Nov 30 (Monday)

Markets
Stocks Say Covid Recovery Is Nigh. Bonds Tell a Different Story. | W
A Giant Fund Sold Alibaba, Apple, and Intel Stock. Here’s What It Bought. | BR
OPEC+ alliance considers delay to its output hike | C

US
The Red-Hot Housing Market Could Get a Boost It Doesn’t Need | BR
Who Gains Most From Canceling Student Loans? | Yahoo Finance

China
China Is Ready to Restart Cruises, but Big Companies Are Left Out | W

US politics
Trump: Election challenges probably won’t make it to the Supreme Court | C
Biden Plans to Roll Back Trump-Era Education Policies | W
State, Local Governments Slashed Spending After Covid. Next Year Could Be Worse. | W

Geopolitics & trade
EU proposes new post-Trump alliance with U.S. in face of China threat: FT | R
Iran’s Mohsen Fakhrizadeh killed by 62-person hit squad, reports say | P

Industries & companies
Autos: Tesla’s Delayed Semi Truck Tests Elon Musk’s Ability to Scale Up | W
Consumer discretionary: Amazon Promises $500 Million in Holiday Bonuses for Front-Line Staff | W
Home builders: 6 Home Builder Stocks Primed for Growth in 2021 | BR
REITs: REITs Have Been Hit Hard by Covid-19. Why the Impact Could Last for Years. | BR
Restaurants: Restaurant Holdouts Defy Covid-19 Shutdown Orders | W
Retail: Black Friday traffic in stores craters 52% during pandemic | C
Retail: The Luxury E-Commerce Wars Heat Up | N

Virus
Coronavirus: Fauci says Christmas and New Year’s restrictions will be necessary | C
The NFL’s Thanksgiving Weekend Has Become a Covid Crisis | W
NYC schools to start phased reopening in December, shifting away from blended learning | C
Pharmacies Add Freezers, Train Staff to Handle Covid-19 Vaccination Drive | W

Corporate finance
Tesla’s S&P 500 Debut Is Set to Put $100 Billion in Trades in Motion | W

Offbeat
As Winter Arrives, Heaters Become a Survival Tool for Businesses | N