Mar 15 (Monday)
YRI
YRI Podcast. In our latest video podcast, Dr. Ed discusses the main points of today’s Morning Briefing.
Daily Markets Overview
Today’s Morning Briefing
Markets
Europe Is Still in the Throes of Covid-19, but Its Stocks Are Rallying | W
Commodities Supercycle Looks Like a Stretch | W
Central banks
Fed to Hike Rates in 2023 But Dots Won’t Show It, Economists Say | B
Global
The $3trn question – The world’s consumers are sitting on piles of cash. Will they spend it? | E
The world economy – Joe Biden’s stimulus is a high-stakes gamble for America and the world | E
50%+1 is enough for most things – Most democracies see only a limited role for supermajorities | E
Global Baby Drought of Covid-19 Crisis Risks Population Crunch | B
US
As the Covid-19 Pandemic Fades, the U.S. Economy Could Soar | B
Turbocharged Economy Leaves Factories Struggling to Deliver Goods That Shoppers Want | W
Yellen Says U.S. Inflation Risk Remains Small, ‘Manageable’ | B
Fewer kids are going to college because they say it costs too much | C
Taking stock of Stockton – A Californian experiment in the provision of guaranteed income returns its first results | E
Europe
Italians Flock to Parks, Rush to Get Haircut Before New Lockdown | B
Demolition Draghi – Italy’s new prime minister upends the country’s political parties | E
A Push to End Germany’s Status as ‘Paradise for Patent Trolls’ | W
China
The big target – A confident China seeks to insulate itself from the world | E
US politics I
White House Weighs How to Pay for Long-Term Economic Program | W
Child Tax Credit: How the Covid-19 Stimulus Package Gives Additional Money to Families | W
US politics II
Heads we win, tails you cheated – America’s battle over election laws | E
Politics – How to renew America’s democracy | E
Georgia activists pressure big corporations to oppose voting restrictions | C
Geopolitics & trade
FEMA ordered to help with influx of migrant children at U.S.-Mexico border | C
Xiaomi Wins Court Ruling Halting U.S. Investment Ban | W
Industries & companies
Airlines: Air travel: TSA records highest passenger screenings in nearly a year | C
Autos: VW to cut up to 4,000 jobs via early retirement, sources say | R
Consumer discretionary: With Shopify, Small Businesses Strike Back at Amazon | W
Cruise lines: Carnival Corp CEO sees minimum of two more tough years for cruise industry: FT | R
Energy: How wind became America’s top renewable electricity source | C
Media: How Covid-19 changed the advertising industry | C
Pharma: Lilly Alzheimer’s Drug Shows Modest Benefit in Clinical Trial | W
Retail: Retail investors may keep flowing into stocks, but that doesn’t mean they have to keep going up | C
Retail: Wayfair Stock Is Soaring, and Director Michael Kumin Bought Up Shares | B
Tech: Google Says Microsoft’s Stance on News Is Effort to Distract From Hack | W
Tech: Why the Next Big-Tech Fights Are in State Capitals | W
Tech: Outgoing CEO says Panasonic must cut Tesla reliance as battery tie-up evolves: FT | R
Virus & climate
States Are Finding More Unreported Covid-19 Deaths | W
Companies’ Climate Risks Are Often Unknown. Here’s How One Opened Up | W
Corporate finance
The Booming IPO Market Shows No Signs of Slowing. What Investors Need to Know. | B
Technology & remote work
Plane expensive – Why taking pilots out of planes has been more expensive than anticipated | E
From Remote Work to Hybrid Work: The Tech You’ll Need to Link Home and Office | W
Why Oracle, Uber and others use Clear Office for relocation services | C
Offbeat
Behind Greensill’s Collapse: Detour Into Risky Loans | W
