October 7 (Saturday)

Latest Morning Briefing Executive Summary: Copper, Travel & AI
Investors worried about US inflation might want to take a look at copper prices, which have fallen ytd. Copper faces gleaming long-term fundamentals, with global demand poised to soar as the EV and other electrification markets take off. But the commodity’s recent price action has been dulled by investors’ economic pessimism. … Also: Jackie examines what’s been grounding the stock price indexes of most travel-related industries. … And: AI’s transformative reach extends way beyond OpenAI and Bard. A look at some startups’ popular AI offerings.
(subscribers’ link)

YRI
Daily Markets Overview
Replay of Dr. Ed’s webinar on October 2.

Markets
Dow soars nearly 300 points Friday as stocks reverse sharp losses | C
Bear steepening US yield curve dashes ‘soft landing’ hopes | R
Where big investors are hiding amid choppy markets | C
Copper Study Group expects big supply surplus in 2024 | R
China forex reserves fall to $3.115 trillion in September | R

US
Job growth surges but Americans still think the economy stinks | C
IT Unemployment Soars to 4.3% Amid Overall Jobs Growth | W
Could Steve Scalise Quell the House GOP Revolt to Become Speaker? | W
Kevin McCarthy denies reports he is considering resigning from Congress | C

Europe
Europe’s gas stocks at record high going into winter 2023/24 | R

Geopolitics & trade
China’s Factory Floor Is Moving—But Not to India or Mexico | W

Industries & companies
Autos: UAW, Mack Trucks workers to vote on deal | C
Cruise Lines: Cruise Lines Pursue Greener Journeys Ahead of New Climate Rules | W

Artificial Intelligence
Why AI Is Medicine’s Biggest Moment Since Antibiotics | W
Artificial Empathy Is Coming. Are We Ready for Emotions From AI? | W
A big AI and robotics idea that has attracted Walmart and Softbank | C

Corporate finance
The Oil Patch Is Primed for an Era of Megadeals | W