Heard on the Street

Positive vaccine developments are allowing investors to imagine a life after the pandemic. For big-box retailers such as Walmart, the question no longer centers around how much business they can grab but how much they can keep.

Heard on the Street

October’s retail sales slowdown largely happened before the surge in Covid-19 cases now engulfing the country, darkening the outlook for retailers just as the holiday shopping season begins.

Heard on the Street

Investors asking themselves why DoorDash was able to turn a profit in the pandemic, while some of its biggest competitors couldn’t, should take a good look at the view from their suburban office windows.

Heard on the Street

The country is making its big corporate and financial sectors think more rigorously about climate change. There could be write-downs, but also reassurance for investors that problems aren’t building up out of sight.

Heard on the Street

When the coronavirus pandemic first hit, Airbnb hardly looked like a company in the right place at the right time. What a difference eight months makes.

Heard on the Street

PNC Financial’s acquisition of the BBVA franchise in the U.S. would make its “regional bank” nametag increasingly obsolete. The question is whether that also transforms its profitability.

Heard on the Street

Home Depot parted ways with its wholesale distributor business HD Supply when both were struggling. Now that they are getting back together, the companies’ biggest risk could be losing sight of why they split up in the first place.

Overheard

Peloton doesn’t need to worry, but Hendrick’s Gin is selling a stationary penny farthing bicycle with ‘a charming lack of convenience.’

Heard on the Street

The biotech looks set to deliver an apparently effective vaccine in less than a year, which is much faster than a typical development time frame. That achievement would be impressive for any drugmaker, but is especially so for Moderna.

Heard on the Street

RCEP is less ambitious in most ways than the more groundbreaking trans-Pacific trade pact that came into force last year, and it entrenches China’s place as more of a rule-taker than a rule-maker.

Heard on the Street

The Covid-19 pandemic that has curbed indoor dining at restaurants across the globe has been a boon for the food-delivery industry. But it won’t last.

Heard on the Street

Vaccines from Pfizer and Moderna are essential to end the coronavirus pandemic, but investors should remain cautious about the long term business opportunity.

Heard on the Street

Investors can expect warmer words between Washington and Brussels under a Biden administration. But while trade tensions are likely to abate, an end to the skirmishes over tech and tax that marked the Trump era is too much to hope for.