wiar 02-28-20

MFwebsite2020researchWhat I Am Reading

February 28 (Friday)

YRI Express
Morning Briefing PDF I Audio Excerpts
Daily Markets Overview
(also see new Chart of the Day below)

YRI Press
Video: Why Ed Yardeni says this sell-off is a short-term market ‘panic attack’ C

Markets I
Stock futures point to more losses after Thursday’s massive tumble amid coronavirus fears C
Dow plunges 1,100 points, bringing its decline from a record high to more than 10% C
What’s moving the market right now: Dow plunges 1,100, worst point drop in history, will Fed act? C
Among the Best Performers in the Market’s Rout: Chinese Stocks W
Industrial Commodities Extend Slide as Coronavirus Dents Demand W

Markets II
U.S. Coronavirus Outbreak Would Pose Risk to Record Expansion W
Here’s how long stock market corrections last and how bad they can get C
Not Trying ‘to Be Heroic’ But We’re Buying, Fund Manager Says B

Central banks
Fed seen cutting rates amid virus threat, low inflation R
Fed’s Evans Says Too Soon to Say if Coronavirus Shock Needs Rate Cut W
Fed Can’t Inoculate Economy From Coronavirus W

US
U.S. Business Investment Rose Ahead of Coronavirus W
U.S. economy grows steadily in fourth-quarter, but coronavirus looms large R
Housing to Get a Jolt With Virus Pushing Down Mortgage Rates B

Virus I
Biggest companies say coronavirus caused ‘major decrease’ in China demand: CFO survey C
The virus is coming E
Breakingviews – Breakdown: Coronavirus goes global R
Why Coronavirus Spreads So Fast: Symptoms Are Mild and People Are Global W
India’s Fragile Economic Rebound Faces New Risk From Coronavirus B
Extended China Factory Shutdowns to Hurt Indian Production Lines B

Virus II
White House Wants Signoff on Coronavirus Messaging W
Trump Says He’s Doing ‘Incredible Job’ Handling Coronavirus B
Mixed messages, test delays hamper U.S. virus response R
Investment advisors worry U.S. response to coronavirus is too little too late R
HHS whistleblower claims US workers received coronavirus evacuees without proper precautions NN

Virus III
If coronavirus spreads within the US, here’s how daily life might change NN
A Seattle-area school was closed for cleaning after a staff member’s relative was tested for coronavirus NN
U.S. Holds Off Urging Face-Mask Use But Virus Fears Fan Sellout B
Did a 1981 Dean Koontz novel predict the coronavirus? P

Europe
Europe looking for positive signal from U.S. on trade: EU lawmaker R

China
Baidu’s Profit and Revenue Rise W

US politics
Here’s what a Sanders-Trump map could look like NN
You better believe Nancy Pelosi has a Bernie Sanders strategy NN

Industries & companies
Telecom: FCC Probe Finds Mobile Carriers Didn’t Safeguard Location Data W
Telecom: Senate OKs $1 Billion for Rural Telecom Carriers to Replace Huawei Gear W