Dr. Ed's Blog

Jan 22 (Friday)

YRI
Video 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
Stocks Finish Flat After Jobless Claims Data | W
Not company earnings, not data but vaccines now steering investor sentiment | R
Investment-Grade Bonds Stumble on Rising Yields | W

Central banks
ECB Holds Rates, Stimulus Steady as Lagarde Strikes Optimistic Tone | W

US
U.S. Unemployment Claims Remained Elevated Last Week | W
The unemployment benefits cliff hit almost 3 million Americans | C
How Our Unemployment Benefits System Failed – The New York Times
Housing Market Stays Tight as Homeowners Stay Put | W

US politics
Covid stimulus update: Biden relief plan faces Republican, moderate opposition | C
Biden’s Agenda Faces Early Hurdles With a Divided Senate | W
Here are the 10 executive orders Biden’s signing to combat the Covid pandemic | C
All of President Biden’s key executive orders — in one chart | MW
Biden infrastructure plan: Business allies discuss carbon tax | C

Geopolitics & trade
Domestic investment needed before new trade deals: U.S. Treasury pick Yellen | R
Biden Proposing to Extend U.S.-Russia Nuclear Arms Deal by Five Years | W
Post-Brexit Trade Rules Face Early Tests  | W

Industries & companies
Tech: Intel Earnings Slip Despite Record Revenue | W
Tech: IBM earnings Q4 2020 | C

Virus
Lilly Antibody Drug Prevents Covid-19 in Nursing Homes, Study Finds | W
Covid-19: What we learned since the first U.S. case was confirmed | C
Biden signs order requiring travelers wear masks on planes and at airports as pandemic rages | C
Covid-19 Has Nearly Wiped Out the Flu—How Do We Keep It From Coming Back? | W

Offbeat
Amazon doesn’t have to put Parler back online, says judge | C
Chinese Telecom Carriers Ask NYSE to Make Another U-Turn on Delisting | W

Jan 21 (Thursday)

YRI
Video 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
Stock futures flat after markets hit records in previous session, Biden takes office | C
Stock market posts best Inauguration Day rise in 36 years as Biden takes office | MW
Stocks Hit Records on Upbeat Earnings | W

Central banks
The Fed under Biden: New mandates, a close White House tie and big challenges ahead | C

US
Here’s the maximum amount Biden’s stimulus checks and tax credits would deliver to America’s poorest families | MW
Americans Aren’t Draining Their Retirement Funds in the Pandemic | W

US politics
Biden Signs Executive Orders on Face-Mask Mandate, Keystone Pipeline, Paris Accord | W
Biden inauguration: U.S. rejoins Paris climate agreement | C
Opinion | Biden’s Stimulus Plan Will Bring Relief, but There’s One Flaw | N
Democrats take Senate majority as Warnock, Ossoff, Padilla are sworn in | C
Senate confirms Avril Haines, first Biden Cabinet member | C

China
China Escalates Efforts to Beat Back Its Worst Covid-19 Resurgence | W
Jack Ma, Alibaba’s Billionaire Co-Founder, Resurfaces After Months of Lying Low | W

Geopolitics & trade
China Bids Good Riddance to Trump | W
Twitter Locks Out Chinese Embassy in U.S. Over Post on Uighurs | B

Industries & companies
Airlines: United (UAL) earnings Q4 2020 | C
Consumer: Procter & Gamble Gets Shoppers to Pay Up | W
Financials: Morgan Stanley Profit Shoots Higher, Fueled by Wall Street | W
Financials: Mountain of Small Loans Looms Over Europe’s Pandemic-Hit Banks | W

Virus
Oxford-AstraZeneca’s Covid-19 Vaccine Helps U.K. Lead Race to Reach Nursing Homes | W
Europeans Clash With Pfizer, BioNTech Over Covid-19 Vaccine Deliveries | W
Amazon sends letter to Biden offering to help with Covid-19 vaccines | C

Corporate finance
Russian Gold Miner Nordgold Aims to List in $5 Billion London IPO | W
Sixth Street Partners to Acquire Life Insurance Business Talcott Resolution for $2 Billion | W
Commercial Real Estate Debt Sustained by Central Bank Bond Buying | W

Jan 20 (Wednesday)

YRI
Video 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
Irresistible? Pension funds plot move on China’s $16 trillion sovereign bond market | R
Unintended consequences from stimulus could crush stocks: Jim Paulsen | C
U.S. Corporate-Bond Rally Rolls Into 2021 | W

Central banks
ECB Is Capping Bond Yields But Don’t Call It Yield Curve Control | B

