wiar 05-07-20

MFwebsite2020researchWhat I Am Reading

May 07 (Thursday) YRI Morning Briefing PDF  Daily Markets Market Dow falls for the first time in 3 days, drops more than 200 points C Oil drops 2%, snapping five-day winning streak in volatile trading session C Surging small cap stocks offer hope of U.S. growth rebound R US This is the jobs number that will show how fast the labor market can heal C Europe Coronavirus Projected to Send Eurozone Into Steep Recession W US politics BlackRock’s Fink Delivers Grim Outlook With Tax Hikes for Corporate America B Deficit Fears Put Senate Republicans and Trump on Collision Course W U.K. Tests Contact-Tracing App to Guide Way Out of Coronavirus Lockdown W Geopolitics & trade Coronavirus Casts Deep Chill Over U.S.-China Relations W Chinese Chip Giant Prepares to Build Its War Chest During U.S.-China Tech Battle W Industries & companies Airlines: Airlines want relief from flying near-empty planes as passenger numbers hit lowest since the 1950s amid virus C Consumer: Peloton sales surge 66%, as more people buy bikes during coronavirus pandemic; shares jump C Cruise Lines: Senators Call for Investigation Into Carnival Over Virus B FAANGs: Facebook-Backed Libra Project Gets New CEO W FAANGs: Google tells employees they can’t expense food or other perks when working from home C Media: Shanghai Disneyland will offer Disney a blueprint for how to reopen its other theme parks C Media: MGM Resorts Warns 63,000 Workers of Possible Layoffs W Pharma: Will Gilead price its drug for public good or profit? R Retail: Costco’s Sales Fall for First Time in Over a Decade W Retail: U.S. to Experience Uneven Retail Recovery, Industry Group Says B Tech: Lyft shares jump 15% as company reports more riders than last year despite coronavirus C Virus I Coronavirus live updates: New Jersey extends public health emergency, Texas and Georgia restaurants slow to reopen C U.S. Virus Cases Top 1.2 Million, as Trump Refocuses Task Force W Trump Says Coronavirus Task Force to Continue Indefinitely W Cuomo says it’s ‘shocking’ most new coronavirus hospitalizations are people who had been staying home C Virus II Germany to Reopen Most of Its Economy in Coming Weeks W How Germany Kept Its Factories Open During the Pandemic W For Asia, Risks From Novel Coronavirus Weren’t So Novel W Virus III ‘Today’s norm to tomorrow’s everyday routines,’ CVS CEO says the pandemic will change customers’ shopping, health-care habits C Severity of COVID-19 may depend on where you’re located on the map, new study suggests California Canceled Large Coronavirus Mask Order W Offbeat Airbnb hosts are building their own direct booking websites in revolt C ‘Very unusual’: Arctic air set to hit Eastern US with record-low temperatures for May C

