wiar 06-29-20

MFwebsite2020researchWhat I Am Reading

Jun 29 (Monday)

Morning Briefing PDF
Daily Markets

U.S. Stocks Fall More Than 2%, End Week Lower | W

Central banks
Virus News: Fed Bond Buys Included AT&T, UnitedHealth, Walmart | B
Fed’s ‘Run It Hot’ Recipe Works for Markets. Jobs? Not So Much | B

Why the American Consumer Has Fewer Choices—Maybe for Good | W
Why Big Companies Have Embraced Social Responsibility | BR
Covid Changed the Definition of Leadership. Meet Barron’s New 25 Top CEOs. | BR

US policies & politics
Invest in Public and Private Infrastructure Right Now | B
Trump says he is staying in Washington to protect law and order | R
House Democrats Will Call for 100% Clean Cars by 2035 | B

Geopolitics & trade
U.S. Presses Europe to Uproot Chinese Security-Screening Company | W

Industries & companies
Airlines: American Airlines CEO sees 10%-20% extra staff in July 2021, ‘hard’ to avoid furloughs | R
Airlines: Delta, pilots reach agreement for early retirements as business continues to suffer | C
Aerospace: FAA to Start Boeing 737 MAX Test Flights | W
FAANGs: The Facebook ad boycotts have entered the big leagues. Now what? | C
FAANGs: Facebook (FB) News: Advertising Exodus Grows | B
Media: Starbucks latest company to pause ads across social media platforms | C
Media: Some Disneyland workers protest reopening plans amid pandemic | R
Restaurants: Outdoor Dining Pushes New York City Restaurants to Rethink Menus | W

Virus I
Coronavirus cases worldwide top 10 million, near half a million deaths | C
U.S. coronavirus cases surge by more than 45,000 as states roll back reopenings | C
Investors at Crossroads as Coronavirus Forces Rethinking of Reopenings | BR

Virus II
Virus Fatality Picture Is Obscured by the Ultimate Lagging Indicator | B
Unhappy medium – Decoding the confusing messages of the coronavirus epidemic in America | E
Almost half of US COVID-19 deaths are linked to nursing homes | P
New Data Reveal Just How Deadly Covid-19 Is for the Elderly | W
Coronavirus Pandemic Led to Surge in Alzheimer’s Deaths | W
Public Transit Use Is Associated With Higher Coronavirus Death Rates, Researchers Find | W

Virus III
Florida among five states to hit daily highs for COVID-19 cases | R
Florida reports second consecutive day of record-breaking coronavirus cases | C
New York to investigate potential coronavirus cluster from graduation after Florida traveler tests positive | C
Coronavirus News in Texas: Greg Abbott Hobbled Houston Leaders | B
Washington state stops counties from moving to full reopening as coronavirus cases rise | C

Virus IV
Mike Pence campaign events postponed in Arizona, Florida as coronavirus cases spike | C
As Coronavirus Cases Spike, Many GOP Lawmakers Back Masks and Tests | W
Nancy Pelosi calls for CDC to mandate Americans wear masks amid surge in coronavirus cases | C
Masks Could Help Stop Coronavirus. So Why Are They Still Controversial? | W
Rising Coronavirus Cases Put Fresh Strain on Mask Supplies | W

Corporate finance
Strategy Behind Blockbuster Grubhub Deal: Don’t Deliver | W
How Dell Stock Can Take Off. A VMware Spinoff Is Just Part of the Answer. | BR
Wirecard Scandal Puts Spotlight on Auditor Ernst & Young | W

The world after covid-19 – Kai-Fu Lee on how covid spurs China’s great robotic leap forward | C
Ready, cane, fire – Japan’s soldiers are greying. Time to draft robots? | E

The next catastrophe (and how to survive it) | E
Global health – Pandemic-proofing the planet | E
Locust Swarm Enters India’s Sugar Cane Region | B