wiar 02-04-20

MFwebsite2020researchWhat I Am Reading

February 04 (Tuesday)

Markets
Stocks rebound from Friday’s deep sell-off, but coronavirus fears linger C
Oil bear market deepens as OPEC talks emergency action to deal with coronavirus crisis C
Dollar gains on upbeat manufacturing data, virus threats cap yuan R

Virus
Virus Outbreak a Major Test of China’s System, Xi Says W
China accuses U.S. of whipping up panic over virus R
WHO chief: Widespread travel bans not needed R
Coronavirus causes Goldman Sachs to cancel annual partners meeting R
Coronavirus live updates: China says its death toll hits 425 as total cases rise to 20,438 C
Coronavirus Outbreak Likely Began With Bats, an Omen for Next Epidemic B

US
U.S. manufacturing rebounds; Boeing, coronavirus loom R
Global Factory Revival in Doubt as Coronavirus Spreads W

Emerging
Hong Kong Suffers First Annual Recession in a Decade W

US politics
Democrats get their first chance to choose their 2020 presidential candidate in Iowa, which has been at the center of Trump’s trade war C
Trump Trial Prosecutors Invoke Senate Duty Yet Await Acquittal B

Geopolitics & trade
Trump Administration Denying More Tariff-Exemption Requests W

Industries & companies
Autos: Tesla up 20% after Panasonic posts first quarterly profit at battery business R
Autos: The Auto Industry Wanted Easier Environmental Rules. It Got Chaos. W
FAANGs: Google still isn’t telling us about a key metric for YouTube and cloud: Profits C
FAANGs: Alphabet shares fall as Google misses on sales, YouTube revenue disappoints R
Financials: Goldman Sachs is close to a deal with Amazon to offer loans to the e-commerce giant’s merchants C
Tech: How Today’s Tech Run Differs From the Dot-Com Bubble W

Technology
FAA Moves Toward Certifying Specific Drones for Package Deliveries W

Offbeat
Clean Power So Cheap a Staunch Defender of U.S. Coal Went Green B

YRI
Daily Markets Overview