wiar 05-06-20

MFwebsite2020researchWhat I Am Reading

May 06 (Wednesday) YRI Morning Briefing PDF  Daily Markets Markets Stocks rise for a second day with Dow up 100 points as investors bet on the economy reopening C The market is getting excited as the Fed prepares to buy corporate bonds C Central banks Fed Is Propping Up Companies It Had Warned Banks Not to Touch B Fed policymakers see slow, uneven U.S. recovery after coronavirus downturn R Fed Vice Chair Clarida says more support may be needed, but economy to rebound next quarter C ECB Faces Renewed Legal Pressure Over Bond Purchases W US U.S. March Trade Deficit Widened as Coronavirus Disruptions Spread W Why Home Prices Are Rising During the Pandemic W U.S. hospitals are losing millions of dollars per day in the midst of the Covid-19 pandemic — and recovery may take years C US politics Vaccine Expert Alleges HHS Resisted Coronavirus Warnings W Opinion: Businesses don’t need special immunity from coronavirus liability MW Geopolitics & trade U.S. Pushes EU to Back China Inquiry W Industries & companies Airlines: Exclusive: U.S. airlines burn $10 billion a month as traffic plummet R Autos: General Motors in Talks for $2 Billion Loan to Boost Liquidity B Financials: Wells Fargo gets federal inquiries over handling of PPP loans R Financials: Prudential Swings to Net Loss As Market Turbulence Hurts Results B Hospitality: Airbnb to Cut 25% of Workforce W Insurance: Insurers’ Earnings a Mixed Bag in First Quarter with Coronavirus Impact W Insurance: Investors Cheer AIG’s Caution on Coronavirus W Media: Disney reports 58% drop in operating income from parks and cruises, its worst-hit segment C Media: Disney takes $1.4 billion coronavirus hit, sets date to reopen Shanghai park R Restaurants: Cheesecake Factory swings to a loss as coronavirus weighs on earnings C Virus I Here’s a look at how much of the country is reopening C Trump Says U.S. Must Reopen Even If More Americans Get Sick, Die B U.S. Factories Face a Hitch in Reopening: Mexico’s Shutdown W When will we start traveling again? Here’s what experts are saying C Virus II The coronavirus has mutated and appears to be more contagious now, new study finds C Tricky Math Is Behind Coronavirus Death Predictions W White House considers phasing out coronavirus task force C 5 a.m. wake ups and 1,000 emails: Inside a typical day for White House Advisor Dr. Anthony Fauci C Meat Shortages Hit Wendy’s, Leaving Burgers Unavailable at Some Restaurants W Corporate finance Occidental Seeks to Lessen Roughly $40 Billion Debt Load W Lord & Taylor to liquidate its stores as soon as they reopen, sources say C Men’s shirt retailer Untuckit taps real estate restructuring firm to renegotiate deals during coronavirus C Private-Equity Numbers Aren’t as Ugly as They Appear W Offbeat A Young Doctor Photographs the Pandemic W Exclusive: Trump administration drafting ‘Artemis Accords’ pact for moon mining – sources R

wiar 05-05-20

MFwebsite2020researchWhat I Am Reading

May 05 (Tuesday) YRI Morning Briefing PDF  Daily Markets Markets Stocks Waver on U.S.-China Tensions, Buffett Move W Nasdaq turns positive, S&P 500 cuts losses on strength from big tech C Aviation Industry Races for Cash With Record Bond Sales W Oil Majors Delay Deals Amid Volatile Crude Prices, Lockdowns W US US Treasury seeks to borrow a record $3 trillion this quarter C U.S. Factory Orders Plunged in March W Coronavirus will shrink US home prices by 2-3% nationally, Zillow forecasts, but deeper dive could be in store C Call It Hero Pay or Hazard Pay, Essential Workers Want More of It W Opinion: COVID-19 crisis sparks ‘early retirement’ wave MW My Retirement Plan Is You N US politics The New Great Depression Is Coming. Will There Be a New New Deal? N Liability Shield Is Next Coronavirus Aid Battle W Senate office says it lacks ‘discretion’ to release possible Biden complaint C Industries & companies Consumer: Tyson Expects Virus to Continue to Crimp Production W Cruise lines: Carnival to Resume Some Cruise Sailings W FAANGs: New 13-Inch MacBook Pro Kills Off Apple’s Butterfly Keyboard W Industrials: GE Moves to Cut Roughly 13,000 Aviation Workers W Insurance: AIG Takes $272 Million in Covid-19 Losses and Withdraws Guidance B Virus I Coronavirus deaths projected to hit 3,000 per day by June, internal Trump administration analysis says C Florida Begins Reopening After Virus Lockdown W The Risk Of Exposure To COVID-19 In Georgia Has Increased By More Than 40% Since The State Reopened For Business N.Y. Schools, Entertainment Will Be in Last Phase of Reopenings B Trump’s 100,000-Dead Projection Gets Muddied by Reopenings B Will schools be open in September? We asked several experts to weigh in C USAA chief: Coronavirus ‘cabin fever’ may be behind car crash uptick after initial steep decline C Virus II Japan sending Fujifilm’s flu drug favipiravir to over 40 countries for Covid-19 trials C FDA Sets Standards for Coronavirus Antibody Tests in Fraud Crackdown W Contact tracing: Let the private sector lead Corporate finance J.Crew Tumbles Into Bankruptcy in the Wake of Coronavirus W JC Penney goes to court to try to stop Sephora from pulling out of the troubled chain’s stores C Victoria’s Secret Owner Cancels Sycamore Deal, Ends Lawsuits B Technology AI Software Gets Mixed Reviews for Tackling Coronavirus W Offbeat Even Warren Buffett Wonders If People Will Return to Offices W

