Jul 06 (Monday)
YRI
Morning Briefing PDF
Daily Markets
Markets
Growth’s Edge Over Value May Finally Be Nearing Its End | BR
Frozen Treasury Yields Belie Hedging Bets on Stronger Fed Action | B
For Investors, Sometimes the Obvious Coronavirus Trade Isn’t So Obvious | W
Central banks
ECB’s Lagarde Expects Disinflation as Crisis Transforms Economy | B
ECB’s Villeroy Says Pandemic Is Forcing Permanent Policy Change | B
BoE Governor warns lenders of challenges of negative interest rates – Sunday Times | R
US
Forget earnings season. What’s the rest of 2020 going to look like? – MarketWatch
Goldman Lowers U.S. GDP Forecast, Sees 4.6% Contraction in 2020 | B
For the Economy and Stock Markets, Expect a Second Half of Fits and Starts as Covid-19 Lingers | BR
Americans Are at Risk of Going Over an ‘Income Cliff,’ and Congress Is Poised to Let It Happen | BR
Trump approves five-week extension for small business pandemic loan applications | R
Europe
Britain weighs vouchers to boost spending in virus-hit sectors, Guardian says | R
Asia
Chinese Research Papers Raise Doubts, Fueling Global Questions About Scientific Integrity | W
A North Korean Defector’s Tale Shows Rotting Military | W
US politics & policies
What a Democratic Sweep Could Mean for the Market | BR
Industries & companies
Airlines: Boeing Killed Its 747 Jumbo Jet. Here’s Why. | BR
Energy: Lost in Oil’s Rally: $2 Trillion-a-Year Refining Industry Crisis | B
Retail: Gasoline Is Cheap This July Fourth. Fuel Retailers Aren’t Complaining. | W
Virus I
World Health Organization reports new coronavirus cases reach all-time high | C
Florida and Texas report record new daily coronavirus cases | C
Mainland China reports eight new coronavirus cases, two in Beijing | R
Virus II
Coronavirus: WHO halts trial of two HIV drugs lopinavir, ritonavir | C
Britain puts $10 million into study on long term effects of COVID-19 | R
Home Caregivers Shoulder Burden in Covid-19 Fight | W
Offbeat
Rapper Kanye West announces U.S. presidential bid on Twitter; Unclear if Serious | R
This town of 170,000 replaced some cops with medics and mental health workers. It’s worked for over 30 years | NN
Road trips are the way to travel more safely this summer | C