wiar 02-10-20

MFwebsite2020researchWhat I Am Reading

February 10 (Monday)

Markets
Coronavirus? Slower Growth? The Dow Just Had a Spectacular Week. (BR)
Why the Market’s Reaction to Coronavirus Isn’t the Same as SARS (BR)
Wall Street in coronavirus La La Land
Barron’s 100 Most Sustainable Companies in America (BR)
The ‘Dividend Aristocrats’ Add 7 New Members (BR)

Currencies & commodities
Dollar’s Surprise Surge Challenges Stock Rally (W)
Copper Prices Hit an Almost Three-Year Low Because of Coronavirus. The Worst Is Yet to Come. (BR)

Central banks
With Easy Demeanor, Powell Cultivates Allies on Capitol Hill (W)

Virus I
How the Coronavirus Epidemic Could Upend the Global Economy
China’s Factories Struggle to Resume Operations After Virus Shutdown (W)
‘Crisis mode’: Coronavirus disrupts the heart of electronics manufacturing in China (C)
How Big a Hit? Health-Care Companies Try to Gauge the Costs of Coronavirus. (BR)

Virus II
Coronavirus live updates: China pledges $10 billion to fight outbreak, UK confirms fourth case (C)
Global death toll for new coronavirus soars past 800 to overtake SA (C)
Another truth-teller goes missing in Wuhan (NN)

US
Has the ‘Great Moderation’ returned — and is that a good thing? (MW)
Falling Rates Could Boost Mortgages Ahead of Spring Selling Season (W)

US politics
Trump to make lower, $2 billion spending request for border wall: officials (R)
Trump’s Jobs Record Is Weaker Than Everyone Thought
Buttigieg, Sanders Top New Hampshire Polls as Biden Ad Targets Former Mayor (W)
‘Neither is he’: Buttigieg hits back at Biden’s dig that former mayor isn’t Obama (NN)

Geopolitics & trade
Two ‘black swans’ could help Trump deliver historic foreign policy wins – if he can make one change (C)
U.S.-China Trade War Reshaped Global Commerce (W)
U.S., Europe could team up on 5G, but not if trade war under way: German lawmaker (R)

Industries & companies
Airfreight & logistics: FedEx Stock Spiked for a Very Strange Reason (BR)
Autos: Tesla seems expensive at these prices even when valuing it like a high-growth tech stock (C)
Autos: Tesla’s stock just had one of the wildest weeks ever — here’s what happened (C)
Autos: Daimler to cut 15,000 jobs as cost cuts intensify: Handelsblatt (R)
Consumer: Consumer discretionary names could see bumpy ride (R)
Consumer: Kraft Heinz Could Have Bad News. It’s Time to Buy the Stock. (BR)
Energy: Energy Stocks Might Finally Have Hit Bottom (BR)
FAANG: Facebook, IRS Prepare for $9 Billion Tax Court Fight (W)
FAANG: Amazon Flex drivers are using bots to cheat their way to getting more work (C)
Manufacturing: Mattel Closes Factories, as Toy Slump Weighs on Supply Chain (W)
Retail: Meet the New Nike Boss: Trading Tech for Air Jordans (W)

Corporate finance
New SoftBank Tech Fund Falls Short of $108 Billion Fundraising Goal (W)
Exor in Talks to Sell Reinsurer for About $9 Billion (W)

Offbeat
The Mormon Church Amassed $100 Billion. It Was the Best-Kept Secret in the Investment World. (W)
Cryptocurrency Scams Took in More Than $4 Billion in 2019 (W)

YRI
Daily Markets Overview