wiar 05-04-20

MFwebsite2020researchWhat I Am Reading

May 04 (Monday) YRI Morning Briefing PDF  Daily Markets Markets Dow futures fall more than 300 points amid concerns over reopening the economy C Stocks Keep Rallying Despite Obscured Economic Outlook W Covid-19 Is Creating a Different Kind of Debt Crisis. But Some Stocks Look Like Buys. BR The U.S. Wants to Stabilize Oil Prices. It Might Be Too Late. BR Oil’s Crash Prompts Record Push to Store Fuel at Sea W Central banks Fed Won’t Use Stimulus Aid to Push Libor Replacement W US The Economic Recovery Rests on Getting Consumers to Spend. It Won’t Be Easy. BR Kudlow says third round of PPP small business loans might be needed as demand soars C Lobbyists Press Congress for Last Chance at Stimulus Funds W Pentagon, Treasury Have $17 Billion to Lend, But There’s Little Interest W Geopolitics & trade Global Brands Need China’s Consumers to Spend. They Might Have to Wait. W Industries & companies Agriculture: Wasted milk, euthanized livestock: Photos show how coronavirus has devastated US agriculture C Airlines: Warren Buffett gave airlines another go. Coronavirus was a problem he couldn’t stomach C Autos: Pent-Up Demand Likely to Increase Luxury Auto Sales BR Autos: Used-Car Prices Are Plunging. So Why Is Carvana’s Stock Soaring? Time for a Rethink. BR Energy: 10 Energy Stocks to Buy Now, According to Barron’s Experts BR Energy: 10 Energy Company Bonds That Could Reward Investors BR Insurance: Major Blue Insurer to Get Nearly $2 Billion in ACA Payouts W Media: Americans are paying for TV sports they’re not receiving, but don’t expect to get a refund any time soon C Media: Sports Will Return Eventually. These 2 Stocks Are Poised to Benefit From The Rebound. BR Retail: Retail Brands That Could Thrive Postpandemic BR Virus I Trump says he believes there will be a coronavirus vaccine ‘by the end of the year’ C The US just reported its deadliest day for coronavirus patients as states reopen, according to WHO C Smart or Lucky? How Florida Dodged the Worst of Coronavirus W Construction Work Resumes Amid Weak Demand W Virus II Gilead CEO says remdesivir available to coronavirus patients this week: ‘We’ve donated the entire supply’ C Researchers Explore Using Common Blood-Plasma Treatment to Fight Virus W Pressure Is Mounting on Regulators as Covid-19 Drug Efforts Race Ahead BR Virus III Pompeo says ‘significant’ evidence that new coronavirus emerged from Chinese lab R US intelligence documents accuse China of covering up coronavirus outbreak severity to hoard supplies C Cuomo calls PPE shortages a national security issue: ‘You can’t be dependent on China’ C Low-Quality Masks Infiltrate U.S. Coronavirus Supply W Safety Advice for Reopening: How to Reduce Your Risks as Coronavirus Lockdowns Ease W Offbeat Buffett Says ‘American Magic’ to Overcome Coronavirus Uncertainty W Here’s a full recap of Warren Buffett’s newsmaking comments at Berkshire Hathaway’s annual meeting C

