.S. and UK | C

Industries & companies
Consumer discretionary: Amazon mails postcards to sellers to verify whether their addresses are real | C

Virus
U.S. Covid-19 Metrics Signal Hopeful Turn | W
Covid cases are falling in 30 states with a third of Americans fully vaccinated | C
AstraZeneca Weighs Seeking Full U.S. Approval for Covid Shot, Skipping Emergency-Use Application | W
A Small Brazilian Town Is Beating Covid-19 Through a Unique Experiment | W

Corporate finance
Grab’s Huge SPAC Merger Heralds Asia’s Next Tech Boom | W

Offbeat
Chinese Rocket Debris Expected to Tumble Into Earth’s Atmosphere This Weekend | W

May 07 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow jumps 300 points to hit another record close ahead of key April jobs report | C

Central banks
Fed warns about potential for ‘significant declines’ in asset prices as valuations climb | C
Fed Says Covid Is Major Financial Risk, Asset Prices Vulnerable to ‘Significant Declines’ | W

US I
April jobs expected to top 1 million as consumers boost the economy | C
U.S. Unemployment Claims Reach New Covid-19 Pandemic Low | W
Millions Are Unemployed. Why Can’t Companies Find Workers? | W
South Carolina cuts federal unemployment boost payments as state struggles to fill jobs | C
US II
Biden's Economic Plan Gives Progressives What They Want | The Atlantic
Biden open to 25% corporate tax rate as part of an infrastructure bill compromise | C
Farm-District Democrats Raise Caution Flag on Capital-Gains Tax Plan | W
Texas Lawmakers to Vote on Election Bill as Florida Governor Signs Its Own Into Law | W

US III
Just About Everything Costs More at American Grocery Stores | B
Chicken Shortage Sends Prices Soaring, and Restaurants Can’t Keep Up | W
Opinion: America is going through a baby bust, and we all might feel it in our wallets | MW
Cuomo privately calls on business leaders to stay in New York and lobby to remove cap on SALT deductions | C

Industries & companies
Cruise Lines: Norwegian Cruise Line CEO says U.S. ships are unlikely to sail this summer, calls CDC guidance ‘unfair’ | C
Fitness: Peloton reports sales up 141% as cycle demand remains strong, says it’s working to quickly fix treadmills | C
Fitness: Peloton says treadmill recall will lower fourth-quarter sales by $165 million | C
Manufacturing: Chinese Manufacturers Sidestep Trade Barriers by Buying Factories Overseas | W
Tech: Chip Shortage 2021: Semiconductors Are Hard to Make and That’s Part of the Problem | B

Virus
India’s Modeling Has Covid Outbreak Peaking in Coming Days | B
Covid vaccine makers’ shares seesaw after Biden administration says it will back patent waivers | C
IMF Sees Strong Economic Arguments for Removing Vaccine Barriers | B
The World Turns to China for Vaccines After India, U.S. Stumble | B

Offbeat
Trump Is Still Banned on YouTube. Now the Clock Is Ticking. | W
SEC to Explore Rules for Apps That ‘Gamify’ Trading, New Chairman Says | W

May 06 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow Industrials Rise to New High | W
Stock futures are flat after the Dow closed at a record | C
Wall Street rises as megacap stocks bounce; Dow hits record high | R
GameStop Frenzy, Archegos Meltdown May Prompt New SEC Rules, Chairman Says | W

Central banks
Clarida: the Fed is 'a long way from our goals' and tightening policy | C

US I
U.S. service sector slows modestly in April - ISM survey | R
U.S. private payrolls post biggest gain in seven months | R
Soaring home prices are pushing buyers to the rental market | Vox
National Eviction Moratorium Thrown Out by Federal Judge | W

US II
White House Says Businesses Having to Hike Wages Is ‘Good Thing’ | B
Some CEOs Suggest Dropping Degree Requirements in Hiring | W
McConnell Says ‘100%’ of His Focus Is on Blocking Biden Agenda | W

Geopolitics & trade
U.S., China to assess Phase 1 deal soon, Biden trade chief says | R

Industries & companies
Autos: Car Companies’ Profits Have Outrun the Chip Shortage—but Not for Long | W
Consumer Discretionary: Amazon CEO Bezos sells nearly $2 billion worth of Amazon stock | C
Communication Services: Google Adopts Hybrid Workweek, With 20% of Its Employees to Work Remotely | W
Communication Services: Facebook Oversight Board's Trump decision was Marbury v Madison moment | C
Fitness: Peloton stock sheds $4 billion in market cap over treadmill recall | C
Hotels: Hilton CEO: Business travel is back to about 50% of pre-Covid levels | C

Virus
India’s ‘Oxygen Express’ Races to Supply Hospitals, but Covid Patients Die as Stocks Run Out | W
U.S. backs waiving patent protections for Covid vaccines, citing global health crisis | C
Covid booster shot: Moderna says vaccine generates promising immune response against variants | C
Here Comes the Covid-19 Community Corps and They Want You | B

May 05 (Wednesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures are flat after sell-off in growth and tech | C
Nasdaq plunges more than 2% as investors dump growth stocks | R
Opinion: If you ‘sell in May,’ don’t go away | MW
Deluge of Debt Is Tied to Carbon Emissions and Diversity | W
Commodities Jump to Highest Since 2011 on Rebound From Virus | B

Central banks
Negative Rates Push Cautious Germans Into the Stock Market | W
Is the US Economy a Virtual Reality? | AIER

US I
Treasury Secretary Yellen: Rates may have to rise somewhat to keep economy from overheating | C
Yellen Says She Isn’t Predicting Higher Interest Rates | W
Yellen says she sees no inflation problem after rate hike comments roil Wall Street | R

US II
Who Would Pay Biden’s Corporate Tax Increase Is Key Question in Policy Debate | W
Jamie Dimon on Booming Economy and Finally Getting Off Zoom | W
Here's the Average Net Worth of Americans Ages 65 to 74 | C

Geopolitics & trade
China sends 25 warplanes into Taiwan's air defense zone, Taipei says | NN

Industries & companies
Restaurants: Return-to-work plans could make or break some restaurants' business | C

Technology
SpaceX: Over 500,000 orders for Starlink satellite internet service | C

Virus
Covid vaccines: Biden wants 70% with at least 1 shot by July 4 | C
Vaccine Sales Lift Pfizer’s Quarterly Results | W
Covid vaccine incentives make U.S. look bad, doctor says | C

Corporate finance
Krispy Kreme files for IPO, five years after going private | C

May 04 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow climbs more than 200 points on the first trading day of May, retail stocks lead gains | C
Why investors should ignore the old Wall Street adage ‘Sell in May’ | C
Lumber Prices Break New Records, Adding Heat to Home Prices | W

Central banks
Powell Says Low-Income Lending Rules Should Apply to All Firms Offering Consumer Credit | W
Fed's Powell says economic recovery clouded by racial, education gaps | R
NY Fed's Williams says brighter outlook not enough to affect monetary policy | R
Fed’s Barkin sees higher inflation this year, but then a reversal in 2022 | C

US I
Record Share of Companies Are Beating Earnings Estimates | W
Corporate America Rides Wave of Inflation to Record Profits | B
Supply chain bottlenecks amid roaring demand slow U.S. manufacturing | R
Sticking with remote work? Businesses are betting on it | R

US II
Treasury Expects to Borrow $1.3 Trillion Over Second Half of Fiscal 2021 | W
Some couples may face a ‘marriage penalty’ under Biden’s tax plan | C
Wealthy may face up to 61% tax rate on inherited wealth under Biden plan | C
Yellen to shake up U.S. bank regulator with new appointment -sources | R

Europe
Bidenomics Takes Root in Europe’s Economically Fragile South | W
France Faces Labor Shortfall as Reopening Nears | N

Industries & companies
Autos: Auto Makers Retreat From 50 Years of ‘Just in Time’ Manufacturing | W
Financials: Berkshire Chooses Greg Abel as Warren Buffett’s Successor in CEO Role | W
Retail: U.S. retailers scramble to crack the code on livestream shopping events | C
Retail: Under Armour Paying $9 Million to Resolve SEC Accounting Probe | W
Tech: Apple and ‘Fortnite’ Maker Epic Games Trade Arguments Over App Store | W

Corporate finance
Verizon to Sell Yahoo, AOL for $5 Billion to Apollo | W

Virus I
‘Humanitarian catastrophe’ in India puts global Covid fight at risk, doctor says | C
It’s Not Just India. New Virus Waves Deluge Developing Countries | B
Reaching ‘Herd Immunity’ Is Unlikely in the U.S., Experts Now Believe | N
New York, New Jersey Lift Covid-19 Capacity Limits on Businesses | W

Virus II
Moderna to Deliver Covid-19 Vaccine to Hard-Hit Developing World | W
FDA expected to approve Pfizer Covid vaccine for teens within the week | C
Next Generation of Covid-19 Vaccines Could Be Pill or Spray | W

May 03 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures rise ahead of first trading day of May | C
Americans Can’t Get Enough of the Stock Market | W

Central banks
Cryptos Are a Threat to Central Banks. Why It Goes Beyond Bitcoin. | BR

US I
From Apple to Domino’s Pizza, U.S. Companies Scramble to Meet Surge in Demand | W
U.S. Treasury's Yellen tamps down inflation fears over Biden spending plan | R
Biden, Republicans Set Talks Over Competing Infrastructure Plans | W
How to tax capital without hurting investment | E

US II
Covid-19 Savings Stockpile Could Accelerate Economy—if Consumers Spend It | W
The Pandemic Prompted Them to Return Home—Now They’re Staying [in Town] | W
Many Black Homeowners Are Falling Further Behind on Their Mortgages | W
More Americans Are Considering Retirement Because of Covid | B

China
Is China’s population shrinking? | E

Geopolitics & trade
The most dangerous place on Earth | E

Industries & companies
Financials: Barron’s Stock Pick: Why Bank of America Is a Buy | BR
Pot: Marijuana Legalization Is Good News for Pot Stocks. How to Play It. | BR
Retail: Cargo Pants and Outdoor Slippers Are Hot, as Americans Return to Stores | W
Tech: Five Tech Giants Just Keep Growing | W

Corporate finance
Verizon may sell AOL and Yahoo remnants: Who'd want them, and why? | C

Virus
Covid: Gottlieb says cases will decline, vaccinations monumental achievement | C
Dining out is back, as America gets vaccinated | NN
New York City indoor dining capacity to increase to 75% in May | C
U.K. Covid-19 Variant’s Hold in U.S. Has Silver Lining: Vaccines Counter It | W
India’s Covid Calamity Has Sick Caring for the Sicker: ‘Alone to Save My Family’ | W
Health care and workplaces must adjust for long covid | E

Offbeat
Why PayPal and Chobani Believe Financially Healthy Workers Are Key to a ‘Strong Democracy’ | BR
Virtual eviction hearings often deprive renters of their rights | C
Neuralink cofounder Max Hodak leaves Elon Musk's brain implant company | C

May 01 (Saturday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
More earnings, April's big jobs report and inflation worries could swing markets in the week ahead | C
Soaring lumber prices add $36,000 to the cost of a new home | C
Big Oil Companies Recover as Prices Rebound | W

Central banks
How the Federal Reserve Gauges Inflation | N

US I
U.S. Household Income Surged by Record 21.1% in March | W
Stimulus checks boost U.S. consumer spending; inflation warming up | R
U.S. labor costs accelerate in the first quarter | R
Summers Sees Signs of Scarce Workers as Harbinger of Inflation | B

US II
Biden’s $4 Trillion Plan Now Gets Test in Congress | W
'Amtrak Joe' Biden pushes infrastructure in Philadelphia | R
The Biden White House Runs on a Tight Script. The President Doesn’t. | W

China
China Orders Tech Giants to Unbundle Financial Services | W

Geopolitics & trade
U.S. says China has fallen short on 'Phase 1' intellectual property commitments | R

Industries & companies
Consumer: Clorox weighs product price increases to counter inflationary costs | C
Consumer discretionary: Amazon Prime Day 2021: Why it's being held earlier in the summer | C
Hotels: Loews Hotels CEO optimistic group events will return to complete Covid recovery | C
Retail: Macy's store employees score victory in challenging self-checkout | C
Tech: EU Charges Apple With App Store Antitrust Violations in Spotify Case | W
Theme parks: Disneyland reopening celebrated with custom Mickey ears and masks | C

Virus
Biden Bans Travel From India as Coronavirus Cases Surge | B
Is Covid-19 Fading From Our Lives? Consumer App Use Provides Clues | W
The Covid-19 Vaccine Club: How the World’s Biggest Producers Depend on Each Other | W

Offbeat
BlackRock Starts to Use Voting Power More Aggressively | W
Elon Musk’s War on Regulators | W

April 2021

Apr 30 (Friday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures dip even after Amazon reports profit surge | C
S&P 500 notches record close after strong earnings from Facebook and Apple | C
Copper hits a decade high, traders on possible economic effect | C

Global
The four-decade decline in global corporate tax rates | R

US I
Biden tax plan would raise $1.5 trillion from the wealthy | C
Biden’s Economic Plan Would Redistribute Trillions and Expand Government | W
Many Republican voters agree with Biden - 'trickle-down economics' has failed | R
Pence Levels Critique of Biden as He Eyes Possible 2024 Bid | W
U.S. Senate overwhelmingly passes $35 billion water infrastructure bill | R

US II
U.S. Economy Grew Robustly in First Quarter | W
Fiscal stimulus powers U.S. economic growth in first quarter | R
Job growth could surpass 1 million in April hiring boom | C
Is the U.S. Student Loan Program Facing a $500 Billion Hole? One Banker Thinks So. | W
Gig companies oppose U.S. push for worker employee status, suggest compromise | R

China
China’s Population Increased in 2020, Government Says | W
China Warns Large Tech Firms as Industry Faces Rising Oversight | W

Industries & companies
Autos: Tesla’s Latest Solar Stumble: Big Price Increases | N
Consumer: Consumer Goods Are Going to Get More Expensive | N
Consumer: Hershey CEO says stay-at-home trends are outlasting the pandemic | C
Consumer discretionary: Amazon’s Profit Run Continues, Bolstered by Sustained Demand | W
Tech: Cramer recommends owning food stocks and names hurt by chip shortage | C
Tech: Global Chip Shortage Set to Worsen for Car Makers | W

Virus
Most U.S. companies will require proof of Covid vaccination from employees: survey | C
Covid vaccine: BioNTech CEO confident shot works against India strain | C
Moderna to Boost Covid-19 Vaccine Production to Meet Rising Global Demand | W

Apr 29 (Thursday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P, Nasdaq 100 futures are higher after Apple & Facebook beat estimates | C
Wall Street ends lower after Fed holds steady on rates | R

Central banks
Fed nods to strengthening economy but waves off policy shift talk | R
Fed decision April 2021: Interest rates held near zero, sees faster growth | C
Powell Breaks Out the ‘Froth’ Word When Asked About Markets | B
Transcript: Fed Chief Powell’s Postmeeting Press Conference | W

US
U.S. goods trade deficit vaults to record high in March | R
Biden’s $1.8 trillion American Families Plan ramps up child care, student aid funding, and more | Vox
Booming Stock Market Provides Budget Surplus in California | N

Geopolitics & trade
Facebook Blocks, Then Restores, Content Calling on Indian Prime Minister Modi to Resign | W

Industries & companies
Autos: Ford (F) Earnings: Forecast Cut Due to Chip Shortage | B
Consumer discretionary: Amazon Hourly Pay: AMZN Spending $1 Billion on Early Pay Bump for Hourly Workers | B
Communication services: Zuckerberg outlines Facebook e-commerce push | C
Tech: Apple Earnings, Revenue Surge | W
Tech: Qualcomm (QCOM) earnings Q2 2021 | C
Tech: Chip shortages for iPads and Macs may cool Apple's hot streak | C

Corporate finance
Verizon Explores Sale of Media Assets, Including Parts of Yahoo and AOL | W

Virus
Brazil Covid-19 Variant Tears Through South America in Warning to World | W
Vaccines Appear to Be Slowing Spread of Covid-19 Infections | W

Apr 28 (Wednesday)

YRI

Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures flat as Big Tech earnings roll in, Fed decision looms | C

US I
Confidence in U.S. Economy Approaches Pre-Pandemic Level | W
The Pandemic Changed Where Americans Live | W
Opinion: The silver lining for workers after a hellish year? A jobs boom | NN
Nearly 1.5 Million Mothers Are Still Missing From the Workforce | W

US II
Biden Administration to Finance $8 Billion in Power-Grid Improvements | W
Biden to Omit Estate-Tax Expansion From Coming Economic Plan | B

Industries & companies
Autos: Ford Plans to Manufacture Its Own Batteries for Electric Vehicles | W
Autos: Lobbyists urge updates to federal car safety rules after Tesla crashes | C
Communication services: Google Earnings Smash Sales Records as Digital Ad Market Booms | W
Financials: Visa (V) Sees ‘Beginning of the End’ of Pandemic Spending Woes | B
Manufacturing: 3M, GE warn of supply chain constraints. What that means for Boeing | C
Manufacturing: GE Posts Lower Sales, Loss on Restructuring Moves | W
Restaurants: Starbucks (SBUX) Q2 2021 earnings beat | C
Tech: Alphabet Q1 profit boosted by $4.75 billion investment gain | C
Tech: Microsoft: LinkedIn topped $3 billion in ad revenue in last year | C

Virus
Pfizer at-home Covid pill could be available by year-end, CEO Albert Bourla says | C
Public demand for AstraZeneca vaccine falls after blood clot scares | C
CDC: Fully vaccinated people can exercise, hold small gatherings outdoors without masks | C

Offbeat
As Dog Adoptions Rise, Democrats Seek More Oversight of Breeders | B

Apr 27 (Tuesday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 rises slightly to all-time high ahead of big earnings, Nasdaq hits new record close | C
Investors Stay Hungry for Inflation-Protected Bonds | W

Central banks
The Fed’s Next Test Is Breaking the Ice Over Policy Shift | W
Analysis: Fed's 'maximum employment' push may fall short in post-pandemic economy | R

US I
U.S. business spending on equipment ends first quarter on strong note | R
U.S. Durable-Goods Orders Rebound Following Dip | W
Hot U.S. Housing Market to Get Supply Boost With New Listings | B

US II
White House says capital gains tax would hit 0.3% of taxpayers | R
As U.S. capital gains tax hike looms, wealthy look for ways to soften the blow | R
Prescription-Drug Price Cuts Set to Be Left Out of White House Proposal | W
Harris to lead Biden task force promoting unions, labor organizing | R

US III
U.S. population rises to 331,449,281, Census Bureau says | C
New Census Numbers Change House: Texas Gains, New York and California Lose | B

Geopolitics & trade
Iranian Ships Swarmed U.S. Coast Guard Vessels in Persian Gulf, Navy Says | W

Industries & companies
Autos: Tesla Posts Record Earnings at Start of Turbulent Year | W
Tech: How Mark Zuckerberg and Apple's C.E.O. Became Foes | N
Tech: Apple iOS 14.5 iPhone update is out now -- here's what's new | C

Virus
Coronavirus U.S.: Fauci says U.S. should see a turning point within a few weeks | C
Millions Are Skipping Their Second Doses of Covid-19 Vaccines | N
Biden administration set to relax outdoor mask guidance | C
Royal Caribbean halts hiring in India as Covid cases surge there | C
Biden to Send AstraZeneca Doses Abroad, Pledges to Help Modi | B

Corporate finance
Premarket stocks: The SPAC boom has 'screeched to a halt.' That may be good thing | NN
Lyft Agrees to Sell Autonomous-Driving Unit to Toyota for $550 Million | W

Apr 26 (Monday)

YRI
Dr. Ed’s latest video podcast
Daily Markets Overview
Today’s Morning Briefing

Markets
Wild Market Ride Lifts Everything From Lumber to Stocks to Bitcoin | W
This Bull Market Is Far From Over, Pros Say. Where They’re Investing Now. | BR
Summer Travel Season Is on the Horizon. Expect Oil Prices to Rise. | BR

Global
The $115 Trillion Price Tag to Cut Global Emissions | W
The West Looks Past Covid-19 and Sees Economic Resurgence | W

US
Centrist Senators Signal Progress on Infrastructure Talks | W
Some Democrats Push for Permanent Expansion of Unemployment Benefits | W
Biden job approval hits 53%, broad majority support his infrastructure plan: NBC News poll | C

Geopolitics & trade
Russia’s president menaces his people and neighbours | E
China’s domestic surveillance programmes benefit foreign spies | E

Industries & companies
BioTech: Moderna Is More Than Its Covid Vaccine. Why It’s Time to Buy the Stock. | BR
Consumer: Attention shoppers: Price hikes are ahead, but consumer companies hope you won’t notice | C
Consumer: Packaged Foods Boomed During the Pandemic. Why Their Stocks Still Have Room to Run. | BR
Logistics: Buy This Shipping-Company Stock. It’s Worth More Than the Sum of Its Parts. | BR
Tech: The Big Tech Stocks Could Fall, if History Is Any Guide | BR

Virus
PM Modi says India shaken by coronavirus ‘storm’, U.S. readies help | C
State Department has warned against travel to 80% of the world. Here’s what you need to know | C
Amid Expanded Covid-19 Vaccine Eligibility, Signs Emerge of Slowing Demand | W
U.S. lifts pause on use of Johnson & Johnson Covid vaccine, clearing way for states to use doses | C

Corporate finance
SPAC Insiders Can Make Millions Even When the Company They Take Public Struggles | W
Making sense of the SPAC spectacle | E

Technology
Two SpaceX crew spacecraft are now docked to the space station, as the Crew-2 mission arrives | C

Offbeat
A Guide to the 2021 Oscars | W
Elon Musk to Add ‘Saturday Night Live’ Host to His Résumé | W

Apr 24 (Saturday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Rise, but Decline for the Week | W
Now That Everyone Is Bullish, Be Cautious | N
SPAC Surge Pumps Up Junk-Bond Market | W

US I
U.S., Global Economy See Pickup as Services Revive and Factories Ramp Up | W
U.S. manufacturing, new homes sales underscore booming economy | Reuters
U.S. new home sales rebound exceeds expectations in March | Reuters

US II
Taxes and inflation will be key themes for markets in the week ahead | C
Biden Focuses on Capital-Gains Taxes as He Seeks Money for Social Programs | W
Biden’s Pledge to Slash Emissions Would Require Big U.S. Changes | W

Industries & companies
Consumer: Drop in Toilet-Paper Demand Prompts Kimberly-Clark’s Worst Sales Decline in a Decade | W
Materials: Battery Metals Are Hot, but These Miners Can’t Get Investors | W

Virus
Covid-19 Is Still Raging in Much of the World as Global Cases Hit Record Highs | W
MIT researchers say you're no safer from Covid indoors at 6 feet or 60 feet in new study | C
U.S. Lifts Pause on J&J’s Covid-19 Vaccine | W
These colleges now say Covid vaccines will be required for fall 2021 | C

Corporate finance
Panasonic to Buy Supply-Chain Software Provider Blue Yonder for $7.1 Billion | W

Cryptocurrency
Bitcoin (BTC) price plunges as $260 billion wiped off cryptocurrencies | C
Why Bitcoin Is Bad for the Environment | The New Yorker

Technology
SpaceX Launches Crewed Rocket Into Space in Latest NASA Mission | W

Offbeat
Clean tech: The last green energy boom turned to bust. Will this time be any different? | NN
Malcolm Gladwell’s New Word Order: Audiobook First | W

Apr 23 (Friday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets I
Stock futures tick higher after concerns over capital gain tax hike prompt selling | C
Dow closes more than 300 points lower following reports of Biden eyeing capital gains tax hike | C
U.S. stocks close down on news of Biden tax proposal | R

Markets II
Fat Valuations and Tech Stocks Seen as at Risk in Biden Tax Plan | B
China’s Booming Economy Is Fueling Alternative Yuan Trades | B
Rare Lumber Trade Shows How Extreme U.S. Shortages Have Become | B

US I
U.S. Unemployment Claims Hit New Covid-19 Pandemic Low | W
U.S. Existing-Home Prices Climb on Tight Supply | W
Semiconductor shortage could dent GDP growth, boost inflation | C

US II
Biden to propose capital gains tax hike to fund education, child care: reports | C
Biden to float historic tax increase on investment gains for the rich | R
GOP Senators Release Outline of $568 Billion Infrastructure Plan | W
House Passes Bill Proposing to Make Washington, D.C., the 51st State | W

Europe
As Covid-19 Vaccines Lag, Europe Keeps Cheap Money Flowing | W

China
Jack Ma Shows Why China’s Tycoons Keep Quiet | N

Industries & companies
Airlines: Southwest, American Say Leisure Travel Rebounding as Summer Season Approaches | W
Tech: Intel CEO Sees Prolonged Chip-Supply Constraints | W
Wireless: AT&T’s Revenue Rises as Wireless Unit, HBO Add Customers | W

Climate
At Earth Day Climate Summit, Biden Pushes for Sharp Cut to Greenhouse-Gas Emissions | W

Virus
India Hits Global Record for Daily New Covid-19 Cases | W
New Covid variant shows signs of antibody resistance, more severe illness in young people | C

Apr 22 (Thursday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow closes 300 points higher to snap a 2-day drop, small caps jump more than 2% | C
Priced in? Stocks that top estimates are falling during this earnings season | C

Central banks
A farewell to forward guidance at the Fed | FT

US
The Job Market Is Tighter Than You Think | W
SALT Cap Critics Ask Yellen to Add Repeal to Biden Economy Plan | B
Biden Administration Moves to Unwind Trump Auto-Emissions Policy | W
GOP lawmaker Ken Buck urges colleagues to stop taking Big Tech money | C
Chicago Latest U.S. City to Mull Guaranteed Income for Poor | B

China
China’s Fishing Fleet, the World’s Largest, Drives Beijing’s Global Ambitions | W

Industries & companies
Autos: Used-Car Prices Leap on U.S. Economic Recovery, Supply Crunch | B
Media: Netflix falls on Q1 earnings. What Cramer and others would do now | C
Restaurants: Restaurants have a new challenge: Finding workers | NN

Corporate finance
SPAC transactions come to a halt amid SEC crackdown, cooling retail investor interest | C
Silicon Valley’s Deal Machine Is Cranking: ‘I’ve Never Seen It This Frenzied’ | W
UiPath rises 17% in NYSE debut after one of top software IPO's ever | C
Dish stock jumps after company announces AWS cloud deal | C

