wiar 09-18-20

MFwebsite2020researchWhat I Am Reading

Sep 18 (Friday)

YRI
Morning Briefing PDF
Daily Markets

Markets
Stock market today: Dow closes more than 100 points lower, Apple and Microsoft drag down tech | C
U.S. Stocks Lower as Fed Outlook Rattles Investors | W
Small Tech Stocks Soar as the Future Arrives Early | N
The market isn’t convinced the Federal Reserve can achieve its inflation objective | C

Central banks
Powell Laid the Blueprint for Tech’s Eventual Wreck With QE Punt | B
Federal Reserve weighs bank dividends as it prepares second stress test | R

US
U.S. economic rebound may be a slow train for the unemployed | R
U.S. Unemployment Claims Held Steady at 860,000 Last Week | W
Unable to Pay Rent, Small Businesses Hope for a Deal With Their Landlord | N

US politics
Election 2020: How Trump and Biden Compare on the Key Issues | W

China
Chinese Communist Party Seeks Sway Over Private Business | N

Japan
Japan’s August consumer prices fall at fastest pace in four years | R
Abenomics After Abe by Akira Kawamoto | Project Syndicate

Industries & companies
FAANGs: Amazon was the USPS’ ‘largest customer’ in 2019, internal docs show | C

Geopolitics & trade
Oracle, Walmart Aim for Big Stakes in TikTok | W
TikTok set to IPO globally if Trump approves deal with Oracle, Walmart | C
China, Once Germany’s Partner in Growth, Turns Into a Rival | W

Corporate finance
Unity prices IPO above range at $52, valuing company at $13.7 billion | C
Snowflake’s first-day pop means IPO left $3.8 billion on the table, the most in 12 years | C

Virus I
Covid-19 Vaccine Study Results Could Come Late October, Moderna CEO Says | W
Pfizer vaccine trial bets on early win against coronavirus, documents show | R
Moderna vaccine trial investigator worries about political pressure | C
Hopes for Covid-19 Vaccine Spark Partisan Fight Over Safety, Timing | W

Virus II
Contact Tracing, the West’s Big Hope for Suppressing Covid-19, Is in Disarray | W
Why Did Covid Overwhelm Hospitals? A Yearslong Drive for Efficiency | W
America’s Offices Sit Half-Empty Six Months Into the Covid-19 Pandemic | W
Texas pushes forward with business reopenings as coronavirus cases, hospitalizations slide, Gov. Abbott says | C
Goldman Sends Some Traders Home After Covid-19 Case in Manhattan | B