Sep 08 (Tuesday)
YRI
Morning Briefing PDF
Daily Markets
Don’t fear a 10% to 15% market correction: Long-time bull Ed Yardeni | C
Markets
Dow futures jump 250 points in overnight trading following the worst tech rout since March | C
The Stock Market Is a Strong Election Day Predictor | WSJ
Sudden Volatility in Tech Stocks Unnerves Investors | WSJ
Stock markets: CIO says tech bubble not expected to pop anytime soon | C
SoftBank Shares Drop on Concerns About Massive Options Bet | WSJ
Currencies & commodities
Companies Brace for Profit Hit From Euro Rally | WSJ
Goldman’s ‘favorite’ commodity has been on a tear, could have further to run | C
Central banks
Fed’s strategy shift to bind big central banks from Frankfurt to Tokyo | R
US
Opinion: Jobs in these industries won’t come back even after the pandemic is over | NN
Japan
Japan’s Record GDP Plunge Is Slightly Worse on Revision | B
Japan’s economy shrinks more than expected in second quarter, heightens woes for new leader | R
US politics
Lawmakers Tackle Spending Deadline, Look to Revive Coronavirus Aid Talks | WSJ
Biden Has 71.1% Chance of Winning Election: FiveThirtyEight | B
Trump touts big job gains, says the U.S. is ’rounding the corner’ on the coronavirus | C
Government shutdown: Steven Mnuchin says bill will fund government into December | C
Geopolitics & trade
Trump again raises idea of decoupling economy from China | R
China to Launch Initiative to Set Global Data-Security Rules | WSJ
China’s Exports Ramp Up as Countries Emerge From Lockdowns | WSJ
Shares in China’s Top Chip Maker Tumble as U.S. Weighs Export Controls | WSJ
Industries & companies
Airlines: Production Problems Spur Broad FAA Review of Boeing Dreamliner Lapses | WSJ
Autos: Tesla could be the most dangerous stock on Wall Street, investment researcher says | C
Retail: With Some Schools Moving Outdoors, Retailers Follow | N
Telecom: Samsung, Verizon Sign $6.65 Billion 5G Contract | WSJ
Virus I
New U.S. Coronavirus Infections Slow as Labor Day Holiday Winds Down | WSJ
Virology experts say the key is keeping Spain’s hospitals from becoming overwhelmed by COVID-19 this time | MW
‘Really Diabolical’: Inside the Coronavirus That Outsmarted Science | WSJ
Virus II
Netflix’s Reed Hastings Deems Remote Work ‘a Pure Negative’ | WSJ
Think Reopening Schools Is Tough, What About School Buses? | WSJ
Remote Schools’ Hidden Cost: Parents Quit Work to Teach, Prompting New Recession Woes | WSJ
Parents Got More Time Off. Then the Backlash Started. | N
Offbeat
Wildfires rage in California, stoked by extreme heat in U.S. West | R
Amazon, Wish Are Restricting Seed Sales. That May Not Stop Mystery Mailings. | WSJ
They’re Stuck at Home, So They’re Making Home a Sanctuary | N
Locked Down in the Ritz-Carlton: Winning the Quarantine Hotel Lottery | WSJ