wiar 05-02-20

MFwebsite2020researchWhat I Am Reading

May 02 (Saturday) YRI Morning Briefing PDF  Daily Markets Markets Wall Street tumbles as renewed tariff threat adds to uncertainties R Tech Giants Pull Stocks Lower as Dow Falls More Than 600 Points W Oil Market Showing Signs of Life as Producers Plan Output Cuts B Central banks Fed officials worry about lasting economic scars from crisis R Fed Rebuked Over Loan Terms That Don’t Explicitly Bar Layoffs B More ECB Bond Buying Is a Matter of Time as Debt Balloons B US Coronavirus Prompts Biggest U.S. Manufacturing Pullback Since Last Recession W For Small Businesses With High Rents, Coronavirus Aid Falls Short W The Covid-19 Rent Crisis Is Here Europe As Europe’s Economy Founders, ECB Signals Readiness to Act W US politics White House blocks Fauci from testifying at House coronavirus hearing C New White House press secretary breaks with Trump tradition by holding a traditional briefing C Dems Snuck A $15 Minimum Wage Into The CARES Act — And We’ll All Pay The Price Geopolitics & trade North Korean state media reports Kim Jong Un has resumed public activity C U.S. Moves to Curb Foreign Electric Gear W Industries & companies Autos: Carmakers Dodge Disaster With Biggest-Ever Share of 0% Loans B Autos: U.S. Auto Sales Fell in April, but Signs of Hope Are Seen W Autos: Elon Musk Tweeted That Tesla’s Stock Was Too High. The Market Agreed. W Energy: A Dismal Outlook for Oil Squeezes the Industry W Energy: Exxon Posts First Loss in Decades as Oil Giants Signal Trouble Ahead W FAANGs: Amazon CEO Bezos Called to Testify Before Congress W Retail: Estee Lauder CEO: ‘Consumer finds a way to get the product,’ as online sales grow double digits C Virus I U.S. Probes University of Texas Links to Chinese Lab W Differing Rules Show Lack of Consensus on State Reopenings W Local, Practical, Apolitical: Inside Germany’s Successful Coronavirus Strategy W A Smartphone App Tries to Guide the Way Out of Coronavirus Lockdowns W Virus II Gilead gets emergency FDA authorization for remdesivir to treat coronavirus, Trump says C Remdesivir coronavirus treatment will need a ‘sustainable model’ to keep it accessible, Gilead CEO says C Blood-Pressure Drugs Don’t Raise Coronavirus Risk W Thinly Staffed Nursing Homes Face Challenges in Pandemic W Corporate finance Sur La Table Is Preparing for Bankruptcy B Private Equity Poised to Face a Reckoning After Gilded Decade B Apollo Is Latest Private-Equity Firm Hammered by Coronavirus Rout W Offbeat The U.S. Needs Way More Than a Bailout to Recover From Covid-19 B

wiar 05-01-20

SRwebsite2020researchWhat I Am Reading

May 01 (Friday) YRI Morning Briefing PDF  Daily Markets Markets Stock Market Surge Isn’t as Crazy as It Seems W Dow futures fall more than 100 points after Wall Street wraps up best month in three decades C Cash-Hungry Companies Reach for Lifeline in Convertible Bonds W Central banks What the ECB Did Thursday—and Why Investors Were Disappointed W Federal Reserve Expands Business Lending Program W Liquidity Crisis or Solvency Crisis? It Matters to Fed W New York City’s subway system may turn to the Federal Reserve for a loan, meets bond investors Friday C US I Coronavirus Prompts Record Drop in Consumer Spending W Jobless claims surge to more than 30 million — here’s what to watch C 3.8 Million More Sought Jobless Benefits as Surge Tests States’ Systems W US II Federal Small-Business Aid: Too Little Bang, Too Few Bucks W Justice Department Sees Early Fraud Signs in SBA Loan Flurry B IRS Denies Deductions Tied to Small-Business Loans W Virus Pushes Colleges to the Breaking Point, Forcing ‘Hard Choices’ About Education W Europe Record Contraction in Eurozone Bodes Ill for Global Economy W US politics Trump says he would ‘certainly consider’ bringing convicted felon Michael Flynn back into administration C Biden to give first interview responding to accusations R Geopolitics & trade Trump threatens new tariffs on China as U.S. mulls retaliatory action over virus R Industries & companies Airlines: United Airlines swings to $1.7 billion loss in first quarter as bookings disappeared in coronavirus pandemic C Energy: Texas Shale Driller Concho Takes $12.6 Billion Charge, Citing Coronavirus Impacts W FAANGs: Apple CEO Tim Cook says company saw an ‘uptick across the board’ in late April thanks to stimulus and work from home C FAANGs: Apple now has $192.8 billion in cash on hand, down from last quarter C FAANGs: Amazon reports earnings, plans to spend all Q2 profits on coronavirus response C FAANGs: AWS tops $10 billion in quarterly revenue for the first time C Financials: Bank stocks could surge in economic recovery, Bank of America strategist says C Financials: Wells Fargo will no longer accept applications for home equity lines of credit C Financials: Visa Posts Higher Quarterly Profit, Beating Projections W Financials: Visa Warns It Will Be Challenged ‘for a Number of Quarters’ B Media: Disney+ in a Programming Crunch Due to Coronavirus Shutdown W Retail: Macy’s will survive. It has a role to play in American retail, CEO Jeff Gennette says C Virus I U.S. Intelligence Agencies Confirm Investigating if Virus Emerged From Lab Accident W Trump suspects coronavirus outbreak came from China lab, doesn’t cite evidence C Virus II Gilead says it can produce ‘several million’ rounds of remdesivir coronavirus treatments next year C FDA’s relaxed regulations open the market to dubious coronavirus testing vendors R Bill Gates says this is what you need to know about a coronavirus vaccine C Virus III Meat Companies Want to Reopen, but Officials Fear New Infections W MGM Resorts CEO: Las Vegas Reopening Will Start With Two or Three Casinos W Macy’s to Begin Reopening Stores on Monday W NYC Subways Won’t Run 24 Hours a Day During Pandemic W U.K.’s Virus Death Toll Draws Scrutiny  W Corporate finance Boeing Launches $25 Billion Bond Sale W J. Crew is preparing for a bankruptcy filing that could come this weekend C Brooks Brothers Seeks Buyer With Wall Street Working From Home B Buybacks Still On at Apple, Alphabet With Tech Giants Flush B

