March 04 (Saturday)
Latest Morning Briefing Executive Summary: Consumer Discretionary, Utilities & AI Fake Voice
Retailers are wary about the effects of high inflation and rising interest rates on consumers’ discretionary spending. But Target this year stands to benefit from easier y/y comparisons and shoppers looking for alternatives to its rapidly shrinking competitor Bed, Bath & Beyond. Jackie examines. … Also: Will demand for electricity outstrip available supply over coming years with retiring fossil-fuel-powered electricity generation replaced by less reliable green alternatives? That’s what one transmission organization projects. … And: With voice-cloning software readily available, its potential nefarious (as well as silly) uses may spark new opportunities in identity authentication.
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YRI
Daily Markets Overview
Replay of Dr. Ed’s webinar on February 27.
Markets
Stock Traders Are Ignoring Blaring Bond Alarms | B
U.S. financial system vulnerable to bond market stress, Fed’s Logan says | R
GEN-Z ETF Shuts Down After Falling 26% | B
Energy
How Russia’s war made the U.S. a dominant supplier of energy | C
Central banks
The World Economy Is Doing Well—This Is Bad News for Central Bankers | W
Fed Says More Interest-Rate Hikes Needed to Curb Inflation | B
Fed Official Says Hotter Data Will Warrant Higher Rates | W
Fed’s Barkin calls for deliberate rate hikes to fight ‘exhausting’ inflation | R
US
US Service Sector Expands Suggesting Hiring Ahead of February Jobs Report | B
Consumers Try to Change Their Spending Habits After the Pandemic | N
Government Subsidizes Microchip Firms While Making Production More Costly | reason.com
China
Here’s how much economists expect China’s GDP to grow this year | C
Geopolitics & trade
Biden, Scholz vow to punish Russia for war in Ukraine | R
Industries & companies
Energy: Oil companies bring in $200 billion in profits in 2022 | C
Crypto
Crypto Companies Behind Tether Used Falsified Documents and Shell Companies to Get Bank Accounts | W
Climate
Clean hydrogen industry future depends on IRA tax credit | C
Beyond markets
What Will Make Hybrid Work Stick? | N
Full-time office work is ‘dead,’ economist says | C