US
How Full Employment Became Washington’s Creed | N

Europe
Europe, Struggling to Exit the Pandemic, Faces Bleak 2021

China
China’s Consumers Fall Behind Even as Its Economy Marches Forward | W

US politics
“Act big” now to save economy, worry about debt later, Yellen says in Treasury testimony | R
Treasury nominee Yellen: U.S. can afford higher corporate tax if it coordinates globally | C
Yellen confirmation hearing shows real fight will be over taxes | MW
Cuomo proposal would raise tax for wealthiest New Yorkers to 14.7% | C
What’s on Biden’s Business and Economic To-Do List | W
Biden looks to give a big boost to homebuyers and builders | C
How Full Employment Became Washington’s Creed  | N
McConnell Says Trump Provoked Mob That Attacked Capitol | W

Geopolitics & trade
U.S. Says China Is Committing Genocide Against Uighur Muslims | W
Covid-19 Heightens U.S.-China Rivalry, New Report Says | W

Industries & companies
Autos: How Volkswagen’s $50 Billion Plan to Beat Tesla Short-Circuited | W
Financials: Wall Street should fear new Biden financial regulators, experts say | MW
Financials: Goldman Sachs, With Big Earnings Jump, Is Having a Profitable Pandemic | W
Financials: Banks Need a Pickup in Loans to Prosper | W
Media: Disney Cuts Iger’s Pay 56% to $21 Million, Axes Bonuses | B
Media: Netflix and Disney trading places: Upstart vs old guard | C
Media: Netflix forecasts an end to borrowing binge, shares surge | R
Media: Netflix shares rise on strong subscriber growth, considers share buybacks | C
Retail: Office Depot Rebuffs Takeover Offer From Staples | W

Virus
Inconsistent supply is biggest challenge to Covid vaccine rollout, says NJ hospital CEO | C

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

Jan 16 (Saturday)

YRI
Daily Markets Overview

Markets
Stock market today: Dow falls more than 150 points to close out a losing week | C
Wall Street closes lower as banks, energy shares tumble | R
Biden Stimulus Adds Fuel to Copper Rally | W

Central banks
Fed’s Kashkari sees pandemic hampering activity through all of 2021 | R

US
Industrial Production in U.S. Rose a Solid 1.6% in December | W
U.S. Retail Sales Fell 0.7% in December as Covid-19 Cases Rose | W
U.S. holiday sales rise 8.3% in 2020 as stimulus checks boost spending: NRF | R
U.S. consumer sentiment slips but shows massive partisan divide | R
Opinion: Prepare for a jobs boom in 2021 | NN
Millennials’ Credit Scores Boosted More Than Any Generation in 2020 | C

US politics
Biden Covid-19 Relief Plan Aims to Ease Poverty, Advance Democratic Priorities | W
Biden defends why stimulus checks should go to employed Americans | C
Biden Asks Americans to ‘Mask Up’ for 100 Days, Criticizing GOP | B
Biden has a plan to help fix the child-care crisis in America | C

China
Ant Group Is Moving Quickly to Comply With Regulations, China’s Central Bank Says | W

Geopolitics & trade
Americans Banned From Investing in Xiaomi as U.S. Expands Blacklist | W
Even Under New Leadership, Germany Won’t Confront China | W
Kim Jong Un Offers a Rare Sneak Peek at North Korea’s Weapons Program | W
EU welcomes Biden proposal for U.S. stimulus | R

Industries & companies
Consumer: Amazon, a Longtime E-Book Discounter, Is Accused of Driving Up the Price of E-Books | W
Consumer: Coca-Cola and Pepsi won’t be advertising namesake sodas during the Super Bowl | C
Energy: Exxon Draws SEC Probe Over Permian Basin Asset Valuation | W
Financials: Bank earnings show ‘tale of two cities’ — three analysts give outlook | C
Financials: America’s Big Banks Girded for a Wave of Bad Loans. They’re Still Waiting. | W
Financials: More Cash Means More Problems for Big Banks | W
Financials: Jamie Dimon: JPMorgan Chase should absolutely be ‘scared s—less’ about fintech | C
Financials: Insurers Face Big Payouts to U.K. Businesses Over Covid Disruptions | W
Health Care: UnitedHealthcare launches virtual primary care for employer plans | C

Virus I
Vaccine Shortfall to Hit Europe, Canada as Pfizer Plant Is Upgraded | W
Confusion Over Second-Dose Reserve Further Disrupts Vaccine Push | B
Biden to deploy FEMA, National Guard to set up Covid vaccine clinics across the U.S. | C

Virus II
Fear of new virus variant pushes U.S. toward more genomic sequencing | MW
Brazil: A new Covid variant has been discovered — here’s what we know so far | C
U.K. Covid-19 Strain Likely to Become Dominant in U.S. in March, CDC Says | W

Corporate finance
Bumble IPO filing warns Apple privacy changes could harm its business | C
NRA files for bankruptcy, says it will reincorporate in Texas | C
IRS delays start of tax filing season to Feb. 12 | C

