wiar 10-22-20

MFwebsite2020researchWhat I Am Reading

Oct 22 (Thursday)

YRI
Morning Briefing PDF
Daily Markets

Markets
Stocks Decline as Stimulus Talks Continue | W
Treasury Yields Touch Multi-Month Highs | W
The bond market is starting to wake up with interest rates headed higher | C

Central banks
The Fed’s $4 Trillion Lifeline Never Materialized. Here’s Why. | N
Fed’s Bullard says U.S. can wait on fiscal aid, businesses adapting | R
Fed’s Brainard Says More Spending Needed to Avoid Recovery Imbalance | W
U.S. Economy Seeing ‘Slight to Modest’ Growth This Fall, Fed’s Beige Book Says | W

Global
Analysis: China and U.S. economies diverge over coronavirus response | R

US politics
Coronavirus stimulus update: Pelosi, Mnuchin to continue relief talks | C
With no new stimulus deal, much of America’s temporary financial safety net is set to expire Dec. 31 | MW
Obama rips into Trump’s record in 2020 campaign trail debut | R
Iran trying to meddle in U.S. election, Russia obtained voter info | C
Giuliani Claims ‘Borat’ Fabrication Ahead of Film’s Release | B

Industries & companies
Aerospace: Boeing Discussing New Plane as It Starts to Emerge From 737 MAX Crisis | W
Airlines: Op-Ed: Airlines don’t deserve another bailout | LA Times
Autos: Tesla (TSLA) earnings Q3 2020 | C
Pharma: AstraZeneca shares down after death reported in Brazil Covid vaccine study | C
Pharma: Purdue Pharma Reaches $8.34 Billion Settlement Over Opioid Probes | W
Restaurants: Chipotle Mexican Grill (CMG) Q3 2020 earnings top estimates | C
Theme parks: California theme parks could seek legal action to speed up reopening | C
Tech: Future of Tech: Gaming Predicted to Become Next Dominant Technology Platform | W

Virus
Coronavirus update: CDC says nearly 300,000 excess American deaths have occurred during pandemic | MW
Coronavirus: CDC says U.S. is seeing ‘distressing trend’ in outbreak | C
Hospitals Across the U.S. Are Crammed With Covid-19 Patients | B
Covid-19 Live Updates: As Schools Across the U.S. Move to Reopen Doors, Boston Does an About-Face | N
CDC Considers Shorter Covid-19 Quarantines for Children | W
Dr. Zeke Emanuel says this is what it will take to fully reopen the U.S. | MW

Corporate finance & antitrust
Ant Group’s Giant IPOs Set to Launch After Regulators Clear the Way | W
Leveraged Buyouts Come Roaring Back After Coronavirus-Related Lull | W
The Businesses Where Google Is Biggest (and the Ones Where It Isn’t) | W
Europe’s Antitrust Push Against Google Hasn’t Dented Its Heft. Can the U.S.? | W