Virus
Scientist who helped develop Pfizer-BioNTech Covid vaccine agrees third shot is needed as immunity wanes | C
Pfizer Identifies Fake Covid-19 Shots Abroad as Criminals Exploit Vaccine Demand | W
FDA Finds Poor Conditions at Contractor’s Plant for Making J&J’s Covid-19 Vaccine | W
India's Shortage of Oxygen Comes From Failure to Prepare for Second Wave | B

Technology
Artificial Intelligence, Facial Recognition Face Curbs in New EU Proposal | W

Offbeat
Yellen outlines bold climate agenda calling for net-zero emissions by 2035 | C

Apr 21 (Wednesday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 futures fall slightly in overnight trading, Netflix shares tank | C
Stocks Close Lower as Earnings Season Ramps Up | W
Bonds Reflect Hope That U.S. Recovery Will Spread to Europe | W

Central banks
Fed Chair Powell says won’t allow ‘substantial’ overshoot of inflation target - April 8 letter to U.S. senator | R

US
Biden’s recovery plan for families set to cost more than $1 trillion, extend enhanced child tax credit | C
Biden to Back Temporary Extension of Larger Child Tax Credit | W
Biden Increases Seasonal-Worker Visas by 22,000 | W
Former police officer Derek Chauvin found guilty of murder, manslaughter in the death of George Floyd | C

China
China’s Xi Lays Out Vision for a World Without a Single Dominant Power | W
Chinese Traffic Jams and Busy Factories a Support for Oil Bulls | B

Geopolitics & trade
Satellite Images Show Russia’s Expanding Ukraine Buildup | W

Industries & companies
Consumer: Procter & Gamble Will Raise Prices in September | W
Consumer: Johnson & Johnson’s Covid-19 Vaccine Adds $100 Million to Quarterly Sales | W
Media: Netflix reports dramatic slowdown in subscribers | C
Media: Netflix Plunges After Pandemic Boom Shudders to Near-Halt | B
Tech: Apple packs iPad Pros with faster chips, slims iMacs and jumps into tracking tags | R

Technology & climate
Regent is making a flying electric ferry with a top speed of 180 miles per hour | C
State Street, PepsiCo offer new goals ahead of U.S. climate summit | R

Virus
EU Calls for J&J Covid-19 Vaccine Warning on Blood Clots, But Says Benefits Outweigh Risks | W
A Covid-19 Lesson for the U.S. From Three Countries With Rapid Vaccination Rollouts | W

Offbeat
Sleeping Six Hours or Less Linked to Higher Dementia Risk, Study Finds | W

Apr 20 (Tuesday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures rise slightly ahead of major corporate earnings | C
Foreign Buying of Chinese Government Bonds Stalls | W

Central banks
Central bank digital currency is the next major financial disruptor | C

US fiscal policy
Why President Biden is all-in in infrastructure | TheHill
The $8T (and growing) Biden wants to spend on changing America forever | P
Smaller Corporate Tax Increase Floated at White House Infrastructure Meeting | W
Opinion | Make Tax-Dodging Companies Pay for Biden’s Infrastructure Plan | N
Democrat Floats Paying for SALT Cap Repeal With More Tax Audits | B

China
China Stresses Family Values as More Women Put Off Marriage, Childbirth | W

Industries & companies
Airlines: United Airlines (UAL) results 1Q21 | C
Media: Netflix is the biggest winner since Disney kicked off streaming wars | C
Tobacco: Biden Administration Considering Rule to Cut Nicotine in Cigarettes | W
Tobacco: Tobacco stocks drop on report Biden is planning to limit cigarette nicotine | C
Tech: Why the Chip Shortage Is So Hard to Overcome | W
Tech: IBM earnings Q1 2021 | C

Virus
CDC: Fewer than 6,000 fully vaccinated Americans contracted Covid | C
U.S. Covid vaccination obstacle shifts towards lack of demand from scarce supply, warns doctor | C
Covid-19 Cases Rise in Parts of U.S. Even as Vaccinations Pick Up | W
Why Covid-19 Vaccination in Poorer Nations Has Slowed, Posing Global Risks | W

Apr 19 (Monday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
More Stocks Are Participating in Rally, an Encouraging Sign for Bull Market | W
Barron’s Top 100 Financial Advisors: Q&A With Merrill Lynch’s Private Executive Services Team | BR
T-Mobile and 13 Other Stocks That Could Pop on Earnings | BR

Central banks
The Fed should explain how it will respond to rising inflation | E

US
America’s inflation spike begins | E
Economic Growth Is Set to Surge. Hiring Might Not Keep Up. | W
U.S. Building Boom Is Sending Lumber and Steel Prices Through the Roof | BR
The political CEO | E

China
Is growth in China soaring or slowing? | E

Europe
Brexit has reinvigorated Scottish nationalism | E

Geopolitics & trade
Op-ed: China-Russia cooperation could be Biden's biggest challenge | C

Industries & companies
Airlines: Airlines beef up U.S. summer schedules with big planes | C
Autos: 'No one was driving' in Tesla crash that killed two men in Spring, Texas: Report | C
Consumer: Pet Care Is a Booming Business and PetIQ Is a Smart Way to Play It. | BR
Consumer: U.S. CPSC tells consumers to stop using Peloton's Tread+ treadmill | C
Energy: BP Wants to Stop Burning Off Gas in America’s Top Oil Field | W
Financials: Citigroup Refocuses Asia Strategy as It Pulls Back From Consumer Banking | W
Media: Netflix Is Chill About Pandemic’s End | W
Media: With Disneyland Reopening, Disney Stock Can Continue to Climb | BR

Virus
Half of U.S. adults have received at least one Covid vaccine shot | C
J&J’s Vaccine Pause Could Have Ripple Effects for the World | BR
J&J Covid-19 Vaccine Pause Driven by Risk of Mistreating Blood Clots | W
Fauci: U.S. will likely resume use of J&J Covid vaccine with a warning | C
Covid-19 ‘Challenge Trial’ Will Purposely Reinfect Adults | W
China presses Hong Kongers to accept a Chinese vaccine | E

Crypto
Bitcoin tumbles from recent high as cryptocurrencies take weekend hit | C

Tech
The creation of part-human, part-monkey embryos will discomfit many | E

Offbeat
When Fed Chief Talks, So Do Listeners—and They Provide an Earful | W

Apr 17 (Saturday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow climbs 160 points to another record, posts 4th straight week of gains | C

Central banks
Fed’s Waller says the economy is ‘ready to rip’ but policy should stay put | C

US
Concerns over inflationary pressure on earnings will test stocks in the week ahead | C
America Is Short of Home Builders as Well as Homes | W
Real estate investor who shorted subprime mortgages says this housing boom is in a bubble, too | C
March Hiring Surge Spanned the Country | W
Covid-19’s Toll on U.S. Business? 200,000 Extra Closures in Pandemic’s First Year | W

Geopolitics & trade
U.S. Urges ‘Decisive’ Steps by China to Shift Away From Exports | B
Russia to Expel 10 U.S. Diplomats From Embassy in Moscow | W
Biden Will Raise Trump Refugee Cap Following Democratic Outcry | B

Industries & companies
Aerospace: More electrical problems found on some Boeing 737 Max, sources say | C
Autos: Car shoppers should expect high prices and limited inventory this spring | C
Consumer discretionary: How Amazon fought the union drive in Alabama | C
Consumer discretionary: Jeff Bezos Says Amazon Needs a Better Vision for Its Employees, Defends Work | W
Financials: Big Banks Rake in Record Profits as Stimulus Props Up Consumers | B
Financials: Morgan Stanley Books Archegos Loss, but Profit Hits a High | W
Media: Amazon’s ‘Lord of the Rings’ series will cost at least $465 million for first season | C
Tech: Dell Plans Spinoff of $52 Billion Stake in VMware | W

Virus
Vaccinations in the U.S. are surging with many states nearing half of residents jabbed | C
China Plans to Approve First Foreign Covid-19 Vaccine by July | W

Corporate finance
SPAC Hot Streak Put on Ice by Regulatory Warnings | W

Apr 16 (Friday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures are flat after Dow closes above 34,000 for the first time | C
The 10-year Treasury yield slid on Thursday. Why it could be good news for stocks | C
World stocks set fresh record high on strong China, U.S. data | R

Central banks
Fed’s Daly Says Frequency of Fed Market Interventions Is Concerning | W

US
‘We need at least one more check.’ The case for a fourth stimulus payment | C
Restaurants say they can't hire enough people. Is unemployment insurance to blame? | Slate.com

China
China's GDP jumps record 18.3% but post-COVID recovery seen losing steam | R
China Growth Numbers Betray Waning Momentum | W

Geopolitics & trade
Biden says he is ready to ‘take further actions’ if Russia escalates against U.S., opens door to cooperation | C
Hong Kong democracy leaders given jail terms amid crackdown | C

Industries & companies
Consumer discretionary: Amazon union vote marks crucial victory in battle for worker rights | TheHill
Energy: ‘A Failure of Texas-Size Proportions’—State Struggles to Overhaul Its Power Market | W
Tech: The Chip Shortage Is Bad. Taiwan’s Drought Threatens to Make It Worse. | W

Corporate finance
JPMorgan Sells $13 Billion of Bonds in Largest Bank Deal Ever | B

Virus
Covid infection rate is approaching the highest level so far, WHO chief warns | C
Pfizer CEO says third Covid vaccine dose likely needed within 12 months | C
J&J Privately Asked Rival Covid-19 Vaccine Makers to Probe Clotting Risks | W
New Covid-19 Strains Prompt Lilly to Seek to End U.S. Use of Single Antibody Drug Alone | W
Covid-19 Variants Are Floating Around India, but Nobody Knows How Many | W

Apr 15 (Thursday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow Pares Gains, S&P 500 Closes Lower | W

Central banks
Powell Sketches Fed Exit Strategy, Sees Taper Before Liftoff | B
Central Bank Will Begin Reducing Bond Purchases ‘Well Before’ Raising Interest Rates, Powell Says | W
Clarida: If inflation expectations 'drift up persistently,' Fed would need to respond | R
New York Fed’s Williams Unsure When Federal Reserve Will Pull Back Policy Aid | W

US
Policy and fiscal risk could hamper a long-term economic recovery | C
The Biden Administration Is Quietly Keeping Tabs on Inflation | N
Jamie Dimon says U.S. consumers are 'coiled, ready to go' with $2 trillion more in checking accounts | C
States Were Told They Can’t Use U.S. Covid-19 Aid to Cut Taxes. They Sued. | W

Industries & companies
Airlines: American Airlines Plans Expanded Summer Flying Schedule | W
Airlines: CDC study: Open middle seats could reduce Covid exposure of maskless passengers | C
Financials: Wall Street Businesses Power Goldman, JPMorgan to Record Earnings | W
Retail: American Eagle says first-quarter sales set to top $1 billion | C
Retail: Luxury Shares Soar as Louis Vuitton Shrugs Off Pandemic | W

Corporate finance
Coinbase Fetches $85 Billion Valuation in Market Debut | W

Virus
U.S. Vaccine Panel Delays Vote on J&J Covid-19 Shot’s Blood-Clotting Risk | W
Surgeon says pausing J&J vaccine for younger populations makes sense, but could be lifted for older age groups | C

Apr 14 (Wednesday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures are flat ahead of earnings season kickoff | C

Central banks
Fed's Harker says central bank will 'hold steady' for now | R

US
Inflation Accelerated in March Due to Strengthening Economy, Rising Energy Prices | W
U.S. consumer prices post biggest gain in 8-1/2 years as economy reopens | R
Five signs of a rebounding economy from U.S. CPI | R
Pressure mounts for Biden to forgive student debt | C
New $3,000 child tax credit to start payments in July, IRS says | C
The business case for child care reform | TheHill

Geopolitics & trade
Biden proposes summit with Putin after Russia calls U.S. 'adversary' over Ukraine | R
Iran Says It Will Enrich Uranium to 60%, in Effort to Strengthen Hand in Nuclear Talks | W
John Kerry Says U.S. Will Hold China to Account on Climate Pledges | W

Industries & companies
Airlines: Fake Covid-19 Certificates Hit Airlines, Which Now Have To Police Them | W
Financials: Banks, After Bracing for Disaster, Are Now Ready for a Boom | W

Corporate finance
Grab to Go Public in Record-Breaking SPAC Merger | W
Coinbase gets reference price $250 per share ahead of direct listing | C

Virus
Covid vaccine: Moderna says its shot is 90% effective 6 months after second dose | C
States rush to replace J&J vaccine appointments after FDA recommends pause | C
Pfizer CEO: Company can deliver 10% more doses to U.S. by end of May | C
Blood clots more likely from Covid than J&J vaccine: Dr. Purvi Parikh | C
Low Efficacy of Chinese Shots Sows Concern on Global Rollout | B

Offbeat
IRS Chief Says $1 Trillion in Taxes May Go Uncollected Each Year | W
Opinion | How Biden Can Free America From Its Zoning Straitjacket | N
Any more tourist attacks, and visitors won't ever return to NYC | P

Apr 13 (Tuesday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures are little changed ahead of key inflation report | C
Stocks Slip Ahead of Busy Earnings Week | W
Day Traders Know a Bubble When They See One, and They Want In | B
Raw Materials Prices Have Surged. Corporate Profits Are Likely Next. | W

Central banks
Fed’s Rosengren: Fed Policy Appropriate for Current State of Economy | W
Powell says U.S. Fed is reviewing 'concerning' Archegos bank losses - CBS '60 Minutes' | R

US
U.S. budget deficit hits record high for March as aid swells outlays | R
Biden Begins Infrastructure Negotiations Signaling Flexibility on Corporate Tax Hike | W
U.S. Budget Deficit Widened to a Record $1.7 Trillion for Six Months, as Stimulus Checks Fueled Spending | W

China
Jack Ma’s Ant Group Bows to Beijing With Company Overhaul | W

Geopolitics & trade
China’s Message to America: We’re an Equal Now | W
China Won't Be Labeled Currency Manipulator Label by U.S. | B

Industries & companies
Communication services: Google Cloudtop virtual desktop tool for employees only | C
Tech: Nvidia to Make Server Processor, Targets Intel Profit Center | B

Corporate finance
Microsoft Bulks Up With $16 Billion Deal for Nuance Communications | W

Virus
U.S. COVID cases march higher, hospitalizations up for second week in a row | R
Covid shutdown: CDC chief says vaccinating alone won't stop Michigan Covid surge | C
Covid-19 cases, deaths, and vaccinations: Daily U.S. data on April 12 | C
Covid-19 Drug Prevents Symptomatic Disease in Study, Regeneron Says | W
U.K. Strain Doesn’t Result in More Severe Covid-19 Among Hospitalized Patients, Study Finds | W

Apr 12 (Monday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Sizzling Stock Market Sets High Bar for Earnings Season | W

Central banks
Fed’s Mary Daly Says the Economy Can Rebound Sharply by the Fall | BR
ECB must accept no further delay in lifting inflation: Panetta | R

US I
Fed Chair Powell: Economy about to grow quicker due to vaccinations, fiscal support | C
With Economy Poised for Best Growth Since 1983, Inflation Lurks | W
House prices are going ballistic | E
Four ways consumer spending will change once people are vaccinated | C

US II
Getting Women Back to Work Is Key to the U.S. Economic Recovery | BR
The Other Reason the Labor Force Is Shrunken: Fear of Covid-19 | W
Riding high in a workers’ world | E

US III
Janet Yellen calls for a global minimum tax on companies. Could it happen? | E
Op-ed: Biden is securing America's place in world with infrastructure plan | C

Europe
After dire year England's shops hope for end-of-lockdown shopping spree | R

China
Exclusive: China's antitrust regulator bulking up as crackdown on behemoths widens | R

Industries & companies
Cruise Lines: Cruise Line Stocks Are Riding a Wave. Here’s How They Could Sink. | BR
Communication services: Google’s Secret ‘Project Bernanke’ Revealed in Texas Antitrust Case | W
Energy: Solar-Energy Supply Chain Depends on Region Where China Is Accused of Genocide | W
Pharma: Covid Vaccine Wins Make Big Pharma Look Heroic | B

Geopolitics & trade
Biden praises South Korean battery maker deal as win for U.S. electric vehicle push | C

Cryptocurrency
Bitcoin Is Making a Splash. Is It Safe for Investors to Test the Waters? | BR

Virus
Covid: U.S. states face steep decline in J&J vaccine | C

Apr 10 (Saturday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow Rallies to Record, While S&P 500 Notches Third Straight Week of Gains | W
Dow jumps nearly 300 points to a record high, gains 2% for the week | C
Earning season is about to get underway and that could be a positive catalyst for stocks | C
Dollar Hits Rough Patch After Strong Start to 2021 | W

US I
Biden's budget meets criticism from right and left on Pentagon spending | R
Biden Budget Outline Seeks More Money for Education, Health | W
White House to Push Infrastructure Plan in Summit Meeting on Chip Shortage | W
Biden has options beyond a corporate tax hike to pay for infrastructure | C

US II
The economy is on the cusp of a major boom and economists believe it could last | C
U.S. producer inflation heats up in March as prices increase broadly | R
Calculated Risk: Is there a New Housing Bubble? | calculatedriskblog.com
Zillow president sees home listings increasing as Covid certainty grows | C
Where Can You Find a New Job? Try These U.S. Cities | W

Europe
Lagarde sees strong rebound for EU economy in second half, expects U.S. to meet inflation goal soon | C

Industries & companies
Aerospace: Boeing 737 MAX Faces Fresh Inspections | W
Autos: GM cuts overtime shifts at two U.S. truck plants due to chip shortage | C

Technology
Musk’s Las Vegas Tunnel Is Like a Tesla Amusement Park Ride | B

Corporate finance
Aramco Strikes $12.4 Billion Oil Pipeline Deal With EIG-Led Group | W
China fines Alibaba $2.8 billion in anti-monopoly probe | C

Virus
World Bank says to commit $2 billion to vaccines in developing countries by end-April | R
Covid cases overwhelm Michigan health system, Gov. Whitmer urges residents to stay home | C
Vaccination Passports Are New Flashpoint in Covid-19 Pandemic | W
Europe Investigates Reports of Blood Clots in Recipients of J&J’s Covid-19 Vaccine | W

Apr 09 (Friday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 Hits Another Record as Tech Stocks Rally | W

Central banks
Powell Vows to Restore ‘Great’ Economy, Plays Down Inflation | B
Powell Calls for Faster Global Vaccination | W
Fed’s Daly Says Must See, Not Just Expect, Substantial Progress on U.S. Economy | B

US
Workers Slowly Pull Away From Jobless Benefits as Economy Picks Up | W
New York City’s Wealthy Will Pay Nation’s Highest Tax Rates. How Will That Affect a Rebound? | W

Europe
Riots in Northern Ireland Spurred by Brexit, Crime and Covid-19 Restrictions | W

Geopolitics & trade
P&G Worked With China Trade Group on Tech to Sidestep Apple Privacy Rules | W

Industries & companies
Autos: GM to Halt Production at Several North American Plants Due to Chip Shortage | W
Autos: The U.S. is facing a lithium-ion battery shortage as electric vehicle production ramps up | C
Consumer discretionary: Amazon lead widens in union vote at Alabama warehouse | C
Hotels: Wynn Resorts CEO says 60% of employees have been vaccinated, despite company not mandating shots | C
Media: Netflix Inks Deal for Rights to Sony Movies, Including Coming ‘Spider-Man’ Films | W
Retail: Levi’s shares rise as denim retailer boosts outlook for first half of 2021 | C
Theme parks: Disneyland’s Sanitized Reopening Plan Is More Digital, Less Hands-On | W

Virus
Green, amber or red: UK to classify travel destinations in May | R
AstraZeneca Covid-19 Vaccine Restrictions Pile Up, Complicating Shot Rollouts | W
Biden’s Orphaned AstraZeneca Stockpile Rises to 20 Million Doses | B

Offbeat
Current Emissions Put the World on Track for Biodiversity Collapse | B

Apr 08 (Thursday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 ekes out a record close as Fed plans to stick with easy policy | C
Investors Big and Small Are Driving Stock Gains With Borrowed Money | W

Central banks
Federal Reserve minutes from March meeting | C
Fed's Brainard says the economy is improving but is still 'far from' where it needs to be | C

Global
G-20 to Seek Agreement on Global Minimum Tax Rate by Mid-2021 | W
Treasury deputy Adeyemo says U.S. will win support for global minimum tax | C
Exclusive: World Bank, IMF eye ways to link debt relief to climate change spending | R

US
JPMorgan CEO Jamie Dimon Sees ‘Goldilocks Moment’ for U.S. Economy | W
Biden willing to negotiate on corporate taxes, but 'sick and tired' of non-payers | R
Analysis: White House, U.S. companies could agree on 25% tax rate, officials, business groups say | R
Biden Softens Tax Plan Aimed at Profitable Companies That Pay Little | W
Biden Urges Broad View of Infrastructure in Pushing $2.3 Trillion Package | W
Pennsylvania’s $64 Billion School Pension Faces Federal Probe - Bloomberg

Geopolitics & trade
Major powers meet separately with U.S., Iran on nuclear deal | R
China’s Greenland Ambitions Run Into Local Politics, U.S. Influence | W

Industries & companies
Cruise lines: Carnival says bookings rise at record pace, watching US rules closely | C
Retail: Jim Cramer says Walmart is among the stocks that will do well in a 'hybrid world' | C
Tech: Global IT Spending Expected to Rise 8.4% to $4.1 Trillion This Year | W
Tech: Big Tech Companies Prosper Despite Chip Shortage | W

Technology
Suspected China Hack of Microsoft Shows Signs of Prior Reconnaissance | W

Virus
UK Covid variant is now the most common strain circulating in the U.S, CDC says | C
Hospitals are seeing more young adults with severe Covid symptoms, CDC says | C
U.K. Limits AstraZeneca Covid-19 Vaccine to Over-30s Amid Blood-Clot Concerns | W

Apr 07 (Wednesday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock market today: Dow falls nearly 100 points from a record high, S&P 500 breaks a 3-day winning streak | C
Stocks Close Lower After Monday Records | W
White-Hot Stock Rally Masks Mammoth Value Swings | W

Global
IMF Lifts Global Growth Forecast for 2021 to 6% | W

US
US Job Hiring Roars Back Faster Than Employers, Economist Expected | B
Jeff Bezos Backs Corporate Tax-Rate Increase and Infrastructure Plan | W
Calls Grow to Abandon Regulations Eased Under Covid (Hello, Cocktails to Go) | W

China
With Recent Covid-19 Wave Under Control, Chinese Consumers Spend on Travel | W

Geopolitics & trade
U.S., Iran Begin In Talks to Revive 2015 Nuclear Deal | W
2022 Beijing Olympics: U.S. backs away from boycott | C

Industries & companies
Autos: GM to Make Electric Version of Chevy Silverado Pickup | W
Financials: Morgan Stanley dumped $5 billion in Archegos' stocks before fire sale | C
Financials: Credit Suisse Takes $4.7 Billion Hit on Archegos Meltdown | W
Tech: Facebook, Apple and Niantic Bet People Are Ready for Augmented-Reality Glasses | W

Virus I
California to lift most Covid restrictions June 15, keep mask mandate | C
'A biological Fukushima': Brazil COVID-19 deaths on track to pass worst of U.S. wave | R
France's COVID-19 hospitalisations at a near five-month high | R

Virus II
Biden Says All U.S. Adults Should Be Eligible for Covid-19 Vaccine by April 19 | W
White House Rejects U.S. Vaccine Passports, Skirting Uproar | B
Toronto cancels in-person schooling as Canada deals with variant-driven wave of coronavirus | R
Covid Boosts Risks for Mental, Neurological Disorders in Study | B
The CDC should have updated its surface-cleaning guidelines much sooner, Dr. Ashish Jha says | C

Apr 06 (Tuesday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock market today: Dow climbs 370 points to close at a record high amid optimism on the economic recovery | C
U.S. Stocks Climb to Records on Signs of an Economic Rebound | W
Oil Prices Retreat Amid Demand Worries | W

Central banks
The Fed could come under fire for easy policy while the economy soars and inflation rises | C
Fed's Mester lauds jobs report, but says loose policy is staying put | C
Jim Cramer: March jobs report gives Fed cover on monetary policy | C

US I
Chuck Schumer says Senate can pass another bill through budget reconciliation | C
Senate Parliamentarian Rules in Favor of Democratic Reconciliation Effort | W
A 28% Tax Rate Will Cost Companies, but Not Equally | W
Biden says higher corporate tax won't hurt economy | C
Anatomy of a Biden Tax Hike | W

US II
How Biden’s infrastructure plan could leave child care behind | Vox
New York Tax Hike: Richest Residents Face Highest Combined State and City Rates | B

China
China Creates its Own Digital Currency, a First for Major Economy | W

Geopolitics & trade
Yellen Pushes for Global Minimum Tax Rate on Multinational Corporations | W
Yellen speech confirms that the U.S. is back on the world stage | C

Virus
Covid-19 Coronavirus Mutants Multiply as Scientists Race to Decode Variations | B
Fauci warns against relaxing public health measures as summer approaches | C
U.K. to Ease Lockdown as Covid-19 Vaccination Campaign Turns the Tide | W

Apr 05 (Monday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow futures jump more than 100 points after blowout jobs report | C
Biden Wants to Spend $2 Trillion on Infrastructure. These Stocks Stand to Gain the Most. | BR

Global
Nations Begin to Shape Post-Covid-19 Economy Amid Diverging Fortunes | W

US I
Some Democrats Cool to Biden’s Plan to Boost Corporate Tax Rate | W
Seven Infrastructure Problems in Urgent Need of Fixing | N
What to know about tax credits in the American Rescue Plan | C
Could Good News on Jobs Turn Into Bad News for Investors? | BR
Here’s where the jobs are — in one chart | C

US II
The Housing Market Is Crazier Than It’s Been Since 2006 | W
If You Sell a House These Days, the Buyer Might Be a Pension Fund | W
U.S. companies face boycott threats, mounting pressure to take sides in America’s voting rights battle | C

Industries & companies
Biotech: BioNTech Stock Has Surged on Covid Vaccine. Its Next Big Hit Might Take a While | BR
Financials: It’s a Great Time to Own Financial Stocks. Here’s Why. | BR
Financials: Banks May Take a $10 Billion Hit on Archegos. What That Means for Stocks. | BR
Healthcare: Beyond Covid, the Future of Healthcare Looks Bright for Investors | BR
Media: ‘Godzilla vs. Kong’ tops the pandemic box office with $32.2 million in domestic opening weekend | C

Geopolitics & trade
John Kerry says Biden’s ambitious climate plan is ‘not a counter to China’ | C
China’s ‘laissez-faire’ approach toward Myanmar’s coup puts its own interests at risk, says analyst | C

