垃圾谈话

市场

• 市场：随着美国股票市场的关闭，德国引起了人们的关注。在对德国企业进行的一项调查显示对未来经济状况的乐观情绪后，欧洲股票获得了。
• 美国经济：最糟糕的情况已经结束。WSJ报道说，从餐厅预订到抵押贷款申请，商业活动似乎正在滴答作响。
• 能源：石油有史以来最好的月份。

关于AL ESTATE

租金日总是太早了

在下周，数以百万计的家庭和企业将在大流行期间面临第三次租金。但是，随着国家禁止驱逐开始提升，这可能是迄今为止最令人担忧的。

住宅

After being halted for two months because of the coronavirus, evictions can resume in Texas. And while some cities have added extra protections for renters, a "tsunami of evictions" is still expected, NPR reports. A rental assistance program in Houston ran out of funding in 1.5 hours.

• Wisconsin's evictions ban also expires today. The state is setting up a $25 million rent assistance program...but it's not expected to be accessible until early June.

缩小：即使在强大的经济体中，驱逐和损坏的信贷也可能变成住房不安全感的恶性循环。在飞涨的失业率和被压抑的驱逐浪潮中挥舞着可以进一步锤击在职家庭。

Commercial

Like humans, businesses have also withheld rent during the pandemic, especially in hard-hit sectors like retail and hospitality.

• Chipotle, Dunkin', and Shake Shack are among the chains lobbying property owners to defer rent payments or renegotiate leases.
• Starbucks told landlords it'll "require concessions" for at least a 12-month period starting in June.

但是，许多房东感到沮丧的是，价值数十亿美元的蓝筹公司可以通过各种来源筹集资金 - 以牺牲自己的费用来筹集资金。

Big picture: Even in states where commercial evictions can technically proceed, closed and bottlenecked courts mean they're unlikely to happen soon.

Landlords

Faced with empty storefronts, many landlords are being flexible with their tenants. Some are working on arrangements to extend leases in exchange for forgiven rent. Reduced rent agreements could hurt them in the long run by diminishing property values, per the WSJ.

房东也有抵押贷款,水电费,property taxes, and as their income dries up, failure to pay could have city-wide consequences. Commercial landlord Vornado Realty Trust said about 80% ofNYC零售租户在4月初和5月份错过了付款。如果建筑所有者在7月的下一个财产税账单上无法筹集资金，NYC将失去为公共服务提供资金的关键收入。manbetx 2.0下载

地缘政治

U.S. and China Pick Up Where They Left Off

如果您可以在大流行期间依靠一件事，那就是菲尔·米克尔森（Phil Mickelson）级的垃圾谈话。从贸易到电信，这个周末，世界上两个最大的经济体在本周末的敌对行动增加了。

• 中国外交大臣说，积极进取的美国政客正在将各国推向“新冷战”。

Why the U.S. is angry with China: The Trump administration has faulted China for allowing the coronavirus to spread beyond the origin city of Wuhan. It's also criticized a proposed law that would expand controls over Hong Kong.

中国为何对美国的生气：美国最近因国家安全问题而收紧了华为（中国最重要的科技公司之一）对华为（中国最重要的科技公司之一）的限制。它还为贸易黑名单增加了33个中国实体。

底线：几年前特朗普总统与中国发动贸易战时，大多数专家认为，这与特定的关税无关，而更多地是关于更大的地缘政治战。我们开始看到那些正在行动。

投资

Stonk Exchange回来了

今天，纽约证券交易所将重新开放其标志性的交易楼，使无聊的交易员从霍金（Hawking Silly Bandz）到邻居休息。纽约证券交易所将以正常容量的四分之一的限制在地板上的交易者人数，而返回的人将被要求签署责任豁免。

The backstory: The world's largest stock exchange barred brokers from the trading floor in late March as the dangers of the coronavirus materialized.

The comeback story: In an opinion column for the WSJ, NYSE President Stacey Cunningham wrote, "Two months later, we've learned a lot."

• 新的安全措施将要求交易者戴口罩并避免公共交通工具，而已经建立了有机玻璃障碍，以促进社会疏远。这意味着如果道琼斯指数命中30k，则没有熊（或公牛）拥抱。

最重要的是：尽管电子交易降低了纽约证券交易所对金融市场的重要性，但其重新开放是华尔街逐渐重返商业的象征。

SPACE

如果您不发射火箭...

您甚至是两极分化，直言不讳的亿万富翁吗？Virgin Group创始人理查德·布兰森（Richard Branson）昨天试图进行新的Virgin Orbit航天器的推出时，一直注视着。

它没有按计划进行

The LauncherOne rocket dropped out from the bottom of a specially outfitted Boeing 747 jet...but moments later controllers had to abort the mission following an "anomaly."

• Virgin Orbit的最终目标是通过提供更灵活的发射地点（又名...在任何地方）来帮助将商业和政府卫星部署到轨道上。首席执行官丹·哈特（Dan Hart）解释说：“我们可以从任何可以容纳747的地方飞往空间。”
• Obviously, that plan has a few more wrinkles to be ironed out.

But don't forget about Elon: Tomorrow, SpaceX looks to redeem the week for rocketry with its first-ever crewed mission. When the two NASA astronauts take off from Florida, it will be the first manned launch from U.S. soil into Earth's orbit in nine years.

日历

（短）一周

So many epic quarantine hairdos will come to an end this week...don't forget to take pics so you can show your kids one day.

Monday: That was yesterday

星期二：今天

Wednesday: Fed beige book; HBO Max launch; earnings (HP, Toll Brothers, Royal Bank of Canada)

星期四：失业索赔；耐用品;Q1 GDP的第二次估计；收益（Costco，Dell，Nordstrom，Salesforce，Ulta Beauty，VMware，Dollar General）

Friday: Personal income and spending data; consumer sentiment; Steve Carell's Space Force is released on Netflix; new Lady Gaga album

WHAT ELSE IS BREWING

• Americans hit the country's parks and beaches on Memorial Day weekend...some more socially distanced than others.
• 美国限制了从巴西旅行，这是世界上最严重的冠状病毒爆发之一。
  德国汉莎航空公司, Germany's largest airline, received a $9.8 billion bailout package from the country's Economic Stabilization Fund.
• The NBA said it was in "exploratory conversations" with Disney about restarting the league in late July at Disney's sports complex in FL.
• Stuff, one of New Zealand's largest media companies, is being sold to its CEO for $1.

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