wiar 11-04-20

MFwebsite2020researchWhat I Am Reading

Nov 04 (Wednesday)

YRI
Morning Briefing PDF
Daily Markets

Markets
Stock market today: Stocks rally on Election Day, with the Dow jumping more than 500 points | C
Some bond traders are bracing for a ‘rate-shocker’ after U.S. Election Day | MW
Utilities Stocks Shed ‘Safety’ Image as Investors Bet on Blue-Wave Bump | W

US politics
Treasury Dials Back Estimates for U.S. Borrowing as Stimulus Talks Stall | W
How prospects for more stimulus could change based on the election | C
Who Is Ben Harris, the Quiet Architect of Biden’s Economy Plan? | N
U.S. Election Day unfolds smoothly, so far defying fears of disruption | R
All that plywood tells you the real post-election fear is pro-Biden rioting | P

Industries & companies
Autos: Musk: Tesla was ‘about a month’ from bankruptcy during Model 3 ramp | C
Financials: JPMorgan warns of another potential regulatory fine tied to weak ‘internal controls’ at bank | C
Retail: Comcast, Walmart in Talks to Develop and Distribute Smart TVs | W
Tech: Why Fewer Chips Say ‘Made in the U.S.A.’ | W

Virus
Coronavirus update: U.S. headed for ‘most deadly phase’ of pandemic, says Dr. Birx, contradicting Trump’s insistence it has rounded a corner | MW
Death by Lockdown | AIER
If Restaurants Go, What Happens to Cities? | N
Remote Learning? In Person? Families Second-Guess Their School Choices as Covid Cases Rise | W
How a Boy With Autism’s World Turned Upside Down When Pandemic Shut School | W

Corporate finance
Ant Group IPO in Shanghai and Hong Kong is suspended | C
AT&T considers selling significant minority stake in pay-TV business | C