wiar 01-12-21

MFwebsite2020researchWhat I Am Reading

Jan 12 (Tuesday)

YRI
Video Podcast. In our latest Sunday afternoon video podcast (passcode: pBb0REZ&), Dr. Ed discusses the main points of Monday’s Morning Briefing.
From tech to bitcoin, long-time bull Ed Yardeni worries about meltdown | C
Daily Markets Overview

Markets
Stock market today: Stocks close lower to start the week, pull back from all-time highs amid valuation concerns | C
Treasury Yield Climb Continues | W
What rising rates could mean for the stock market | C
Brent crude falls on renewed lockdowns, stronger dollar | R

Central banks
Fed’s Bostic sees possible interest rate hike as soon as the second half of next year | C
Fed Sent $88.5 Billion in Profits to U.S. Treasury in 2020 | W

US
U.S. small businesses to get more cash as pandemic loan program re-opens | R
Women account for 100% of jobs lost in December, new analysis | C
Is the US population in decline? More ponzi demography | TheHill

US politics
U.S. House likely to consider Trump impeachment on Wednesday | R
House Democrats introduce Trump impeachment articles over Capitol attack | C
Twitter, Facebook and Others Silenced Trump. Now They Learn What’s Next. | W
Parler Sues Amazon After Tech Giant Kicks Site Off Its Servers | W
Stripe Stops Processing Payments for Trump Campaign Website | W
Biden to Tap William J. Burns, a Former Career Diplomat, as CIA Director | W

Industries & companies
Autos: China’s Car Sales Fell 6.8% in 2020, but That Still Likely Beats Other Markets | W
Consumer discretionary: Facebook to remove ‘Stop the Steal’ content in lead up to inauguration | C
Financials: U.S. bank quarterly profits expected to fall again from pre-COVID levels | R
Pharma: Lilly Alzheimer’s Drug Helped Patients in Small Trial | W
Retail: Walmart to create fintech start-up with investment firm behind Robinhood | C
Retail: Staples Seeks to Buy Office Depot, Again | W
Tech: China’s Chip-Independence Goals Helped by U.S.-Developed Tech | W

Geopolitics & trade
How Trump Lost His Trade War With China | B
Trade Chief Lighthizer Urges Biden to Keep Tariffs on China | W
Blacklisting of Chinese Stocks Prompts Banks to Delist Hundreds of Derivatives | W

Virus
Northeast Sees Signs That Covid Hospitalization’s Pace Is Easing | B
U.S. sets COVID-19 death record for second week, cases surge | R
Can You Still Spread Covid-19 After You Get Vaccinated? | W
Covid vaccine: Senate Democrats demand Trump fix ‘failed’ rollout | C
‘We’re going to run out’: New York urges U.S. to increase vaccine supply | R
U.K. Hospitals Brace for Covid-19 Pandemic’s Worst Weeks | W

Cryptocurrency
Bitcoin (BTC): $200 billion wiped off cryptocurrency market | C