Daily News Links

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Saturday, October 31, 2020

General

• 'Stay at home': Johnson locks down England as UK COVID-19 cases pass 1 million
  Reuters
• Election 2020 live updates: Trump barnstorms Pennsylvania, Biden and Obama campaign in Michigan as campaign enters final weekend
  CNBC
• Wall Street Week Ahead: Big tech stocks may face post-election headwinds, no matter who wins
  Reuters
• U.S. reports record 99,321 new coronavirus cases as scientists warn latest surge just beginning
  CNBC
• The great divergence: U.S. COVID-19 economy has delivered luxury houses for some, evictions for others
  Reuters
• Coronavirus updates: New virus restrictions roll out amid pushback; US daily deaths may soon triple; lockdowns in Europe
  USAT
• China’s Factory Outlook Steadies as Recovery Stays on Track
  Yahoo/Bloomberg
• Growth in China's services sector accelerates in Oct - official PMI
  Reuters
• UK's Johnson considering new national lockdown for England
  Reuters
• Latest Covid-19 Wave Worries Hospitals Even With New Treatments
  WSJ
• Long-term forces stack up against the dollar
  FT
• Washington looms large over drafting of China’s next five-year plan
  FT
• Oil traders tear up demand forecasts as Covid lockdowns return
  FT

Friday, October 30, 2020

Evening

• Tech slide, pandemic surge slam Wall Street, biggest weekly loss since March
  Reuters
• Wall Street 'fear gauge' logs largest weekly gain in about 4 months
  Reuters
• State leaders facing 2nd wave resist steps to curb virus
  AP
• Coronavirus live updates: U.S. tops 9 million cases as Trump, McConnell and Pelosi torn on relief timeline
  CNBC
• Covid cases in the U.S. are ‘extremely high and quite unacceptable’ ahead of the winter, Fauci says
  CNBC
• Boarded-Up Windows and Increased Security: Retailers Brace for the Election
  NYT
• Europe imposes more shutdowns as Covid-19 cases rise
  FT
• Covid infections exceed ‘worst-case scenario’, say UK scientists
  FT

Afternoon

• Tech slide hits Wall Street as coronavirus cases spiral
  Reuters
• European shares slide on the week as lockdowns dull recovery hopes
  Reuters
• Gold Trims Monthly Loss With Dollar Steady Ahead of U.S. Vote
  Yahoo/Bloomberg
• Days before election, economic data reveals gradual improvement, gloomy outlook
  Reuters
• U.S. Senate leader says coronavirus aid bill should advance in early 2021
  Reuters
• Coronavirus live updates: U.S. reports record daily cases as experts warn of exponential growth
  CNBC
• Why the U.S. military would welcome a decisive 2020 election win
  Reuters
• Long and Wrong? The Election Wild Cards That May Stump Investors
  Yahoo/Bloomberg
• Mom-and-pop investors bid record $3 trillion for Ant Group's IPO
  Reuters
• Henry Kravis Says the Market Is Wilder Than at Any Time in His Career
  Bloomberg
• Trump vs Biden: essential reading
  FT
• Europe imposes more shutdowns as Covid-19 cases rise
  FT

General

• Wall Street slumps as tech stocks slide, COVID cases jump
  Reuters
• World stocks take fresh dip as COVID infection rate weighs
  Reuters
• Apple, Twitter, Facebook, Amazon stock down after earnings fail to wow Wall Street
  CNBC
• Oil Set for Worst Month Since March as Virus Revival Cuts Travel
  Yahoo/Bloomberg
• Apple shares fall as iPhone sales dip weighs on record quarterly results
  Reuters
• Volatility Markets Flash Signs of Distress After Turbulent Week
  Yahoo/Bloomberg
• U.S. consumer spending beats expectations in September
  Reuters
• U.S. Consumer Sentiment Edged Up in Late October, Remained Low
  Yahoo/Bloomberg
• Inconclusive Election Poses ‘Terrifying Risk’ Say Wall Street Analysts
  Yahoo/Bloomberg
• 2020 U.S. Election: What you need to know right now
  Reuters
• Coronavirus live updates: U.S. infections soar to record highs as hospitalizations climb in 41 states
  CNBC
• These Are the Charts That Scare Wall Street
  Yahoo/Bloomberg
• El Paso to impose second lockdown as local hospitals reach capacity
  NYP
• Eurozone growth soars record 12.7% but fears grow for winter
  AP
• COVID-19 cases in England rose by 51,900 per day last week: ONS
  Reuters
• Fed Has ‘Arsonist and Fireman’ Reputation Traders Can’t Ignore
  Bloomberg
• Here’s What Economists Are Saying About China’s New 5-Year Plan
  Bloomberg
• Investors See Senate Races as Key to Election’s Market Impact
  WSJ
• Gold, Bonds Failed to Protect Investors Amid Stock-Market Swoon
  WSJ
• Treasury sell-off reignites question: how high can yields go?
  FT