Virus
Covid-19 Cases Drop. Vaccine Distribution Picks Up. How Open Is America? | W
Covid-19 - How Europe has mishandled the pandemic | E
Indian brink - India is recording more cases of covid-19 than any other country | E
U.S. puts J&J in charge of plant that botched Covid vaccine, removes AstraZeneca | C

Apr 03 (Saturday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
U.S. Treasury Yields Rise After Strong Jobs Report | W
Dollar, U.S. Treasuries edge higher on strong U.S. labor report | R
An Alternative to ‘No Alternative’: How Bonds Snuck Up on Stocks | B

US I
Red-Hot U.S. Economy a Mixed Blessing For Rest of World | W
March 2021 jobs report blows past expectations | C
U.S. factories desperate for workers, even as ranks of jobless remains high | R

US II
President Biden issues warning on heels of major jobs report, vaccinations | C
Infrastructure Proposal Is Popular, Biden Says, Defending Tax Plan | W

US III
Need a Mortgage Loan? Good Luck. Lenders Are Tightening Standards. | W
MLB Removes 2021 All-Star Game From Atlanta Because of Georgia Voting Law | W

Geopolitics & trade
U.S., Japan, South Korea Meet to Hash Out Approach to Pyongyang | W
Japan and U.S. aim for chip supply chain deal with PM Suga's visit, Nikkei says | R
U.S. and Iran Agree to Resume Talks on Nuclear Deal | W

Industries & companies
Autos: Chinese electric car start-ups Nio, Xpeng post strong March deliveries | C
Autos: Ford-Backed Self-Driving Startup Argo AI Mulling IPO This Year | B
Pharma: J&J Starts Testing Covid-19 Vaccine in Adolescents | W

Corporate finance
GlobalFoundries CEO on semiconductor shortage and IPO | C

Virus
CDC Relaxes Covid-19 Travel Guidance for Fully Vaccinated People | W
Covid vaccines: Why getting back to work may happen quickly | C

Apr 02 (Friday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 climbs more than 1% to close above 4,000 for the first time | C
Copper Prices Retreat Alongside Popular Speculative Trades | W

US I
Manufacturing boom brings more signs that inflation is building rapidly | C
Economic boom expected in the second quarter, a boost for stocks | C
Biden’s $2 Trillion Corporate Tax Plan Tears Up Republicans’ 2017 Blueprint | W
McConnell says GOP will oppose Biden infrastructure plan | C
Biden Infrastructure Plan Faces Test in Congress | W

US II
Biden Infrastructure Plan Aims to Boost Economy’s Productivity Over Time | W
Biden Aims for Universal High-Speed Internet in Infrastructure Plan | W
Biden considers health care public option in economic recovery plan | C
Mortgage Firms Warned to Prepare for a ‘Tidal Wave’ of Distress | B

Geopolitics & trade
Even Suez Canal Blockage Can’t Hold Back Red-Hot Global Trade | W

Industries & companies
Airlines: American Airlines to use nonunion pilots for some test flights, drawing criticism | C
Airlines: United Airlines tells staff it's hiring hundreds of pilots for travel recovery | C
Autos: Auto Makers Start 2021 Strongly Despite Supply Constraints | W
Consumer discretionary: Carbon Labels Are Coming to Your Shampoo Bottle | W
Financials: ViacomCBS stock sales amid Archegos debacle raise questions for banks | C
Pharma: Pfizer’s Covid-19 Vaccine Is Still Highly Effective Six Months After Second Dose | W
Tech: TSMC to Invest $100 Billion to Increase Semiconductor Output | W
Tech: Google, Facebook, Amazon, Apple and Microsoft. Call Them Tech Frenemies for Life. | W

Technology
Testing Elon Musk's Starlink: Is It Really a Rural Internet Game Changer? | W

Virus
How mRNA Technology Could Change the World | Atlantic
Vaccine Trickle Becomes Torrent as U.S. Eligibility Rules Widen | B
Lessons From the Calculated Risk Behind U.K.’s Covid-19 Vaccine Rollout | W
FDA Authorizes First Covid-19 Tests for Repeat, at-Home Screening | W

Apr 01 (Thursday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures are little changed following Biden’s infrastructure speech | C
S&P 500 rises lifted by tech shares, closes out best month since November | C
How Japanese Investors Accelerated the Treasury Selloff | W
Family Offices Like Archegos Take Big Risks Like Hedge Funds | W

US I
President Biden unveils his $2 trillion infrastructure plan – here are the details | C
Biden Unveils $2.3 Trillion Infrastructure Plan | W
Biden’s Infrastructure Plan: How the $2.3 Trillion Would Be Allocated | W

US II
For Climate Progressives, Biden’s $2.25 Trillion Isn’t Enough | B
Analysis: Biden infrastructure plan bets big on U.S. return to mass transit after COVID-19 | R
Biden's Plan for Electric Vehicles: What You Need to Know | N
Fourth stimulus checks are unlikely. Here’s what federal aid could be coming next | C

US III
Here Come the Biden Taxes | W
Biden Tax Plan Aims to End Trump's Corporate Tax Cut Party | B
Business world divided on whether to fight corporate tax hike in Biden’s infrastructure plan | C
Biden Tax Plan Charts New Path to Economic Growth | N
Faster Inflation Is Coming. How Bad Will It Be? | B
Georgia Gov. Brian Kemp dismisses corporate backlash over election law | C

Geopolitics & trade
America’s Imports Are Stuck on Ships Floating Just Off Los Angeles | W
Chinese Propaganda Officials Celebrate Social-Media Attacks on H&M in Countering Forced-Labor Allegations | W

Industries & companies
Autos: Ford Says Chip Shortage Forcing Production Halt at Several Plants | W
Tech: Microsoft wins U.S. Army contract for augmented reality headsets, worth up to $21.9 billion over 10 years | C
Tech: Micron, Western Digital Looking at Possible Deals for Chip Maker Kioxia | W

Virus
Covid-19 Vaccinations Are Picking Up Pace, but New Cases Are Still Rising | W
B.1.1.7 Coronavirus Variant Is Top Strain in Five U.S. Regions, CDC Says | B
Pfizer-BioNTech Covid-19 Vaccine 100% Effective in Study of 12- to 15-Year-Olds, Companies Say | W
U.S. begins testing Moderna’s Covid vaccine booster shots for variant from South Africa | C
J&J Says Covid-19 Vaccine Batch Didn’t Meet Quality Standards | W
Wisconsin high court voids governor's mask mandate, settling partisan dispute | R

Remote work
Silicon Valley is starting to bring workers back to the office | NN
Google is accelerating partial reopening of offices and putting limits on future of remote work | C
Amazon says it expects some employees to return to the office this summer, most will return in fall | C

March 2021

Mar 31 (Wednesday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures are flat after Dow slips from record levels | C
S&P 500 Edges Down as Investors Sell Bonds, Tech Stocks | W
Wall Street awaits Biden infrastructure plan, but it may not be ready for the new taxes | C

Archegos
Meet Bill Hwang, the man behind Archegos, the fund that sent shockwaves through Wall Street | C
Archegos Capital: A little-known hedge fund caused widespread chaos on Wall Street | NN

Global
IMF Sees Brighter Outlook for Global Economy | W

Central banks
Fed's Barkin sees excess savings driving economy for years | R
Fed's Bostic says summer months could see millions rehired | R
Critics slam the Fed as home prices rise at a historic rate | C

US
U.S. Home Prices Rise at Fastest Pace in 15 Years | W
Biden to lay out infrastructure plans as part of massive economic proposal | C
White House Briefs Lawmakers on $2 Trillion Infrastructure Plan | W
Behind Biden’s Big Plans: Belief That Government Can Drive Growth | W
21 Senate Democrats urge Biden to put recurring stimulus checks, unemployment aid extension in recovery plan | C

China
China Rewrites Hong Kong Election Rules to Keep Opponents Out | W

Virus
U.S. Covid-19 Deaths Expected to Rise Soon With New Wave Emerging | B
CDC director says data 'suggests that vaccinated people do not carry the virus' | MSN
U.S. Calls for Independent Study of Covid-19 Origin | W
Covid-19 Vaccination Cards Are the Only Proof of Shots, Soon an Essential | W

Corporate finance
Amazon-Backed Deliveroo Secures $10.5 Billion Valuation in London IPO | W

Offbeat
How Wall Street Deals with Banker Burnout | N

Mar 30 (Tuesday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Favored in ‘Reopening Trade’ Hit Turbulence | W
Three reasons March should act as a ‘springboard’ for stocks into April | C

Global
How a Supermoon Helped Free the Giant Container Ship From the Suez Canal | W

US
Coronavirus Was Supposed to Drive Bankruptcies Higher. The Opposite Happened. | W
National Eviction Moratorium Extended Through June | W
Senate Democrats Push for Capital-Gains Tax at Death With $1 Million Exemption | W
New York business leaders push Biden, Schumer to ditch the cap on SALT deductions | C
Americans have until May 17 to contribute to 2020 to their IRAs or health savings accounts | C

Japan
Japan's retail sales fall for third straight month | R

Industries & companies
Airlines: Southwest to Buy 100 New Boeing 737 MAX Jets | W
Energy: Elon Musk Likes This EV Battery and It Costs Less—but the U.S. Isn’t Sold on It | W
Financials: How Goldman and Morgan Stanley avoided losses after fund meltdown burned Nomura, Credit Suisse | C
Financials: Goldman, Morgan Stanley Limit Losses With Fast Sale of Archegos Assets | W

Virus
Biden says states should reinstate mask mandates and wait to reopen businesses as Covid cases rise | C
CDC chief warns U.S. headed for ‘impending doom’ as Covid cases rise again: ‘Right now I’m scared’ | C
One dose of Pfizer or Moderna vaccines was 80% effective in preventing Covid in CDC study of health workers | C

Offbeat
A livable wage and human dignity | The Hill
The MBA Meaning Is Changing: What Business School Signals After Covid-19 | FO

Mar 29 (Monday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
We’re in a Manic Bull Market. How Long It Will Last—and What to Buy. | BR
Bond Bulls Charge Ahead, Challenging Consensus on Rising Yields | W
Large block trades that caused selling raises questions about cause | R

Global
China Helped Rev Up, and Then Slow Down, the Global Commodities Boom | W
Expectations for a Global Recovery Are Improving. Watch Oil and Steel. | BR
High Tide in Suez Canal Raises Hopes of Freeing Cargo Ship | W
House Prices Are Inflating Around the World | W

US
Biden to Push Child-Care Spending in Next Economic Proposal | W

China
China tightens scrutiny over credit rating industry |R

Europe
EU experts to say nuclear power qualifies for green investment label: document | R

Geopolitics & trade
Biden Invites Putin, Xi and Other World Leaders to Climate Summit | W
New Trade Representative Says U.S. Isn’t Ready to Lift China Tariffs | W
How to Counter China's Global Economic Strategy | BR
Will countries boycott China’s Olympics in 2022? | E

Industries & companies
Energy: Cheniere and Shell oil tankers change course to avoid Suez Canal as ships divert routes | C
Media: ViacomCBS, Discovery plunge due in part to forced liquidation of Archegos Capital positions | C

Virus
Covid cases are rising and hospitalizations have plateaued even as vaccinations increase | C
Covid-19 Shots for Children Hold Key to Herd Immunity | W
Covid-19 Variant Rages in Brazil, Posing Global Risk |W
Brazil’s mismanagement of covid-19 threatens the world | E

Offbeat
Bright side of the moonshots | E

Mar 27 (Saturday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow rises more than 200 points amid tame inflation data, bank shares lead | C
Fear of Inflation Finds a Foothold in the Bond Market | N

Central banks
The Fed has embraced the 'punchbowl' and has no intention of taking it away | C

Global
Ship blocking Suez Canal is beginning to affect the global economy | C
Ship Stuck in Suez Canal and Chip Shortages: What Global Supply-Chain Problems Mean for You | W
Suez Canal Blockage Forces Operators to Reroute Ships | W

US I
Household Spending Picks Up After Cooling Last Month | W
U.S. consumer spending, income temporarily fall ahead of massive fiscal stimulus | R
The housing market already is on fire, and inflation will soon follow, this former Morgan Stanley economist argues | MW
Biden condemns GOP-backed voting restrictions in Georgia | C

US II
Opinion: Why Janet Yellen is wrong on corporate tax rates | NN
White House considers vehicle mileage tax to fund infrastructure, Buttigieg says | C
Bernie Sanders aims to lower Medicare eligibility age in recovery bill | C
An Unexpected $10,200 Unemployment Tax Break: What to Know | W
School Districts Tackle ‘Learning Loss,’ School Safety With Covid-19 Aid | W
Ghost-Gun Concerns Prompt Feds to Meet With Firearms Makers | W

Geopolitics & trade
U.S. Condemns Chinese Boycotts of Companies That Avoid Xinjiang Production | W
White House watching China closely on forced labor after U.S. firms pressured | R
H&M Is Erased From Chinese E-Commerce Over Xinjiang Stance | W

Industries & companies
Media: ViacomCBS, Discovery stock continues to plunge | C
Media: Apple’s Move to Block User Tracking Spawns New Digital Ad Strategies | W
Media: Voting-Machine Company Dominion Sues Fox News Over Election Claims | W
Tech: Microsoft Is in Exclusive Talks to Acquire Discord | W

Corporate finance
WeWork Agrees to SPAC Deal That Would Take Startup Public | W
ThredUp’s Stock Jumps 30% in Market Debut | W

Virus
Even When Covid-19 Vaccines Arrive, EU Struggles to Get Shots in Arms | W
U.S. Vaccine Supply to Hit 240 Million Doses Next Week, White House Says | B

Mar 26 (Friday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow climbs 199 points in late-day rebound led by stocks benefiting from reopening | C

Global
It’s ‘all systems go’ for global growth and the risk rally, Barclays says. Here’s how to play it. | MW

Central banks
Fed officials press promise of complete recovery before 'punch bowl' disappears | R
Fed says banks will have to wait until June 30 to start issuing buybacks and bigger dividends | C
Powell Says Now Is Not the Time to Focus on Reducing Federal Debt | W

US
U.S. weekly jobless claims drop to one-year low in boost to economy | R
Senate Democrats Lay Plans for Higher Corporate Taxes | W
In 2020 the ultra-rich got richer. Now they're bracing for the backlash | R

US politics
Biden compares Xi to Putin, Republican voting plans to Jim Crow laws | R
Biden Says U.S. Wants Competition, Not Confrontation, With China | W
Biden’s First Press Conference Tackles Filibuster, Immigration, Afghanistan | W

Europe
With Negative Rates, Homeowners in Europe Are Paid to Borrow | W

Industries & companies
Aerospace: Boeing’s Defense Unit Dealt Setback by Pentagon | W
Consumer discretionary: Amazon is launching on-site Covid-19 vaccinations at some warehouses | C
Energy: Energy Industry Grapples With Fallout From Suez Canal Blockage | W
Energy: American Petroleum Institute endorses carbon pricing as oil and gas industry faces pressure on emissions | C
Media: Why investors are struggling to value media stocks like ViacomCBS and Discovery | C
Retail: Home Depot or Lowe’s? Two traders disagree on which is the better bet | C
Tech: Tech Hearing Live Updates: Google, Facebook and Twitter CEOs Testify on Misinformation | W
Transportation: Suez Canal blockage is delaying an estimated $400 million an hour in goods | C

Corporate finance
Robinhood building platform to allow users to buy into IPOs, sources say | C

Virus
Biden sets new Covid vaccine goal of 200 million shots within his first 100 days: ‘I believe we can do it’ | C
Pfizer begins Covid vaccine trial on infants and young kids | C
AstraZeneca Got Its Vaccine Right. The Rollout Has Been a Mess. | W

Mar 25 (Thursday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks End Lower Amid Decline in Tech Shares | W
Tech and GameStop losses have traders wondering if retail investors are losing interest in market | C
Powell Says Rise in Long-Term Bond Yields Reflects Economic Optimism | W
Leap in Gas Prices Puts $3 a Gallon in Sight | W
Fidelity to launch bitcoin ETF as investment giant builds its digital asset business | C

US I
If the Economy Overheats, How Will We Know? | N
Hot U.S. Economy, Fresh Supply Disruptions Pressure World’s Factories | W
U.S. Durable-Goods Orders Drop for First Time Since Last Spring | W
Inflation: What is it, will rates change, and what economists think the risks are, explained | Vox

US II
U.S. Treasury issues 37 million aid payments worth $83 billion this week | R
Biden to unveil multitrillion-dollar infrastructure plan in Pittsburgh next week | R
SBA is set to triple loan amounts for those hit by Covid | C

US III
Yellen now open to U.S. bank dividend payouts, stock buybacks | R
Yellen supports buybacks Warren wants BlackRock deemed too big to fail | C
Democrats Weigh Increases in Corporate, Personal Income-Tax Rates | W
Top Senate Republican blasts sweeping U.S. election reform bill as 'power grab' | R

US IV
Carbon Tax Sidelined in Biden’s Push on Climate, Taxes | W
New York Set to Legalize Recreational Marijuana for Adults Age 21 and Up | B
Opinion: Increase the minimum wage so working pays more than being unemployed | MW

China
Move Over Huawei, Xiaomi Is China’s New Smartphone King | W

Geopolitics & trade
A $60 Billion U.S. Stimulus Windfall Is Heading China’s Way | B
North Korea fires unidentified projectiles into Sea of Japan, U.S. allies say | C
Ever Given, a massive cargo ship, is still stuck in the Suez Canal | C

Industries & companies
Cruise lines: Planning to take a cruise in Pandemic Year 2? You won’t be allowed on board without a COVID-19 vaccination | MW
Media: ViacomCBS stock drops as investors express doubt on streaming execution | C
Retail: RH (RH) Q4 2020 earnings results | C

Mar 24 (Wednesday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed on the outlook for S&P 500 earnings.
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Drop Amid Powell’s Testimony | W
Stock futures are flat amid renewed concern about pandemic recovery | C

T-Fed
Powell Says Stimulus Package Isn’t Likely to Fuel Unwelcome Inflation | W
Yellen Pledges to Work With Congress on Ways to Ease SALT Cap | B
Powell and Yellen agree valuations may be high but aren’t worried | C

US
White House to Outline Top-Line Spending Priorities Next Week | W
Here's how Democrats want to raise taxes on the rich | C
250 CEOs and execs express "alarm" over largest tax hike in New York history | C
Joe Manchin Faces Home State Pressure to Oppose Fellow Democrats’ Voting Bill | W
Incredible Shrinking Income Inequality | W
Biden Calls for Stronger Gun Control After Shooting in Colorado | W

Geopolitics & trade
China Has Bought Only a Third of U.S. Goods Under Trade Deal | B
Migrant Surge at U.S. Border Prompts White House Talks With Mexico, Guatemala | W
Tesla Boss Elon Musk’s China Charm Offensive Rolls On With Praise for Climate Plans | W

Industries & companies
Media: Marvel's 'Black Widow,' 'Cruella' To Debut on Disney+ and Theaters on Same Day | B
Tech: Tech Stocks Led the Market Rally. Now They’re Falling Behind. | W
Tech: Intel is spending $20 billion to build two new chip plants in Arizona | C

Virus
CDC likely to extend eviction ban; Nearly 1 in 5 U.S. adults is fully vaccinated | C
U.S. Health Officials Raise Concerns Over AstraZeneca Vaccine Data | W

Corporate finance
Intel CEO Presses Turnaround Effort With $20 Billion Investment Plan | W

Offbeat
The World Is Facing a Coffee Deficit in Supply Chain ‘Nightmare’ | B
Musicians Turn to NFTs to Make Up for Lost Revenue | W
NFT Art: Jack Dorsey's $2.9 Million Tweet Sets Off Scramble to Determine Value | B

Mar 23 (Tuesday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing focusing on the outlook for S&P 500 earnings.
Daily Markets Overview
Today’s Morning Briefing

Markets
Tech Shares Start Week Higher | W
Asian shares follow Wall St advance as inflation panic eases | R
Oil Company Leaders Support Carbon Pricing Plan | W

Central banks
Fed Chair Powell: U.S. economy looks to be strengthening | R
Fed’s Barkin Will Look Past Inflation Jump; Bowman Expects Fed Policy to Stay Easy | W
Fed's Bowman says small firm failures may increase, cites state virus restrictions | C
Powell Says Congressional Support Likely Needed to Adopt Fully Digital Dollar | W

US
Cold weather, tight supply depress U.S. home sales | R
U.S. Treasury's Yellen sees post-COVID growth, possible full employment in 2022 | R
Biden Administration Officials Put Together $3 Trillion Economic Plan | W
Biden infrastructure plan: White House considers $3 trillion in spending | C
Biden infrastructure, jobs spending push could hit $4 trillion: source | R
Tight Supply Is Limiting Home Sales at Start of Spring | W

Geopolitics & trade
West sanctions China over Xinjiang abuses, Beijing hits back at EU | R

Industries & companies
Autos: Are Electric Cars Really Better for the Environment? | W
Autos: Tesla whistleblower on solar fires interviewed in CPSC probe | C
Autos: Renesas Chip-Plant Fire Spreads Concerns About Global Auto Production | W
Autos: Chip shortage has Detroit automakers struggling to maintain truck production | C
Tech: Microsoft Prepares to Reopen Its Offices and Enter Hybrid-Work Era | W

Virus
Covid cases rise across more than half of the U.S. as country races to vaccinate | C
Vaccine Fight Between EU and U.K. Threatens to Escalate | W
AstraZeneca’s Covid-19 Vaccine Is Safe, 79% Effective in Late-Stage U.S. Trials | W

Mar 22 (Monday)

YRI
YRI Podcast & New Book. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Oil Is Still on a Bumpy Path to Recovery Despite Price Swerve | B
Sun Is Shining on Convertible Bonds, Built for Good or Bad Weather | BR
China’s Limits on Steel Production Could Weigh on Iron Ore | BR

Central banks
The Fed can fight inflation, but it may come at the cost of future growth | C
EU’s Plodding Stirs ECB Concerns as U.S. Delivers Stimulus | B
China central bank head says policy needs to selectively support growth, curb risks | R
Turkey’s Erdogan Ousts Central Bank Governor in Surprise Move | W

Global
IMF sees signs of stronger global recovery, but significant risks remain | R

US
Stimulus Checks Have Left U.S. Households Ready to Spend | W
Americans Are Ready to Travel. But Where Can They Go? | W
New Realtors Pile Into Hot Housing Market. Most Find It Tough Going | W

Europe
Pandemic leaves digital laggard Italy scrambling to catch up | R

US politics
New U.S. trade 'czar' Tai vows to promote equitable growth, give workers more say | R
Coming to America - Biden’s muddle on immigration | E

Geopolitics & trade
U.S.-China trade relations remain strained as Biden team takes tough stance similar to Trump | C
After the protests - China is not just shackling Hong Kong, it is remaking it | E
China to increase high-quality imports as economy recovers, vice premier says | R
Musk says Tesla would be shut down if its cars spied in China, elsewhere | C
Whiskey Sour: U.S. Distillers Bitter Over 25% Tariffs Set to Double in June | W

Industries & companies
Airlines: Say goodbye to $30 plane tickets. The era of dirt-cheap flights is ending | C
Consumer: E.l.f. Beauty Stock Looks Like a Buy. Here’s Why. | BR
Tech: Splunk Stock Is a Buy: After Falling Behind, It’s Catching Up. | BR

Corporate finance
Railroads Strike a $25 Billion Merger | W

Space & technology
How to Play the New Space Race | BR
The Space Race Has Long Led to Business Opportunities | BR
What Are NFTs? These Digital Tokens Are the Latest Investing Mania—and They’re Here to Stay. | BR

Virus
Covid-19 Vaccine Manufacturing in U.S. Races Ahead | W
Another shot in the foot - How Europe’s vaccine caution can cost lives | E
Covid cases are rising in 21 states as health officials warn against reopening too quickly | C

Mar 20 (Saturday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow closes more than 200 points lower as banks sell off, breaks a two-week win streak | C
Rate fears are getting the blame for recent stock weakness, but other factors are at play | C

Central banks
It’s Time to Talk About the Bogeyman in the Market: Inflation | B
Why the Fed is not fazed by higher rates … yet | C
The Fed will not extend a pandemic-crisis rule that had allowed banks to relax capital levels | C

US
Economy Revs Up as Americans Increase Spending on Flights, Lodging, Dining Out | W

US fiscal policy
Bill Gates Says Some Tax Proposals Have Gone ‘Too Far’ | B

China
China to Restrict Tesla Use by Military and State Employees | W

Geopolitics & trade
Bitter Alaska Meeting Complicates Already Shaky U.S.-China Ties | W
Here are the highlights from the heated exchange between the U.S. and China in Alaska | C
China Buys More Iranian and Venezuelan Oil, in a Test for Biden | W
In Washington, ‘Free Trade’ Is No Longer Gospel | N

Industries & companies
Airlines: United’s Recent Engine Failure Spooked Denver. It’s Happened Before. | W
Financials: Visa says the DOJ plans to probe its debit card practices, shares fall 6% | C
Media: How Covid-19 Supercharged the Advertising ‘Triopoly’ of Google, Facebook and Amazon | W

Virus
Spring Arrives in Paris, Along With Another Covid-19 Lockdown | W
Fauci says the variant from the U.K. likely accounts for up to 30% of Covid infections in U.S. | C
CDC shortens Covid social distancing guidelines for kids in school to 3 feet with masks | C
Scientists Say They Found Cause of Rare Blood Clotting Linked to AstraZeneca Vaccine | W
Capitalism Is What Will Defeat Covid | W

Offbeat
Bill Gates says he’ll fly a lot less and eat more synthetic meat to fight climate change | C
Volcano erupts in Iceland near capital following weeks of seismic activity | C

Mar 19 (Friday)

Markets

Dow closes more than 200 points lower as banks sell off, breaks a two-week win streak | C

Rate fears are getting the blame for recent stock weakness, but other factors are at play | C

Central banks

It’s Time to Talk About the Bogeyman in the Market: Inflation | B

Why the Fed is not fazed by higher rates … yet | C

The Fed will not extend a pandemic-crisis rule that had allowed banks to relax capital levels | C

Economy Revs Up as Americans Increase Spending on Flights, Lodging, Dining Out | W

US fiscal policy

Bill Gates Says Some Tax Proposals Have Gone ‘Too Far’ | B

China

China to Restrict Tesla Use by Military and State Employees | W

Geopolitics & trade

Bitter Alaska Meeting Complicates Already Shaky U.S.-China Ties | W

Here are the highlights from the heated exchange between the U.S. and China in Alaska | C