Offbeat
When to trade bitcoin? When Saturn crosses Mercury, of course | R

Jan 15 (Friday)

YRI
Daily Markets Overview

Markets
Stocks Close Lower Ahead of Biden’s Stimulus Speech | W

Central banks
Powell sees no interest rate hikes on the horizon as long as inflation stays low | C
Fed’s Powell: ‘Not the time’ to discuss any change to bond purchases | R
ECB Won’t Need Extra Stimulus to Fight Pandemic, Economists Say | B

US
U.S. Unemployment Claims Rise as Coronavirus Weighs on Economy | W

China
A Year After Covid Began, China’s Economy Is Beating the World | B

US politics I
Biden stimulus plan: Details on checks, unemployment, minimum wage announced | C
Joe Biden’s Covid stimulus plan may face resistance in Congress | C
Biden’s stimulus plan includes $1,400 checks, enhanced unemployment | C
Biden calls to raise the federal minimum wage to $15 per hour | C
Biden calls for $30 billion in rental assistance, longer eviction ban | C

US politics II
Pentagon probing extremism in U.S. military after Capitol riot | C
Fannie, Freddie Taxpayer Stake Won’t Be Restructured Under Trump | W
Democrats Wrestle With When to Start Senate Impeachment Trial for Trump | W

Industries & companies
Airlines: Delta Looks Toward Recovery After Dark Pandemic Winter | W
Financials: Bank Earnings: Expect a Messy Quarter and a Peek at 2021 | W
Financials: BlackRock Profit Rises 19% as Assets Surge to $8.7 Trillion | W
Tech: Tech Companies Join Effort Focused on Covid-19 Vaccine Records | W

Geopolitics & trade
North Korea shows off new submarine-launched missiles after rare party congress | R

Virus
The Covid-19 Death Toll Is Even Worse Than It Looks | W
COVID-19 infection likely to provide immunity for at least 5 months, but people may still transmit virus, study finds | MW
J&J’s COVID-19 vaccine candidate shows it generates antibodies in early-stage trial | MW
Moderna looks to test Covid-19 booster shots a year after initial vaccination | C
Ex-CDC chief Dr. Tom Frieden on mandatory Covid vaccine passports | C

Corporate finance
Cisco Agrees to New Deal to Buy Acacia for $115 a Share | W
Healthtech firm Accolade is buying telemedicine start-up 2nd.MD for $460 million, sources say | C

Cybersecurity
SolarWinds Hack Leaves Market-Sensitive Labor Data Intact, Scalia Says | W

Technology
Jeff Bezos’ Blue Origin aims to fly people on New Shepard by April | C

Jan 14 (Thursday)

YRI
Daily Markets Overview

Markets
S&P 500 Finishes With Modest Gain | W
Why 2021 could be the year of the Dow dogs | NN
Why A Fracking Ban Won’t Kill U.S. Shale | OilPrice.com

US
The unemployment rate is above 20% for the lowest-paid workers, Fed’s Brainard says | C
Gasoline lifts U.S. consumer prices, inflation remains benign | R
U.S. December deficit hits $144 billion, record for the month | R

US politics
Trump Impeachment Deepens GOP Divide | W
Covid stimulus update: Biden to unveil new plan, hopes for bipartisan support | C
Kentucky sends $400 checks to people barred from Trump unemployment plan | C

Europe
Inflation Expectations in Europe Rise to Highest in Over a Year | W
Renzi: Italy’s government in crisis after former PM pulls support | C

China
China’s Economy Powers Ahead While the Rest of the World Reels | W

Geopolitics & trade
U.S. Chamber expects high-level Chinese visit early in Biden administration | R
U.S. Bans Cotton, Tomato Imports From China’s Xinjiang Region | W
Americans Won’t Be Banned From Investing in Alibaba, Tencent and Baidu | W
Iran Is Assembling Gear Able to Produce Key Nuclear-Weapons Material | W

Industries & companies
Autos: Lack of Tiny Parts Disrupts Auto Factories Worldwide | N
Autos: Car-Safety Regulators Urge Tesla to Recall Around 158,000 Vehicles | W

Virus I
U.S. Covid Hospitalizations on Cusp of First Decline in Months | B
Lockdowns in 2021 threaten to slow first-quarter earnings recovery globally | R
New Covid strain: Ohio researchers identify two variants likely originating in the U.S. | C
Moderna CEO says the world will have to live with Covid ‘forever’ | C

Virus II
US Covid Vaccine: 128 Million Join Line With People 65 or Older, Co-Morbidities | B
Extra Covid-19 Shots Pose Quandary for Vaccination Sites | W
Covid-19 Outbreaks Aren’t Driven by In-Person Classes, CDC Says | B