Thursday, October 29, 2020

Evening

• Dow futures fall more than 200 points as Apple and Amazon shares decline after earnings
  CNBC
• Apple falls as strong iPad and Mac sales fail to make up for iPhone decline
  CNBC
• Stocks rally to pare weekly loss; oil falls further
  Reuters
• Treasuries - Yield curve steepens as Wall Street recoups some losses
  Reuters
• New York and New Jersey Again Face Covid-19 Rising: Virus Update
  Yahoo/Bloomberg
• Record-breaking early voting in U.S. election tops 80 million
  Reuters
• U.S stock funds shed $8.8 billion in week as equities skidded: Lipper
  Reuters
• Investors Pull $2.5 Billion From Junk Debt, Most Since September
  Bloomberg
• France Says Second Lockdown Will Cut Economic Output by 15%
  Bloomberg
• U.S. Economy Recovered Significant Ground in Record Third-Quarter GDP Rebound
  WSJ
• Europe’s Covid-19 Cases and Deaths Are Climbing, a Warning for the U.S.
  WSJ
• Tett: A disturbing new signal from the CDS market
  FT
• Corporate bond market wavers ahead of US election
  FT

Afternoon

• Wall Street recovers on Big Tech gains, upbeat economic data
  Reuters
• No deal in sight on coronavirus relief: White House adviser
  Reuters
• Pelosi presses Mnuchin for answers on coronavirus stimulus as she pushes to restart talks
  CNBC
• Analysis: Money-printing slowdown leaves governments to take up stimulus slack
  Reuters
• Coronavirus live updates: Tennessee and Idaho see record daily deaths, while France and Germany return to lockdown
  CNBC
• It may be time to reset expectations on when we’ll get a Covid-19 vaccine
  STAT
• Merkel lashes out at populists who say coronavirus is harmless
  Reuters
• As the West Stumbles, ‘Helmsman’ Xi Pushes an Ambitious Plan for China
  NYT
• ECB to gobble up more debt next year than governments can sell
  FT
• China turns to domestic demand to power economy
  FT

General

• Global stocks steady after second-wave turmoil
  Reuters
• U.S. Stocks Higher After GDP, Jobs Data: Markets Wrap
  Yahoo/Bloomberg
• Oil Falls to Four-Month Low as Renewed Lockdowns Menace Demand
  Yahoo/Bloomberg
• Dollar extends gains, commodity currencies slump, euro falls ahead of ECB meeting
  Reuters
• U.S. GDP booms at 33.1% rate in Q3, better than expected
  CNBC
• U.S. corporate spending plans could stumble as risks rise
  Reuters
• ECB Signals December Stimulus Likely Amid European Lockdowns
  Yahoo/Bloomberg
• U.S. weekly jobless claims fall to 751,000, their lowest level since March
  CNBC
• Coronavirus live updates: Gottlieb says U.S. cases unlikely to peak before Thanksgiving as nation sets daily case record
  CNBC
• Stock Rout Pushes Tech ETFs Toward Worst Outflow Since May 2019
  Yahoo/Bloomberg
• FBI warns ransomware assault threatens US healthcare system
  AP
• China Pledges Quality Growth, Tech Powerhouse in 5-Year Plan
  Yahoo/Bloomberg
• Pompeo says U.S. to find new ways to cooperate with Indonesia over South China Sea
  Reuters
• China's Communist party leadership says to promote Taiwan's reunification with mainland: Xinhua
  Reuters
• Inside Operation Warp Speed’s $18 Billion Sprint for a Vaccine
  Bloomberg
• The Biggest IPO in World History Is Stoking an Investor Frenzy
  Bloomberg
• Social Security Seemed Like a Future Problem. The Virus Changed That.
  NYT
• Oil Prices Hammered by Lockdown-Driven Demand Fears
  WSJ
• ECB leaves policy unchanged despite darkening economic outlook
  FT
• Scientists warn of new coronavirus variant spreading across Europe
  FT