China Buys More Iranian and Venezuelan Oil, in a Test for Biden | W

In Washington, ‘Free Trade’ Is No Longer Gospel | N

Industries & companies

Airlines: United’s Recent Engine Failure Spooked Denver. It’s Happened Before. | W

Financials: Visa says the DOJ plans to probe its debit card practices, shares fall 6% | C

Media: How Covid-19 Supercharged the Advertising ‘Triopoly’ of Google, Facebook and Amazon | W

Virus

Spring Arrives in Paris, Along With Another Covid-19 Lockdown | W

Fauci says the variant from the U.K. likely accounts for up to 30% of Covid infections in U.S. | C

CDC shortens Covid social distancing guidelines for kids in school to 3 feet with masks | C

Scientists Say They Found Cause of Rare Blood Clotting Linked to AstraZeneca Vaccine | W

Capitalism Is What Will Defeat Covid | W

Offbeat

Bill Gates says he’ll fly a lot less and eat more synthetic meat to fight climate change | C

Volcano erupts in Iceland near capital following weeks of seismic activity | C

Mar 18 (Thursday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
The Dow is set to extend the Fed rally with futures up 100 points| C
Gasoline Demand Has Peaked, Global Forecaster Says | W

Central banks
Fed expects growth surge, inflation jump in 2021 but no rate hike | R
Fed Holds Steady on Interest Rates, Bond Purchases | W
Fed Chair Powell is a 'maestro,' calming markets and averting chaos| C

Global
Everywhere You Look, the Global Supply Chain Is a Mess | W

US
IRS postpones April 15 U.S. tax deadline to May 17| C
What comes after the stimulus-fueled short-term economic boom? | TheHill
U.S. to Give $10 Billion to Schools for Covid-19 Testing | W

US politics
U.S. Senate Democrats introduce sweeping election reform bill facing steep odds | R
House GOP Allows Spending Earmarks, in Boost for Biden Plan | B
Katherine Tai Confirmed as Biden’s Trade Representative | W
Opinion | Andrew Yang Isn’t Doing U.B.I. Right - The New York Times | N

Geopolitics & trade
China is building up its ability to weaponize trade, new report says| C
China’s Combat Drones Push Could Spark a Global Arms Race | B
How the WHO’s Hunt for Covid’s Origins Stumbled in China | W
Biden Imposes His First Sanctions on Chinese Officials Ahead of Bilateral Meeting | W
Russia recalls its U.S. ambassador for consultations after Biden comment on Putin | R

Industries & companies
Autos: Toyota, Honda Shut U.S. Factories as Supplies Run Short | W
Financials: Bitcoin: Morgan Stanley is the first big U.S. bank to offer wealthy clients access to bitcoin funds| C

Corporate finance
Chinese Video Company Bilibili Eyes $2.8 Billion Hong Kong Share Sale | W
U.S. Antitrust Officials Unlikely to File Supreme Court Appeal in Qualcomm Case | W

Virus
Covid reinfection more common for the over-65s: Study finds| C
U.S. health experts try to ease Covid vaccine fears as AstraZeneca's shot faces EU review| C
Ticket? Passport? Add a Covid Vaccination Card to the List of Must-Have Travel Documents | W

Mar 17 (Wednesday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures are flat ahead of Fed verdict | C
Walgreens and other Dow stocks are having best quarters in decades | C

Central banks
Fed Seen Standing Firm on Interest Rates, Bond Purchases | W
The Financial Crisis the World Forgot | N

US
Retail Sales, Manufacturing Slip Ahead of Expected Spring Rebound | W
Anxious Americans to pay debt, taxes with COVID-19 stimulus checks | R
$300 unemployment benefits may not arrive till April, says Labor Dept. | C

US politics
Biden Says Covid-19 Stimulus ‘Already Doing What It Was Designed to Do’ | W

Europe
‘I Have No Money for Food’: Among the Young, Hunger Is Rising | N
Europe Weighs Caution on AstraZeneca Vaccine Against Covid-19 Threat | W

China
China Appears to Block Popular Encrypted Messaging App Signal | W

Geopolitics & trade
Kim Jong Un's sister warns Biden administration | C

Industries & companies
Airlines: JetBlue is calling flight attendants back to work to handle increase in travel demand | C
Retail: Jim Cramer: High-end retail stocks show signs of more upside | C
Tech: Google, Apple giving up less than 5% of revenue from apps with pay changes: estimate | C
Tech: Uber grants UK drivers worker status after losing major labor battle | C

Corporate finance
FTC Prepares to Take Tougher Stance on Pharmaceutical Mergers | W

Offbeat
College Admission Season Is Crazier Than Ever. That Could Change Who Gets In. | W

Mar 16 (Tuesday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Edge Higher Despite Declines in Energy Shares | W
Dow notches another record high, rising 170 points on reopening optimism | C

Central banks
Why this week's Fed meeting could be 'March madness' for markets | C

US
The Pandemic Ignited a Housing Boom—but It’s Different From the Last One | W
Uncounted in the Unemployment Rate, but They Want to Work | N

US politics
In Size and Risk, Biden’s Opening Gamble Ranks With Reagan’s | W
Biden Tax Hike: Income Levels of More Than $400,000 a Year Will Be Hit Hardest | B
Student debt forgiveness: Schumer, Warren, Menendez urge Biden to cancel loans | C

Europe
French Economy Set for Stronger 2021 as Restrictions Hurt Less | B

China
Beijing Asks Alibaba to Shed Its Media Assets | W

Geopolitics & trade
U.S. Deploys Coast Guard Far From Home to Counter China | W
North Korea warns new U.S. administration if it wants peace it must avoid 'causing a stink': state news agency | R

Industries & companies
Airlines: Is Travel Coming Back? Airports Have Busiest Days Since March 2020 | W
Financials: U.S. Banks Will Turn Last Year’s Fear Into This Year’s Profits | W
Media: Where to Stream ‘Nomadland,’ ‘Minari’ and More 2021 Oscar Nominees | N

Corporate finance
DigitalOcean IPO filing plays up ease-of-use vs Amazon, Microsoft | C
Blackstone, Starwood Capital Team Up in $6 Billion Purchase of Extended Stay | W

Virus
Germany, France, Italy Suspend Use of AstraZeneca’s Covid-19 Vaccine | W
Dr. Scott Gottlieb: U.S. better on Covid vaccines, European-like surge unlikely | C

Mar 15 (Monday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Europe Is Still in the Throes of Covid-19, but Its Stocks Are Rallying | W
Commodities Supercycle Looks Like a Stretch | W

Central banks
Fed to Hike Rates in 2023 But Dots Won’t Show It, Economists Say | B

Global
The $3trn question - The world’s consumers are sitting on piles of cash. Will they spend it? | E
The world economy - Joe Biden’s stimulus is a high-stakes gamble for America and the world | E
50%+1 is enough for most things - Most democracies see only a limited role for supermajorities | E
Global Baby Drought of Covid-19 Crisis Risks Population Crunch | B

US
As the Covid-19 Pandemic Fades, the U.S. Economy Could Soar | B
Turbocharged Economy Leaves Factories Struggling to Deliver Goods That Shoppers Want | W
Yellen Says U.S. Inflation Risk Remains Small, ‘Manageable’ | B
Fewer kids are going to college because they say it costs too much | C
Taking stock of Stockton - A Californian experiment in the provision of guaranteed income returns its first results | E

Europe
Italians Flock to Parks, Rush to Get Haircut Before New Lockdown | B
Demolition Draghi - Italy’s new prime minister upends the country’s political parties | E
A Push to End Germany’s Status as ‘Paradise for Patent Trolls’ | W

China
The big target - A confident China seeks to insulate itself from the world | E

US politics I
White House Weighs How to Pay for Long-Term Economic Program | W
Child Tax Credit: How the Covid-19 Stimulus Package Gives Additional Money to Families | W

US politics II
Heads we win, tails you cheated - America’s battle over election laws | E
Politics - How to renew America’s democracy | E
Georgia activists pressure big corporations to oppose voting restrictions | C

Geopolitics & trade
FEMA ordered to help with influx of migrant children at U.S.-Mexico border | C
Xiaomi Wins Court Ruling Halting U.S. Investment Ban | W

Industries & companies
Airlines: Air travel: TSA records highest passenger screenings in nearly a year | C
Autos: VW to cut up to 4,000 jobs via early retirement, sources say | R
Consumer discretionary: With Shopify, Small Businesses Strike Back at Amazon | W
Cruise lines: Carnival Corp CEO sees minimum of two more tough years for cruise industry: FT | R
Energy: How wind became America's top renewable electricity source | C
Media: How Covid-19 changed the advertising industry | C
Pharma: Lilly Alzheimer’s Drug Shows Modest Benefit in Clinical Trial | W
Retail: Retail investors may keep flowing into stocks, but that doesn't mean they have to keep going up | C
Retail: Wayfair Stock Is Soaring, and Director Michael Kumin Bought Up Shares | B
Tech: Google Says Microsoft’s Stance on News Is Effort to Distract From Hack | W
Tech: Why the Next Big-Tech Fights Are in State Capitals | W
Tech: Outgoing CEO says Panasonic must cut Tesla reliance as battery tie-up evolves: FT | R

Virus & climate
States Are Finding More Unreported Covid-19 Deaths | W
Companies’ Climate Risks Are Often Unknown. Here’s How One Opened Up | W

Corporate finance
The Booming IPO Market Shows No Signs of Slowing. What Investors Need to Know. | B

Technology & remote work
Plane expensive - Why taking pilots out of planes has been more expensive than anticipated | E
From Remote Work to Hybrid Work: The Tech You’ll Need to Link Home and Office | W
Why Oracle, Uber and others use Clear Office for relocation services | C

Offbeat
Behind Greensill’s Collapse: Detour Into Risky Loans | W

Mar 13 (Saturday)

YRI
In this video podcast, Dr. Ed discusses how another round of government checks might drive stock prices higher in coming weeks.
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow climbs 290 points to close at another record, surging yields hit tech stocks again | C
Value Investors Finally Have Reason to Celebrate—for Now | W
Opinion: The stock market is behaving in mysterious ways — is it bullish, bearish or something else? | MW
U.S. Treasury Yields Climb Sharply | W

Central banks
The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead | C
Fed to Decide on Extending Emergency Capital Relief for Big Banks | W
Mortgage Rates Are Rising. Read This Before You Refinance. | W

US politics
New Covid-19 Unemployment Benefits to Keep Stimulus Flowing Through Summer | W
Stimulus check update: IRS started processing $1,400 payments Friday | C
Massive $1.9 trillion bill is a bailout for blue states | NYP
The Relief Bill Will Save Tens of Thousands of Airline and Airport Jobs | N
A Last-Minute Add to Stimulus Bill Could Restrict State Tax Cuts | N

China
China’s Corporate Earnings Set for Biggest Jump in a Decade | B
China Regulator Fines Tencent, Baidu, Others Over Investment Deals | W

Geopolitics & trade
U.S. Wants India’s Help on China, but There Are a Few Sticking Points | W

Industries & companies
Autos: Tesla is using customers to test AV tech on public roads: NTSB | C
Tech: Oracle lags behind cloud leaders in capital expenditures | C

Virus
U.S. tops 100 million Covid vaccine doses given, 13% of adults fully vaccinated | C
Biden Rebuffs EU, AstraZeneca and Says U.S. Will Keep Its Doses | B
Europe Confronts a Covid-19 Rebound as Vaccine Hopes Recede | W

Corporate finance
AT&T, Verizon Vow to Boost Sales Before 5G-Fueled Debt Comes Due | W

Cybersecurity & Technology
Microsoft Probes Whether Leak Played Role in Suspected Chinese Hack | W
3D-printed housing developments suddenly take off – here's what they look like | C

Offbeat
Does NFT Art Spell Trouble for Auction Houses and Dealers? | W

Mar 12 (Friday)

YRI
In this video podcast, Dr. Ed discusses how another round of government checks might drive stock prices higher in coming weeks.
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 jumps 1% to a record as Biden signs new stimulus, Nasdaq rallies 2.5% | C
Why $4-a-Gallon Gas May Be Coming Your Way This Summer | N
The world went on a debt binge last year. There could be a nasty hangover | NN

Central banks
ECB to Speed Up Bond Purchases to Prop Up Sluggish Economy | W

US
U.S. Jobless Claims Ease as Hiring Picks Up | W
Cash-Out Refinancings Hit Highest Level Since Financial Crisis | W

US politics
Biden infrastructure bill: GOP and Democrats fight over taxes, green agenda | C
Covid stimulus update: Biden signs $1.9 trillion relief bill | C
Stimulus checks could start hitting bank accounts this weekend, White House says | C
Student loan forgiveness is now tax-free. Is cancellation coming? | C
Cuomo under fire: New York Democrats start to privately discuss running for governor | C
House Passes Gun-Control Measures Backed by Democrats | W

China
China Lays Plans to Tame Tech Giant Alibaba | W
China All but Ends Hong Kong Democracy With ‘Patriots Only’ Rule | W

Industries & companies
Consumer discretionary: Amazon (AMZN) Grocery Store Chain Being Quietly Built During Covid, Pandemic | B
Media: Netflix password-sharing crackdown being tested | C

Virus
Biden Tells States to Make All Adults Eligible for Covid-19 Vaccine by May 1 | W
J&J’s Single-Dose Covid-19 Vaccine Approved by EU Drug Regulator | W
Novavax vaccine 96% effective against original coronavirus version in UK trial | C
U.S. Covid Decline Nears Point at Which Other Surges Reignited | B
Fauci was ‘blind to the harms of the lockdowns' that didn't work anyway, says Stanford doctor

Corporate finance
Coupang Shares Rise 70% in Debut | W
Grab Is in Talks to Go Public Through a SPAC Merger | W

Offbeat
Beeple NFT is most expensive ever sold at auction, tops $60 million | C
Modern Life Is Messing With Our Microbiomes, but Science Is Fighting Back | W
The new must-have for those who can afford it? Their very own electrical grid. | NBC

Mar 11 (Thursday)

YRI
In this video podcast, Dr. Ed discusses how another round of government checks might drive stock prices higher in coming weeks.
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures little changed after Dow sets record high | C
Stock market today: Dow rallies 460 points to close at a record as bond yields fall, House passes new stimulus | C
Premarket: Speedy vaccines are boosting King Dollar | NN

US
U.S. consumer prices rise; underlying inflation muted for now | R
These Businesses Thrived in Lockdown. Can They Keep It Up Now? | W

US politics
Stimulus update: House passes $1.9 trillion Covid relief bill, sends to Biden | C
U.S. Budget Deficit Widened to $1 Trillion From October Through February | W
Stimulus update: Biden prepares to stake presidency on infrastructure bill | C
States Expected Covid-19 to Bring Widespread Tax Shortfalls. It Didn’t Happen. | W

China
China's low GDP target gives Beijing room to address market risks | C
China’s Rise Drives a U.S. Experiment in Industrial Policy | W

Geopolitics & trade
A New Generation Takes the Lead in Myanmar Protests | W

Industries & companies
Airlines: U.S. extends $14 billion lifeline to airlines in third government aid package | R
Autos: Booming Electric-Vehicle Demand Supercharges Lithium Prices | W

Virus
Covid vaccines: 100 million in U.S. will be inoculated by April, Gottlieb says | C
Biden Loads Up on Extra Shots, Fueling Vaccine Gap Worldwide | B
Covid: Biden says he will announce 'next phase' of U.S. response Thursday | C
Covid-19 Variant Vaccine From Moderna Begins Human Testing | W

Corporate finance
Verizon to Tap Debt Market to Pay $36 Billion Tab on 5G Airwaves | B
SoftBank-backed Coupang raises $4.2 billion in IPO, sources say | C
GE to Wind Down GE Capital After Shedding Jet-Leasing Unit | W

Cybersecurity
Massive Hacks Linked to Russia, China Exploited U.S. Internet Security Gap | W
Expect College Wait Lists to Be Obnoxiously Long This Year | W
Beyond stimulus: Gen Z’s dream of high-speed rail and Green New Deal infrastructure | VOX

Mar 10 (Wednesday)

YRI
Daily Markets Overview
In this video podcast, Dr. Ed discusses how another round of government checks might drive stock prices higher in coming weeks.
Today’s Morning Briefing

Markets
Stock futures inch higher in overnight trading after Nasdaq’s best day since November | C
Tech Shares Bounce Back With Biggest Advance of Year | W

US
Unexpected U.S. Growth Surge Could Unbalance Fragile Global Economy | W
Inflation may have been warming up in February, but it could be hot by May | C

Europe
EU Seeks to Double Share of World Chip Market by 2030 in ‘Digital Sovereignty’ Drive | W

US politics
Yellen Says Treasury Preparing to Deliver Relief Funds Quickly | B
House plans to pass $1.9 trillion Covid relief bill Wednesday, send it to Biden | C
What’s in the Third Covid-19 Stimulus Package? | W
Young Central American Migrants See Biden Era as Chance to Enter U.S. | W

Industries & companies
Autos: Tesla (TSLA) Stock Bounces Back Following Steep Five-Day Decline | B
Energy: Tesla vs. Exxon Is the Perfect Recovery Bet | W
Media: Disney+ Streaming Service Reaches More Than 100 Million Subscribers | W
Retail: Mastercard exec says almost 75% of apparel sales were made online last month | C
Wireless: T-Mobile to Step Up Ad Targeting of Cellphone Customers | W

Virus
Covid-19 Death Forecast Drops as Pandemic Indicators Improve | B
BioNTech-Pfizer Could Have Capacity for 3 Billion Covid Vaccine Doses in 2022 | B

Corporate finance
Volatility Hits the Sizzling SPAC Market | W
A GE-AerCap Deal Would Add Pressure on Boeing and Airbus | W
Amazon-Backed Deliveroo Plans IPO, Testing London’s Appetite for Big Tech | W
Roblox goes public Wednesday — here’s how indie game makers turned it into a $30 billion company | C
SoftBank Put $400 Million Into Greensill Months Before Collapse | W

Technology
America’s Battery-Powered Car Hopes Ride on Lithium. One Producer Paves the Way. | W

Cybersecurity
Microsoft’s big email hack: What happened, who did it, and why it matters | C
‘Really messy’: Why the hack of Microsoft’s email system is getting worse | C
Tesla (TSLA), Cloudfare (NET) Breached in Verkada Security Camera Hack | B

Mar 09 (Tuesday)

YRI
Daily Markets Overview
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Today’s Morning Briefing

Markets
Dow rises 300 points to touch a record, Nasdaq sheds 2% as rotation out of tech continues | C
Nasdaq Enters Correction Territory as Tech Shares Sink | W
Cathie Wood says the underlying bull market is strengthening and she's finding great buying opportunities in the sell-off | C

Central banks
Fed extends small business liquidity facility three months to June 30 | R

US
'Significant' scarring will limit pent-up consumer demand: Stephen Roach | C

Europe
As U.S. Throws Workers a Lifeline, Europe’s Safety Net Leaves Many Behind | W

US politics
Biden Team Races to Assemble New Climate-Change Strategy | W
With the biggest deficit since WWII, the US thinks it can print mad money | P
Stimulus update: House plans to pass Biden Covid relief bill | C
Factbox: What is in the final version of U.S. Democrats' $1.9 trillion COVID-19 aid plan? | R
U.S. can deliver COVID-19 aid checks quickly, but child tax credit is hurdle | R
The American Rescue Plan creates a tax problem for the unemployed | C
Congress Is Poised to Upend Tax Season With New Break for Unemployment Benefits | W

Industries & companies
Restaurants: Covid-19-Closed Restaurants Are Reopening. Running Them Is Still a Battle. | W

Virus
CDC Says Fully Vaccinated People Can Gather Privately Without Masks | W
Covid: CDC study finds about 78% of people hospitalized were overweight or obese | C
Gov. Ned Lamont defends easing Covid restrictions in Connecticut | C
Many ‘Long Covid’ Patients Had No Symptoms From Their Initial Infection | N

Corporate finance
Quantum-Computing Startup IonQ Plans Public Debut in $2 Billion SPAC Merger | W

Technology
Elon Musk: Connecting RVs and trucks through Starlink satellites | C
Mark Zuckerberg: How smart glasses could help combat climate change | C

Mar 08 (Monday)

YRI
Daily Markets Overview
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Today’s Morning Briefing

Central banks
Powell’s Dashboard Shows How Far U.S. Economy Has to Go on Jobs | B
The Fed Doesn’t Fear Inflation. Its Critics Have Longer Memories | B

Global
How to make a social safety-net for the post-covid world | E
‘I’ve Never Seen Anything Like This’: Chaos Strikes Global Shipping | N

US
Companies Are Feeling the Inflation Pinch. What to Watch Next. | BR

US politics
Senate Democrats Pass $1.9 Trillion Covid-19 Relief Plan | W
Biden says people will start getting stimulus checks this month as soon as House passes Covid relief bill | C
Unemployment benefits end next week. It may be too late for Congress to stop it, experts say | C
Sen. Joe Manchin open to party-line vote on future bills with voting rights legislation now in focus | C
Biden Is Shutting Out Wall Street. Investors May Be in for a Surprise. | BR
Two more women accuse New York Gov. Andrew Cuomo of inappropriate conduct | C
Fence Around U.S. Capitol Should Come Down, Many Residents and Lawmakers Say | W

China
Xi Jinping’s Eager-to-Please Minions Snarl His China Plans | W
Making sense of a purge of China’s security services | E

Geopolitics & trade
Chinese foreign minister takes firm tone, calls for ‘non-interference’ between China and the U.S. | C
Huawei Loses Cellular-Gear Market Share Outside China | W

Industries & companies
Autos: Electric Vehicles Are the U.S. Auto Industry’s Future—If Dealers Can Figure Out How to Sell Them | W
Energy: Nuclear power must be well regulated, not ditched | E
Pharma: Vertex Stock Fell After a Setback on a New Drug. It’s an Opportunity for Investors. | BR
Retail: Lowe’s Can Win the Reopening, Too. Its Stock Is a Buy. | BR

Virus
Having Trouble Getting the Covid Vaccine? Your Company Might Soon Offer It. | W
U.S. Government Scientists Skeptical of One-Shot Regimen for Pfizer, Moderna Covid Vaccines | W
Study of Aggressive Covid-19 Strain in Brazil Suggests Limits of China Vaccine | W
Russian Disinformation Campaign Aims to Undermine Confidence in Pfizer, Other Covid-19 Vaccines, U.S. Officials Say | W

Cybersecurity & cryptocurrency
China-Linked Hack Hits Tens of Thousands of U.S. Microsoft Customers | W
Jack Dorsey is offering to sell the first tweet as an NFT and the highest bid is $2.5 million | C
The cost of mining for cryptocash | C

Technology
Two books explore CRISPR | E
The Robots Are Coming for Phil in Accounting | N

Mar 06 (Saturday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks face the crosscurrents of higher interest rates and fiscal stimulus in the week ahead | C
U.S. Treasury Yields Waver After Strong Jobs Report | W
Chinese Investors Turn to Bank Stocks as Market Darlings Plunge | B

Central banks
Unfazed by bond market, Fed sets course for sustained, easy policy | R
Minneapolis, Atlanta Fed Leaders Shrug Off Rising Bond Yields | W

US
February Hiring Sets Up Stronger Spring Recovery | W
U.S. labor market roars back; full recovery still years away | R

US politics
Stimulus Package Update: How the Senate Changed Covid-19 Relief Bill | W
Democrats Reach Deal With Manchin to Extend $300 Unemployment Through Sept. 6 | W
Yellen says higher Treasury yields signal recovery, not inflation | R
Biden adds Big Tech critic Tim Wu to his economic staff | R
New York lawmakers strip Gov. Cuomo of emergency Covid powers as sexual harassment, death data scandals roil state | C

China
China’s Plan for Digital Yuan Imperils Bitcoin’s Biggest Markets | B
Short on Babies, China Wants People to Live and Work Longer | W

Geopolitics & trade
U.S. condemns China's Hong Kong moves, working to 'galvanize' action against abuses | R
U.S. Blacklisted China’s Xiaomi Because of Award Given to Its Founder | W
U.S., EU Suspend Tariffs Imposed in Boeing-Airbus Dispute | W

Industries & companies
Financials: Goldman Sachs commits to net-zero emissions by 2030 | The Hill
Financials: Goldman Sachs Partners’ Exits Point to a Changing Culture at the Bank | N

Virus
World's Worst Covid Crisis Is Unfolding in Brazil, Where No Fix Seems to Work | B
California eases Covid rules, giving Disneyland and other theme parks go-ahead for limited reopening April 1 | C

Corporate finance
Robinhood chooses the Nasdaq for its IPO, sources say | C

Cybersecurity
More than 20,000 U.S. organizations compromised through Microsoft flaw, source says | C

Offbeat
Meghan Markle and Prince Harry Interview With Oprah Fetches at Least $7 Million From CBS | W
Is universal income closer to reality? Cities from Stockton to St. Paul are already testing monthly checks for residents | USA

Mar 05 (Friday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures are flat after a steep sell-off on Wall Street amid surging bond yields | C
Dow falls more than 300 points as Powell fails to ease rate fears, Nasdaq goes negative on the year | C
Stock-market crash? No, but rising bond yields are sparking a nerve-racking rotation below the surface | MW
U.S. bonds: 10-year Treasury yield jumps back above 1.5% after Powell comments on inflation | C
US oil production won't return to pre-pandemic levels: Occidental CEO | C
Dollar Rises to Touch 108 Versus Yen for First Time Since July | B

Central banks
Powell Confirms Fed to Maintain Easy-Money Policies | W
Fed Chairman Powell says economic reopening could cause inflation to pick up temporarily | C
Powell Sends Dovish Message That Leaves Bond Market Disappointed | B
Fed Chair Powell Offered a Patient Message. Markets Quivered Anyway. | N
Why the market is worried about Powell's stance on inflation | C

US
Covid stimulus update: Senate takes step toward passing $1.9 trillion relief bill | C
30-Year Mortgage Rate Tops 3% for First Time Since July | W
Mothers Are Regaining Jobs, Even While Shouldering Pandemic Burdens at Home | N
Opinion | We Expect 300,000 Fewer Births Than Usual This Year | N

US politics
Democrats’ Ambitions on Voting Rights, Policing Run Headlong Into Senate Filibuster | W
Climate change: John Kerry talking to banks, asset managers about clean energy | C
Biden meets with U.S. lawmakers on infrastructure push | R
Biden Gets GOP Warning on Infrastructure: Expect to Pay for It | B
U.S. Treasury launches $9 billion coronavirus aid for low-income lending | R

Industries & companies
Autos: GM Looking to Build Second Battery Factory in U.S. | W
Retail: Costco Sales Rise 15% in Latest Quarter | W

