Be in the know. 10 key reads for Friday…

  1. Yield curve steepens after Fed policy shift (Financial Times)
  2. This New Valuation Gauge Sees Earnings Upside, Says Stocks Have Room to Run (Barron’s)
  3. US hedge fund managers raise fees even as the rest of the world cuts them (fn London)
  4. Dell Profit Tops Estimates on Cost Controls and PC Demand (Barron’s)
  5. Why Bank of New York Mellon Is Worth a Second Look (Barron’s)
  6. Fed Chair Sets Stage for Longer Periods of Lower Rates (New York Times)
  7. Fed’s Elevation of Employment Goal Reflects a Changed World (Wall Street Journal)
  8. The US economy needs more stimulus to slash the risk of a ‘double dip’ recession, former Fed official says. (Business Insider)
  9. U.S. antitrust cases against Google (GOOGL) zeroes in on ‘tying’ products – Bloomberg (Street Insider)
  10. Fed’s Harker says it will take ‘a while’ for jobs market to heal, would be OK with inflation at 2.5% (CNBC)

Be in the know. 25 key reads for Thursday…

  1. Fed Approves Shift on Inflation Goal, Ushering in Longer Era of Low Rates (Wall Street Journal)
  2. 3 Airline Stocks to Own for a Post-Pandemic Recovery (Barron’s)
  3. Wallop! The Energy Report (Price Group)
  4. The Stevie Wonder, “Faith” Stock Market (and Sentiment Results)…(ZeroHedge)
  5. Ultraviolet Light Can Kill the Virus—and Help These Stocks Rebound (Barron’s)
  6. What’s a Palantir? The Tech Industry’s Next Big I.P.O. (New York Times)
  7. 5 Biotech Stocks That Could Be Worth a Look (Barron’s)
  8. Facebook Says Apple’s New iPhone Update Will Disrupt Online Advertising (Wall Street Journal)
  9. SEC Gives More Investors Access to Private Equity, Hedge Funds (Wall Street Journal)
  10. Oil Market’s Wild Swings Subdued by Options Trading (Wall Street Journal)
  11. Abbott’s $5 Covid-19 Test Gets Emergency-Use Status From FDA (Wall Street Journal)
  12. Millennials Help Power Housing-Market Rebound (Wall Street Journal)
  13. The Fed Is Taking a New Approach to Inflation (Bloomberg)
  14. American Investors Have a Whole Lot Riding on Big Tech (Bloomberg)
  15. GOP set to propose smaller coronavirus stimulus bill (CNBC)
  16. Powell announces new Fed approach to inflation that could keep rates lower for longer (CNBC)
  17. China makes proposal to U.S. in concession to solve accounting dispute: Bloomberg (Reuters)
  18. Turbulent markets upend volatility hedge funds (Financial Times)
  19. Musk Wealth Tops $100 Billion as Bezos Worth Twice as Much (Bloomberg)
  20. Saudi Crown Prince Barrels Ahead With Big Projects to Boost Economy (Wall Street Journal)
  21. Iran Grants U.N. Watchdog Access to Suspected Nuclear Sites (Wall Street Journal)
  22. Hotels Count on Road Trippers to Drive Visits (Wall Street Journal)
  23. Biogen Stock Is a Big Risk Worth Taking (Wall Street Journal)
  24. European Bond Investors Signal Rising Risk Appetite (Wall Street Journal)
  25. NYSE’s Plan for New IPO Alternative Wins Green Light From SEC (Wall Street Journal)