November 09 (Saturday)

Markets
S&P 500 posts fifth week of gains as Wall St. hits records R
JP Morgan’s top quant says the ‘once in a decade’ rotation into value stocks will continue C
The market rally will soon be tested by a big Trump speech and testimony from the Fed chief C
Big Tech closes out a big week with Microsoft, Apple and Alphabet all closing at records C

Central banks
Fed’s Brainard Says Climate Change Might Have Implications for Neutral Interest Rate W

China
China Is Trying to Clean Up Its Banks. It’s Messy. N

US politics
Joe Biden allies are worried that a Mike Bloomberg candidacy could clinch the nomination for Elizabeth Warren C
Bloomberg faces big challenges if he leaps into 2020 White House race R
How Michael Bloomberg became the richest man in media NN
Trump on Bloomberg: ‘He’s got some personal problems’ C
Trump to ask U.S. Supreme Court to review tax returns decision R

Impeachment
Factbox: The Trump impeachment inquiry: What we’ve learned so far R
Why are Republicans hell-bent on exposing Trump whistleblower? R
Republicans tap close Trump ally to serve on impeachment panel R
White House official says he heard U.S. envoy push for investigation of Bidens R
Giuliani Associates Urged Ukraine’s Prior President to Open Biden, Election Probes W

Geopolitics & trade
Trump says he has not agreed to roll back tariffs on China, after week of trade optimism C
White House optimistic on prospects for China trade deal, official tells CNBC R
Deadly clashes reignite in Iraq despite cleric’s call for calm R

Industries & companies
Aerospace: Southwest, American extend Boeing 737 Max cancellations until early March C
Autos: After years of waiting, Tesla will finally reveal its electric pickup NN
Autos: Elon Musk fires back at Tesla detractor: ‘Allow us to send you a small gift of short shorts’ NN
FAANGs: How Apple CEO Tim Cook charmed President Donald Trump C
FAANGs: Facebook and YouTube say they are removing content mentioning potential whistleblower’s name NN
Retail: Old Navy’s future is in doubt NN
Tech: Powerful Coalition Pushes Back on Anti-Tech Fervor N
Tech: Data-Center Stocks Face Risks After Rally W

Corporate finance
As WeWork Grew, Wall Street Lent It Money and Credibility W

Offbeat
CDC says it’s made a breakthrough in finding possible cause of deadly vaping illness C
The president shoots back at Leon Cooperman: ‘He’s doing very well with Trump’ C
Climate Activists Try to Harness Young Voters’ ‘Existential Anxiety’ W
Not So Fast, Mr. Trump! Relocating to a Low-Tax State Is Hard to Do W