Virus
One and Done: Why People Are Eager for Johnson & Johnson’s Vaccine | N
Pfizer Plant Helping Boost Covid Vaccine Production Has Repeat Quality Offenses | B
WHO Investigators to Scrap Plans for Interim Report on Probe of Covid-19 Origins | W

Cryptocurrency
China's digital yuan: What is it and how does it work? | C

Offbeat
Exclusive: U.S. blocked Myanmar junta attempt to empty $1 billion New York Fed account - sources | R
Cathie Wood’s ARK Investment Faces Reckoning as Tech Trade Stalls | W

Mar 04 (Thursday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures decline, after major averages dip amid rising bond yields | C
Tech Shares Fall as Yields Rise | W

Central banks
The Fed starts to acknowledge that it has an eye on tumult in the bond market. | N
U.S. Businesses Optimistic About Economy Due to Vaccines and Hiring, Fed Beige Book Says | W

US
America’s jobless owe thousands of dollars in taxes on their unemployment | WP

US politics
Biden agrees to limit number of people who will get checks in Covid relief plan | C
Biden Suggests Obama Erred in Not Celebrating 2009 Stimulus | B
Two of the most powerful economic voices in America disagree on a tax for the uber-rich | NN
John Kerry has a warning for Big Oil | NN
U.S. House set to pass sweeping election bill, Senate prospects unclear | R
U.S. House cancels Thursday session after police warn of possible plot on Capitol | R

Industries & companies
Communication services: Google to Stop Selling Ads Based on Your Specific Web Browsing | W
Real estate: Commercial Property Giant Moves Into Rental Houses | W
Real estate: The Hottest Amenity From Developers? A Power Plant Made of Batteries. | N
Restaurants: Starbucks, Target Among Companies to Still Mandate Masks in Texas Despite Lift on Covid-19 Restrictions | W
Retail: Disney shuttering at least 20% of Disney Stores as it shifts focus to e-commerce | C
Tech: Drones With ‘Most Advanced AI Ever’ Coming Soon To Your Local Police Department | FO

Virus
As U.S. Covid cases stall, top health officials warn variants could ‘hijack’ nation’s progress | C
'When will it end?': How a changing virus is reshaping scientists’ views on COVID-19 | R
Biden Expects U.S. to Have Covid-19 Vaccines for All Adults by End of May | W
President Joe Biden slams governors for lifting mask mandates, calls it ‘Neanderthal thinking’ | C
Emergent BioSolutions says it can make 1 billion Covid vaccine doses annually | C
More Than 271 Million Shots Given: Covid-19 Tracker | B

Corporate finance
China’s Tencent Becomes an Investment Powerhouse, Using Deals to Expand Its Empire | W

Cybersecurity
Microsoft Warns of Chinese Hackers Targeting Email Product | W

Technology
SpaceX Starship prototype rocket explodes after successful landing in high-altitude flight test | C

Mar 03 (Wednesday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures rise slightly in overnight trading after Tuesday's losses | C
Stocks Drop After Monday’s Rally | W
Why the stock market’s big rotation can continue even if bond yields stop rising | MW
Opinion: Even a modified ‘Buffett Indicator’ is more bearish than ever | MW
Goldman Sachs says it’s the beginning of a structural bull market in commodities | MW

Global
After Crushing Covid-19 Last Year, These Countries Are Getting Left Behind in the Recovery | W

Central banks
Fed officials emphasize policy 'patience' as outlook improves | R

US
10% GDP growth? The U.S. economy is on fire, and is about to get stoked even more | C
Is Inflation a Risk? Not Now, but Some See Danger Ahead | W

US politics
Biden’s Hurdle: Courts Dubious of Rule by Regulation | W
Pete Buttigieg Is Bullish on Finally Passing an Infrastructure Plan | B
U.S. House to consider $15 minimum wage in 'near future,' leader says | R
Biden nominee for top economist post, Rouse, heads for U.S. Senate confirmation | R
Biden withdraws Tanden's nomination to be White House budget chief | R

Geopolitics & trade
Pentagon concerned by U.N. report indicating possible North Korea nuclear reprocessing | R

Industries & companies
Airlines: Opinion: A shortage of pilots could keep the airlines from making a real comeback | NN
Energy: Houston’s Big Oil Conference Goes Green as Energy Transition Accelerates | W
Financials: Regional Bank Stocks Rise as Bond Yields Climb | W
Restaurants: Fast-food drive-thrus are getting smarter. Here's how | NN
Retail: Target Boosts Growth During Covid-19 Pandemic, at Rivals’ Expense | W
Retail: Nordstrom (JWN) reports Q4 2020 earnings | C
Retail: CVS, Walgreens Look for Big Data Reward From Covid-19 Vaccinations | W

Virus
Covid vaccine: White House says U.S. will have enough for every adult by end of May | C
Japan embarks on random and targeted COVID-19 testing, but some experts call for more | R
Texas Governor Lifts Covid-19 Mask Mandate, Business Restrictions | W

Corporate finance
Hertz Floats Bankruptcy Exit Led by Investor Group | W

Offbeat
Yusaku Maezawa opens up public seats on SpaceX Starship moon flight | C

Mar 02 (Tuesday)

YRI
Daily Markets Overview
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of yesterday's Morning Briefing.
Today’s Morning Briefing

Markets
Stocks rocket higher in broad rally to start March, S&P 500 jumps 2% for best day since June | C
U.S. Treasury Yields Fall After Notching Big Gains Last Week | W

Central banks
Fed policy changes could be coming in response to bond market turmoil, economists say | C

US
One year into pandemic, sky begins to clear over U.S. economy | R
Virus Did Not Bring Financial Rout That Many States Feared | N
U.S. factory activity scales three-year high, price pressures building | R
How Can Biden Bring Back Manufacturing Jobs? Weaken the Dollar | N
Is Inflation a Risk? Not Now, but Some See Danger Ahead | W

US politics
Stimulus update: Democrats to drop minimum wage plan in Covid relief bill | C
Many Businesses Support a Minimum-Wage Increase—Just Not Biden’s $15-an-Hour Plan | W
11 million Americans face an unemployment-benefits ‘cliff’ if lawmakers don’t extend COVID-19 relief programs | MW
Warren Revives Wealth Tax, Citing Pandemic Inequalities | N

Europe
Banks in Germany Tell Customers to Take Deposits Elsewhere | W

Geopolitics & trade
U.S. to Take Hard Line on Chinese Trade Practices, Administration Says | W
Biden administration to consider carbon border tax as part of trade agenda: USTR | R
Biden’s Plans to Rally Allies on China Are Put to the Test | W

Industries & companies
Airlines: Return of business travel, sustainable fuels expected in aviation's future | R
Consumer discretionary: Biden Backs Amazon Workers’ Push to Unionize in Alabama | W
Energy: Exxon Adds New Board Members Amid Activist Pressure | W
Energy: To go electric, America needs more mines. Can it build them? | R
Media: How the Pandemic Stalled Peak TV | N
Tech: Apple stock has biggest day since Oct. 12 after Buffett endorsement, stores reopen | C
Tech: Zoom (ZM) earnings Q4 2021 | C

Cryptocurrency & technology
China Charges Ahead With a National Digital Currency | N
Bitcoin (BTC) is at a ‘tipping point,' Citi says | C
New York attorney general warns cryptocurrency industry: 'Play by the rules or we will shut you down' | C
Tesla isn't the only EV stock set for gains this year, says analyst | C

Virus
J&J Covid-19 Vaccine Shipments Head for States | W
Pfizer or AstraZeneca Single Dose Cuts Hospitalizations by 80% | B
Dimon Sees ‘Carrots and Sticks’ Approach to Covid Vaccines | B
New York Covid-19 Variant Drawing Concern From Fauci, CDC | B
Fearing Covid-19 Surge, Florida Officials Crack Down on Spring Breakers | W

ESG
Big Companies Disclose Details on Gender, Race in Workforces | W

Offbeat
Eat Just: Good Meat sells lab-grown cultured chicken in world-first | C

Mar 01 (Monday)

YRI
Daily Markets Overview
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Today’s Morning Briefing

Markets
Bond-Market Tumult Puts ‘Lower for Longer’ in the Crosshairs | W
An Alternative-Energy Fund Favors Yield Companies and Avoids Tesla Stock | BR

Central banks
Investors Worry the Fed’s Fast Driving Means It’ll Have to Hit the Brakes | W

US
Fiscal stimulus fires up U.S. consumer spending; inflation benign | R
Pandemic window-shopping: Abandoning e-commerce shopping carts | C

US politics
House Covid relief bill extends and raises unemployment benefits | C
Same old GOP - It’s Donald Trump’s party, Republicans are just living in it | United States | E
Trump to proclaim himself as the future for Republicans in speech | R
Lawmakers Push for New York Attorney General Review of Accusations Against Cuomo | W

China
China's factory activity expands at a slower pace in February, misses expectations: official PMI | R
China Got Its Economy Growing Again, but a Shortfall in Babies Will Be Harder to Fix | W

Geopolitics & trade
Iran Rejects Offer of Direct U.S. Nuclear Talks, Senior Diplomats Say | W
Nukes of hazard - America’s ICBMs are ageing. Does it still need them? | United States | E
The battle for China’s backyard - The rivalry between America and China will hinge on South-East Asia | Leaders | E
Op-ed: A digital dollar would help the U.S. and its allies keep China in check | C
'How many dead bodies?' asked Myanmar protester killed on bloodiest day | R

Industries & companies
Media: Sonos Stock Is Soaring, and Chair Mike Volpi Bought More Shares | BR
Retail: Macy’s, Gap, Neiman Marcus Will Let You Buy Now, Pay Later | W
Retail: Ross Stores Stock Was Hit Hard by Covid. Why It’s a Unique Bargain Among Discount Retailers. | BR
Retail: Kohl’s Stock Surges as Activists Step Up Pressure | BR
Retail: U.K. Online Retailer Asos Is Expanding. Why the Stock Could Be in Fashion. | BR
Tech: Tech competition - The rules of the tech game are changing | Leaders | E
Utilities: Utilities Offer Yield and a Way to Play Green Energy. And Their Stocks Are Cheap. | BR

Virus
Fauci urges Americans to get any of the three COVID-19 vaccines available | R
UK's Sunak says vaccine passport idea might help the economy | R

Technology & cybersecurity
How Europe Became the World’s Biggest Electric-Car Market—and Why It Might Not Last | W
SolarWinds Hack Pits Microsoft Against Dell, IBM Over How Companies Store Data | W

Corporate finance
Coinbase, Roblox take page from Google, keeping marketing costs down | C

Offbeat
Stop writing - Covid-19 has boosted the campaign against exams in American schools | United States | E

February 2021

Feb 27 (Saturday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow drops more than 460 points to end losing week on rate fears | C
Rising interest rates may continue to test the stock market in the week ahead | C
These stocks are set to benefit from a post-Covid travel rebound | NN
SEC Suspends Trading in 15 Stocks That Got Hyped on Social Media | B

Global
G20 promises no let-up in stimulus, sees tax deal by summer | R

US
When Will the U.S. Economy Recover? | Morningstar
Boost to Household Income Primes U.S. Economy for Stronger Growth | W
$1,400 stimulus checks: Adult dependents may be eligible for money | C

US politics
Coronavirus stimulus update: House to pass $1.9 trillion Biden relief bill | C
Biden’s New Energy Secretary Eyes Big Investment to Boost Clean Technologies, Harden Electric Grid | W
Yellen Removes Obstacle to Global Corporate-Tax Deal | W
Republican Civil War Over Trump? Not at CPAC | W

China
U.S. to Impose Sweeping Rule Aimed at China Technology Threats | W
A Spreadsheet of China's Censorship Shows the Human Toll | N

Geopolitics & trade
Democrats criticize Biden launching airstrikes in Syria without asking Congress | C
Saudi crown prince MBS approved Jamal Khashoggi killing | C

Industries & companies
Airlines: Airline CEOs urge White House support for greener aviation fuel | R

Virus
J&J board member says 20 million Covid vaccine doses will be delivered by the end of March | C
J&J Covid vaccine: FDA panel unanimously recommends emergency use | C
J&J: 2 people had severe allergic reactions after getting Covid vaccine | C

Corporate finance
Robinhood Said to Plan Confidential IPO Filing as Soon as March | B
McDonald’s Considers Partial Sale of Digital Startup Dynamic Yield | W
SPAC Frenzy Emboldens Silicon Valley Startups to Forgo Venture Funding | W

Offbeat
Texas Power Market Is Short $2.1 Billion in Payments After Freeze | W

Feb 26 (Friday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow futures drop 100 points amid climb in interest rates | C
Why stock investors are starting to really worry about rising bond yields | C
U.S. bonds: Treasury yields rise to highest level in more than a year | C
In a Flash, U.S. Yields Hit 1.6%, Wreaking Havoc Across Markets | B
Vanguard Charts a Narrow Path in China, Staking Its Future on a Fledgling Venture | W

Global
Rich Countries Borrowed $18 Trillion in 2020. Few Seem Worried About Them Paying It Off. | W

US
U.S. Durable-Goods Climbed 3.4% in January | W
Pulling Up the Inflation Anchor by Robert J. Barro | Project Syndicate
How an increase in inflation affects the average American | Washington Times
Powell Says Better Child Care Policies Might Lift Women in Work Force | N

US politics
Biden's aid bill wildly popular with Americans -- except Republicans in Congress | R
Senate Waits for Minimum-Wage Ruling From Parliamentarian | W
A not-so-stimulative stimulus bill | TheHill
How some families could get more than $14,000 in new Covid relief | C
Trump’s Tax Returns Arrive at Manhattan Prosecutor’s Office | B

China
China’s Campaign to Crush Democracy in Hong Kong Is Working | W
In China, an Electric Car Maker Loses Money but Thinks Big | N

Geopolitics & trade
Global Trade Roars Back From Depths of Covid-19 Pandemic | W

Industries & companies
Communication services: Facebook Fight Over Media Payments Shifts Focus to Europe | W
Consumer discretionary: Etsy stock surges on earnings beat and strong guidance | C
Tech: Salesforce (CRM) earnings Q4 2021 | C
Tech: Airbnb (ABNB) earnings Q4 2020 | C

Climate & virus
Ignore climate change at your own risk, says BlackRock — green-energy transition will drive 25% output growth by 2040 | MW
Covid Hospital Admissions Drop 72%, Led by Oldest U.S. Patients | B
Positive news on COVID vaccines weighs against concerns over new variants | MW
FDA allows storage, transport of Pfizer vaccine at higher temperatures | R
Lessons From the U.K. About a More-Contagious Covid-19 Variant | W

Corporate finance
AT&T to spin off DirecTV, AT&T TV Now and U-Verse into new company | C

Feb 25 (Thursday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures higher after Dow's record close | C
Wall Street finishes up as Fed's Powell soothes inflation fears | R
Markets Suggest the Economy Is Booming. The Recovery Has a Long Way to Go, Though. | W
Lumber Prices Are Soaring. Why Are Tree Growers Miserable? | W
Here are 3 reasons that the stock market can survive rising bond yields in 2021 | MW

Central banks
Federal Reserve Interbank Payment System Suffers Outage | B

Climate & Texas
SEC Opens Review of Corporate Climate Change Disclosures | W
Without planning, climate change will bring more Texas-style blackouts | TheHill
Texas Power Grid Was Minutes From Collapse During Freeze, Operator Says | W
Texas governor vows to overhaul state's electric grid operator after storm failure | R

US
The Big Number: 26.4% | MW

US politics
Covid stimulus update: House Democrats aim to pass $1.9 trillion relief bill on Friday | C

Geopolitics & trade
Biden Trade Nominee Says China Is Both a Rival and a Partner | B

Industries & companies
Aerospace: Boeing 737 Max crashes prompt calls for stronger FAA oversight | C
Communication services: Facebook to Spend $1 Billion on News Content Over Three Years | W
Communication services: Australia passes news media law that requires Google, Facebook to pay | C
Tech: Nvidia (NVDA) earnings Q4 2021 | C

Virus
CDC director: Covid variants could 'undermine all of our efforts' | C
Pfizer-BioNTech Shot Could Help End Pandemic, Israel Study Shows | B
In boost for COVID-19 battle, Pfizer vaccine found 94% effective in real world | R
J&J’s Covid-19 Vaccine Is Safe and Effective, FDA Says, Paving Way for Approval | W
Moderna Says Covid-19 Vaccine for South Africa Strain Is Ready for Human Testing | W
The U.S. is making it harder for the rest of the world to get COVID vaccines. | Slate
For Covid-19 Vaccines, Latin America Turns to China and Russia | W

Technology
Foxconn to Build Cars for Electric-Vehicle Startup Fisker | W
Biden to press for $37 billion to boost chip manufacturing amid shortfall | R

Corporate finance
Verizon commits more than $45 billion to 5G spectrum bid | C

Offbeat
Paul Ryan to Join Solamere Capital | W

Feb 24 (Wednesday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500, Dow close higher in late session turnaround | R
Key Short-Term Bond Spread Hits Lowest Level in Nearly a Year | W
What the Bond Market Is Telling Us About the Biden Economy | N
Tech Stocks Bounce Back as Rate Fears Ease | W

Central banks
Jerome Powell Sees Easy-Money Policies Staying in Place | W
Powell: Inflation still 'soft' and Fed is committed to current policy | C
Powell Signals Fed to Keep Buying Bonds Even as Outlook Improves | B
Powell's Econ 101: Jobs not inflation. And forget about the money supply | R
Is Fed Chair Powell 'cool' with more fiscal aid? Suddenly he won't say | R
Commentary: The Fed has a simple tool it can deploy to curb market speculation | C

US
As Women Drop Out of Labor Market, Moms Call for More Aid | B

US politics
The $1.9 trillion Biden stimulus plan is moving forward — here are the biggest parts of it | MW
Opinion: Stiglitz: Failing to pass Biden's relief package would be irresponsible and reckless | NN
Biden Nominee Tanden Hits Rough Patch as Becerra, Haaland Face GOP Questions | W
Senate approves Biden nominees for UN ambassador, Ag secretary | C
White House to Meet With Lawmakers About Chip Shortage | W
Romney Says Trump Would Win 2024 GOP Nomination If He Runs | B

China
How Xi Jinping Is Reshaping China and What It Means for the West | W

Geopolitics & trade
U.S. Treasury No. 2 nominee Adeyemo urges get-tough attitude on China | R
Iran Limits Access to Nuclear Sites but Open to Talks With U.S. | W

Industries & companies
Financials: HSBC Sharpens Focus on Asia, Retreats From U.S. | W
Retail: Home Depot, Macy’s Expect Pandemic Trends to Continue, for Now | W
Tech: Ad tech company PubMatic stock pops 10% in first earnings report | C

Virus
China’s Reckless Labs Put the World at Risk | W
Novavax Nears Covid-19 Vaccine Game Changer—After Years of Failure | W
Future Vaccines Depend on Test Subjects in Short Supply: Monkeys | N

Corporate finance
AT&T nears deal with TPG to sell large minority stake in DirecTV, U-verse | C

Offbeat
Dominion lawsuit against MyPillow's Lindell definitely not the last, CEO says | C

Feb 23 (Tuesday)

YRI
Daily Markets Overview
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of yesterday's Morning Briefing.
Today’s Morning Briefing

Markets
Tech Stocks Drop Amid Rising Bond Yields | W
Explainer: U.S. Treasury's cash drawdown - and why markets care | R

US
Consumer Demand Snaps Back. Factories Can’t Keep Up. | W
Why Top Economists Are Citing a Higher-Than-Reported Jobless Rate | N

Inflation
Opinion: Inflation is rising and so are investors’ fears about stocks | MW
The True Challenge With Inflation Is That So Few Know What It Is | FO
Opinion: Productivity will calm inflation this year — these are the types of stocks you’ll want to own | MW

US politics
Covid stimulus update: House advances $1.9 trillion relief bill | C
Yellen, Powell Wary of Financial Froth While They Push Stimulus | B
Biden to revise small business PPP loans to reach smaller, minority firms | R
Biden allies lobby White House to find replacement for budget nominee Tanden | C

China
China’s Online-Lending Curbs to Hit Big Tech Firms and Regional Banks | W

Industries & companies
Airlines: Boeing Tells Airlines to Ground Some 777 Jets After Engine Failure | W
Retail: Activist Investors Nominate Nine Directors to Kohl’s Board | W
Tech: ON Semiconductor CEO expects auto chip backlog to end by third quarter | C

Climate
What’s Really Behind Corporate Promises on Climate Change? | N
Treasury May Be Able to Facilitate Climate Stress Tests on Financial Firms | W

Virus
The U.S. Covid-19 death toll has surpassed 500,000 | C
Pfizer to ship 13 million COVID-19 vaccine doses per week to U.S. by mid-March, says executive | R
Covid-19 Vaccinations Cut Hospitalizations and Deaths, U.K. Finds | W
Moderna moves forward to increase Covid vaccine supply in each vial | C
Declining a Covid-19 Vaccine Risks Penalties in Some Countries | W
New York City theaters to reopen at 25% capacity with precautions, Cuomo says | R

Cryptocurrency
Yellen sounds warning about 'extremely inefficient' bitcoin | C

Corporate finance
Goodyear to Buy Rival Cooper Tire for $2.8 Billion | W
Enovix Set to Go Public Through a SPAC in Deal Valued at $1.1 Billion | W

Feb 22 (Monday)

YRI
Daily Markets Overview
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Today’s Morning Briefing

Market
Bond Selloff Prompts Stock Investors to Confront Rising Rates | W
Inflation Angst Is About to Rewrite the Stock Market Playbook | B

US
On the Post-Pandemic Horizon, Could That Be … a Boom? | N
The shape of things to come - Economic forecasters are penciling in heady growth rates | Finance & economics | E
Blue-Collar Jobs Boom as Covid-19 Boosts Housing, E-Commerce Demand | W
Midwest Labor Markets Shake Off Covid-19 Downturn | W
Texas winter storm: Houston mayor says state should pay for high power bills | C

Europe
Northern Ireland parties take legal action against Brexit deal | R
Whatever it takes - Mario Draghi begins the toughest job in European politics | Europe | E

China
China regulator finalizes guidelines on banks' internet loan businesses | R

US politics
Infrastructure Projects Are as American as Complaints About Their Costs | BR
Under pressure - Andrew Cuomo faces a reckoning for a pandemic-related cover-up | United States | E

Geopolitics & trade
Op-Ed: Biden sought to rally allies in Munich as China influence grows | C

Industries & companies
Airlines: United Boeing 777 suffers engine failure after takeoff from Denver, debris found but no injuries | C
Consumer: Clorox expanding production of disinfectant wipes amid Covid: CEO Linda Rendle | C
Media: The New Disney CEO’s Covid Strategy Leans on Streaming Hits Like ‘WandaVision’ | W
Restaurants: Restaurants and Startups Try to Outrun Uber Eats and DoorDash | W
Tech: Oracle Is Turning Into a Cloud Giant. Why Its Stock Is a Buy. | BR
Tech: Chip Crisis Flummoxes Congress in a World Where U.S. Output Lags | B

Virus
Pfizer-BioNTech Shot Stops Covid Spread, Israeli Study Shows | B
South Africa Covid variant detected in New York resident for first time | C
For Covid-19 Survivors, One Shot May Be Enough, Preliminary Studies Show | W
China Deploys Covid-19 Vaccine to Build Influence, With U.S. on Sidelines | W
Fauci cautions against complacency as Covid infections decrease | C
Grocers Wrestle With Mask Mandates as Pandemic Wears On | W

Climate
The race to zero - Bill Gates has a plan to save the world | Books & arts | E
America and climate change - How America can rid itself of both carbon and blackouts | Leaders | E

Corporate finance
SPACS v IPOs - The Spactacular boom on Wall Street | Leaders | E

Offbeat
Could This Be the Lab-Made Dinner Party of Our Future? | N
Twitter Kicked Donald Trump Out and Its Stock Surged to a Record | B
Bill Gates Says Social-Media Bans Aren’t Answer to Divisiveness | B
Online Speech Is Now an Existential Question for Tech | W

Feb 20 (Saturday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
U.S. Stocks, Bond Yields Rise to End Week | W
Underfunded and Under Pressure, U.S. Pensions to Keep Investing in China | W
Copper prices: Why the commodity may be due for a pullback | C

Central banks
Fed sees 'considerable' risk of ongoing U.S. business failures | R
Fed's Williams say high market prices justified by economic growth and low rates | C

US
U.S. Home Sales Edged Higher in January Amid Tight Inventory | W
U.S. factory activity cools; cost pressures mounting | R
Global Services Economy Moving at Two Speeds as Factories Thrive | W
Florida on ‘fire’ amid NYC exodus, COVID pandemic: Home Depot co-founder Ken Langone | FO
Why Cold Weather Cut the Power in Texas | W
Texas grid operator says it’s now under normal conditions, millions still under boil-water notice | C

US politics
U.S. House Democrats advance $1.9 trillion COVID-19 aid bill | R
Cuomo faces political crisis due to Covid death probe, bullying accusations | C

Geopolitics & trade
U.S. Officially Rejoins Paris Climate Agreement | W
Munich Security Conference: Biden backs NATO in sharp contrast to Trump | C
G7 says to counter 'non-market' policies from China to ensure free trade | R
At Biden's G7 debut, leaders look beyond COVID to trade and China | R
HSBC Doesn't Have to Give Documents to Huawei CFO, U.K. Judge Says | W
Exclusive: IAEA found uranium traces at two sites Iran barred it from, sources say | R

Industries & companies
Communication services: Exclusive: Facebook and Google could lose bargaining power under upcoming U.S. bill to help news outlets | R

Virus
Pfizer-BioNTech Vaccine Is Highly Effective After One Dose and Can Be Stored in Normal Freezers, Data Shows | W
Covid-19 Was Spreading in China Before First Confirmed Cases, Fresh Evidence Suggests | W

Climate
UN: Huge changes in society needed to keep nature, Earth OK | P

Technology & cryptocurrency
What Gene Editing Can Do for Humankind | W
Elon Musk calls bitcoin 'less dumb' than holding cash | P

Corporate finance
IBM Explores Sale of IBM Watson Health | W

Offbeat
Larry Kudlow’s new show ‘Kudlow’ debuts Tuesday on FOX Business | FO

Feb 19 (Friday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Traditional Analysts Have New Metrics to Compete With the Rush to Themes | B
Lumber prices top $1,000 as single-family housing starts drop 12% | C
Janet Yellen: May be parts of market where investors should be careful | C

Central banks
Fed's Brainard: Climate Change Already Affecting Economy, Financial System | W

