Monday Afternoon Links

[Reuters] Microsoft, Apple lift Wall St. as investors await stimulus

[CNBC] Coronavirus relief talks restart as jobless aid divides GOP and Democrats

[Reuters] U.S. manufacturing activity near 1-1/2-year high, factory job losses persist

[Reuters] Construction spending falls to one-year low in June

[Reuters] Fed's Bullard: Recovery looks to have slowed in July, no smooth track ahead

[CNBC] Coronavirus live updates: Eli Lilly begins late-stage trials; outbreaks in Florida, California on the decline

[WSJ] Covid Supercharges Federal Reserve as Backup Lender to the World

[WSJ] Microsoft’s Talks to Buy TikTok’s U.S. Operations Raise Ire in China