Corporate finance
Shopify makes $2 billion on Affirm IPO, six months after partnership | C
Qualcomm Bolsters 5G Ambitions With Planned $1.4 Billion Acquisition | W

Cybersecurity
Lost Passwords Lock Millionaires Out of Their Bitcoin Fortunes | N

Jan 13 (Wednesday)

YRI
Video Podcast. In our latest Sunday afternoon video podcast (passcode: pBb0REZ&), Dr. Ed discusses the main points of Monday’s Morning Briefing.
Daily Markets Overview

Markets
Covid-19 Pandemic Drives Municipal Borrowing to 10-Year High | W

Central banks
Jabs equal jobs? Fed sees possible economic boom if vaccine gets on track | R
Fed’s Mester Says Fed Policy Set at an Appropriate Level for Year Ahead | W

US
U.S. labor market losing speed as COVID-19 spirals out of control | R
U.S. Job Postings End 2020 Well Below Pre-Pandemic Levels | W

US politics
President-elect Joe Biden to name Gary Gensler as U.S. SEC chair, sources say | C
Janet Yellen Confirmation Hearing for Treasury Secretary Set for Jan. 19 | W
Trump impeachment update: House set to vote on 25th Amendment | C
Trump warns impeachment for Capitol riot is ‘tremendous danger’ to U.S.
Online misinformation that led to Capitol siege is ‘radicalization,’ say researchers | R
Three lawmakers test positive for Covid after Capitol lockdown | C
Pompeo cancels last diplomatic trip after European officials reportedly snub him | C

Industries & companies
Aerospace: Boeing Falls Further Behind Airbus in Plane Deliveries | W
Autos: New GM Electric-Truck Business Targets Delivery Market | W
Autos: GM shares hit record high on electric van and flying car concept | C
Retail: Walmart will test grocery deliveries to customers’ homes | C

Virus  I
Covid vaccine: CDC expands eligibility to everyone 65 and older | C
Covid vaccine: U.S. to change allocation to favor states that quickly administer shots | C
New York to turn Citi Field into ‘mega’ Covid vaccination site: Mayor | C
Abbott Labs rolls out rapid Covid test to US schools and workplaces | C

Virus II
U.S. Expected to Require Covid-19 Tests for All International Visitors | W
China Reimposes Covid-19 Lockdowns as It Battles Worst Outbreak in Months | W
Chinese Covid-19 Vaccine Is Far Less Effective Than Initially Touted in Brazil | W
Ireland has the world’s highest Covid-19 rate. How did it go so wrong? | NN

Cybersecurity
SolarWinds Discloses Earlier Evidence of Hack | W

Corporate finance
Zoom plans $1.5 billion share sale at 10 times its IPO price | C

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

Jan 11 (Monday)

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 futures fall slightly after Wall Street closed at record highs to end last week | C
The Markets’ Strange Disregard for the Chaos in Washington | N
Why the Strait of Hormuz Is a Global Oil Flashpoint: QuickTake | B

Global
The Covid Crisis Will End. The Recovery May Take a Lot Longer. | BR

US
This Could Be the Best Year on Record for Job Growth | W
Low on Workers, Manufacturers Recruit Their Executives for the Factory Floor | W
Covid-19 Small-Business Loan Program PPP to Reopen Jan. 11 | W

Europe
It’s Time to Buy Post-Brexit British Stocks | BR

US politics
New Opportunities and Risks Arise for Investors as Democrats Take Power | BR
Pence will attend President-elect Joe Biden’s inauguration | C
Capitol riot: JPMorgan and Citigroup join US corporations pausing political donations | C
Trump’s demoralized staff count down the final days | R
Apple, Amazon Move to Marginalize Parler | W

Geopolitics & trade
Global trade – How to deal with China | Leaders | E

Industries & companies
Airlines: Boeing’s Legal, Business Challenges Persist After Settlement | W
Autos: Ford, Other Auto Makers Cut Output, Idle Workers on Chip Shortage | W
Consumer discretionary: Amazon, Walmart Tell Consumers to Skip Returns of Unwanted Items | W
Financials: Reflation nation? This time, post-crisis tailwinds favor banks, and the economy | MW
Financials: HSBC to face shareholder heat on fossil fuels in AGM vote | R
Pharma: Drugstore disruption: CVS, Walgreens and Rite Aid have a new playbook | C
Tech: CES 2021: The World’s Largest Tech Show Trades Las Vegas for Cyberspace | W

Virus
Vaccinating the world – The great task | Briefing | E
U.S. Covid-19 Vaccination Plan Limits Speed of Rollout, Supply-Chain Experts Say | W
Israel’s massive vaccine drive isn’t keeping up with new cases — especially among younger victims | C