US
Mortgage rates soar to highest level in months amid inflation concerns | MW

US politics
Yellen Defends Biden’s $1.9 Trillion Covid-19 Relief Package | W
Treasury Secretary Janet Yellen makes push for major stimulus, sees bigger risk in not doing enough | C
Biden’s Coronavirus Relief Package Has Almost Nothing to Do With the Coronavirus | Reason.com
The Biden Team Wants to Transform the Economy. Really. | N
Should the Feds Guarantee You a Job? | N

Texas
Texas grid failure ignites feud over GOP oversight of energy industry | C
Texas power plants back online, but 325,000 households still in the dark | R

Industries & companies
Retail: Walmart Promises Raises for 425,000 Workers After Strong Holiday Sales | W
Technology: Delta Taps IBM to Move More Applications to the Cloud | W

Cybersecurity & cryptocurrency
North Korea Turning to Cryptocurrency Schemes in Global Heists, U.S. Says | W
Dogecoin whale? Why Robinhood may be the biggest owner, according to reports | MW

Technology
Mars landing: NASA's Perseverance rover lands successfully on surface | C

GameStop
Citadel's Ken Griffin defends controversial Wall Street practice, says firm would adapt if it were outlawed | C
Reddit CEO Steve Huffman defends platform's role in GameStop surge | C

Virus
In Hunt for Covid-19 Origin, WHO Team Focuses on Two Animal Types in China | W
Covid safety: Food and its packaging are highly unlikely to transmit virus | C

Feb 18 (Thursday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow rises to another record led by Verizon and Chevron, but tech weakness weighs on S&P 500 | C
Saudi Arabia Set to Raise Oil Output Amid Recovery in Prices | W
Oil Prices Are Up, but Frackers Stay on the Sidelines—for Now | W
Interest rates will continue to rise, but don’t blame it all on inflation, economists say | C
Interactive Brokers chairman Thomas Peterffy on GameStop frenzy | C
BlackRock has 'started to dabble' in bitcoin, says Rick Rieder | C

Central banks
Fed minutes show willingness to steer past coming jump in inflation | R
Fed officials see economy 'far from' where it needs to be, minutes show | C
Fed Officials Saw Easy-Money Policies Remaining in Place | W
Fed Officials Saw Bond-Buying Pace Continuing for ‘Some Time’ | B
Minutes

US
U.S. Retail Sales Rose Strongly on Stimulus in January | W
To Plug a Pension Gap, This City Rented Its Streets. To Itself. | N

US politics
Rick Perry says Texans would rather go without electricity than give the federal government more power over them | MW
Biden will ask DOJ to review his authority to cancel student loan debt - White House | R
Democrats Face Intraparty Fight on Minimum Wage | W
Students lament Biden refusal to cancel $50,000 in student debt | C
Biden, Union Leaders Huddle on Infrastructure Plan | W
Universal Basic Income Could Be Coming for Kids | W

Europe
Europe’s Pandemic Debt Is Dizzying. Who Will Pay? | N
Europe Locked Its Economy in Place. Unlocking It Could Be Ugly. | W
One in four UK firms plan to fire staff if furlough ends soon - BCC | R

Geopolitics & trade
Biden and China: Administration Rethinks Relations | N
Biden's snub of Saudi Crown Prince Mohammed bin Salman is a 'warning' | C

Industries & companies
Airlines: Amazon Air fleet growing fast, could resemble airline: Study | C
Autos: Ford Vows to Phase Out Gas Cars in Europe by 2030 | W
Communication services: Google to Pay News Corp for Access to Its Publications’ Content | W
Communication services: Facebook and Google Diverge in Response to Proposed Australian Law | N

Virus
U.K. Approves Trials That Will Deliberately Infect Volunteers With Coronavirus | W
South Africa Rolls Out J&J Covid-19 Vaccine to Healthcare Workers | W
Pfizer says South African variant could significantly reduce vaccine protection | C
Brazil Turns Sleepy Sugarcane Town Into Global Covid-19 Experiment | W

Offbeat
How the Texas power grid failed and what could stop it from happening again | C
Generac CEO on power generator demand: 'We can't make them fast enough' | C
Workers from home beware - pay cuts might be the price of freedom | R
How to Buy a Real N95 Mask Online | N
Elon Musk is an investment kingmaker but traders shouldn't blindly follow his every word | NN

Feb 17 (Wednesday)

YRI
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow Edges Up to Record | W
Stock futures modestly lower after Dow closes at record high | C
Why the stock market’s ‘worst-case’ scenario depends on these 3 ingredients | MW
U.S. Oil Output Slumps by Record One-Third as Permian Freezes | B
Lumber Prices Notch Records on Building, Remodeling Boom | W

Central banks
Europe Faces Tough Task in Weaning Economy Off $1.8 Trillion in Covid-19 Relief | W
Fed's Daly says don't be fearful about too-high inflation | R

Europe
Covid-19 Variants Outpace Europe’s Slow Vaccine Rollout | W
Mario Draghi saved the euro. Fixing Italy's economy may be a bigger challenge | NN
France’s Macron Wins National Assembly Backing for ‘Islamist Separatism’ Bill | W

US politics
Covid stimulus update: Democrats focus on passing bill after Trump acquittal | C
Biden to pitch stimulus bill in Wisconsin, U.S. state hard hit by pandemic | R
Wisconsin Covid-19 Response Is Shaped by Political Divide | W
Biden Administration Reviews Nord Stream 2 Gas Pipeline | W
Biden Administration Extends Covid-19 Mortgage Relief | W
U.S. Reverses Guidance That Impeded Funding for Hudson Rail Tunnel | W
Trump declares war on McConnell, vows to back MAGA challengers | C

Industries & companies
Airlines: U.S. airline passenger traffic fell last year to lowest number since 1984 - DOT | R
Communication services: Artificial Intelligence Will Define Google’s Future. For Now, It’s a Management Challenge. | W
Energy: Energy prices surge as millions in Texas brave storm without power | C
Financials: Goldman Sachs' Marcus Invest: Investment advice is no longer just for the super rich | NN
Media: Imax CEO: China box-office record reveals global pent-up demand for movies | C

Virus
Dr. Fauci delays timeline for widespread U.S. vaccine availability to May | C
U.S. Vaccine Supply Increasing to 13.5 Million Doses a Week | B
Covid vaccine: Biden administration increases shipments to states, pharmacies | C
Moderna says U.S. supply of its vaccine doses have lagged recently | R
CDC Advisers Weigh Second-Shot Delay to Quicken Vaccine Uptake | B
Lockdowns are killing us | WP
'We are like captives': life in Britain's quarantine hotels | R

Corporate finance
China Blocked Jack Ma’s Ant IPO After Investigation Revealed Likely Beneficiaries | W

Offbeat
Bill Gates roasted for saying rich countries should eat ‘100% synthetic beef’ | MW
Texas deep freeze leaves millions without power, some snowboarding behind pickups | R
Millions still without power in Texas a full day into major freeze, residents left angry | C
SEC sues Morningstar over ratings of commercial mortgage-backed securities | C

Feb 16 (Tuesday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets I
Dow futures up 180 points as stocks look to add to record levels | C
Global shares hit fresh peak, oil up on Middle East tensions | R
JPMorgan’s Barometer Says Markets Most Complacent in Two Decades | B
China’s Cryptocurrency Stocks Left Behind in Bitcoin Frenzy | B
From stocks to bitcoin, Wilmington's Meghan Shue sees troubling trend | C

Markets II
Borrowing Binge Reaches Riskiest Companies | W
Bank of America names the emerging market currencies to back as inflation risks mount | C
Oil hits pandemic high as winter storm pushes demand and poses production risk | C

Global
WTO new leader: who is Ngozi Okonjo-Iweala of Nigeria | C

Central banks
Jack Ma’s Ant Group Further Exposes The Fed And Central Banks As Afterthoughts | FO

US
Biden and the Fed Leave 1970s Inflation Fears Behind | N

US politics
Biden Agenda Faces GOP Seeking to Unify in Opposition After Trump Impeachment | W
Biden Corporate Tax Hikes Will Send Jobs Overseas | RCM
Limit on U.S. Debt, Untouched in Democrats’ Covid Aid Bill, Looms Later in the Year | W
Warren’s wealth tax won’t just hit the wealthy | Washington Examiner
Cuomo acknowledges withholding New York nursing home pandemic death toll from lawmakers, public | R

Japan
Japan's Economy Surges, but Covid-19 Looms | N

Geopolitics & trade
U.S. enters NATO meetings: China and Russia threats, Afghanistan war drags | C

Industries & companies
Social Media: Russia: Elon Musk's offer of Clubhouse chat with Putin is interesting | C
Social Media: Clubhouse, a Tiny Audio Chat App, Breaks Through | N
Social Media: Parler Resurfaces Online After Monthlong Service Disruption | W

Virus
Incoming WTO head warns 'vaccine nationalism' could slow pandemic recovery | R
Covid-19 vaccines might be tweaked if variants get worse | C
After Covid-19 Vaccine, Baby Boomers Grapple With What Activities to Resume | W

Climate Change
Bill Gates Has a Master Plan for Battling Climate Change | W
Bill Gates warns that manufacturing could challenge climate goals | R

Feb 15 (Monday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
GameStop mania may be over, but retail investors are here to stay | C
Yellen’s GameStop Dilemma: How to Let Indexers Freeload in Peace | MW
As Bond Yields Rise, Income Investors Should Be Choosier on Dividend Stocks | BR
Twin peaks - Why the prices of both oil and the metals that seek to replace it are rising | Finance & economics | E

Global
Inflategate - How rising inflation could disrupt the world’s economic policies | Leaders | E
Picking up pace - Inflation will rise in the coming months | Finance & economics | E

US politics
How Biden Can Make Corporate Impact a Force for Good | BR
Biden warms up to the Green New Deal | The Week
Donald Trump acquitted by Senate in second impeachment trial | C
Trump ‘Alive and Well’ as Republican Party Force, Senator Says | B

Europe
UK downplays risk of EU poaching City of London business | R

Industries & companies
Energy: Oil Prices Are Rebounding. Why Royal Dutch Shell Stock Looks Attractive. | BR
Financials: European Banks Use Pandemic to Clean House | W
Industrials: GE has nearly halved its U.S. workforce in 3 years, with more job cuts likely | MW
Manufacturing: Corning Stock Is Benefiting From 5G, New Cars, Smartphones, and Vaccines | BR
Pharma: Upstart Entrants and Booster Shots: How the Pandemic Is Changing the Vaccine Industry. | BR
Tech: Microsoft Urges U.S. to Make Tech Giants Pay for News | W
Tech: Facebook Meets Apple in Clash of the Tech Titans—‘We Need to Inflict Pain’ | W
Tech: Labour coders - Unions take on Amazon and Alphabet. Big tech watch out | Business | E

Virus
The pandemic - How well will vaccines work? | Leaders | E
Covid: CDC director says lifting mask requirements is a mistake | C
Covid-19 Testing Won’t Be Required Before Domestic Flights, CDC Says | W
The Cuomo Covid Coverup | W
U.S. Expresses ‘Deep Concerns’ Over China Withholding Data From Pandemic Investigators | W
UK says it shares U.S. concerns over WHO COVID-19 mission to China | C
Covid-19 Vaccines Aren’t Yet Luring Workers Back to the Office | W

Corporate finance
SPACs, long shunned in Silicon Valley, going mainstream in tech | C
Kuaishou held IPO in Hong Kong instead of U.S. after trade war | C

Cybersecurity
Bitcoin approaches $50,000, wider adoption fuels record rally | R

Technology
Forget Self-Driving Cars—the Pentagon Wants Autonomous Ships, Choppers and Jets | W

Offbeat
Inconvenient truths - Censorious governments are abusing “fake news” laws | International | E

Feb 13 (Saturday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock market stoked by stimulus hopes — here’s what investors are counting on | MW

Central banks
Fed's Kaplan says labor market still far from maximum employment | R

US
Lower-income households dim U.S. consumer sentiment | R
Bidding wars for homes are off the charts as listings fall to record low | C
The Californians Are Coming. So Is Their Housing Crisis. | N
Meet the student loan borrowers who are refusing to pay their debt | C
Covid-19 relief money could affect your taxes and what to do about it | C

US politics
Biden presses for $1.9 trillion COVID relief plan with governors, mayors | R
Biden stimulus plan: Extra unemployment benefits may be coming | C
Covid stimulus update: House advances checks, unemployment boost | C
Yellen Is Creating a New Senior Treasury Post for Climate Czar | W
Most Capitol Riot Suspects Have No Far-Right Group Ties, a Challenge in Fight Against Extremism | W

China
China Hints at a Shift on Climate | W
What Sun Dawu's Prosecution Says About China | N

Europe
U.K. Economy Suffers Biggest Slump in 300 Years Amid Covid-19 Lockdowns | W

Geopolitics & trade
Yellen urges G7 to "go big" on stimulus, says U.S. committed to multilateralism | R

Industries & companies
Autos: How Car Makers Collided With a Global Chip Shortage | W
Consumer discretionary: Amazon Aims to Head Off Suit by New York Over Worker Issues | W
Consumer discretionary: Amazon Mentor app tracks and disciplines delivery drivers | C
Financials: American Express Acknowledges DOJ Review of Card Sales | W
Hospitality: Investors eye shares of hotels, cruise lines as U.S. vaccinations pick up | R
Restaurants: Close, Reopen, Repeat. Restaurants Don’t Know What Covid-19 Will Dish Out Next. | W
Tech: Maryland Approves Country’s First Tax on Big Tech’s Ad Revenue | N
Tech: Steve Ballmer wishes Microsoft entered cloud computing business sooner | C

Corporate finance
Google, Microsoft, Qualcomm Protest Nvidia’s Arm Acquisition | B
Coupang, South Korean E-Commerce Giant, Unveils U.S. IPO Plan | W
Electronic-Components Maker II-VI Bids $260 a Share for Coherent | W
The King of SPACs Chamath Palihapitiya Says He’s the Next Warren Buffett | B

Virus
Fully vaccinated people can skip Covid quarantines, CDC says | NN
Recovered Covid patients have been reinfected with new virus strains, WHO says | C
After a Sluggish Start, Vaccine Rollout Is Improving in Every State | N
F.D.A. Agrees Moderna Can Increase Vaccine Supply in Each Vial | N
China Refuses to Give WHO Raw Data on Early Covid-19 Cases | W

Remote school
CDC Presses K-12 Schools to Reopen | W
CDC recommends schools in areas with high COVID-19 transmission rates not fully open for in-person learning | MW
CDC revises school reopening guidance, warns that Covid variants could cause issues | C

Offbeat
'There's never been a time like this': Wall Street is piling into trading cards as prices soar | NN

Feb 12 (Friday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow falls slightly from a record as the market's February rally pauses | C
Stocks edge lower on Biden warning about China | R
Sustainable investment funds more than doubled in 2020 | C

Central banks
Fed’s Daly Sees Central Bank Maintaining Its Bond-Buying Pace Through 2021 | W

US
Forecasters Lift Expectations for 2021 Economic Growth | W
From dismal winter, some U.S. data starts to move higher | R
U.S. labor market struggling, but light at the end of tunnel | R
Surging U.S. Home Prices Gain Momentum as Rally Intensifies | W
New U.S. data next week to show 7.8% of workforce have multiple jobs | R

US politics
Deficit projected at $2.3 trillion for 2021, without new stimulus: CBO | C
Covid stimulus updates: Nancy Pelosi says relief bill will pass by March | C
Cash-in-Pockets Emerges as New Democratic Approach to Federal Aid in Coronavirus Bill | W
Biden Team Pledges Aggressive Steps to Address Chip Shortage | B

Europe
Italy: Mario Draghi wins backing of Five-Star Movement | C

China
Tencent Executive Held by China Over Links to Corruption Case | W

Geopolitics & trade
China will 'eat our lunch,' Biden warns after clashing with Xi on most fronts | R
As Huawei Talks Stall, Detention of Two Canadians in China Drags On | W

Industries & companies
Airlines: United returns Boeing 737 Max to commercial service after grounding | C
Autos: General Motors invests $100 million in two U.S. plants to boost transmission production | C
Health Care: How Much Does a C-Section Cost? At One Hospital, Anywhere From $6,241 to $60,584. | W
Pharma: Drugmakers Look for New Ways to Test Covid-19 Vaccines | W
Social Media: India warns U.S. social media firms after dispute with Twitter | R

Cybercurrency & cryptocurrency
White House Names Cybersecurity Expert to Lead Response to SolarWinds Hack | W
Bitcoin donations surge to jailed Kremlin critic Navalny's cause - data | R
Bitcoin to Come to America’s Oldest Bank, BNY Mellon | W

Corporate finance
Apollo’s LifePoint in Talks to Buy Ardent Health Services | W
Bumble Stock Surges More Than 70% in Market Debut | W

Virus
How CVS and other retailers will dole out any surplus Covid vaccine doses | C
Roche arthritis drug reduces death in hospitalized patients with severe Covid, Oxford researchers say | C

Offbeat
GameStop Mania Is Focus of Federal Probes Into Possible Manipulation | W
Clubhouse and Social Audio Apps Are Having a Moment—Is It All Talk? | W
Another Remote-Work Year Looms as Office-Reopening Plans Are Delayed | W
Is My Stimulus Payment Taxable? And Other Tax Questions | N

Feb 11 (Thursday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures dip after Dow closes at record level | C
Is the stock market due for a correction in 2021? Here’s what some experts think | MW
Markets tap brakes on asset rise after getting ahead of recovery | R

Central banks
Fed’s Powell Signals Easy Money Policies to Remain in Place for a While | W
Powell Urges ‘Society-Wide’ Push to Deliver Full Employment | B

US
America Went on a Borrowing Binge, but Banks Were Left Out | W
New child tax credit may mean more money than $1,400 stimulus checks | C
‘I Did Something Useful’: Unemployed Workers Take On the Virus in Temp Jobs | N
Study author: Why the minimum wage can’t be raised to $24

US politics
Yellen says Treasury will fight misuse of cryptocurrencies, foster innovation | R

Geopolitics & trade
Iran produces uranium metal, IAEA says, in latest breach of deal | R
TikTok Sale to Oracle, Walmart Is Shelved as Biden Reviews Security | W
Biden unveils Pentagon group to evaluate U.S. strategy for dealing with China | C

Industries & companies
Technology: What's causing the chip shortage affecting PS5, cars and more? | C

Corporate finance
Match Group seeks expansion beyond dating with $1.7 billion acquisition: CFO | C

Virus
Double Masks Offer Significantly Better Protection, CDC Study Finds | W

Feb 10 (Wednesday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500, Dow Close Lower After Records | W
Is the stock market due for a correction in 2021? Here’s what some experts think | MW
GameStop breaks below $50 a share as short squeeze comes to an end | C

US
U.S. job openings rise in December; small businesses desperate for workers | R
Inflation likely increased slightly in January, bolstered by rising gas prices | C
Covid-19 Mortgage Relief Ends Soon for Millions of Homeowners | W
Cash flush Americans buying shares as pandemic limits spending options | R

US politics
The Clash of Liberal Wonks That Could Shape the Economy, Explained | N
Biden, meeting business leaders, backs stricter income limits for stimulus checks | R
$1,400 stimulus checks: Who may qualify based on Democrats' new plan | C
Biden's OMB pick cites concern about China's adherence to trade rules | R
U.S. House panels to vote on $57 billion boost for transportation | R
Senators vote to proceed with Trump's impeachment trial, but conviction may be elusive | R

China
China's registered number of newborns drops 15% amid population decline fears | NN
Clubhouse Cracked China's Firewall. A People Shined Through. | N

Geopolitics & trade
Huawei Files U.S. Lawsuit Disputing That It Is a Security Threat | W
North Korea's Kim lays out paths to take with South Korea, external affairs | R

Industries & companies
Aerospace: Boeing delivers 26 planes in January as cancellations continue to outpace new sales | C
Media: How Disney+ Became a Streaming Service Heavyweight | W

Corporate finance
French Bank Natixis, Plagued by Setbacks, to Go Private in $4.5 Billion Deal | W
Match Group Buys South Korean Social-Media Company for $1.73 Billion | W

Virus I
Brutal Covid-19 Surge in the U.S. Weakens Significantly | W
Widespread Covid vaccines will be available in the spring, says Walgreens exec | C
Covid vaccine: J&J CEO says people may get annual shots for the next several years | C
Nearly half of adult Americans say they intend to receive a Covid vaccine, CDC study finds | C
Covid vaccine: 60% of nursing home staff refused shots, Walgreens exec says | C

Virus II
The World Is Still Battling Polio. What That Warning Means for Covid-19. | W
Coronavirus Likely Came From Animal, Not Leaked From Laboratory, WHO Says | W

Cybersecurity & cryptocurrency
A Hacker Tried to Poison a Florida City's Water Supply, Officials Say | WIRED
Florida lye-poisoning attack shows cybersecurity gaps in water systems | C
Op-ed: The SolarWinds hack is a blow. The U.S. must prioritize cybersecurity now | C
Why Bitcoin Hasn’t Gained Traction as a Form of Payment | W
Why did Tesla buy bitcoin? | MW

Regulation
A 'full-fledged assault' by regulators will hit Facebook: Paul Meeks | C

Offbeat
Most Salesforce Employees to Work Remotely at Least Part Time After Pandemic | W
A return to the office may be coming as vaccinations increase | C

Feb 09 (Tuesday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing
Reddit rebellion is a sign of 'irrational exuberance:' Ed Yardeni | C

Markets
Dow jumps more than 200 points to a record, six-day winning streak is best since August | C
The S&P 500 is on track for surprise earnings growth, and Disney waits on deck | MW
The stock market is echoing 2009-10 — and that means a pullback could be near, analysts warn | MW
Global Markets See Inflation Breaking Out to Multiyear Highs | B

Central banks
Fed estimates workers without a college degree can earn $15,000 more | C
Fed to weave 'inescapable' climate change risk into bank oversight | R

US politics I
Exclusive: Congressional Democrats set to back more than $50 billion for transportation sector | R
U.S. House Democrats set to back $14 billion for airline workers, new airport aid | R
$15 Minimum Wage Would Cut Employment, Reduce Poverty, CBO Study Finds | W
Child Tax Credit Poised for Expansion in Stimulus Bill | W

US politics II
The Secret History of the Shadow Campaign That Saved the 2020 Election | Time
Trump administration influenced CDC guidance to suppress Covid testing, House panel says | C
Trump impeachment trial: Here's everything you need to know | C

Industries & companies
Autos: Chrysler, Fiat Dealers Want New Boss to Fix Ailing Brands or Consider Cuts | W
Media: Disney+ will fuel Hasbro gains long after the pandemic is over | C
Media: How Reddit made its Super Bowl commercial in less than a week | C
Retail: Malls Spent Billions on Theme Parks to Woo Shoppers. It Made Matters Worse. | W

Virus
Covid-19 Live Updates: New Cases in U.S. Drop Below 100,000 | W
NY aims to reopen Broadway, large venues, with Covid testing, Cuomo says | C
Astra’s Covid Shot Still Useful in Variant-Hit Areas, WHO Says | B
What If the COVID Pandemic Never Really Ends? | NY Mag
The Grandparents Have Gotten Their Covid-19 Vaccine. Is it Finally OK to Visit Them? | W

Cryptocurrency
Tesla buys $1.5 billion in bitcoin, plans to accept it as payment | C

Offbeat
Jeff Bezos would owe $2 billion in state taxes under Washington wealth tax | C
Google warns pandemic effects could hinder corporate culture in 2021 | C

Feb 08 (Monday)

Markets
Stock futures higher following best week since November | C
GameStop Frenzy Is Tough Call for Regulators Focused on Transparency | W
Tightening Oil Supplies Inject New Momentum Into Price Rally | W

US
Temporary Jobs Propped Up January Hiring | W
Some Young Americans Fight Economic Unease by Using Stimulus Checks to Pay Down Debt | W
Covid-19’s Hit to State and Local Revenues Is Smaller Than Many Feared | W

US politics
Covid stimulus: Yellen says U.S. could return to full employment next year if relief passes | C
Fiscal stimulus - Why Joe Biden’s proposed stimulus is too big | Leaders | E

Europe
Brexit and the City - Access to the EU financial-services market is not worth the price | Leaders | E

Geopolitics & trade
Biden will compete with China, but won’t take Trump approach | C
From Lightbulbs to 5G, China Battles West for Control of Vital Technology Standards | W
Too close to the sun - What the fate of HNA Group says about China Inc’s foreign ambitions | Business | E

Industries & companies
Autos: Hyundai, Kia shares fall; say not in talks to develop Apple car | C
Consumer discretionary: Life after Jeff - Can Amazon’s next boss fill Jeff Bezos’s supersized boots? | Business | E
FinTech: The real revolution on Wall Street | Feb 6th 2021 | E
Pharma: Biogen’s Alzheimer’s Drug Faces a Big Test. What to Know. | BR

Virus
South Africa halts AstraZeneca vaccinations | C
Covid herd immunity: Biden says getting there by summer's end will be hard | C
As Covid-19 Vaccines Raise Hope, Cold Reality Dawns That Illness Is Likely Here to Stay | W
States are taking back unused Covid vaccine doses from nursing homes | C

Offbeat
The Coming Alzheimer’s Crisis—and What to Do About It | BR

Feb 06 (Saturday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
S&P 500 rises to another record Friday, rallies 4.7% in best week since November | C
GameStop mania may not have been retail trader rebellion, data shows | C
Robinhood’s Reckoning: Can It Survive the GameStop Bubble? | W

Central banks
Fed Chair Powell and Mnuchin collaboration cooled in December | R

Global
Supply chain costs are mounting in all sorts of ways | FT

US
U.S. Employers Added 49,000 Jobs in January | W
Even with unprecedented gains, the jobs market is still struggling to get back to normal | C
The Jobs Crisis Is Broader Than It Seemed | N
Long-term unemployment is rising toward a Great Recession record | C
America’s unequal jobs recovery in 7 charts | Vox
'Lost generation of unemployed': Covid hits careers of over-50s | Covid jobs crisis | The Guardian

US politics
Biden wants stimulus checks to be $1,400. How they could be targeted | C
Joe Biden's $1.9 trillion stimulus package is as much about political optics as economic necessity | WP
Feb. 16 is the next big day for Biden’s economic plan | MW
Biden’s Minimum-Wage Proposal: When Would It Reach $15 an Hour? | W
President Biden pledges to fix racial wealth gap. Here are his plans | C
What’s next for gig work? Biden administration could bring significant changes | MW
U.S. senators propose limiting liability shield for social media platforms | R
Romney's Child Allowance Would Upend Welfare | B

