Weekend 10/10 & 10/11
Biden maintains 12-point national lead: poll – thehill
US election 2020: What date is it, how does it work and what are the key swing states? – telegraph
“One Step Forward, Two Steps Back” – Pelosi Rejects Trump’s Latest COVID Stimulus Offer – Zerohedge
Here’s what U.S. markets are open during Columbus Day holiday Monday – Marketwatch
Friday 10/09
Business Live – guardian
Stock market live updates: Stocks higher, Trump on stimulus: ‘go big,’ 50% rally for GE? – CNBC
Stocks making the biggest moves midday: Zoom, GE, Etsy, Carnival Cruise & more – cnbc
Spanish Government Seals Off Madrid As COVID-19 Crisis Worsens; Merkel Says “Tougher Measures” Coming: Live Updates – Zerohedge
Earnings could be a positive force for stocks as Washington continues to wrangle over stimulus – CNBC
U.S. corporate earnings reports will shine a light on the uneven playing field in the year of the pandemic – Marketwatch
Trump says Pelosi’s 25th Amendment bill is about replacing Biden with Harris – nyp
On again: Pelosi says talking to Mnuchin again Friday about big fiscal stimulus – Marketwatch
McConnell says stimulus “unlikely” before election despite Trump’s desperation – axios
U.S. COVID-19 aid talks go on but Republican leader says deal unlikely before election – Reuters
Trump raises coronavirus stimulus offer to $1.8 trillion, sources say – CNBC
Daimler and BMW Get Glowing Reviews From Sell-Side Ahead of Third-Quarter Numbers – barrons
HSBC calls start of a ‘great rebalancing’ as the global economy enters a flatter stage of the recovery – CNBC
UK government expands its job support program with stricter virus lockdowns due next week – CNBC
Senate Maj Leader McConnell: Can’t see that a new stimulus deal before election – forexlive
Brexit deal close but EU seeks more before starting final talks – Reuters
Goldman gives General Electric a buy rating, says the stock has 50% upside – CNBC
Breakingviews: Morgan Stanley buys Eaton Vance because it can – lipperalpha
Volatility Dies as Investors Still Hope for Stimulus – bk
Opinion: Trade-deal compromise is possible, Boris Johnson hints — we’ve heard that before, but here’s why it matters this time – Marketwatch
LSE agrees to sell Borsa Italiana to Euronext for $5 billion – Reuters
U.K. economy records slowest GDP rise since pandemic – Marketwatch
AMD nearing potential $30 billion deal to buy rival chip maker Xilinx – Marketwatch
China services activity picked up in September – Marketwatch
Thursday 10/08
Business Live – guardian
Stocks making the biggest moves in the premarket: IBM, Eaton Vance, Domino’s Pizza, Coty & more – CNBC
Nancy Pelosi Rejects ‘Skinny’ Stimulus Package, Says No Airline Bailout Without Broader Plan – Zerohedge
Morgan Stanley says the new iPhone will drive Apple’s ‘stock outperformance throughout’ 2021 – cnbc
840,000 Americans Filed For First-Time Unemployment Benefits Last Week – Zerohedge
DoubleLine: The Pandora’s Box Of Fed’s Digital Currency Will Ignite An “Inflationary Conflagration” – Zerohedge
Morgan Stanley Buys Eaton Vance For $7 Billion, Bringing Total AUM To $4.4 Trillion – Zerohedge
German exports rise, but recovery loses steam – Marketwatch
Samsung predicts highest op. profit in 2 years – Marketwatch
Samsung’s profit jumps 58% in 3Q as Huawei ramps up chip orders – asianikkei
Wedensday 10/07
Markets fret as Trump pulls plug on stimulus package talks – business live – guardian
Stocks making the biggest moves in the premarket: Levi Strauss, Alphabet, Boeing, AT&T & more – cnbc
Five takeaways from the vice presidential debate – thehill
In Scuttling Stimulus Talks, Trump Invites Political Risk for Himself and Republicans – nyt
