Weekend 10/31 & 11/01
2020 U.S. Election: What you need to know right now – Reuters
Charting the Global Economy: Growth Surges in U.S., Euro Area – Bloomberg
Friday 10/30
Business Live – guardian
Coronavirus live updates: ICU beds are 80% filled in quarter of US hospitals – abcnews
Monster Beats Do Not Impress as Stocks Sink – BK
The bond market already priced in a Democratic clean-sweep, says SocGen – Marketwatch
U.S. reports record 88,521 new Covid cases as scientists warn of ‘exponential growth’ – cnbc
Fed Triggers Huge Buy Program With News It’s Easing “Main Street Lending” Terms – Zerohedge
Americans’ Income & Spending Rose More Than Expected In September – Zerohedge
Euro zone economy surges in third quarter before expected blow from new lockdowns – Reuters
Air France-KLM warns of bigger losses amid lockdowns – Reuters
German Gross domestic product in the 3rd quarter of 2020 up 8.2% on the previous quarter – destatis
Thursday 10/29
Business Live – guardian
Stock market live updates: Stocks volatile, record GDP, better jobless claims – cnbc
US sets weekly record with over 500,000 new COVID-19 cases – thehill
Apple earnings top expectations as Mac, services sales jump – yahoofinance
Apple earnings are out – here are the numbers – cnbc
Alphabet revenue up 14%, crushing expectations – cnbc
Facebook’s third quarter results are out — here are the numbers – cnbc
Amazon forecasts jump in holiday sales – and pandemic costs – Reuters
Amazon earnings are out – here are the numbers – cnbc
E-Commerce Explodes Into Holiday Shipping Season – Zerohedge
Twitter shares sink amid slowing user growth and ad uncertainty – cnbc
In Unprecedented Cost-Cutting, Exxon Is Firing 15% Of Its Workers To Keep Dividend – Zerohedge
Trump and Biden’s final economic pitch: GDP growth vs ‘deep hole’ – Reuters
US GDP Soars By A Record 33.1% In Q3, Smashing Expectations – Zerohedge
Netflix raises monthly charges for U.S. customers, shares jump – Reuters
ECB keeps stimulus unchanged but hints at December action – Reuters
EUR & ECB Cribsheet – ing
Top UK Scientists Warn “Many, Or All” COVID-19 Vaccine Projects Could Fail, First Gen “Likely To Be Imperfect” – Zerohedge
Shell raises dividends as profits beat expectations – guardian
Samsung Elec sees profit decline on weak server chip demand after strong third-quarter earnings – Reuters
BOJ cuts growth forecast but flags policy pause on recovery prospects – Reuters
Wednesday 10/28
Business Live – guardian
France Joins Germany In Reviving Nationwide Lockdown As COVID-19 Cases Soar Across Europe: Live Updates – Zerohedge
Coronavirus live updates: French President Emmanuel Macron imposes new nationwide lockdown as coronavirus cases surge – cnbc
France to enact second lockdown to put brakes on COVID-19 surge – Reuters
Dr. Anthony Fauci says U.S. is in a ‘bad position’ as daily coronavirus cases hit record highs – cnbc
Pinterest stock soars on big revenue beat and strong user numbers – cnbc
Gilead quarterly revenue rises 17% on remdesivir sales – Reuters
Dow sinks more than 900 points for its worst drop since June amid rising virus cases globally – cnbc
Gundlach: Trump Will Win Next Week, And By 2027 “There Will Be Some Sort Of Revolution” – Zerohedge
Ford returns to profitability as it blows past estimates – cnn
GSK expects full-year earnings to be at lower end of its forecast – Reuters
Boeing Beats As It Burns $5 Billion In Q3, Will Cut Another 11,000 Workers – Zerohedge
Mastercard profit falls as pandemic hits spending volumes – Reuters
Microsoft’s Shares Falling Despite Earnings Beat Shows It’s Time To Take Profits On Tech – forbes
