wiar 01-19-21

MFwebsite2020researchWhat I Am Reading

Jan 19 (Tuesday)

YRI
Video Podcast. 
In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview

Markets
Dow futures rise 100 points after Wall Street’s losing week | C
Stocks Could Have a Muted Year, Even if the Economy Booms | BR
Welcome to the Roaring ’20s, but Maybe Not for Stocks | BR
A ‘Very Young’ Bull Market in Stocks Is Still Minting Believers | B
Opinion: Here are the biggest stock market winners and losers in Biden’s massive stimulus plan | MW

US
The COVID-19 earnings recession is expected to remain, but an end may be in sight | MW

US politics
Biden plans blitz of executive action in first 10 days | C
The Debt Question Facing Janet Yellen: How Much Is Too Much? | W
Goldman Lifts GDP Forecast on Biden’s $1.9 Trillion Stimulus Plan | B
Presidents Don’t Influence the Economy as Much as You Might Think | BR
Trump Must Be Cut Off From Intelligence Briefings, Democrat Says | B

China
China Still Grew and Fueled Its Rise as Covid-19 Shook the Global Economy | W
China’s Economic Recovery Belies a Lingering Productivity Challenge | W
Jack Ma was China’s most vocal billionaire. Then he vanished | Wired

Geopolitics & trade
Exclusive: Trump slams China’s Huawei, halting shipments from Intel, others – sources | R
France wants suspension of ‘poisonous’ U.S.-Europe trade spat | R
Russia detains Kremlin critic Alexei Navalny, faces clash with Western nations | R
Beirut blast chemicals possibly linked to Syrian businessmen – report, company filings | R

Industries & companies
Aerospace: Boeing’s Other Big Problem: Fixing Its Space Program | W
Autos: Tesla Might Finally Have Some Competition. From Ford. | N
Energy: Why Energy Could Have a Tesla-Like 2021 | BR
Energy: Keystone XL Oil Project Pledges Zero Carbon Emissions | W
Energy: Groceries Prove a Pandemic Bright Spot for BP and Shell | W
Homebuilders:  Toll Brothers Stock Can Build on Housing Boom | BR
Media: Your Movie Is About to Be…Delayed, Again | W
Tech: Intel’s New CEO Pat Gelsinger Has a Tough Task Ahead. What It Means for the Stock | BR
Tech: How Parler deplatforming shows power of Amazon, cloud providers | C

Virus I
Europe’s Schools Are Closing Again on Concerns They Spread Covid-19 | W
Biden team says won’t lift Europe, Brazil travel restrictions despite Trump order | C
Companies Race to Develop Drugs That Stay Ahead of Coronavirus Mutations | W

Virus II
Covid-19 Vaccines Are Getting Stuck at the Last Step | W
Biden CDC pick confident there’s enough Covid vaccine to meet target | C
New York Gov. Cuomo asks to buy Covid vaccine directly from Pfizer amid dose shortages | C
World on the brink of ‘catastrophic moral failure’ due to unfair vaccine rollouts, WHO chief says | C
Long covid – How the pressure is being felt in English hospitals | Britain | E
India Tests Vaccine Superpowers With Covid-19 Inoculation Drive | W

Technology
FAA Approves First Fully Automated Commercial Drone Flights | W

Corporate finance
5G Rivals Face an $81 Billion Tab After Spectrum Buying Spree | W
Fiat Chrysler, PSA Group Merge to Create New Auto-Making Behemoth | W
Combine Chrysler, Fiat, Peugeot and You Get Stellantis. Stella-What? | W
Lumentum in Advanced Talks to Buy Laser Maker Coherent | W

Offbeat
Free speech – Big tech and censorship | Leaders | E
The new era of innovation – Why a dawn of technological optimism is breaking | Leaders | E
I’m from the government, I’m here to help – The case for more state spending on R&D | Briefing | E