Geopolitics & trade
China’s SMIC Says It’s Missing Out on the Chip Boom Due to U.S. Restrictions | W
Russia expels EU diplomats, ignores bloc's call to free Navalny | R

Industries & companies
Autos: Kia Seeks Partners to Build Apple Car in Georgia | W
Consumer discretionary: Amazon’s U.S. Tax Costs Jumped in 2020. It Likely Would Pay Even More Under Biden Plan. | W
Financials: Venmo’s Debt-Collection Practices Probed by CFPB | W

Virus
Covid-19 Vaccine Shortage Sparks Fights Over Who Should Get First Shots | W
Countdown to 'catastrophe:' Inside Europe's fight for COVID shots | R
AstraZeneca Covid-19 Vaccine Effective Against U.K. Variant in Trial | W

Remote work & school
Employees working from home are putting in longer hours than before the pandemic | NN
Chicago Teachers Union reports deadlock in talks to reopen schools during pandemic | R

Corporate finance
Led by ‘Mr. SPAC,’ Credit Suisse Cashes In on Blank-Check Spree | W
Former Trump officials Wilbur Ross and Larry Kudlow form SPAC

Feb 05 (Friday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow jumps 250 points amid solid economic data, rising for a fourth straight day | C
S&P 500 Rises to Record as Jobless Claims Fall | W
China’s Bond Traders Reprice a Future With Tighter Liquidity | B
Silver Coins Still in High Demand Even With Drop in Metal Price | B
Goldman Sachs' Jeff Currie prefers silver over gold due to use in solar panels | C

GameStop
GameStop falls 40% more despite easing of broker restrictions, down more than 80% this week | C
GameStop booster on Reddit is under regulatory scrutiny | MW
Yellen seeks to 'understand deeply' GameStop frenzy as market regulators meet | R

Central banks
Bank of England Tells Banks to Prepare for Negative Interest Rates | N

US
US Unemployment Benefits Claims Declined Last Week by More Than Forecast | B
U.S. Unemployment Claims Fell to 779,000 Last Week | W
Jobs growth likely rebounded in January, but the extent of the recovery depends on hotels and restaurants | C
U.S. factory orders beat expectations in December | R

US politics
The Biden Administration’s Elusive Stimulus Goal: Full Employment | W
U.S. Senate Democrats set for first step on road to new COVID-19 relief | R
Who Could Receive a Third Stimulus Check? | W
Biden vows to allow more refugees into the United States | C
Special Report: Stolen election? Republican lawmakers paralyzed by Trump's false fraud claims | R
Smartmatic Files $2.7 Billion Lawsuit Against Fox News | N
Marjorie Taylor Greene Says She Regrets QAnon Comments | W

Industries & companies
Autos: Electric Vehicles Make Up More Than a Third of Volvo’s Sales in Europe | W
Autos: Ford F-150 production cut due to semiconductor chip shortage | C
Autos: Ford (F) earnings Q4 2020 | C
Tech: Microsoft CEO Sees Pandemic Sparking New Wave of Employee-Focused Tech | W

Corporate finance
Klobuchar to Introduce Antitrust Bill Raising Bar for Technology Deals | W
Opinion: Like Rockefeller and Gates, Bezos rides off into the sunset just as the lawyers take away the fun | MW
Chobani is reportedly eyeing an IPO later this year
Chinese Video IPO Goes Viral With Investors | W

Virus
Scientists Test a New Covid-19 Vaccine Question: Mixing Different Doses | W
Britain explores mixed COVID vaccine shots as variants threaten | R
Vaccine passports: path back to normality or problem in the making? | R

Offbeat
Super Bowl sports bets could reach $4.3 billion | C
Reddit’s WallStreetBets Founder Sells Life Story to Movie Producer RatPac Entertainment | W
How to Win at the Stock Market by Being Lazy | N
Vale Agrees to $7 Billion Settlement for Brumadinho Dam Collapse | W

Feb 04 (Thursday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures are flat as S&P 500 looks to extend three-day win streak | C
Wall Street is keeping very close tabs on WallStreetBets. Here's how | NN
Asian stocks ease as caution persists despite calmer markets | R
Hopes for Draghi Government Drive Rally in Italian Bonds, Stocks | W

Central banks
Fed's Evans sees price spikes ahead, but policy steady | R

Europe
Italy, and Europe, Look to Mario Draghi to Solve Another Crisis | W

US
Dire unemployment forecast demands 'immediate action' - White House advisers | R
Don’t get discouraged if the jobs report disappoints: Michael Darda | C
Most Small Firms Below Pre-Pandemic Levels, Fed Survey Finds | W

US politics
House passes budget resolution for $1.9 trillion Covid relief bill | C
Joe Manchin Backs Price Tag of Biden’s Coronavirus Relief Plan | W
Biden Stimulus Plan Could Be Derailed By Improving U.S. Economy | B
Biden Open to Sending $1,400 Stimulus Checks to Smaller Group | W
Biden Wants a $15 Minimum Wage. Here’s What People Say It Would Do to the Economy. | W

Industries & companies
Airlines: American Airlines to send staff furlough notices again with travel demand low | C
Consumer discretionary: What You Need To Know About Andy Jassy, Amazon’s New CEO | FO
Consumer discretionary: How Andy Jassy, Amazon’s Next C.E.O., Was a ‘Brain Double’ for Jeff Bezos | N
Consumer discretionary: Amazon using AI-equipped cameras in delivery vans | C
Financials: Car Insurance Prices Fell in 2020 as Pandemic Reduced Driving | W
Media: Uber Eats, Chipotle Rise as Super Bowl Commercial Newcomers | N
Pharma: Exclusive: Merck anti-baldness drug Propecia has long trail of suicide reports, records show | R
Tech: Qualcomm (QCOM) earnings Q1 2021 | C

Virus
Opinion: A straightforward explanation why more COVID-19 vaccines can’t be produced with help from ‘dozens’ of companies | MW
AstraZeneca vaccine may reduce spread by 67% — and protection remains over 3-month dosage gap | MW

Corporate finance
Jazz Pharmaceuticals to Buy Cannabis-Based Drugmaker GW Pharma for $6.7 Billion | W
Why investors were willing to write Robinhood a $3 billion check during the GameStop chaos | C
Apple and Hyundai-Kia pushing towards deal on Apple Car | C

Feb 03 (Wednesday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock market today: Dow jumps 470 points, posts best day since November as the GameStop trading mania unwinds | C
Dow Rises Ahead of Amazon, Alphabet Earnings | W
Wood-Pulp Prices Surge as Speculators Pounce in China | W

Central banks
Fed policy is one factor in Reddit-fueled frenzy, U.S. central banker says | R

GameStop
GameStop Closes 60% Lower While Silver Retreats | W
Selling overwhelms GameStop and other Reddit-favored stocks | R
Opinion: Short-sellers were pulling back even before Reddit’s GameStop squeeze | MW
Elizabeth Warren asks Robinhood to explain GameStop trade restrictions | C
U.S. Mint Still Rationing Silver Coins Amid ‘Exceptional’ Demand | B

US politics
Coronavirus stimulus: Democrats try to pass $1.9 trillion relief bill | C
Democrats to go it alone in Congress vote on Biden's COVID-19 aid | R
Biden Presses Case for Large Covid Aid Package | W
Earned income tax credit is unifying alternative to hiking minimum wage | TheHill
Trump impeachment trial: His lawyers deny he incited Capitol mob, claim trial is unconstitutional | C
Exclusive: Yellen to name ex-IMF official Lipton to senior Treasury role, sources say | R

Europe
Europe’s Economy Falls Further Behind U.S. and China. ‘It’s Getting Desperate.’ | W

China
China Faces a Liquidity Test Just Days After Crunch Passed | B

Geopolitics & trade
Biden to issue executive order requiring review of critical supply chains - sources | R

Industries & companies
Autos: Tesla's dirty little secret: Its net profit doesn't come from selling cars | NN
Autos: Tesla Recalls Roughly 135,000 Vehicles Over Touch-Screen Failures | W
Consumer discretionary: Jeff Bezos to step down as Amazon CEO, Andy Jassy to take over in Q3 | C
Communication services: Google Cloud lost $5.61 billion on $13.06 billion revenue last year | C
Energy: Oil Companies Endure Brutal 2020, Warn of Slow 2021 Recovery | W
Logistics: UPS, Delivering Amazon’s Surge, Posts Record Revenue | W
Restaurants: Chipotle Mexican Grill (CMG) Q4 2020 earnings miss | C

Virus
Covid vaccine: Pfizer plans to deliver 200 million doses to U.S. by May, sooner than expected | C
Covid-19 Vaccine Supply to States to Rise Again, Biden Administration Says | W
Biden administration to start sending Covid vaccines directly to pharmacies | C
Americans in priority groups can start getting vaccinated at some pharmacies starting Feb. 11 | MW
U.S. Covid hospitalizations fall, but new strains could undo progress | C
Who Can Get Covid Vaccine in New York: Cuomo Updates Guidelines, Supply | B
Russian Covid-19 Vaccine Was Highly Effective in Trial, Boosting Moscow’s Rollout Ambitions | W

Corporate finance
Kraft Heinz is reportedly in talks to sell Planters for $3 billion to Hormel | C
Rocket Startup Astra Space Poised to Go Public at $2.1 Billion Valuation | W
Cohen’s Point72 Raises $1.5 Billion After Melvin Infusion | B

Technology
SpaceX Starship SN9 explodes on landing after successful launch | C

Cybersecurity
Exclusive: Suspected Chinese hackers used SolarWinds bug to spy on U.S. payroll agency - sources | R

Offbeat
Cities Betting Big on Remote Work Trend | City Journal

Feb 02 (Tuesday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock market today: Dow rises 250 points as market rebounds from worst week since October | C

Central banks
Fed’s Kashkari: Fed Shouldn’t Pull Back on Aid | W

US
CBO report foresees rapid growth recovery, labor force revival by 2022 | C

GameStop & WSB
GameStop shares drop 30%, briefly halted following 400% short-squeeze spike last week | C
Why the GameStop frenzy may hurt retirees along with hedge funds | C
Citadel Silver Holding Exposes Rifts in WallStreetBets Army | B
Silver jumps nearly 9% as Reddit traders try their squeeze play with the metal | C
Robinhood raises trading limit on GameStop further to 20 shares | C

US politics
Stimulus Debate Tests Limits of Democrats’ Election Mandate | W
Democrats ready $1.9 trillion budget measure for COVID relief: Schumer | R
Coronavirus stimulus: Joe Biden to meet with Republican senators about relief bill | C
Republicans propose $1,000 stimulus checks. Here's who would qualify | C
PPP Aid to Small Businesses: How Much Did $500 Billion Help? | N
Exclusive: Dozens of former Bush officials leave Republican Party, calling it 'Trump cult' | R

Geopolitics & trade
Biden threatens U.S. sanctions in response to Myanmar coup | R
Myanmar coup to dampen U.S. trade, impact footwear companies, experts warn | R

Industries & companies
Communication services: Ford and Google sign six-year deal for Android, in-car apps, cloud | C
Tech: Can Open-Source Semiconductors Upend the Chip Industry? | B

China
Pinduoduo Employee Deaths Ignites China Debate Over Work | N
Exiled Uighurs Fear China’s Reach Will Erode Turkish Haven | W

Virus I
U.S. Covid-19 Deaths Are Starting to Drop In Every Part of the Country | B
Fast-Spreading Covid-19 Variant Surges in Brazil, Worrying Scientists | W
Pandemic Wears on Essential Workers: ‘Everybody Forgets That You’re Still on the Front Line’ | W

Virus II
New York City Snowstorm Halts Covid-19 Vaccinations | W
U.S. Reaches Deal With Australian Company for At-Home Covid-19 Tests | W
Exclusive: Oxford kept COVID-19 vaccine trial volunteers in dark about dosing error, letter shows | R

Corporate finance
Amazon, Alphabet, Salesforce back Databricks at $28 billion valuation | C
Robinhood raises $2.4 billion more as broker app deals with retail trading frenzy | C

Offbeat
Major snowstorm slams Northeast, spurring shutdowns and blackouts | C
Clubhouse is new the social network Elon Musk joined. Here are its plans | C
Covid-19 Pandemic Motivates Younger People to Buy Life Insurance | W

Feb 01 (Monday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow futures drop 100 points, building on losses after worst week since October | C
Three reasons why a 'perfect storm' is hitting the market | C
What’s Driving Everything From a Market Frenzy to an Embrace of U.S. Deficits? Magical Thinking. | W
Opinion: What January’s market decline means for stock returns in 2021 | MW
Behind the Bitcoin Bubble | W
Don’t Bank on Covid-19 Killing Off Cash Just Yet | W

GameStop
GameStop Frenzy Puts Spotlight on Trading Giant Citadel Securities | W
Melvin Capital Lost 53% in January, Hurt by GameStop and Other Bets | W
Silver futures jump 7% as Reddit traders try their squeeze play with the metal | C
Robinhood to continue trading limits on Monday, customers can still only buy one GameStop share | C

Global
Vaccination Delays Put Global Rebound at Risk | W

US
U.S. Household Income, Savings Rose at End of Last Year | W

US politics
Republican senators present smaller Covid proposal | C

China
China's January factory activity expands at slowest pace in 7 months: Caixin PMI | R

Japan
Japan Considers Extension of Covid Emergency as Economy Sputters | B

Geopolitics & trade
Op-Ed: Biden may draw 'red lines' against Chinese authoritarianism | C
Government ‘SWAT Team’ Is Reviewing Past Startup Deals Tied to Chinese Investors | W
Russia arrests over 4,500 at nationwide protests backing jailed Putin critic Navalny | C

Industries & companies
Consumer discretionary: Amazon Faces Familiar Opponent in Alabama Union Election | W
Energy: Exxon, Chevron CEOs Discussed Merger | W
Tech: Facebook and Apple Are Beefing Over the Future of the Internet | WIRED

Virus
Look Out, Pfizer and Moderna: Here Comes Novavax | The Motley Fool
Maryland confirms case of South African Covid variant that's more infectious | C
Biden Health Adviser Warns of Virus Variants, Future Lockdowns | B
Former Biden Covid advisor warns of coming surge in Covid cases | C
The NFL’s Covid-19 Finding That Saved the Season | W

Corporate finance
TikTok Rival’s $5.4 Billion IPO Draws Big Investor Following | W
Chevron and Exxon discussed merger last year: reports | C

Remote school
Chicago Schools Inch Closer to Strike Over Reopening Plan | W
Covid-19 Pandemic Pushes More Parents to Go All-In for Home Schooling | W

January 2021

Jan 29 (Friday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Rally As Dow Rises More Than 300 Points | W
Dow jumps 300 points as market stages a strong comeback from biggest sell-off in 3 months | C
Short sellers down a net $54 billion on U.S. positions so far this year, data provider says | MW

GameStop
Robinhood restricts trading in GameStop, other names involved in frenzy | C
Robinhood App Is Said to Draw on Credit Lines From Banks Amid Stock Market Chaos | B
GameStop, AMC Stock Prices Tumble as Robinhood, Others Block Trades | W
GameStop's stock closes down more than 40% after brokers place restrictions on trades | C
Interactive Brokers restricted GameStop trading to protect the market, says Chairman Peterffy | C
GameStop: Cruz, Ocasio-Cortez blast Robinhood over trade freeze | C
‘Taxes are usually an afterthought:’ GameStop’s wild ride will leave some investors with a huge tax bill | MW
Investing Shouldn't Feel Like a Trip to Vegas | Morningstar

US
U.S. Unemployment Claims Fell Last Week | W
COVID-19 savages U.S. economy, 2020 performance worst in 74 years | R
U.S. Economy Grew 1 Percent in the Last Quarter of 2020 | N
With vaccinations on the rise, U.S. economy remains in the waiting room | R
U.S. new home sales miss expectations in December | R
How the U.S. can build a carbon-free electric grid | C

US politics
Joe Biden declares war on American jobs with far-left climate plan | N
Biden reopens online health insurance marketplaces, citing 'damage' from Trump | R
Pandemic Spending Boosts Global Government Debt to 98% of Economic Output, IMF Says | W
Cecilia Rouse, Tapped to Be Biden’s Top Economist, Brings Labor-Market Focus | W

Geopolitics & trade
U.S. will re-engage in OECD tax talks, Yellen tells French counterpart | R
Biden Re-Examining U.S. Arms Sales to Saudi Arabia, U.A.E. | W

Industries & companies
Airlines: American Airlines surges despite record annual loss as short sellers get squeezed | C
Airlines: American, Southwest Post Record Losses Amid Covid-19 Crisis | W
Autos: Toyota beats Volkswagen to become world's No.1 car seller in 2020 | C
Industrials: GM to Phase Out Gas- and Diesel-Powered Vehicles by 2035 | W
Tech: Apple’s iPhone 12 Helped Deliver a Record $111.4 Billion Quarter | W
Tech: Apple CEO Tim Cook links Facebook's business model to violence | C
Tech: Samsung Profit Rises 26% on Continued Pandemic-Driven Demand | W

Virus I
Racing the virus: Why tweaking vaccines to fight variants won't be simple | R
Covid vaccine: Novavax says Covid vaccine is more than 89% effective | C
Vaccine Shortage Derails European Inoculation Drive | W
South Africa Covid strain: South Carolina detects first-known U.S. case | C

Virus II
Cuomo administration underreported Covid deaths in nursing homes, report says | C
Health-Tech Startups Jump Into the Covid-19 Vaccine Rollout | W
Chicago school district cancels some in-person classes as labor dispute flares | R
The Bill Gates plan to prevent future pandemics: global alerts and ‘germ games’ | MW

Corporate finance
WeWork in Talks to Combine With SPAC or Raise Money Privately | W
Qualtrics IPO: XM begins trading on the Nasdaq | C

Jan 28 (Thursday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets I
Stock futures dip after a steep sell-off on Wall Street, Apple and Tesla fall after earnings | C
Stock market today: Dow sheds 600 points in biggest drop in 3 months, S&P 500 turns negative for 2021 | C
The Dramatic Evolution of Emerging Markets | Morningstar

Markets II
U.S. Securities and Exchange Commission 'actively monitoring' volatility in equity markets | R
WallStreetBets Briefly Goes Dark After Fueling GameStop’s Surge | B
GameStop Is a Bubble in Its Purest Form | W

Central banks
Fed still in crisis-fighting mode as recovery appears to moderate | R
Fed decision January 2021: rates unchanged | C
The Fed Must Step Up Again by Willem H. Buiter | Project Syndicate

US
Fourth quarter GDP to show businesses spent, but consumers held back | C
U.S. core capital goods orders rise strongly in boost to business investment | R
Durable-Goods Demand Eased in December | W
Who Owns Stocks? Explaining the Rise in Inequality During the Pandemic | N

US politics
Yellen pledges U.S. Treasury cooperation with UK, Germany on pandemic, climate, taxes | R
No, Joe Biden didn't just ban fracking | NN
Where are Biden’s clean-energy jobs and how much do they pay? | MW
DHS Issues Its First National Terrorism Bulletin for Domestic Extremists | W

China
Jack Ma’s Ant Plans Major Revamp in Response to Chinese Pressure | W

Geopolitics & trade
White House vows to protect U.S. telecoms network from Huawei security threat | R
Biden Pick for U.N. Envoy Expresses Regret for China Speech | W

Industries & companies
Aerospace: Boeing Reports Record Annual Loss | W
Autos: Tesla (TSLA) earnings Q4 2020 | C
Communication services: Facebook (FB) earnings Q4 2020 | C
Retail: Levi's (LEVI) reports Q4 2020 earnings, sales beat | C
Tech: Apple’s iPhone 12 Helped Deliver a Record $111.4 Billion Quarter | W
Tech: Apple Q1 cash hoard: Here's how much Apple has on hand | C
Tech: Apple Q1 2021: Best quarter in the history of the smartphone | C
Tech: Facebook CEO Zuckerberg: Apple is one of our biggest competitors | C

Virus
EU Clashes With AstraZeneca Over Covid-19 Vaccine Shortfall | W
Africa, Ill-Equipped and Without Vaccines, Grapples With a Deadlier Covid-19 Surge | W
Pfizer vaccine only slightly less effective against key South African mutations: study | R
Shape-Shifting Virus Threatens Cycles of Illness, Lockdowns | W
Indoor Dining in New York City Could Be Back on the Table | W

Jan 27 (Wednesday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Slip in Final Minutes, Close Lower | W
Dollar on the defensive with Fed's Powell likely to sound dovish note | R

Central banks
Fed will need to reassure the market it's not thinking about dialing back its support | C

Global
IMF Raises Global Economic Growth Forecast but Says Outlook Remains Uncertain | W
IMF economist backs increase in U.S. minimum wage, sees argument for slow phase-in | R

US
U.S. consumer confidence edges higher; house prices accelerate | R
Saved Stimulus Checks Expected to Help Spur Economic Recovery | W
Small-Business Owners Promised More PPP Loan Application Help | W

US politics
Yellen, Rice tout economics as key to fixing American inequality | R
Stimulus checks: White House signals it could narrowly target payments | C
Most Republican Senators Reject Constitutionality of Trump Impeachment | W

Geopolitics & trade
Navalny Protests Threaten to Snowball as Grievances Grow in Russia | W

Industries & companies
Energy: Biden’s Climate-Change Policy Targets Oil Industry | W
Industrials: GE Reports Surge in Year-End Cash Flow | W
Restaurants: Starbucks (SBUX) Q1 2021 earnings top estimates | C
Retail: Walgreens taps Starbucks COO Roz Brewer as its next CEO, sources say | C
Retail: Top-tier mall values have dropped 45% from 2016 levels: Green Street | C
Tech: Microsoft Earnings Jump on Pandemic-Driven Cloud, Videogame Demand | W
Tech: Microsoft hits $40 billion in quarterly sales for first time, reports record earnings | MW
Tech: Alphabet, Facebook rise as Microsoft ad units do better than predicted | C

Virus
Biden administration orders additional 200 million doses of vaccine | C
Immunity against SARS-CoV-2 may last at least 8 months | Study
What Does It Mean for a Virus to Become ‘Endemic?’ – AIER

Corporate finance
UBS Plans $4.5 Billion Share Buyback as Profit Surges | W

Technology
Virgin vs. Hyperloop TT: The Race to Make Musk’s Moonshot a Reality

Offbeat
What is Section 230 and why do some lawmakers want to revoke it? | C
For Sale: Souvenirs of Capitalism's Failures | N
Widespread internet outage hits U.S. East Coast | R

Jan 26 (Tuesday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock market today: S&P 500 ends volatile day slightly higher, Apple pushes Nasdaq to another record close | C
Mania in stocks like GameStop, surging options activity suggest a market pullback is coming | C

Central banks
Yellen Passed the Economic Stability Baton to Powell. Now, He’s Handing It Back. | W

US
Nearly 20% of renters in America are behind on their payments | C

US politics
Coronavirus stimulus updates: Biden says relief talks could take weeks | C
Biden ‘Open to Negotiate’ on Stimulus, Seeks GOP Backing | B
Biden Signs Buy American Order for Government Procurement | W
Capitol riots: GOP worried about raising money for 2022 midterms | C

Europe
Europe’s Bankruptcies Are Plummeting. That May Be a Problem. | N
Italy’s Prime Minister Conte Resigns Amid Struggle Against Covid-19 and Recession | W

Geopolitics & trade
China’s Xi Warns Against Confrontation in Veiled Message to Biden | W

Industries & companies
Energy: How the Most Hyped U.S. Oil Merger in a Decade Went Bust
Tech: Google Pursues Plan to Remove Third-Party Cookies | W
Tech: How tech can help with the COVID-19 vaccination campaign | C

Virus I
Moderna Developing Vaccine Booster Shot for Virus Strain Identified in South Africa | W
Moderna says it believes vaccine will work against new variants | R
Exclusive: U.S. goal to squeeze more COVID shots from Pfizer vials hampered by syringe production | R

Virus II
Biden orders travel ban on most non-U.S. citizens from South Africa, extends Europe, UK, restrictions | C
Merck ends COVID vaccine program, cites inferior immune responses | R
How Big a Setback Is Merck’s Vaccine Flop? | B
China Wanted to Show Off Its Vaccines. It’s Backfiring. | N

Virus III
California lifts statewide Covid stay-at-home order, allowing restaurants to reopen | C
Restaurants push for access to Covid vaccine, but unlikely to require it | C
Budweiser Skips Super Bowl Ad, Promises Vaccine Education Instead | W

Corporate finance
China’s Love of TikTok-Style Apps Powers $5 Billion IPO | W
Goldman Sachs: Markets will ‘flush out’ some SPAC excess — but it won’t be a crisis | C

Jan 25 (Monday)

YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Bullish Stock Bets Explode as Major Indexes Repeatedly Set Records | W
Is the Stock Market in a Bubble Right Now? Investor Jeremy Grantham Says So. Is He Right? | BR
Opinion: The S&P 500 won’t even keep up with inflation in the next 10 years, this accurate indicator shows | MW

Wall Street
Wall Street can relax, moderates have the mandate | NN
When SPACs Attack! A New Force Is Invading Wall Street. | W

US
Covid-19’s Financial Toll Mounts as Homeowners Keep Postponing Mortgage Payments | W
Manufacturing Rebound Has Suppliers Struggling to Keep Up | W

US politics I
'We can't wait:' Biden to push U.S. Congress for $1.9 trillion in COVID-19 relief | R
Biden's stimulus may be too big amid economic recovery, should be targeted at those most impacted | C
‘Low-Level Civil War,’ Hyper Stimulus, and Risks That Haven’t Yet Materialized From Barron’s Investing Experts | BR
Morning after in America - The outlook for America looks grim, but that could quickly change | Leaders | E

US politics II
How Corporate America Views President Biden | N
Facebook and Amazon Boosted Lobbying Spending in 2020 | W

China
How Beijing Turned China’s Covid-19 Tragedy to Its Advantage | N
Op-Ed: Xi is positioning China as the world's indispensable economy | C
Chinese youth - Young Chinese are both patriotic and socially progressive | Special report | E
China Overtakes U.S. as World’s Leading Destination for Foreign Direct Investment | W
China received more foreign investment last year than U.S., U.N. says | C
China Is Joining the Global Push to Rein In Tech Giants | W

Geopolitics & trade
Biden’s ‘Buy American’ Plan Eyed Warily by Other Countries | W
Biden Team Promises New Look in Trade Policy | W
China Flies Warplanes Near Taiwan in Show of Force, Prompting U.S. Warning | W
For Wars of the Future, Pentagon Looks to Distant Past: the B-52 | W

