wiar 09-14-20

MFwebsite2020researchWhat I Am Reading

Sep 14 (Monday)

YRI
Few Gains Ahead for the S&P 500, but Lots of Drama Beneath the Surface: Strategists I BR
Morning Briefing PDF
Daily Markets

Markets
Is the Stock Market in a Bubble? Yes, Here’s What to Know. | BR
The Wildly Popular Trades Behind the Market’s Swoon and Surge | W
How Retail Investors Are Fueling the Nasdaq’s Wild Ride | BR
Why the Emerging-Markets Rally Looks Shakier for the Rest of the Year | BR
Why Volatile Commodity Prices Could Be Buying Opportunities | BR

Central banks
ECB’s Lagarde shifts burden to governments to aid recovery | R
Japan’s Suga says no limit to bonds government can issue | R

US
U.S. economy is improving, weeks before the election. Will Trump benefit? | R
Inflation Is Popping Up in the Strangest Places | BR
U.S. Cost of Living Is Higher Than Official Inflation Rate Shows | B
More Groceries, Less Gas: The Pandemic Is Shaking Up The Cost Of Living | NPR
At risk of losing their home, health, and internet: 12 million Americans still waiting for unemployment benefits | NBC
PPP: Why third-quarter taxes are confusing small businesses | C

Europe
Italy Seeks Economic Rebirth With EU Coronavirus Recovery Money | W

US politics
Trump and Biden ‘Made in America’ tax plans ignore the real problem | MW
Bloomberg will spend at least $100 million in Florida for Joe Biden | C
The boomers’ last stand – Younger Americans feel their voting weight | E
Shelter in place – Can the Trump administration halt evictions on public-health grounds? | E
Trading Powerhouses Join Exchanges in Fighting N.J. Tax Plan | B

Geopolitics & trade
Down but not out – How has trade survived covid-19? | E

Industries & companies
Aerospace: Former Top Boeing 737 MAX Officials Defend Design Process | W
Airlines: United CEO: Demand unlikely to recover until vaccine widely available | C
Hotels: Marriott built an ‘Airbnb’ before coronavirus crashed travel. Did it help? | C
Fitness: Peloton: How gyms plan to get Americans working out again | C
Media: Disney Wanted to Make a Splash in China With ‘Mulan.’ It Stumbled Instead. | N

Corporate finance
SoftBank Nears $40 Billion Deal to Sell Arm Holdings to Nvidia | W
Embattled SoftBank renews talks on taking the group private, FT reports | R
Gilead Nears Deal to Buy Immunomedics for More Than $20 Billion | W
Badwill hunting – Why are European banks merging? | E

Virus
The Dakotas have highest number of new virus cases in the country | C
Coronavirus: Pfizer vaccine could be given to Americans before end of year, CEO says | C
AstraZeneca coronavirus vaccine clinical trials resume in U.K. after pause over safety concerns | C
Health experts criticize Trump over reports of CDC interference | C
Stop ‘demonizing’ students for Covid-19, say mental health experts | C

West coast fires
Fires in Oregon, California and Washington spread, death toll rises | C
Golden State ablaze – Why is California burning? | E
Climate change: Why heatwaves are more deadly as nights warm faster | C
Climate change is huge risk for the American financial system, a major new bipartisan report says | MW
Air quality apps: PurpleAir, AirNow, IQAir, essential in western U.S. | C

Offbeat
Office politics: The fight over the future of work | E
The future of work – Is the office finished? | E
Goodbye, Open Office. Hello, ‘Dynamic Workplace.’ | W