wiar 04-30-20

SRwebsite2020researchWhat I Am Reading

April 30 (Thursday) YRI Morning Briefing PDF  Daily Markets Markets The Bad News Won’t Stop, but Markets Keep Rising N Stock market today: Stocks jump 2%, putting the S&P 500 on track for its best month since 1974 C Stocks Rise on Hopes for Coronavirus Treatment W The stock market is up from its coronavirus dip. Should you sell? C Longer-Dated Treasury Yields Rise W Central banks Fed decision: Interest rates to be kept near zero until full employment, inflation come back C Fed’s Powell Says More Spending Will Be Needed From Congress W Powell Says More Action Needed to Shield U.S. Economy From Virus B Fed lending programs may get more funds, but not airlines: Treasury’s Mnuchin R Mnuchin Says U.S. Aims to Get Back Its Money From Fed Programs W US U.S. Economy Shrank at 4.8% Pace in First Quarter W U.S. Economy Shrank at Fastest Pace Since 2008 W Rent Is Due Again and Missing Payments Have Landlords Worrying B U.S. Marriage Rate Plunges to Lowest Level on Record W US politics Trump Says He’s Ready to Hit the Road to Arizona, Coronavirus or Not W Geopolitics & trade Russia’s Aging Infrastructure Threatens Oil Output Pact W Who Might Succeed North Korea’s Kim Jong Un? W Industries & companies Aerospace: Boeing and Airbus Brace for Prolonged Downturn W Autos: Tesla rises as company ekes out a Q1 profit C FAANGs: Facebook soars after reporting ‘stability’ in ad revenue after fall in March C FAANGs: Amazon is Wall Street’s biggest winner from coronavirus R FAANGs: U.S. Tags Amazon Sites as ‘Notorious Markets’ W Financials: Mastercard’s Contactless Transactions Jump More Than 40% W Media: Amazon, NFL Extend Streaming Deal for Three More Seasons W Restaurants: Charts: Two Months That Tore Apart the Food Chain W Tech: Microsoft’s stock rises after company reports 15% sales jump and says coronavirus had ‘minimal’ impact on revenue C Tech: Qualcomm rises after earnings, but sees 30% drop in phone shipments in future C Virus I FDA in talks with Gilead to make remdesivir available to coronavirus patients ‘as quickly as possible’ C Trump’s ‘Operation Warp Speed’ Aims to Rush Coronavirus Vaccine B Coronavirus testing chief says ‘no way on Earth’ US can test 5 million a day C Miscalculations at Every Level Left U.S. Unequipped to Fight Coronavirus W Young Doctors Struggle to Treat Coronavirus Patients: ‘We Are Horrified and Scared’ W Virus II Some States Lifted Coronavirus Restrictions, but Did People Go Out? W U.S. Cases Rise 2.7%; Florida to Reopen Some Areas: Virus Update B Both New Zealand and Australia Contained Coronavirus, but One Is Set to Pay a Heavier Price W Virus III Cargill Plant With 20% of Alberta’s Virus Cases to Reopen B Pilgrim’s Pride Says Chicken Markets Are Volatile and Challenging B Lockdowns change fitness industry forever—how workouts will look C Corporate finance Exclusive: Chesapeake Energy preparing bankruptcy filing R

