wiar 10-06-20

MFwebsite2020researchWhat I Am Reading

Oct 06 (Tuesday)

YRI
Morning Briefing PDF
Daily Markets

Markets
U.S. Stocks Close Higher on Signs of Muted Political Risk | W
What Trump’s battle with Covid means for the stock market | NN
Treasury Yields Hit Highest Levels Since June | W

Central banks
Fed’s Evans Says New Inflation Framework Would Have Limited Earlier Rate Hikes | W

Global
U.S. Services Activity Rose as New Curbs Weighed on Europe, Asia | W

US
U.S. commercial bankruptcies up 33% year to date | R
The Covid Economy Carves Deep Divide Between Haves and Have-Nots | W
‘Cancel rent’ is a recipe for housing disaster | P
Calamities Challenge California’s Economic Foundation | N

US politics I
Trump Aides Unsure They Can Keep Him Contained at White House | B
Trump to be discharged from hospital Monday, but may ‘not entirely be out of the woods yet’ | C
Doctors worry Trump could be ‘overtreated’ for coronavirus because he’s a VIP | C
Trump press secretary Kayleigh McEnany tests positive for coronavirus | C
Trump Coronavirus: Campaign shifts fundraising while President receives treatment | C

US politics II
Why Biden Would Start Tax Increases at $400,000 a Year | W
Amy Coney Barrett on SCOTUS could affect workplace protections | USA
Coronavirus stimulus update: Pelosi, Mnuchin talk but reach no deal | C

Geopolitics & trade
U.S. Steps Up Efforts to Counter China’s Dominance of Minerals Key to Electric Cars, Phones | W

Industries & companies
Financials: American Express Opens Largest Centurion Lounge in JFK Airport | C
Media: ‘Dune’ release date reportedly pushed back to October 2021 | C
Media: CEO of Regal Cinemas owner on closing movie theaters during pandemic | C
Media: AMC stock falls 10% as rival Cineworld closes movie theaters | C
Retail: Walmart signs drone deals as it races to play catch-up with Amazon | C

Corporate finance
Europe’s Nexi Agrees to Acquire SIA for Almost $5.4 Billion in Stock | W
Bristol to Pay $13.1 Billion for Heart-Drug Maker MyoKardia | W

Virus I
WHO says 10% of global population may have been infected with virus | C
As Second Covid-19 Wave Rolls Through Europe, Deaths and Hospitalizations Rise | W
New York Gov. Cuomo orders some NYC schools closed amid coronavirus flare-up | C
Scott Gottlieb believes China Covid-19 case count, rips U.S. response | C

Virus II
Covid-19 Vaccine Delivery Will Present Tough Challenge to Cargo Airlines | W
Covid-19 Patients: Nearly One-Third Had Altered Mental State [Study] | N
CDC revises coronavirus guidance to acknowledge that it spreads through airborne transmission | C