March 02 (Wednesday)

Latest Morning Briefing Executive Summary: The Case for a Ceasefire
The Cold War is back on. What’s next in the hot war between Russia and Ukraine? Major considerations include whether Russia gains the upper hand militarily, the fact that it is losing much economically, and whether negotiations will provide an exit for both sides. … Longer term, Russia’s future is bleak if demography is indeed destiny. … And: What’s with all the slicing and dicing of apples and oranges that Fed banks do to understand inflation? We’d toss out most of the concoctions.
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YRI
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on February 28.

Markets
Oil surges above $100 a barrel, stocks slide on Ukraine conflict | R

Global
War in Ukraine Disrupts Ships Around the Globe | W

Central banks
Traders fret about a growth slowdown as Fed Chair Powell faces a dilemma on rates | C

Energy
Nord Stream 2 Gas Pipeline Lays Off All Employees | W
Gas prices: What if Moscow halts energy exports to Europe? | NN
There’s No Way Vladimir Putin Could Freeze Europe, and No Way the U.S. Could Freeze Putin | FO
A Lesson in Energy Masochism | W

Ukraine conflict I
Russia Targets Ukrainian Civilian Areas in Shift to Demoralize Resistance | W
U.S. Rushes Arms to Ukraine as Russian Forces Escalate Attacks | W
The Putin Endgame | W
How Vladimir Putin Miscalculated the Economic Cost of Invading Ukraine | The New Yorker
A New Nuclear Debate in Japan | W

Ukraine conflict II
U.S. to ban Russian flights from American airspace, officials say | C
EXCLUSIVE U.S. utilities push White House not to sanction Russian uranium | R
Apple Says It Has Stopped All Product Sales in Russia | W
Food Shortages, Last Goodbyes: Ukrainians Face Their New Reality | W

Industries & companies
Autos: Car Dealerships Don’t Want Your Cash—They Want to Give You a Loan | W
Autos: Toyota Shutdown Over Cyberattack at a Supplier Reflects Cautious Culture | W
Consumer discretionary: Amazon Opens a Whole Foods With the Next Step in Automation | N
Retail: How Target plans to keep growing sales | C
Retail: Nordstrom (JWN) reports Q4 2021 earnings beat | C

Cryptocurrency & cybersecurity
Bitcoin Demand Booms in Ukraine and Russia | W
How is Anonymous attacking Russia? Disabling and hacking websites | C

Virus
New CDC face mask guidelines send important message | TheHill
 
Beyond markets
Opinion | Larry Summers Shares the Blame for Inflation | N