Wednesday, October 28, 2020

Evening

• Dow futures rise 200 points after Wall Street’s worst sell-off in months
  CNBC
• S&P 500 Tumbles in Worst Stock Rout in Four Months: Markets Wrap
  Yahoo/Bloomberg
• Wall Street sinks 3%, Dow at late July lows as pandemic surges
  Reuters
• Treasuries -Yields flat in spite of major stock sell-off
  Reuters
• Oil plunges over 5% to four-month low as pandemic surges, U.S. crude output soars
  Reuters
• U.S. dollar gains on surge in COVID-19 cases, lockdowns in Europe
  Reuters
• Market Pain May Just Be Getting Started
  Yahoo/Bloomberg
• Blowout US economic growth in summer is already fading
  AP
• Europe and US facing new round of shutdowns amid virus surge
  AP
• Coronavirus live updates: French President Emmanuel Macron imposes new nationwide lockdown as coronavirus cases surge
  CNBC
• Hospitals in Wisconsin, Texas under strain as COVID-19 cases surge
  Reuters
• Dr. Anthony Fauci says U.S. is in a ‘bad position’ as daily coronavirus cases hit record highs
  CNBC
• New Orleans Braces for Most Powerful Hurricane Since Katrina
  Yahoo/Bloomberg
• Dudley: The Fed Is Really Running Out of Firepower
  Bloomberg
• U.S. States Face Biggest Cash Crisis Since the Great Depression
  WSJ
• Germany and France impose fresh curbs to slow Covid-19 spread
  FT

Afternoon

• S&P 500 Tumbles in Worst Rout in Almost Two Months: Markets Wrap
  Yahoo/Bloomberg
• VIX Spikes to Highest Since June With Economy Threat Growing
  Yahoo/Bloomberg
• S&P 500, Dow sink to late-Sept lows on virus woes
  Reuters
• Oil Sinks With Rising U.S. Oil Stockpiles Adding to Virus Woes
  Reuters
• Vote and virus: volatile markets bring reminder of March turmoil
  Reuters
• Covid cases, hospitalizations continue to surge as U.S. reaches ‘critical point’ in pandemic
  CNBC
• Merkel Imposes Toughest German Restrictions Since Lockdown
  Yahoo/Bloomberg
• Germany to go into circuit-break lockdown as virus cases surge
  Reuters
• Traders Ditch Defensive Quant ETFs as 2020 Turmoil Drags On
  Yahoo/Bloomberg
• Zeta Threatens to Hit New Orleans With Powerful Wind, Floods
  Yahoo/Bloomberg

General

• S&P 500 Drops 2%, Europe Sinks to Five-Month Low: Markets Wrap
  Yahoo/Bloomberg
• Global stocks sink as coronavirus lockdowns loom
  Reuters
• Oil Slumps With Europe’s Coronavirus Restrictions Growing
  Yahoo/Bloomberg
• Europe Is Leading the Way Down in Markets Gripped By Covid Fears
  Yahoo/Bloomberg
• Trump or Biden's big economic challenge: millions of struggling Americans
  Reuters
• U.S. goods trade deficit shrinks in September
  Reuters
• Homebuyer demand may have peaked as mortgage applications eke out a weekly gain
  CNBC
• Factbox: These states could decide the U.S. presidential election
  Reuters
• Germany Moves to Shutter Bars and Restaurants for One Month
  Yahoo/Bloomberg
• Germany, France gear up for new lockdowns as virus surges
  AP
• Coronavirus live updates: U.S. hits new average daily high of 71,832 cases, up 21% from last week
  CNBC
• Turkish Central Bank to Reckon With Inflation as Lira Casts Pall
  Yahoo/Bloomberg
• Hedge Funds That Planned for U.S. Election Chaos See a Blue Wave
  Bloomberg
• China’s Recovery Shows Mixed Signals as Global Outlook Dims
  Bloomberg
• China’s Failing Small Banks Are Becoming a Big Problem
  Bloomberg
• The precarious global debt picture
  FT
• Lagarde’s deflation dilemma: virus piles stimulus pressure on ECB
  FT
• India takes its tussle with China to the high seas
  FT