Industries & companies
Cruise lines: Carnival Stock Is Slumping, and Executives Are Selling Stock | BR
Materials: Precious-Metals Miner Polymetal Is Expected to Shine for Investors | BR
Tech: Snap Turning Virtual Reality Into Real Money | W
Tech: Samsung Eyes Investing Up to $17 Billion in New U.S. Chip Plant | W
Tech: Technology and geopolitics - The struggle over chips enters a new phase | Leaders | E

Virus I
Infections v injections - The marathon of covid-19 vaccination | Leaders | E
Here’s how - America’s vaccination roll-out will improve with practice | United States | E
5 Ideas From Experts to Speed Up the Vaccine Rollout | BR
Trump administration had no coronavirus vaccine distribution plan: White House | R
AstraZeneca’s Covid-19 Vaccine Shortfall Threatens EU Plans to Boost Inoculations | W
Germany Buys Covid Treatment Used by Former President Trump | B

Virus II
New Coronavirus Variants Complicate the Battle Against the Pandemic | W
Biden surgeon general pick says U.S. racing to adapt against new Covid strains | C
Exclusive: Biden to impose South Africa travel ban to combat new COVID-19 variant - sources | R
If Poor Countries Go Unvaccinated, a Study Says, Rich Ones Will Pay | N
Covid vaccine passports: Airlines, tech giants have competing plans | C
Birx says someone was giving Trump 'parallel data' about Covid pandemic | C
California Authorities Probe Death of Person Who Received Covid-19 Vaccine Hours Earlier | W

Corporate finance
Saudi Sovereign Fund Targets $1.1 Trillion in Assets by 2025 | B

Offbeat
Davos ski resort eerily quiet without economic talkfest this year | R
Bernie Sanders inauguration meme: Here's the story behind the photo | C
Financial Aid: Grades, Merit and Talking to Kids About Paying for College | N

Jan 23 (Saturday)

YRI
Video Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Dow, S&P close lower as IBM, Intel weigh, coronavirus concerns rise | R
EV Surge Sends Cobalt Prices Soaring | W

US
U.S. Existing-Home Sales Reach Highest Level in 14 Years | W
U.S. factory activity races to more than 13-1/2-year high in early January: IHS Markit | R

China
China Played Its Hand Well in 2020. Will It Keep Winning? | W
Anger at China’s Covid-19 Response Smolders in Wuhan | W

US politics I
Biden Signs Executive Orders to Boost Covid-19 Aid, Expand Worker Protections | W
Covid stimulus update: Biden to sign executive orders on hunger, workers' rights | C
Biden executive order to speed up stimulus checks for 8 million people | C
Biden Wants to Raise Taxes, Yet Many Trump Tax Cuts Are Here to Stay | N
Joe Biden faces an unemployment crisis and millions of workers without jobs | Vox

US politics II
Janet Yellen's nomination as first female Treasury secretary clears key Senate hurdle | C
Trump impeachment: House will deliver article to Senate on Monday | C

Geopolitics & trade
China Pushes for High-Level Meeting to Ease Tension With U.S. | W

Industries & companies
Manufacturing: Hand Sanitizer Sales Jumped 600% in 2020. Purell Maker Bets Against a Post-Pandemic Collapse | W
Retail: Home Depot shares are a buy at these levels, according to trader | C
Tech: Tech shares could retake market reins as earnings heat up | R

Virus I
Boris Johnson: Evidence new UK Covid strain may be [slightly] more deadly | C
Studies of South African Coronavirus Strain Raise Concerns About Immune Response | W
New York state is running 1,000 genome tests per week to look for new Covid variants | C
WHO Caught Between China and West on Frozen-Food Coronavirus Transmission | W
CDC Finds One in 400,000 Had Anaphylaxis After Moderna Shot | B
Covid-19 Contracted by Scores of National Guard Members in Washington | W
Special Report: How U.S. CDC missed chances to spot COVID's silent spread | R

Virus II
CDC changes Covid vaccine guidance to OK mixing Pfizer and Moderna shots in exceptional situations | C
More Than 56.7 Million Shots Given: Covid-19 Vaccine Tracker
The Architecture of Covid Vaccine Distribution | B
Biden Aims to Boost Covid-19 Vaccine Distribution by Using 1950s Law | W
Biden's 100-Day Vaccine Goal Was Nearly Met Before He Arrived | B
United Airlines CEO wants to make Covid vaccines mandatory for the company's employees | C

Remote work & school
3 predictions for the future of remote work | Fast Company
These colleges went remote but raised tuition during Covid pandemic | C

Corporate finance
Companies Are Selling Stock at Record Pace to Start the Year | W

Jan 22 (Friday)

YRI
Video Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Stocks Finish Flat After Jobless Claims Data | W
Not company earnings, not data but vaccines now steering investor sentiment | R
Investment-Grade Bonds Stumble on Rising Yields | W

Central banks
ECB Holds Rates, Stimulus Steady as Lagarde Strikes Optimistic Tone | W

US
U.S. Unemployment Claims Remained Elevated Last Week | W
The unemployment benefits cliff hit almost 3 million Americans | C
How Our Unemployment Benefits System Failed - The New York Times
Housing Market Stays Tight as Homeowners Stay Put | W

US politics
Covid stimulus update: Biden relief plan faces Republican, moderate opposition | C
Biden’s Agenda Faces Early Hurdles With a Divided Senate | W
Here are the 10 executive orders Biden's signing to combat the Covid pandemic | C
All of President Biden’s key executive orders — in one chart | MW
Biden infrastructure plan: Business allies discuss carbon tax | C

Geopolitics & trade
Domestic investment needed before new trade deals: U.S. Treasury pick Yellen | R
Biden Proposing to Extend U.S.-Russia Nuclear Arms Deal by Five Years | W
Post-Brexit Trade Rules Face Early Tests | W

Industries & companies
Tech: Intel Earnings Slip Despite Record Revenue | W
Tech: IBM earnings Q4 2020 | C

Virus
Lilly Antibody Drug Prevents Covid-19 in Nursing Homes, Study Finds | W
Covid-19: What we learned since the first U.S. case was confirmed | C
Biden signs order requiring travelers wear masks on planes and at airports as pandemic rages | C
Covid-19 Has Nearly Wiped Out the Flu—How Do We Keep It From Coming Back? | W

Offbeat
Amazon doesn't have to put Parler back online, says judge | C
Chinese Telecom Carriers Ask NYSE to Make Another U-Turn on Delisting | W

Jan 21 (Thursday)

YRI
Video Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Stock futures flat after markets hit records in previous session, Biden takes office | C
Stock market posts best Inauguration Day rise in 36 years as Biden takes office | MW
Stocks Hit Records on Upbeat Earnings | W

Central banks
The Fed under Biden: New mandates, a close White House tie and big challenges ahead | C

US
Here’s the maximum amount Biden’s stimulus checks and tax credits would deliver to America’s poorest families | MW
Americans Aren’t Draining Their Retirement Funds in the Pandemic | W

US politics
Biden Signs Executive Orders on Face-Mask Mandate, Keystone Pipeline, Paris Accord | W
Biden inauguration: U.S. rejoins Paris climate agreement | C
Opinion | Biden’s Stimulus Plan Will Bring Relief, but There’s One Flaw | N
Democrats take Senate majority as Warnock, Ossoff, Padilla are sworn in | C
Senate confirms Avril Haines, first Biden Cabinet member | C

China
China Escalates Efforts to Beat Back Its Worst Covid-19 Resurgence | W
Jack Ma, Alibaba’s Billionaire Co-Founder, Resurfaces After Months of Lying Low | W

Geopolitics & trade
China Bids Good Riddance to Trump | W
Twitter Locks Out Chinese Embassy in U.S. Over Post on Uighurs | B

Industries & companies
Airlines: United (UAL) earnings Q4 2020 | C
Consumer: Procter & Gamble Gets Shoppers to Pay Up | W
Financials: Morgan Stanley Profit Shoots Higher, Fueled by Wall Street | W
Financials: Mountain of Small Loans Looms Over Europe’s Pandemic-Hit Banks | W

Virus
Oxford-AstraZeneca’s Covid-19 Vaccine Helps U.K. Lead Race to Reach Nursing Homes | W
Europeans Clash With Pfizer, BioNTech Over Covid-19 Vaccine Deliveries | W
Amazon sends letter to Biden offering to help with Covid-19 vaccines | C

Corporate finance
Russian Gold Miner Nordgold Aims to List in $5 Billion London IPO | W
Sixth Street Partners to Acquire Life Insurance Business Talcott Resolution for $2 Billion | W
Commercial Real Estate Debt Sustained by Central Bank Bond Buying | W

Jan 20 (Wednesday)

YRI
Video Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing

Markets
Irresistible? Pension funds plot move on China's $16 trillion sovereign bond market | R
Unintended consequences from stimulus could crush stocks: Jim Paulsen | C
U.S. Corporate-Bond Rally Rolls Into 2021 | W

Central banks
ECB Is Capping Bond Yields But Don’t Call It Yield Curve Control | B

US
How Full Employment Became Washington’s Creed | N

Europe
Europe, Struggling to Exit the Pandemic, Faces Bleak 2021

China
China’s Consumers Fall Behind Even as Its Economy Marches Forward | W

US politics
"Act big" now to save economy, worry about debt later, Yellen says in Treasury testimony | R
Treasury nominee Yellen: U.S. can afford higher corporate tax if it coordinates globally | C
Yellen confirmation hearing shows real fight will be over taxes | MW
Cuomo proposal would raise tax for wealthiest New Yorkers to 14.7% | C
What’s on Biden’s Business and Economic To-Do List | W
Biden looks to give a big boost to homebuyers and builders | C
How Full Employment Became Washington’s Creed | N
McConnell Says Trump Provoked Mob That Attacked Capitol | W

Geopolitics & trade
U.S. Says China Is Committing Genocide Against Uighur Muslims | W
Covid-19 Heightens U.S.-China Rivalry, New Report Says | W

Industries & companies
Autos: How Volkswagen’s $50 Billion Plan to Beat Tesla Short-Circuited | W
Financials: Wall Street should fear new Biden financial regulators, experts say | MW
Financials: Goldman Sachs, With Big Earnings Jump, Is Having a Profitable Pandemic | W
Financials: Banks Need a Pickup in Loans to Prosper | W
Media: Disney Cuts Iger’s Pay 56% to $21 Million, Axes Bonuses | B
Media: Netflix and Disney trading places: Upstart vs old guard | C
Media: Netflix forecasts an end to borrowing binge, shares surge | R
Media: Netflix shares rise on strong subscriber growth, considers share buybacks | C
Retail: Office Depot Rebuffs Takeover Offer From Staples | W

Virus
Inconsistent supply is biggest challenge to Covid vaccine rollout, says NJ hospital CEO | C

Jan 19 (Tuesday)

YRI
Video Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview

Markets
Dow futures rise 100 points after Wall Street’s losing week | C
Stocks Could Have a Muted Year, Even if the Economy Booms | BR
Welcome to the Roaring ’20s, but Maybe Not for Stocks | BR
A ‘Very Young’ Bull Market in Stocks Is Still Minting Believers | B
Opinion: Here are the biggest stock market winners and losers in Biden’s massive stimulus plan | MW

US
The COVID-19 earnings recession is expected to remain, but an end may be in sight | MW

US politics
Biden plans blitz of executive action in first 10 days | C
The Debt Question Facing Janet Yellen: How Much Is Too Much? | W
Goldman Lifts GDP Forecast on Biden’s $1.9 Trillion Stimulus Plan | B
Presidents Don’t Influence the Economy as Much as You Might Think | BR
Trump Must Be Cut Off From Intelligence Briefings, Democrat Says | B

China
China Still Grew and Fueled Its Rise as Covid-19 Shook the Global Economy | W
China’s Economic Recovery Belies a Lingering Productivity Challenge | W
Jack Ma was China’s most vocal billionaire. Then he vanished | Wired

Geopolitics & trade
Exclusive: Trump slams China's Huawei, halting shipments from Intel, others - sources | R
France wants suspension of 'poisonous' U.S.-Europe trade spat | R
Russia detains Kremlin critic Alexei Navalny, faces clash with Western nations | R
Beirut blast chemicals possibly linked to Syrian businessmen - report, company filings | R

Industries & companies
Aerospace: Boeing’s Other Big Problem: Fixing Its Space Program | W
Autos: Tesla Might Finally Have Some Competition. From Ford. | N
Energy: Why Energy Could Have a Tesla-Like 2021 | BR
Energy: Keystone XL Oil Project Pledges Zero Carbon Emissions | W
Energy: Groceries Prove a Pandemic Bright Spot for BP and Shell | W
Homebuilders: Toll Brothers Stock Can Build on Housing Boom | BR
Media: Your Movie Is About to Be…Delayed, Again | W
Tech: Intel’s New CEO Pat Gelsinger Has a Tough Task Ahead. What It Means for the Stock | BR
Tech: How Parler deplatforming shows power of Amazon, cloud providers | C

Virus I
Europe’s Schools Are Closing Again on Concerns They Spread Covid-19 | W
Biden team says won’t lift Europe, Brazil travel restrictions despite Trump order | C
Companies Race to Develop Drugs That Stay Ahead of Coronavirus Mutations | W

Virus II
Covid-19 Vaccines Are Getting Stuck at the Last Step | W
Biden CDC pick confident there's enough Covid vaccine to meet target | C
New York Gov. Cuomo asks to buy Covid vaccine directly from Pfizer amid dose shortages | C
World on the brink of ‘catastrophic moral failure’ due to unfair vaccine rollouts, WHO chief says | C
Long covid - How the pressure is being felt in English hospitals | Britain | E
India Tests Vaccine Superpowers With Covid-19 Inoculation Drive | W

Technology
FAA Approves First Fully Automated Commercial Drone Flights | W

Corporate finance
5G Rivals Face an $81 Billion Tab After Spectrum Buying Spree | W
Fiat Chrysler, PSA Group Merge to Create New Auto-Making Behemoth | W
Combine Chrysler, Fiat, Peugeot and You Get Stellantis. Stella-What? | W
Lumentum in Advanced Talks to Buy Laser Maker Coherent | W

Jan 16 (Saturday)

YRI
Daily Markets Overview

Markets
Stock market today: Dow falls more than 150 points to close out a losing week | C
Wall Street closes lower as banks, energy shares tumble | R
Biden Stimulus Adds Fuel to Copper Rally | W

Central banks
Fed's Kashkari sees pandemic hampering activity through all of 2021 | R

US
Industrial Production in U.S. Rose a Solid 1.6% in December | W
U.S. Retail Sales Fell 0.7% in December as Covid-19 Cases Rose | W
U.S. holiday sales rise 8.3% in 2020 as stimulus checks boost spending: NRF | R
U.S. consumer sentiment slips but shows massive partisan divide | R
Opinion: Prepare for a jobs boom in 2021 | NN
Millennials' Credit Scores Boosted More Than Any Generation in 2020 | C

US politics
Biden Covid-19 Relief Plan Aims to Ease Poverty, Advance Democratic Priorities | W
Biden defends why stimulus checks should go to employed Americans | C
Biden Asks Americans to ‘Mask Up’ for 100 Days, Criticizing GOP | B
Biden has a plan to help fix the child-care crisis in America | C

China
Ant Group Is Moving Quickly to Comply With Regulations, China’s Central Bank Says | W

Geopolitics & trade
Americans Banned From Investing in Xiaomi as U.S. Expands Blacklist | W
Even Under New Leadership, Germany Won’t Confront China | W
Kim Jong Un Offers a Rare Sneak Peek at North Korea’s Weapons Program | W
EU welcomes Biden proposal for U.S. stimulus | R

Industries & companies
Consumer: Amazon, a Longtime E-Book Discounter, Is Accused of Driving Up the Price of E-Books | W
Consumer: Coca-Cola and Pepsi won't be advertising namesake sodas during the Super Bowl | C
Energy: Exxon Draws SEC Probe Over Permian Basin Asset Valuation | W
Financials: Bank earnings show 'tale of two cities' — three analysts give outlook | C
Financials: America’s Big Banks Girded for a Wave of Bad Loans. They’re Still Waiting. | W
Financials: More Cash Means More Problems for Big Banks | W
Financials: Jamie Dimon: JPMorgan Chase should absolutely be 'scared s---less' about fintech | C
Financials: Insurers Face Big Payouts to U.K. Businesses Over Covid Disruptions | W
Health Care: UnitedHealthcare launches virtual primary care for employer plans | C

Virus I
Vaccine Shortfall to Hit Europe, Canada as Pfizer Plant Is Upgraded | W
Confusion Over Second-Dose Reserve Further Disrupts Vaccine Push | B
Biden to deploy FEMA, National Guard to set up Covid vaccine clinics across the U.S. | C

Virus II
Fear of new virus variant pushes U.S. toward more genomic sequencing | MW
Brazil: A new Covid variant has been discovered — here's what we know so far | C
U.K. Covid-19 Strain Likely to Become Dominant in U.S. in March, CDC Says | W

Corporate finance
Bumble IPO filing warns Apple privacy changes could harm its business | C
NRA files for bankruptcy, says it will reincorporate in Texas | C
IRS delays start of tax filing season to Feb. 12 | C

Offbeat
When to trade bitcoin? When Saturn crosses Mercury, of course | R

Jan 15 (Friday)

YRI
Daily Markets Overview

Markets
Stocks Close Lower Ahead of Biden’s Stimulus Speech | W

Central banks
Powell sees no interest rate hikes on the horizon as long as inflation stays low | C
Fed's Powell: 'Not the time' to discuss any change to bond purchases | R
ECB Won’t Need Extra Stimulus to Fight Pandemic, Economists Say | B

US
U.S. Unemployment Claims Rise as Coronavirus Weighs on Economy | W

China
A Year After Covid Began, China’s Economy Is Beating the World | B

US politics I
Biden stimulus plan: Details on checks, unemployment, minimum wage announced | C
Joe Biden's Covid stimulus plan may face resistance in Congress | C
Biden's stimulus plan includes $1,400 checks, enhanced unemployment | C
Biden calls to raise the federal minimum wage to $15 per hour | C
Biden calls for $30 billion in rental assistance, longer eviction ban | C

US politics II
Pentagon probing extremism in U.S. military after Capitol riot | C
Fannie, Freddie Taxpayer Stake Won’t Be Restructured Under Trump | W
Democrats Wrestle With When to Start Senate Impeachment Trial for Trump | W

Industries & companies
Airlines: Delta Looks Toward Recovery After Dark Pandemic Winter | W
Financials: Bank Earnings: Expect a Messy Quarter and a Peek at 2021 | W
Financials: BlackRock Profit Rises 19% as Assets Surge to $8.7 Trillion | W
Tech: Tech Companies Join Effort Focused on Covid-19 Vaccine Records | W

Geopolitics & trade
North Korea shows off new submarine-launched missiles after rare party congress | R

Virus
The Covid-19 Death Toll Is Even Worse Than It Looks | W
COVID-19 infection likely to provide immunity for at least 5 months, but people may still transmit virus, study finds | MW
J&J's COVID-19 vaccine candidate shows it generates antibodies in early-stage trial | MW
Moderna looks to test Covid-19 booster shots a year after initial vaccination | C
Ex-CDC chief Dr. Tom Frieden on mandatory Covid vaccine passports | C

Corporate finance
Cisco Agrees to New Deal to Buy Acacia for $115 a Share | W
Healthtech firm Accolade is buying telemedicine start-up 2nd.MD for $460 million, sources say | C

Cybersecurity
SolarWinds Hack Leaves Market-Sensitive Labor Data Intact, Scalia Says | W

Technology
Jeff Bezos' Blue Origin aims to fly people on New Shepard by April | C

Jan 14 (Thursday)

YRI
Daily Markets Overview

Markets
S&P 500 Finishes With Modest Gain | W
Why 2021 could be the year of the Dow dogs | NN
Why A Fracking Ban Won’t Kill U.S. Shale | OilPrice.com

US
The unemployment rate is above 20% for the lowest-paid workers, Fed's Brainard says | C
Gasoline lifts U.S. consumer prices, inflation remains benign | R
U.S. December deficit hits $144 billion, record for the month | R

US politics
Trump Impeachment Deepens GOP Divide | W
Covid stimulus update: Biden to unveil new plan, hopes for bipartisan support | C
Kentucky sends $400 checks to people barred from Trump unemployment plan | C

Europe
Inflation Expectations in Europe Rise to Highest in Over a Year | W
Renzi: Italy’s government in crisis after former PM pulls support | C

China
China’s Economy Powers Ahead While the Rest of the World Reels | W

Geopolitics & trade
U.S. Chamber expects high-level Chinese visit early in Biden administration | R
U.S. Bans Cotton, Tomato Imports From China’s Xinjiang Region | W
Americans Won’t Be Banned From Investing in Alibaba, Tencent and Baidu | W
Iran Is Assembling Gear Able to Produce Key Nuclear-Weapons Material | W

Industries & companies
Autos: Lack of Tiny Parts Disrupts Auto Factories Worldwide | N
Autos: Car-Safety Regulators Urge Tesla to Recall Around 158,000 Vehicles | W

Virus I
U.S. Covid Hospitalizations on Cusp of First Decline in Months | B
Lockdowns in 2021 threaten to slow first-quarter earnings recovery globally | R
New Covid strain: Ohio researchers identify two variants likely originating in the U.S. | C
Moderna CEO says the world will have to live with Covid 'forever' | C

Virus II
US Covid Vaccine: 128 Million Join Line With People 65 or Older, Co-Morbidities | B
Extra Covid-19 Shots Pose Quandary for Vaccination Sites | W
Covid-19 Outbreaks Aren’t Driven by In-Person Classes, CDC Says | B

Corporate finance
Shopify makes $2 billion on Affirm IPO, six months after partnership | C
Qualcomm Bolsters 5G Ambitions With Planned $1.4 Billion Acquisition | W

Cybersecurity
Lost Passwords Lock Millionaires Out of Their Bitcoin Fortunes | N

Jan 13 (Wednesday)

YRI
Video Podcast. In our latest Sunday afternoon video podcast (passcode: pBb0REZ&), Dr. Ed discusses the main points of Monday’s Morning Briefing.
Daily Markets Overview

Markets
Covid-19 Pandemic Drives Municipal Borrowing to 10-Year High | W

Central banks
Jabs equal jobs? Fed sees possible economic boom if vaccine gets on track | R
Fed's Mester Says Fed Policy Set at an Appropriate Level for Year Ahead | W

US
U.S. labor market losing speed as COVID-19 spirals out of control | R
U.S. Job Postings End 2020 Well Below Pre-Pandemic Levels | W

US politics
President-elect Joe Biden to name Gary Gensler as U.S. SEC chair, sources say | C
Janet Yellen Confirmation Hearing for Treasury Secretary Set for Jan. 19 | W
Trump impeachment update: House set to vote on 25th Amendment | C
Trump warns impeachment for Capitol riot is 'tremendous danger' to U.S.
Online misinformation that led to Capitol siege is 'radicalization,' say researchers | R
Three lawmakers test positive for Covid after Capitol lockdown | C
Pompeo cancels last diplomatic trip after European officials reportedly snub him | C

Industries & companies
Aerospace: Boeing Falls Further Behind Airbus in Plane Deliveries | W
Autos: New GM Electric-Truck Business Targets Delivery Market | W
Autos: GM shares hit record high on electric van and flying car concept | C
Retail: Walmart will test grocery deliveries to customers' homes | C

Virus I
Covid vaccine: CDC expands eligibility to everyone 65 and older | C
Covid vaccine: U.S. to change allocation to favor states that quickly administer shots | C
New York to turn Citi Field into 'mega' Covid vaccination site: Mayor | C
Abbott Labs rolls out rapid Covid test to US schools and workplaces | C

Virus II
U.S. Expected to Require Covid-19 Tests for All International Visitors | W
China Reimposes Covid-19 Lockdowns as It Battles Worst Outbreak in Months | W
Chinese Covid-19 Vaccine Is Far Less Effective Than Initially Touted in Brazil | W
Ireland has the world's highest Covid-19 rate. How did it go so wrong? | NN

Cybersecurity
SolarWinds Discloses Earlier Evidence of Hack | W

Corporate finance
Zoom plans $1.5 billion share sale at 10 times its IPO price | C

Jan 12 (Tuesday)

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 market today: Stocks close lower to start the week, pull back from all-time highs amid valuation concerns | C
Treasury Yield Climb Continues | W
What rising rates could mean for the stock market | C
Brent crude falls on renewed lockdowns, stronger dollar | R

Central banks
Fed's Bostic sees possible interest rate hike as soon as the second half of next year | C
Fed Sent $88.5 Billion in Profits to U.S. Treasury in 2020 | W

US
U.S. small businesses to get more cash as pandemic loan program re-opens | R
Women account for 100% of jobs lost in December, new analysis | C
Is the US population in decline? More ponzi demography | TheHill

US politics
U.S. House likely to consider Trump impeachment on Wednesday | R
House Democrats introduce Trump impeachment articles over Capitol attack | C
Twitter, Facebook and Others Silenced Trump. Now They Learn What’s Next. | W
Parler Sues Amazon After Tech Giant Kicks Site Off Its Servers | W
Stripe Stops Processing Payments for Trump Campaign Website | W
Biden to Tap William J. Burns, a Former Career Diplomat, as CIA Director | W

Industries & companies
Autos: China’s Car Sales Fell 6.8% in 2020, but That Still Likely Beats Other Markets | W
Consumer discretionary: Facebook to remove 'Stop the Steal' content in lead up to inauguration | C
Financials: U.S. bank quarterly profits expected to fall again from pre-COVID levels | R
Pharma: Lilly Alzheimer’s Drug Helped Patients in Small Trial | W
Retail: Walmart to create fintech start-up with investment firm behind Robinhood | C
Retail: Staples Seeks to Buy Office Depot, Again | W
Tech: China’s Chip-Independence Goals Helped by U.S.-Developed Tech | W

Geopolitics & trade
How Trump Lost His Trade War With China | B
Trade Chief Lighthizer Urges Biden to Keep Tariffs on China | W
Blacklisting of Chinese Stocks Prompts Banks to Delist Hundreds of Derivatives | W

Virus
Northeast Sees Signs That Covid Hospitalization’s Pace Is Easing | B
U.S. sets COVID-19 death record for second week, cases surge | R
Can You Still Spread Covid-19 After You Get Vaccinated? | W
Covid vaccine: Senate Democrats demand Trump fix 'failed' rollout | C
'We're going to run out': New York urges U.S. to increase vaccine supply | R
U.K. Hospitals Brace for Covid-19 Pandemic’s Worst Weeks | W

Cryptocurrency
Bitcoin (BTC): $200 billion wiped off cryptocurrency market | C