Macro Briefing: 26 Oct 2020

Europe imposes new Covid-19 restrictions as infections rise: WSJ
Five aides to VP Pence test positive for coronavirus: CNN
Investors consider last week’s rise in bond yields to 4-month high: CNBC
China to impose sanctions on several US firms over arms sales to Taiwan: BBG
House Speaker Pelosi waiting for new stimulus counteroffer from WH: BBG
Momentum factor weaker than it appears, say academics: II
200,000-plus lose power in Northern Calif ahead of raging wildfires: NBC
German business sentiment fell in Sep–first drop in 5 months: Reuters
US economic recovery gained momentum in September via PMI data: IHSM