Listen on the go! A daily podcast of Wall Street Breakfast’s Alpha Talks will be available this morning on Seeking Alpha, iTunes, Stitcher and Spotify. Stocks rebounded on Friday after Dallas Federal Reserve President Robert Kaplan said the surge in coronavirus cases could cause him to adjust his views on taking away the Fed’s stimulus punchbowl, a change that lifted investors’ risk appetites. Kaplan previously spooked markets when he became the first Fed official to say it should consider tapering sooner than anticipated. Following Kaplan’s comments, U.S. Treasuries erased earlier gains, with the 10-year yield ending the week at 1.26%, and the dollar slid from nine-month highs. But Friday’s bounce was not enough to prevent the three major stock indexes from finishing the week lower as concerns over China regulation weighed, with the Dow dropping 1.1%, the Nasdaq Composite closing down 0.7% and the S&P 500 slipping 0.6%. False start

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Wall Street Breakfast: What Moved Markets