wiar 01-25-20

MFwebsite2020researchWhat I Am Reading

January 25 (Saturday)

Markets
The S&P 500 has worst day since October as virus fears mount R
Dow drops 170 points to end the week as coronavirus fears grow C
After Months of Calm, Volatility Finally Resurfaces in Stocks B
Transport Stocks Are Still Flashing Warning Signals W

Credit & commodities
Bonds look like they are flashing a warning for global markets C
Yuan Falters as China Battles Wuhan Virus W

Central banks
After virus scare, markets look to Fed rate policy to keep stock rally going C
Climate Change—and Ideas for Tackling It—Dominated Davos W

US
U.S. Business Activity Increases in Early 2020 W
Refinancing Boom Fuels Mortgages to Postcrisis Record W

China & coronavirus
China heads into Lunar New Year on shutdown as virus spreads to Europe R
China’s Hubei province confirms 15 more deaths due to coronavirus C
CDC confirms second US case of coronavirus and is monitoring dozens of other potential cases C
Disneyland in Shanghai, McDonald’s in Wuhan to Shut Temporarily Amid Virus Outbreak W

US politics
Trump impeachment prosecutor, Adam Schiff, is becoming Exhibit A in president’s defense R
‘Take her out’ — Trump reportedly caught on tape ordering the removal of Ukraine ambassador C
Mike Pompeo cursed out NPR reporter for asking about removal of Ukraine ambassador, she says C
Democrats Argue That Trump Tried to Block Impeachment W

Geopolitics & trade
U.S. Treasury Secretary Mnuchin expects next China trade talks in ‘near future’ R
EU, China and 15 others agree temporary fix to WTO crisis R
Pentagon Blocks Clampdown on Huawei Sales W
U.S. says 34 troops diagnosed with traumatic brain injury after Iran strike R

Industries & companies
Aerospace: Boeing Mulls Another Cut to 787 Output in New Threat to Cash B
Pharma: Bayer’s Latest Roundup Trial Postponed Amid Settlement Talks W

Cybersecurity
Bezos Hack Report Puzzles Cyberexperts W

Offbeat
Have We Reached Peak Globalization? B
Why Invest? A 22-Year-Old’s Tough Questions About Capitalism W

YRI
Daily Markets Overview