September 16 (Saturday)

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
Markets Bounce Around and Wind Up Where They Started | BR
Wall Street Is Furious Over Rising Fines From SEC | W
Oil prices surge as stocks drain away from Cushing | R

Central banks
Why a Fed Rate Hike This Year Doesn’t Matter, but Rate Cuts in 2024 Do | BR
ECB seals euro’s fate; parity back in play? | R
Lagarde seized ECB colleagues’ handsets to prevent leaks | R

US
Demands for Tips Are Up. Actual Tipping, Not So Much. | W

Europe
A fresh wave of hard-right populism is stalking Europe | E
Germany’s rampant hard-right AfD puts other parties in a fix | E
The Mittelstand will redeem German innovation | E
EU ministers agree on fiscal reform ‘camino’, aim for year-end deal | R

China
China’s Economy Still Faces Headwinds Despite Early Signs of Recovery | W
Does China face a lost decade? | E

Geopolitics & trade
Chinese carmakers are under scrutiny in Europe | E
Why is Vladimir Putin looking to North Korea for arms? | E
Japan’s Mitsui to comply with Arctic LNG 2-related U.S. sanctions | R

Industries & companies
Airlines: Staffing Shortage at Air-Traffic Control Means More Cuts of New York Flights | W
Airlines: Cheaper Airfares Are Squeezing Airline Stocks | W
Airlines: More companies warn higher costs will eat into profits | C
Autos: Why the UAW Strike Isn’t the Biggest Problem for Ford and GM | BR
Autos: Whatever the UAW Strike Outcome, Elon Musk Has Already Won | W
Autos: Rimac Nevera EV review: Powerful, easy to drive | C
Defense: Buy Mercury Systems Stock. It’s Poised for a Turnaround. | BR
Media: People Are Streaming Pirated Movies on TikTok, One Short Clip at a Time | W
Tech: Arm Stock Is Priced Like Nvidia. It’s Growing Like Apple. | BR

Corporate finance
Instacart IPO Is an Expensive Lesson for Venture Firms | W

Artificial Intelligence
How artificial intelligence can revolutionise science | E
Interactive Brokers Is an AI Play That’s Hiding in Plain Sight | BR
 
Climate
Record Heat Deaths in Arizona Spur Push for Disaster Assistance | W