Monday, May 4, 2020

Monday Evening Links

[CNBC] Dow futures rise 100 points in overnight trading as investors focus on reopening of economy

[Reuters] Global shares fall on U.S.-Sino spat but Wall Street rebounds

[Reuters] U.S. Treasury blasts records with $3 trillion borrowing need this quarter

[AP] Fed enters a risky new world with ‘Main Street’ loan program

[CNBC] Coronavirus live updates: Global death toll tops 251,000, China reports one new confirmed case

[Reuters] White House makes appointments that could impact pension fund decision to invest in China

[Bloomberg] Trump Official Warns China of Populist Backlash Over Repression

[Bloomberg] Why There’s a Looming Debt Crisis in Emerging Markets

[WSJ] California Is First State to Borrow From Federal Government to Make Unemployment Payments

Monday Afternoon Links

[CNBC] The S&P 500 ekes out a small gain to start the week, supported by strength from big tech

[CNBC] US Treasury seeks to borrow a record $3 trillion this quarter

[Reuters] U.S. banks tightened loan standards in first quarter as coronavirus outbreak took hold

[CNBC] Coronavirus live updates: FDA clamps down on antibody tests as former chief questions their reliability

[Reuters] NY Fed says outlook for Fed balance sheet is 'highly uncertain" due to coronavirus

[Yahoo/AFP] As lockdowns lift, 'second wave' concerns grow

[CNN] More than 370 workers at a pork plant in Missouri tested positive for coronavirus. All were 

[Bloomberg] Hedge Fund Stock Exposure Is the Highest in at Least Three Years

[WSJ] Coronavirus Sweeps Across Brazil, a Land Ill-Equipped to Fight It

[FT] The US and China’s dangerous blame game will do no good

[FT] Europe prepares to exit lockdown amid business and labour concerns

[FT] ‘Too hard to tell’ if US travel ban will be lifted, says Mnuchin

[FT] Brazil’s business leaders fret over Bolsonaro

Monday's News Links

[Reuters] Wall St returns to losses as Buffett dumps airlines, China tensions flare

[Reuters] Global stocks fall as U.S.-China tensions threaten rebound

[Reuters] Oil falls on renewed U.S.-China tensions, global glut

[CNBC] Coronavirus live updates: Global cases top 3.5 million, Trump predicts a vaccine by end of 2020

[Reuters] Trump administration pushing to rip global supply chains from China: officials

[Reuters] Exclusive: Internal Chinese report warns Beijing faces Tiananmen-like global backlash over virus

[CNN] China pushes back against US claims that coronavirus originated from Wuhan lab

[Politico] ‘Not the World’s Number One’: Chinese Social Media Piles On the U.S.

[Reuters] Central banks' pandemic battle could stretch into an infinity war

[Reuters] Pandemic slams global factories, activity sinks to new lows

[Reuters] J. Crew files for bankruptcy as preppy retailer succumbs to COVID-19 fallout

[Bloomberg] Trump Promises ‘Conclusive’ U.S. Report on Virus’s China Origins

[Bloomberg] Underachieving Currencies Key Threat to Emerging-Market Rebound

[FT] Central banks prop up fund industry with $100bn injection