New @Stanford  study estimates that 18 Trump rallies have led to 30,000 COVID cases and 700 deaths (via @AaronBelkin )

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Finance

BOE Governor Bailey says risks to the UK economy remain tilted to the downside via @lizzzburden 

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Global mkts start mixed to the new week as sentiment fluctuates between reflation optimism & inflation concerns. Nasdaq Futures drop markedly while European shares gain. Bonds lower w/US 10y yields jump >1.60% after Senate passed $1.9tn stimi program. Gold $1692. #Bitcoin  $49.8k.

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AI, chips and aerospace: In its tech race with the U.S., China laid out plans to speed up development of advanced technologies over five years #WSJWhatsNow 

Here we go. Treasury cash held at the Fed continues to decline. This trend will accelerate as the government gets going on the $1.9 trillion package.

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Morning Note: -Senate passes $1.9t plan -U.S. tech stocks struggle -Brent breaks $70 briefly

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A global cybersecurity crisis is underway after a Chinese hack targeted Microsoft's business email software, infecting at least 60,000 victims so far via @technology 

One year into the pandemic, we can clearly see that the social and economic impact of the virus is particularly hard for women. In response we must #ChooseToChallenge  women’s roles at home, at work and in our society. Read my latest blog post #IWD2021 

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