Be in the know. 15 key reads for Wednesday…

  1. Regeneron’s CEO Says We Could Have a Covid-19 Treatment ‘Quickly’ (Barron’s)
  2. Market Plumbing Is Hit, But the Fed Can Probably Handle It (Wall Street Journal)
  3. Fed Unveils Emergency Lending Programs as Companies Struggle to Raise Cash (New York Times)
  4. Trump wants to start sending millions of Americans a check. Here’s how to use it wisely (CNBC)
  5. The Federal Reserve is adding another program to keep money flowing for big financial institutions (CNBC)
  6. Here’s one analyst’s take on the coronavirus drugs for today and the future (MarketWatch)
  7. As China’s coronavirus outbreak eases, a wary return to shops for consumers (Reuters)
  8. Hydroxychloroquine and Remdesivir Info (Nature.com)
  9. Article on Chloroquine Treatment for Coronavirus (COVID-19) (Presented by: James M. Todaro, MD)
  10. French researcher posts successful Covid-19 drug trial (connexionfrance)
  11. The NYSE, a symbol of America, is fighting to keep its trading floor open amid coronavirus pandemic (MarketWatch)
  12. FedEx stock spikes as sales grow amid coronavirus outbreak, but earnings guidance is pulled (MarketWatch)
  13. Warren Buffett on negative rates and ‘the most important question in the world’ (Yahoo! Finance)
  14. Markets Want Congress to Help Private Sector, Morgan Stanley Head Says (Institutional Investor)
  15. Japanese flu drug ‘clearly effective’ in treating coronavirus, says China (The Guardian)

 

March Bank of America Global Fund Manager Survey Results (Summary)

Data Source: Bank of America

Each month, Bank of America conducts a survey of ~200 fund managers with > $500B AUM. Here are the key takeaways from the survey published on March 16, 2020: Continue reading “March Bank of America Global Fund Manager Survey Results (Summary)”

Be in the know. 10 key reads for Tuesday…

  1. Fed QE Starts With A Bang — $80 Billion In Two Days (Investor’s Business Daily)
  2. ‘We came back to the office in shifts.’ Hong Kong takes first, cautious steps to return to a New Normal, this expat says (MarketWatch)
  3. GE Stock Has Gotten Hammered by Coronavirus and Debt Worries. Here’s What Could Turn the Tide. (Barron’s)
  4. Wells Fargo CEO Charles Scharf Bought ~$5M of Stock (Barron’s)
  5. Opinion: Who’s buying stocks? Executives at TripAdvisor, Newell Brands and other companies are buying at low prices (MarketWatch)
  6. A rare win for Gen X? Boomers gave us latchkey childhoods that prepped us for coronavirus quarantine (MarketWatch)
  7. How much stimulus would rescue economy from outbreak? (USA Today)
  8. Coronavirus Could Very Well Slow by the Summer (Bloomberg)
  9. Wall Street Pros Panic Over Coronavirus While Mom and Pop Buy (Bloomberg)
  10. Fed’s Kashkari says ‘we are using our tools aggressively,’ but he doesn’t see negative rates coming (CNBC)