March 10 (Friday)

Latest Morning Briefing Executive Summary: China, Defense & AI Videos
China’s economy has recovered after the country lifted its zero-Covid lockdowns. But that news has been eclipsed by the rising geopolitical tensions between the US and China. Jackie examines the escalating tensions. … Also: A look at projected defense spending in the US and China and how the S&P 500 Aerospace and Defense industry’s stock price index has been faring after a super-strong 2022. … Finally, our Disruptive Technologies segment focuses on how AI is transforming the production of movies and video games.
(subscribers’ link)

YRI
Daily Markets Overview
Replay of Dr. Ed’s webinar on March 6.

Markets
Are you short Jim or long Jim? | FT

Commodities
Column: China’s run of strong diesel, gasoline exports poised to end | R

US
February is expected to have been a strong month for hiring and wages | C
All the President’s Tax Increases | W
Biden’s $6.8 trillion budget challenges Republicans, raises taxes on rich | R
Biden’s Budget Shows the Rising Cost of Leaving Medicare and Social Security Untouched | W

Industries & companies
Financials: Thiel Fund, Venture Firms Advise Companies to Pull Money From SVB (SIVB) | B
Financials: Banks tumble as SVB ignites capitalization fears | R
Media: Disney reconsiders making content for others under Bob Iger | R
 
Crypto
Bitcoin, ether fall after go-to crypto bank Silvergate announces liquidation | C
Silvergate’s Story Is About Fundamentals, Not Just Crypto | W

Climate
Column: Argentina’s catastrophic drought clips recovery in S. American corn, soy output | R

Technology
The inside story of how ChatGPT was built from the people who made it | MIT
Slack’s new ChatGPT bot will talk to your colleagues for you | The Verge