Jul 27 (Monday)
YRI
Morning Briefing PDF
Daily Markets
Markets
Investors Set Aside Coronavirus Worries, Driving a ‘Melt-Up’ in Markets | W
China imports more oil from Saudi than any other country in June | R
Central banks
Why Growth in the Fed’s Asset Portfolio Has Paused | W
US
The jobless claims numbers are both better and worse than you may have read | MW
Here Are 32 Million Reasons Congress Must Extend Enhanced Jobless Benefits | BR
In Picking Up Work Here and There, Many Miss Out on Unemployment Check | N
America’s Innovation Engine Is Slowing
Fires and Pepper Spray in Seattle as Police Protests Widen Across U.S. | N
Europe
Pulling together – Europe’s €750bn rescue package sets a welcome precedent | E
US politics
Mnuchin says $1 trillion GOP coronavirus relief plan ready | C
Coronavirus relief: Kudlow says next round will include $1,200 stimulus checks, extension of eviction moratorium | C
Poll Finds Just 13% of Voters Still Up for Grabs for Trump, Biden | W
Emerging
Covid’s Next Economic Crisis: Developing-Nation Debt | W
Geopolitics & trade
U.S.-China Relations Have Sunk to a New Low. What It Will Take to Worry Markets. | BR
Billionaire Investor Ray Dalio Warns of U.S.-China ‘Capital War’ | B
Don’t Ban TikTok. Make an Example of It. | N
Industries & companies
Airlines: At Boeing and Airbus, Finished Airplanes Pile Up | W
Biotech: These Companies Are Seeking a Cure for Sickle Cell. And It’s Just the Beginning for Some Gene Therapy Stocks. | BR
Energy: Hydrogen Stocks Have Hit Bubble Territory | BR
Financials: Wells Fargo Tightens Purse Strings to Ride Out Coronavirus Pandemic | W
Pharma: Corporate Insiders Pocket $1 Billion in Rush for Coronavirus Vaccine | N
Utilities: Risks Remain, but PG&E Looks Undervalued After Exiting Bankruptcy. Here’s Why. | BR
Virus I
Global coronavirus cases top 16 million | C
Florida now has more coronavirus cases than New York and California leads the nation | C
U.S. coronavirus deaths top 1,000 for four straight days | C
Virus II
A Big Unknown in Covid-19 Vaccine Development: How Long Will Protection Last? | W
Fauci tells MarketWatch his one big lesson from the COVID-19 pandemic — and why he won’t fly or eat out | MW
Virus III
Coronavirus: Students divided between on-campus and distance learning | C
It Takes a Lot of Covid-19 Tests to Keep a Movie Studio Open | W
Coronavirus in Texas: ‘You Do the Right Things, and Still You Get It’ | N
Corporate finance
Chevron’s Deal for Noble Energy Is Not Enough to Lift Oil Stocks | BR
Offbeat
Macroeconomics – Governments must beware the lure of free money | E
How the Child Care Crisis Will Distort the Economy for a Generation | PO
Tropical Storm Hanna flattens COVID-hit Texas coast | R
Ocean Plastic Is Getting Worse and Efforts to Stem the Tide Fall Short, Study Finds | W