Pence, Harris clash over coronavirus and taxes at vice-presidential debate – Marketwatch
Stocks Soar, Risk FX Rally Holds – BK
Republican fears grow over rising Democratic tide – thehill
Covid vaccine ‘will be rolled out NEXT MONTH’: Leaked NHS documents reveal plan for ‘tens of thousands of Britons to get the jab every day by Christmas’ – dailymail
Dow rallies more than 500 points for its best day since July – cnbc
Trump gambles with new stimulus strategy – thehill
Apple’s New iPhones Are Coming Next Week. Here’s What to Expect. – barons
“On To Plan B”: What Goldman Thinks Happens Next In The Stimulus Fight – Zerohedge
FOMC Minutes Show Fed Assumed More Fiscal Aid In 2020, “Some” See Need To Revise QE In The Future – Zerohedge
Disney Jumps After Dan Loeb Urges Dividend Halt, Expansion Of Streaming Services – Zerohedge
Pelosi Open To Standalone Airline Relief; Direct Payments To Americans Left Hanging – Zerohedge
UK Threatens To “Walk Away” From Brexit Talks If No Deal By End Of Next Week – Zerohedge
Tuesday 10/06
Apple announces ‘speed’ event next week, new iPhones expected – Reuters
Markets may be downplaying the chance of a contested election, says Invesco’s Kristina Hooper – cnbc
Despite Trump’s move, markets are still expecting stimulus and a sizable one if Democrats sweep – cnbc
House Dems Anti-Trust Report Accuses “Big Four” Tech Firms Of Enjoying “Monopoly Power” – Zerohedge
Shart Of The Deal – Stocks & Bond Yields Puke On Trump ‘No Stimulus’ Tweet – Zerohedge
Pelosi Responds After Trump Unexpectedly Halts Stimulus Talks Until After The Election – Zerohedge
Trump says he’s calling off stimulus negotiations with Democrats ‘until after the election’ – cnbc
Fed’s Jerome Powell Calls For More Economic Aid, Warning ‘Weakness Feeds On Weakness’ – npr
Brexit: EU reportedly ready to call UK’s bluff on Brexit talks – forexlive
Puma shares dip as Kering sells 5.9% stake – Reuters
There’s a ‘high bar’ to clear for third quarter earnings – yahoofinance
GLOBAL MARKETS-Asian stocks at 2-week high as Trump leaves hospital – Reuters
Pelosi, Mnuchin talk coronavirus aid as presidential illness complicates picture – Reuters
Monday 10/05
Business Live – guardian
A clear-cut Biden win is emerging as a bull case for stocks – Bloomberg
US Yields Surge Amid Sharp Repricing Of Post-Election Reflation Trades – Zerohedge
Goldman’s chief economist breaks down why a Biden-led blue wave would prompt an upgrade in growth forecasts – businessinsider
Why a Biden election victory will lift a group of beaten-down stocks at the expense of market leaders, according to JPMorgan – businessinsider
Senate leaves town for two weeks amid coronavirus outbreak – thehill
Wall Street Agrees: A Democratic Sweep Is Great For Stocks – Zerohedge
Morgan Stanley: Here Comes The “Rate Scare” – Zerohedge
2020 U.S. ELECTION: What you need to know right now – Reuters
Nvidia lays out plan to create new kind of data center chip – Reuters
Meadows Pushes For Piecemeal Relief Ahead Of Crucial Week For Bigger Stimulus Deal – forbes
Factbox: What a Joe Biden win could mean for financial policy – Reuters
US Services PMI at 57.8% – ismworld
Bristol-Myers Squibb to buy heart treatment maker for $13.1bn – ft
Key Events This Week: Powell, VP Debate, ISM And Fed Speakers Galore – Zerohedge
Markets Jump on Trump Recovery, But Data May Matter More – bk
Euro zone economic recovery floundered in Sept as services struggled: PMI – Reuters
Deutsche Boerse proposes expanding DAX to 40 companies – Reuters
Cineworld brings down curtain on U.S., UK theatres; 45,000 jobs hit – Reuters