wiar 06-15-20

MFwebsite2020researchWhat I Am Reading

Jun 15 (Monday)

YRI
YRI video podcast: Tracing out the swoosh recovery
Morning Briefing PDF
Daily Markets

Markets
Frustrated Stock-Market Skeptics Stick With Cautious Bets | W
If the market’s ‘free pass’ is over, news must be more than just ‘less bad’ for rally to resume | C
Emerging Market Stocks Are a Mess—Except for This Group of Outperformers. | BR
Dividends Are Down but Not Out. Here Are 8 Stock Picks for the Pandemic Era. | BR
High Summer Demand May Not Help Boost Natural-Gas Prices | BR

Central banks
Systemic racism slows down economic growth, Dallas Fed chief says | R

Global
Most investors and some firms are upbeat about the world economy | E

US
The new rules of buying and selling a house in a coronavirus world | NN

Europe
Britain and the European Union – Boris Johnson’s government should prolong the Brexit transition | E

US politics & policies
Biden running mate: Stacey Abrams’ underdog push for VP | C
Small Businesses Tackle New PPP Puzzle: Forgiveness | W
These entrepreneurs are almost out of PPP funding. Here’s what’s next | C
Expiring $600 unemployment benefits are essential for some workers | C

Geopolitics & trade
China a Bright Spot for U.S. in Gloomy Global Trade Picture | W
Op-ed: U.S. and European tensions jeopardize 75 years of democracy, open markets and individual rights | C

Industries & companies
FAANGs: Auto Makers’ Reopening Complicated by Worker Absences Amid Covid Cases | W
Financial: Barron’s Makes the Case for Goldman Sachs. Why Its Stock Looks Like a Good Bet. | BR
Financials: Banks Face Profit Pressure and Dividend Doubters, but Their Payouts Seem Safe for Now | BR
Financials: Will the Banks Collapse? | Atlantic
Financials: Hit by Coronavirus—and a 30% Holdback by the Payment Processor | W
Hotels: Hotels Are Reopening. Will Guests Have Any Reservations? | W
Retail: Grocers Embrace Food Delivery, but They Still Don’t Love It | W
Utilities: Safe Utilities Have Been More Volatile Than Broader Stock Market | W

Virus
Beijing Coronavirus Outbreak Tied to Huge Market Sparks Resurgence Concerns | W
Record spikes in new coronavirus cases, hospitalizations sweep parts of U.S. | R
Coronavirus Hits Peru Hard Despite Strict Lockdown | W
AstraZeneca agrees to supply Europe with 400 million doses of COVID-19 vaccine | R

Technology
Autonomous-Driving Delays and Other Reasons to Buy Progressive Stock | BR

Corporate finance
IPOs Are Back. Why Vroom, ZoomInfo, and Shift4 Stocks Have Soared | BR
China finalizes new IPO rules for Shenzhen’s ChiNext startup board | R

Offbeat
This $100 billion dollar industry shut down by coronavirus is about to reopen: Conferences & Events | C
The best industry to get into without a college degree: Trucking | C
Urban living – Great cities after the pandemic | E
Young Adults Turn to Stock Trading in the Wake of the Market’s March Meltdown | BR