GE shares jump after company posts surprise adjusted third-quarter profit, revenue tops expectations – cnbc
Peugeot maker PSA’s car revenue returns to growth after lockdowns – cnbc
Deutsche Bank swings back to profit in third quarter, beats expectations – cnbc
World’s Biggest IPO Is 284x Oversubscribed As Chinese Banks Give Retail Investors 33x Margin Leverage – Zerohedge
European markets set for lower open on coronavirus, U.S. election and stimulus fears – cnbc
Asian shares, U.S. stock futures sag on coronavirus, U.S. election worries – Reuters
Tuesday 10/27
Double-dip recession fears weigh on markets – business live – guardian
Microsoft dips on weak revenue guidance – cnbc
EU warns not enough Covid vaccines for all in Europe until 2022 – cnbc
States will need billions to distribute the Covid vaccine as federal funding falls short – cnbc
3M earnings top expectations amid strong personal-safety equipment sales – cnbc
Caterpillar reports a 54% drop in earnings in the third quarter amid lower equipment demand – cnbc
US Durable Goods Orders Beat In September, Remain Lower Year-Over-Year – Zerohedge
Caterpillar earnings dive as economy woes deter equipment purchases – Reuters
Rolls-Royce shareholders approve two billion pound rights issue – Reuters
Asian shares slip as surging coronavirus cases weigh on global economy – Reuters
Hong Kong stocks snap six-day rally on concerns Ant IPO to soak up liquidity, spike in global Covid-19 infections – scmp
BP beats third-quarter estimates and swings back to profit on improving oil demand – cnbc
Spain’s Santander posts near-300% rise in 3rd-quarter net profit as consumers and businesses recover from the COVID-19 pandemic – bi
HSBC beats estimates, reports 36% year-on-year fall in pre-tax profit for the third quarter – cnbc
China’s industrial profit growth slows as factory-gate deflation weighs – Reuters
Monday 10/26
Oil prices, stock markets fall as coronavirus cases rise – business live – guardian
WHICH S&P 500 INDUSTRIES ARE REPORTING THE LARGEST YEAR-OVER-YEAR EARNINGS DECLINES IN Q3? – factset
Stocks making the biggest moves midday: Hasbro, Dunkin’ Brands, AstraZeneca, Delta & more – cnbc
Stimulus Stalemate & SAP Slam Stocks, Hopes Crushed On COVID Chaos, Cresting ‘Blue Wave’ – Zerohedge
Stock Reactions To Q3 Earnings “Smack Of The Tech Bubble” – Zerohedge
Early voting breaks record, as more than 60 million Americans already cast their ballots – Marketwatch
There are three types of US election polls. Add them up and a blowout is increasingly likely – forexlive
Morgan Stanley Models The Number Of Covid Infections In 2021: Here Are The Bull, Bear And Base Cases – Zerohedge
WHO Director-General’s opening remarks at the media briefing on COVID-19 – 26 October 2020 – who
Wall Street Begins Hedging: JPM Says Trump Victory Is “Most Favorable Outcome”, Would Push S&P To 3,900 – Zerohedge
BlackRock downgrades U.S. Treasuries ahead of election – Reuters
Dow drops more than 600 points as COVID-19 cases surge, stimulus stalled – Marketwatch
Oxford, AstraZeneca Vaccine Shows Promising Immune Response in Older Adults – wsj
Key Events This Week: Peak Earnings Season, Record US GDP And Central Banks – Zerohedge
SAP just saw $35 billion wiped off its market cap and it’s on track for its worst trading day in 12 years – cnbc
SAP cuts 2020 profit outlook due to pandemic – Marketwatch
?This Week's Most Notable #Earnings (via @eWhispers)
*Mon: $TWLO $HAS $CHGG
*Tues: $MSFT $AMD $PFE $LLY $MRK $CAT $MMM
*Wed: $BA $FSLY $PINS $ETSY $EBAY $GILD $GE $F $V $MA $UPS
*Thurs: $AAPL $AMZN $GOOGL $FB $TWTR $MRNA $SBUX $SHOP $PENN
*Fri: $XOM $CVX $HON $ABBV$SPY $QQQ pic.twitter.com/Zzn4jLsCVN— Jesse Cohen (@JesseCohenInv) October 25, 2020