March 26 (Saturday)
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
S&P 500 rises Friday, posts second winning week in a row | C
Surging Stock Markets Turn a Blind Eye to Fed at Their Own Risk | B
Chinese Stocks: What Went Wrong | Morningstar
U.S. bonds: 10-year Treasury yield rises to 2-year high of 2.5% as investors bet on aggressive Fed | C
Morning Bid: Now even Japan seems ok with rising bond yields | R
Commodities
U.S., EU strike LNG deal as Europe seeks to cut Russian gas | R
Lumber Rally Cools With Transport Snarls Easing, Buyers Balking | B
Central banks
The Fed Bets on a ‘Soft Landing,’ but Recession Risk Looms | N
Fed’s Williams: Fed Can Boost Rates By 50 Basis Points if Needed | W
US
Homebuyers Hit With U.S. Mortgage Rates Surging Most Since 1994 | B
Home sales fall in February ahead of key spring selling season | C
Mortgage rate soars closer to 5% in its second huge jump this week | C
Buying a Home in Atlanta Has Become Unaffordable, Fed Data Show | B
The tech exodus from California? It was a bust | LA Times
Europe
Europe’s Economy Slows as Ukraine War Sends Costs Soaring | W
Geopolitics & trade I
Russia reframes war goals as Ukrainians advance near Kyiv | R
Russia Says ‘Main’ Focus of Ukraine Operation Is on Donbas: Interfax | B
How Bill Clinton Sealed Ukraine’s Fate | W
What Are War Crimes? Could Vladimir Putin Be Tried at ICC? | B
Exclusive: U.S. assesses up to 60% failure rate for some Russian missiles, officials say | R
U.S. urges China and Russia to send strong message to North Korea after missile launch | R
Geopolitics & trade II
China Seeking Details on Russia Sanctions, Easing U.S. Concerns of Evasion | B
Exclusive: China’s Sinopec pauses Russia projects, Beijing wary of sanctions | R
Treasury Secretary Janet Yellen sees no need for China sanctions over Russia war | C
U.S. to Sanction Companies Providing Technology for Russian Military, Intelligence Services | W
Industries & companies
Airlines: Discount airfares rising thanks to higher fuel costs, demand, Frontier CEO says | C
Autos: GM to halt pickup truck production in Indiana due to chip shortage | C
Climate
Thinning Antarctic ice shelf finally crumbles after heatwave | R