Tuesday, October 27, 2020

Evening

• Dow futures fall 150 points as Wall Street grapples with rising Covid-19 cases, earnings
  CNBC
• Stocks stumble, dollar dips on COVID-19, U.S. election anxiety
  Reuters
• Pre-Election Stimulus Hopes Fade With Two Sides Trading Blame
  Yahoo/Bloomberg
• Coronavirus live updates: Chicago reinstates indoor dining limits; health-care workers criticize Trump’s Michigan rally
  CNBC
• Greenlight's Einhorn says tech stocks in bubble, hit top in September
  Reuters
• Fast-Moving California Fires Threaten Million-Dollar Homes
  Yahoo/Bloomberg

Afternoon

• S&P 500, Dow slip on earnings worries, stimulus uncertainty
  Reuters
• European stocks hit one-month low as virus fears dominate
  Reuters
• Oil rise nearly 2% on U.S. Gulf shutdowns, outlook weak
  Reuters
• White House Ditches Pre-Election Stimulus Hope, Sees Weeks to Go
  Yahoo/Bloomberg
• Trump concedes no coronavirus relief deal before November 3 election
  Reuters
• Coronavirus live updates: NYC mayor issues warning for holiday travel as hospitalizations rise in 36 states
  CNBC
• Covid hospitalizations rising in 36 states as U.S. hits another record for average new cases
  CNBC
• States will need billions to distribute the Covid vaccine as federal funding falls short
  CNBC
• China’s Inexorable Rise to Superpower Is History Repeating Itself
  Bloomberg
• France Emerges as Covid-19 Epicenter as Cases Surge Across Europe
  WSJ

General

• Wall Street set for bounceback after COVID-19 keeps Europe in the red
  Reuters
• Stock futures rise as market tries to rebound from Monday’s big sell-off
  CNBC
• Dollar struggles as U.S. election uncertainty offsets COVID-19 concerns
  Reuters
• White House says COVID-19 aid deal seen 'in coming weeks'
  Reuters
• Home prices in August see biggest gains in more than two years, S&P Case Shiller says
  CNBC
• U.S. core capital goods orders beat expectations in September
  Reuters
• Millions poised to lose unemployment benefits in ‘enormous cliff’ at year’s end
  CNBC
• Coronavirus live updates: U.S. reports average daily high of 69,967 cases, up 20% from last week
  CNBC
• German minister warns of 20,000 new daily virus cases within days
  Reuters
• Protests flare in Italian cities against COVID-19 restrictions
  Reuters
• Wave of new COVID-19 cases crashes across U.S. and Europe as winter looms
  Reuters
• California braces for more fire danger from winds
  AP
• Europe swept by COVID wave amid anger at new curbs
  Reuters
• Why Evergrande’s Investors Can’t Afford to Force a Default
  Yahoo/Bloomberg
• Chinese companies are leading the global IPO rush amid a ‘flight from uncertainty’
  CNBC
• Turkey Tweaks Key Banking Ratio to Slow Credit After Lira Plunge
  Yahoo/Bloomberg
• U.S. warns of threat posed by China, signs military pact with India
  Reuters
• Struggling Rental Market Could Usher in Next American Housing Crisis
  WSJ
• Lenders Cracking Down on Mall Owners Behind on the Mortgage
  WSJ
• Study Shows Covid-19 Antibodies Waning Over Time, Suggesting Immunity Might Wear Off
  WSJ
• The US shale industry’s top priority: win back Wall Street
  FT
• Beijing and Wall Street deepen ties despite geopolitical rivalry
  FT
• Eurozone banks rein in lending due to pandemic worries
  FT
• Austerity vs populism tensions overhang LatAm debt markets
  FT

Monday, October 26, 2020

Evening

• Asian Stocks to Track U.S. Lower as Virus Spreads: Markets Wrap
  Yahoo/Bloomberg
• Stock futures flat after market sell-off amid uptick in Covid cases
  CNBC
• Wall Street closes down on soaring virus cases, U.S. stimulus worries
  Reuters
• Mexican, Colombian pesos lead Latam FX declines as oil prices slide
  Reuters
• Pelosi optimistic of COVID-19 relief deal before Nov. 3 U.S. elections-aide
  Reuters
• Coronavirus live updates: U.S. cases hit daily record, WHO says controlling Covid may require ‘sacrifice’
  CNBC
• Protests flare in Italian cities against COVID-19 restrictions
  Reuters
• Why China Evergrande’s Investors Can’t Afford to Force a Default
  Bloomberg
• Hospitalisation of Covid patients surges across US
  FT

