Oct 12 (Monday)

YRI
Morning Briefing PDF
Daily Markets

Markets
The Stock Market Shrugs Off a Host of Fears | BR
Financial markets have waited patiently for fiscal stimulus. That might change soon | MW
The Tech Sector’s Dividend Allure Is in Growth, Not Yield | BR

Credit
Interest rates – The eternal zero | Special report | E
The Baby Boomer Bond Dilemma | N

Central banks
Global Economic Policy: Latest Analysis on Role of Central Banks in Finance | B
U.S. Inflation and Federal Reserve: What Are Latest Forecasts for Investors? | B
ECB’s Lane braces for tougher phase for euro zone economy: WSJ | R

Global
Winners and losers – The pandemic has caused the world’s economies to diverge | Leaders | E

US
Investors Are Betting Corporate Earnings Have Turned a Corner | W
U.S. corporate earnings reports will shine a light on the uneven playing field in the year of the pandemic | MW

Europe
Europe’s Economic Recovery Is a Summer Memory | N

US politics
Trump’s stimulus proposal draws opposition from congressional Democrats and Republicans | R
U.S. Supreme Court nominee Barrett pledges to follow law, not personal views | R
Second presidential debate between Biden, Trump officially canceled | C
Trump Interview Today: President Says Now Immune to Coronavirus, Unlike Biden | B

Geopolitics & trade
EU trade chief calls on U.S. to drop tariffs in Airbus-Boeing dispute: FT | R
Trump backs revoking tariff exemption for some solar panel imports | R
In Showing Off New ICBM, North Korea’s Kim Jong Un Returns to Old Tactic | W

Industries & companies
Financials: Banks Have Barely Touched the Fed’s Main Street Lending Program. Except This One. | W
Industrials: Industrial Stocks Are Getting Ready for 10 Years of Outperformance. Here’s How to Play It. | BR
Retail: Walmart, Target try to beat Amazon with curbside pickup | C
Retail: Levi’s, Hilfiger Push a New Kind of Online Shopping. It Looks a Lot Like QVC. | W
Tech: ‘Too Complex to Break Up’ Is the New ‘Too Big to Fail’ | W
Tech: IBM Split Doesn’t Guarantee a Speedy Recovery, History Suggests | W
Theme parks: Coronavirus threatens theme parks’ lucrative Halloween celebrations | C

Virus
U.S. sees highest number of new coronavirus cases in nearly two months | C
Lessons for the Next Pandemic—Act Very, Very Quickly | W
Trump’s Regeneron Treatment Is a Tangled Ethical Mess | BR
Land of the mask-free – The real lessons from Sweden’s approach to covid-19 | Leaders | E
People Harmed by Coronavirus Vaccines Will Have Little Recourse | W

Corporate finance
Richard Branson’s Virgin Orbit Seeks $1 Billion Valuation in Fundraising | W

Technology
Digital money – Ant Group and fintech come of age | Leaders | E
Sierra Nevada Corporation’s space plan: Dream Chaser, NASA’s Artemis and more | C

Offbeat
Rafael Nadal Wins His 20th Grand Slam Title With French Open Victory | W