September 15 (Friday)

Latest Morning Briefing Executive Summary: Transports Flying Into Headwinds
It’s a been train wreck: Investors have been bailing on the S&P 500 Transportation index in recent weeks, after sending it northward for most of the year. Jackie examines the business pressures they’ve been reacting to, including lighter loads to haul in the wake of the inventory correction at a time of increased fuel and labor costs. … Also: May the best battery developer win EV market dominance. Our Disruptive Technologies segment takes a look at where the top contenders are in this high-stakes race.
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YRI
Daily Markets Overview
Replay of Dr. Ed’s webinar on September 11.

Markets
Dow Industrials Paying Price for Leaving Out Amazon and Alphabet | B
Oil to hit $100? Analysts expect a return to triple digits before 2024 | C
Iron ore price rallies on China fundamentals, but cap looms | R

Global
Shipping giant Maersk is seeing tentative signs of a bounce back in global trade | C

Central banks
Fed Seen Signaling One More Hike and Pushing Out 2024 Rate Cuts | B
ECB seals euro’s fate; parity back in play? | R
Rising Rates Make Big Companies Even Richer | W

US
In Biden’s war on poverty, poverty — especially for kids — is winning | P
Can Joe Biden and a fistful of cash win rural America for Democrats? | R

China
China Economy Shows Signs of Stabilizing on Policy Boost | B
China’s Economy Shows Fresh Signs of Fragile Recovery | W
China May Dodge Deflation, After All | W
China Economic Crisis 2023: What Real Estate Market Collapse Means for World | B
Broken dreams, shattered families in China’s unfinished apartments | R

Europe
Sweden braces as property storm clouds darken | R

Geopolitics & trade
China sanctions Northrop Grumman, Lockheed Martin for arms sales to Taiwan | R
China’s Defense Minister Being Removed From Post, U.S. Officials Say | W
Hypersonic Missiles Are Game-Changers, and America Doesn’t Have Them | W
Why Biden’s Border Policies Aren’t Working | W

Industries & companies
Autos: UAW Strike Begins as GM, Ford, Stellantis Contract Negotiations Fail | B
Autos: The Car Shortage Is Finally Easing. The UAW Strike Could Change That. | W
Retail: French grocery chain adds ‘shrinkflation’ labels to products | C
Tech: TSMC tells vendors to delay chip equipment deliveries, sources say | R

Corporate finance
Instacart Set to Raise IPO Price Target After Successful Arm Debut | W

Artificial Intelligence
Podcast: Sam Altman Sees AI as a Tool to Combat Inequality | B