Morning News: August 3, 2020

China Factory Activity Expands At Fastest Rate in 9 Years

Fed Is Headed for a Clash With Hedge Funds, Other Shadow Banks

Buy, Sell, Repeat! No Room For ‘Hold’ In Whipsawing Markets

Gold Can Do What Bonds Can’t in a Superlow-Rate World

Microsoft Talks To Buy TikTok’s U.S. Operations Spark Ire In China

Marathon Petroleum Sells Speedway to 7-Eleven Owner For $21 Billion

Men’s Wearhouse Owner Files for Bankruptcy & Lord & Taylor Files for Bankruptcy as Retail Collapses Pile Up

Swiss Industry Recovers From Covid-19 Slump and Redirects Orders

Apple Reportedly Eyes Turning iPhones Into Payment Terminals

In Showdown Between China and the West, HSBC Gets Caught in the Middle

Roger Nusbaum: It Boils Down To Having The Correct Asset Allocation

Jeff Miller: Weighing the Week Ahead: Is the Payroll Employment Report Accurate?

Howard Lindzon: SPAC SPAC SPAC SPAC SPAC

Ben Carlson: Why Would Anyone Own Bonds Right Now? & The Battle of the Bubbles

Michael Batnick: Animal Spirits: Fixed Income in a Low Rate Environment, It’s Either Sadness or Euphoria & Do Technology Stocks Dominate?

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Posted by on August 3rd, 2020 at 7:08 am


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