Mar 01 (Monday)
YRI
Daily Markets Overview
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Today’s Morning Briefing
Markets
Bond-Market Tumult Puts ‘Lower for Longer’ in the Crosshairs | W
An Alternative-Energy Fund Favors Yield Companies and Avoids Tesla Stock | BR
Central banks
Investors Worry the Fed’s Fast Driving Means It’ll Have to Hit the Brakes | W
US
Fiscal stimulus fires up U.S. consumer spending; inflation benign | R
Pandemic window-shopping: Abandoning e-commerce shopping carts | C
US politics
House Covid relief bill extends and raises unemployment benefits | C
Same old GOP – It’s Donald Trump’s party, Republicans are just living in it | United States | E
Trump to proclaim himself as the future for Republicans in speech | R
Lawmakers Push for New York Attorney General Review of Accusations Against Cuomo | W
China
China’s factory activity expands at a slower pace in February, misses expectations: official PMI | R
China Got Its Economy Growing Again, but a Shortfall in Babies Will Be Harder to Fix | W
Geopolitics & trade
Iran Rejects Offer of Direct U.S. Nuclear Talks, Senior Diplomats Say | W
Nukes of hazard – America’s ICBMs are ageing. Does it still need them? | United States | E
The battle for China’s backyard – The rivalry between America and China will hinge on South-East Asia | Leaders | E
Op-ed: A digital dollar would help the U.S. and its allies keep China in check | C
‘How many dead bodies?’ asked Myanmar protester killed on bloodiest day | R
Industries & companies
Media: Sonos Stock Is Soaring, and Chair Mike Volpi Bought More Shares | BR
Retail: Macy’s, Gap, Neiman Marcus Will Let You Buy Now, Pay Later | W
Retail: Ross Stores Stock Was Hit Hard by Covid. Why It’s a Unique Bargain Among Discount Retailers. | BR
Retail: Kohl’s Stock Surges as Activists Step Up Pressure | BR
Retail: U.K. Online Retailer Asos Is Expanding. Why the Stock Could Be in Fashion. | BR
Tech: Tech competition – The rules of the tech game are changing | Leaders | E
Utilities: Utilities Offer Yield and a Way to Play Green Energy. And Their Stocks Are Cheap. | BR
Virus
Fauci urges Americans to get any of the three COVID-19 vaccines available | R
UK’s Sunak says vaccine passport idea might help the economy | R
Technology & cybersecurity
How Europe Became the World’s Biggest Electric-Car Market—and Why It Might Not Last | W
SolarWinds Hack Pits Microsoft Against Dell, IBM Over How Companies Store Data | W
Corporate finance
Coinbase, Roblox take page from Google, keeping marketing costs down | C
