March 11 (Saturday)
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.
SVB
Silicon Valley Bank collapse: How it happened | C
Silicon Valley Bank’s demise began with downgrade threat | R
Founders swarmed SVB’s branches looking for answers after bank failure | C
Analysis: SVB’s lightning collapse stuns banking industry | R
Silicon Valley Bank staff offered 45 days of work at 1.5 times salary | R
Circle’s USDC Stablecoin Breaks Peg With $3.3 Billion Stuck at Silicon Valley Bank | W
Bank of England Shuts Silicon Valley Bank’s U.K. Subsidiary | W
Central banks
Column: Fed’s ‘R-star’ becomes black hole | R
US
Inflation and cost of living crisis are not stopping people from traveling | C
Biden’s Defense Budget Draws GOP Criticism, Sets Up Spending Clash | W
Biden’s $5 trillion tax blowout still leaves soaring red ink | P
Student-Loan Bills Are Set to Come Due, Adding Pressure on Younger Americans | W
How to fight poverty and boost work with an enhanced Child Tax Credit | The Hill
China
Li Qiang becomes China’s premier, tasked with reviving economy | C
Geopolitics & trade
China’s Model of a New Diplomacy Scores a Win With Iran-Saudi Deal | W
How China Boxed America Out of the South China Sea | W
Industries & companies
Grocery Stores: A Supermarket Megamerger Will Redefine What You Buy at the Grocery Store | W
Tech: Meta Plans New Layoffs That Could Match Last Year’s in Scope | W
Tech: Amazon Prime Air drone business stymied by regulations, weak demand | C
Beyond markets
Falling Survey-Response Rates Undermine Economic Data | W