wiar 04-29-20

SRwebsite2020researchWhat I Am Reading

April 29 (Wednesday) YRIMorning Briefing PDFDaily Markets MarketsU.S. Stocks Tick Modestly Lower WOil drops 3% in volatile session CJunk Bonds Bounce Back, Raising Hopes—and Concerns WIllinois Plans to Sell $2 Billion in Bonds Amid Pandemic Strain B Central banksCNBC Fed survey: The US will need to spend trillions more as economy takes until 2022 to fully recover C USManufacturers Hit a Wall as Coronavirus Saps Demand WCoronavirus Relief Often Pays Workers More Than Work WEven for Companies With Business From Coronavirus, the Picture Is Mixed at Best WStates need revenue. These taxes might go up CU.S. Audits of Small-Business Loans Face Daunting Challenges W EmergingChina’s $600 Billion Bet to Revive Growth With Infrastructure BChina Growth Revival, Expansion Ends, QE’s New Ground: Eco Day BChina’s Massive Banks Are Facing a $42 Billion Dividend Trap BSingapore Banks Set to Post First Profit Decline Since 2016 BIMF Approves $3.4 Billion in Emergency Funding for Nigeria B US politicsLeading Democrats Stand Behind Biden After Sexual-Assault Allegation WTrump Ties Virus Aid for States to Action on ‘Sanctuary’ Cities B Industries &  companiesAutos Ford projects adjusted pretax loss of $5 billion in the second quarter CFAANGs: Alphabet stock rises more than 7% as ad slowdown turns out to be less than feared CFAANGs: Alphabet Shares Jump on Google Cloud, YouTube Expansion BFAANGs: Google Revenue Climbs, but Company Warns of ‘Tale of Two Quarters’ WFinancials: HSBC’s Loan Losses Hint at Tougher Times for Banks WRestaurants: Starbucks shares fall after coffee chain warns US cafe closures to deal hefty blow to earnings CSemiconductors: AMD Falls on Weak Revenue Projections, In-Line Earnings B Virus ICoronavirus live updates: US cases top 1 million, California to ‘gradually’ reopen once testing improves CEuropean Countries Move Closer to Reopening Continent WThe biggest US mall owner prepares to reopen 49 properties. Here’s how that will work CConnecticut Governor Ned Lamont wants state’s colleges open in fall CTrump plans to order meatpacking plants to remain open C Virus IIApple iPhone contact tracing: How it came together CCoronavirus Updates: Sales Rise for Mondelez; McConnell Wants to Shield Companies From Liability WCoronavirus: Mike Pence visits Mayo Clinic without mask despite Covid-19 CQuest Diagnostics rolls out direct-to-consumer coronavirus antibody tests CRace for Coronavirus Vaccine Accelerates as Pfizer Says U.S. Testing to Begin Next Week W Corporate financeCompanies Are Suspending Dividends at Fastest Pace in Years W OffbeatSome School Districts Plan to End the Year Early, Call Remote Learning Too Tough WShould You Wear a Mask When Exercising Outdoors? WCoronavirus has ‘magnified’ US workplace safety weaknesses, unions say C