Afternoon

• Dow falls more than 700 points as average daily coronavirus cases hit record high
  CNBC
• S&P 500 Heads for Its Biggest Rout in Seven Weeks: Markets Wrap
  Yahoo/Bloomberg
• Oil Falls With Dimming Stimulus Chances and Surging Virus Cases
  Yahoo/Bloomberg
• White House adviser Kudlow says COVID-19 aid talks to continue on Monday
  Reuters
• U.S. new home sales drop; record low mortgage rates underpinning demand
  Reuters
• Average daily new coronavirus cases in U.S. hit all-time high, Gottlieb warns of ‘exponential spread’
  CNBC
• Fires Erupt in California Amid High Winds, Forcing Evacuations
  Yahoo/Bloomberg
• Merkel plans 'lockdown light' to slow infection wave in Germany - Bild
  Reuters
• Turkish leader backs boycott of French goods over cartoon row
  Reuters

General

• Stocks dip on surging virus cases, stimulus doubts
  Reuters
• Tech Leads Retreat in Stocks; Dollar Strengthens: Markets Wrap
  Yahoo/Bloomberg
• Turkish lira hits new lows on policy, geopolitical concerns
  Reuters
• Oil Slumps Below $39 on Surging Virus and Stimulus Stalemate
  Yahoo/Bloomberg
• Coronavirus live updates: U.S. hits record average daily high of 68,767 new cases
  CNBC
• Vaccine hopes rise as Oxford jab prompts immune response among old as well as young adults
  Reuters
• China to Sanction Boeing, Raytheon Over Arms Sales to Taiwan
  Yahoo/Bloomberg
• Bond Defaults Deliver 99% Losses in New Era of U.S. Bankruptcies
  Yahoo/Bloomberg
• Chinese leaders focus on tech as they make 5-year plan
  AP
• China’s top leaders meet this week to plan for the next five years. Here’s what to expect
  CNBC
• Emerging markets' dollar debt tops $4 trillion for first time, BIS says
  Reuters
• Risks Abound for Emerging Markets in Final Week Before U.S. Vote
  Yahoo/Bloomberg
• COVID-19 pandemic deals body blow to quant models, study shows
  Reuters
• Factbox: Nagorno-Karabakh - old tensions behind renewed fighting
  Reuters
• Hedge Fund Giants Lose Their Appeal as Havens in Global Turmoil
  Bloomberg
• Pandemic Fatigue Is Real—And It’s Spreading
  WSJ
• Corporate Defaults Slow, Lifting Debt Market
  WSJ
• Chinese leadership meets to set policy direction for next 5 years
  FT
• Italy and Spain introduce sweeping new pandemic measures
  FT
• China’s Covid triumphalism could be premature
  FT
• UAE vs Turkey: the regional rivalries pitting MBZ against Erdogan
  FT

Sunday, October 25, 2020

Evening

• Dow futures fall 150 points after U.S. coronavirus cases surge to record high
  CNBC
• U.S. Futures Slip; Asia Stocks Set for Muted Open: Markets Wrap
  Yahoo/Bloomberg
• U.S. COVID-19 aid bill talks continue, Pelosi says
  Reuters
• Fear and anxiety spike in virus hot spots across US
  AP
• Winds Send California Fire Risk Soaring, Forcing Blackouts
  Yahoo/Bloomberg
• Europe Imposes New Covid-19 Restrictions as Second Wave Accelerates
  WSJ
• US state governors grapple with surge in Covid cases
  FT

General

• Saudi Index Drops Most Since May in Final-Hour Slump: Inside EM
  Yahoo/Bloomberg
• Surging coronavirus colors White House race in closing days
  AP
• U.S. disease expert Fauci says vaccine verdict due by early December
  Reuters
• The Big Short in Treasuries Is Showing Some Pre-Election Cracks
  Yahoo/Bloomberg
• Spain orders nationwide curfew to stem worsening outbreak
  AP
• Italy orders bars and restaurants to close early as COVID rates surge
  Reuters
• Time to Reset Expectations for World Economy With Virus Untamed
  Bloomberg
• The world must prepare for a contested US election
  FT