March 31 (Friday)
Latest Morning Briefing Executive Summary: Financials, Semis & The Fountain Of Youth
Financial companies have had it rough lately, but those involved in the capital markets should benefit from easy y/y comparisons this year. Jackie recaps takeaways from Jeffries’ fiscal Q1 earnings, as the early reporter may be a bellwether for the industry, as well as industrywide data and analysts’ expectations for the S&P 500 Investment Banking & Brokerage industry. … Also: The semiconductor industry downturn may finally be ending, says Micron Technology’s CEO. But semiconductor investors are already focused on 2024’s better growth prospects. … And in our disruptive technologies spotlight: a breakthrough in anti-aging science.
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YRI
Daily Markets Overview
Replay of Dr. Ed’s webinar on March 27.
Markets
Explainer: How a massive options trade by a JP Morgan fund can move markets | R
House Passes GOP Energy Agenda Boosting Oil and Gas Production | W
US I
Jobless claims edge up to 198,000, higher than expected | C
Low Jobless Claims Show Labor Market Shrugs Off Economy’s Clouds | W
The Class of 2023 Faces a Jittery Job Market: ‘The World Seems to Have Flipped on Its Head.’ | W
More home sellers are sitting out of the spring housing market | C
US II
Janet Yellen Says Bank Rules Might Have Become Too Loose | W
Joe Biden calls for bank regulations after Silicon Valley Bank failure | C
Is Biden, like past presidents, unleashing the IRS on his enemies | P
Donald Trump indicted in hush money payment case | C
Exodus From America’s Big Cities Slowed Last Year | W
Geopolitics & trade
China calls US debt trap accusation ‘irresponsible’ | R
Exclusive: Germans shun deposits abroad on fear of new crisis | R
Industries & companies
Autos: Ford hikes F-150 Lightning prices, resumes production | C
Financials: Small Banks Are Losing to Big Banks. Their Customers Are About to Feel It. | W
Technology
Apple Wants to Solve One of Music’s Biggest Problems | W
Beyond markets
How ChatGPT and Bard Performed as My Executive Assistants | N
Influencer courses like Miss Excel and Damon Dominique’s can teach you what college can’t | Vox