wiar 04-28-20

MFwebsite2020researchWhat I Am Reading

April 28 (Tuesday) YRI Morning Briefing PDF  Daily Markets Markets Stock market today: Dow surges 350 points on hope of economy reopening, closes above 24,000 C Oil Slides With Rising Glut Spooking Investors W The Reach for Yield Survives Coronavirus Market Shock W Coronavirus Shutdown Weighs on Higher-Risk Muni Issuers W Central banks The Federal Reserve Is Changing What It Means to Be a Central Bank W Fed Has Big Decision to Make About Giving More Guidance on Rates B The Fed won’t move on rates, but here are some other things it could do C Fed to Extend Loans to More Cities, Counties W US Coronavirus: Small essential business owners fight for survival C Small-Business Loan Program Resumes With Reports of Delays W Americans on Cusp of Meat Shortage With Food Chain Breaking Down B China China Toughens Procurement Rules for Tech Equipment W US politics House Speaker Nancy Pelosi Endorses Joe Biden for President W Geopolitics & trade Commerce Department Tightens Rules on Exports to China W Industries & companies Aerospace: Boeing CEO Sees Slow Recovery for Global Aviation W Aerospace: Coronavirus: Boeing to resume Dreamliner production in South Carolina next month C Airlines: American Airlines will give face masks to passengers, require them for flight attendants amid coronavirus C Autos: Detroit Car Makers Target May 18 U.S. Restart Date W FAANGs: Apple Delays Mass Production of 2020 Flagship iPhones W Retail: Coronavirus: Curbside pickup at retail stores surges 208% C Virus I States Move to Ease Lockdowns as Global Cases Top 3 Million W Trump coronavirus strategy: White House claims most testing groundwork done C Trump Administration Has Enough Tests for 2% of Each State’s Population, Official Says W North or south, red or blue – states shut down their economies at about the same pace, CNBC analysis shows C For a Glimpse at What Reopening Looks Like, Head to Waffle House B Virus II The Secret Group of Scientists and Billionaires Pushing a Manhattan Project for Covid-19 W Coronavirus Lingers in Air of Crowded Spaces, New Study Finds B Vaccine Could Potentially Be Available Later This Year, Coalition Says B Virus III Japan’s Coronavirus Cases Fall Sharply Without Compulsory Measures W European Hospitals Hit Hard by Coronavirus Fear a Resurgence W Pork Industry, USDA Discuss Euthanizing Hogs After Coronavirus Closes Plants W Corporate finance Saudi Arabia buys $500 million stake in coronavirus-hit Live Nation C Pandemic Triggers a Wave of Distress, Bankruptcy in Corporate America W Offbeat Charlie Munger will not take questions at Berkshire’s annual meeting C Biggest Hurdle to Bringing People Back to the Office Might Be the Commute W Hollywood has gone dark, and it’s crushing thousands NN

wiar 04-27-20

MFwebsite2020researchWhat I Am Reading

April 27 (Monday) YRI ‘QE4ever’ will help drive stocks to new highs post-coronavirus crisis, long-time bull Ed Yardeni predicts C Morning Briefing PDF  Daily Markets Markets Markets Diverge in Assessing the Economic Freeze W In a Stock Market Like This, Anything Could Cause the Next Panic. Here’s What to Watch. BR Stocks Could Gain 15% in the Next Year, Experts Say BR Credit & commodities What Negative Prices Tell Us About the Future W The Oil Market Has Gotten Weird. Here’s How Investors Can Make Sense of It. BR Investors Buy Up Debt From Stronger Developing Countries W Global After the disease, the debt E US Mnuchin Sees Third-Quarter Rebound for U.S. Economy W Today’s Stimulus Spending Will Lead to Tomorrow’s Inflation BR Firms Try Fewer Products, Build Inventory Amid Coronavirus W People Were Leaving New York City Before. Now What? W When Will What Happens in Vegas Return to Las Vegas? W Europe Germany excels among its European peers E US politics Trump Signs Stimulus Bill as Focus Shifts to State Funding W At Least 13 Public Companies Give Back $170 Million in Small-Business Stimulus Money. Others Say They’ll Keep It. W The Era of Big Government Is…Back W Geopolitics & trade As Kim Jong Un Disappears, North Korea Watchers Advise Caution W Trump, Putin Statement Stirs Concern Among Some W A pandemic of power grabs E Industries & companies Autos: The world’s car giants need to move fast and break things E Cruise Lines: How Fed Intervention Saved Carnival W Financials: Millions of Credit-Card Customers Can’t Pay Their Bills. Lenders Are Bracing for Impact. W Financials: Banks Could Prove Weak Partner in Coronavirus Recovery W Restaurants: Time to Chow Down on Restaurant Stocks? The Risks May Be Too Great. BR Virus U.S. Debates How Soon It Can Reopen W Open the Economy Slowly, or the Second Coronavirus Wave Will Come Too Soon BR Reopening Has Begun. No One Is Sure What Happens Next. N Why Georgia Isn’t Ready to Reopen, in Charts N Corporate finance Virus Accelerates J.C. Penney’s Long March Toward Bankruptcy W Boeing Walks Away From Embraer Deal W After Two IPO Misfires, the Country’s Second-Largest Grocer Might Finally Have Gotten Its Timing Right BR Offbeat Baseball Is Back in Taiwan—With Cardboard-Cutout Fans W