March 25 (Friday)
Latest Morning Briefing Executive Summary: Cybersecurity, Transports & Food
Corporate America’s cybersecurity budgets are bound to rise after the White House warned that Russian cyberattacks appear imminent and briefed the likely targets. So Jackie examines the implications for cybersecurity software providers. … Also: The transportation industries—rail, truckers, and airlines—are staring up a mountain of challenges. Yet the S&P 500 Transportation index has been outperforming the broad S&P 500 index so far this year. … And: The Ukraine war is highlighting vulnerabilities in global food distribution systems. Vertical indoor farming could be part of the solution—eventually.
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YRI
Daily Markets Overview
See subscribers’ link below for today’s Morning Briefing.
Replay of Dr. Ed’s webinar on March 21.
Markets
U.S. says it is discussing further coordinated oil release with allies | R
Fertilizer Prices Surge as Ukraine War Cuts Supply, Leaving Farmers Shocked | W
Gasoline prices are hitting $6 in some parts of the country and summer driving season isn’t here yet | C
Nvidia, Intel lead rally in chip stocks as optimism on economy boosts riskier assets | C
Commodities
War-Fueled Global Hunger Catastrophe On The Way With Solutions Tough To Come By | FO
US energy and the economy – 3 key facts to know as Russia-Ukraine crisis continues | FO
Russia’s days as an energy superpower are coming to an end | NN
US
U.S. Jobless Claims Fall to 187,000, Lowest Level Since 1969 | W
Trump sues Hillary Clinton, DNC over ‘unthinkable’ Russia ‘plot’ in 2016 election | P
Biden says he’d be ‘very fortunate’ to face Trump in 2024 presidential election | C
Mortgage Rates Hit Fresh Three-Year High | W
Never Have So Few Homeowners Had Reason to Refinance | B
Wall Street bonuses jumped 20 percent to a record, but the boom may be short-lived. | N
These Empty-Nesters Are Upsizing to Their Forever Home | W
Europe
Europe’s Economy Slows as Ukraine War Sends Costs Soaring | W
U.S tech giants face tough new rules as EU countries, lawmakers clinch deal | R
Geopolitics & trade I
Biden says U.S. would ‘respond’ to Russia if Putin uses chemical or biological weapons | C
Biden Calls for Russia to Be Expelled From G-20 | W
West assails Russian ‘barbarism’ as Ukrainians shelter from bombardment | R
Opinion | Meet Alexander Dugin, author of Putin’s deadly playbook | WP
Geopolitics & trade II
BlackRock’s Larry Fink, who oversees $10 trillion, says Russia-Ukraine war is ending globalization | C
For Years, Poland Warned of the Russian Threat. Now, the West Is Listening. | W
EU leaders send a message to China: Use your leverage to stop Putin | C
U.S. reinstates 352 product exclusions from China tariffs | R
Freeze and seize? EU struggles to target oligarchs’ assets | R
U.S. Will Admit 100,000 Refugees Fleeing Ukraine, White House Says | W
Industries & companies
Pharma: FDA Rejects Eli Lilly’s China-Developed Cancer Drug | W
Cybersecurity
U.S. Charges Russian Government Hackers With Campaign of Global Energy Cyberattacks | W
Virus
Covid-19 Cases Are Up in the U.K. Does That Mean the U.S. Is Next? | W
