wiar 10-26-23

MFwebsite2020researchWhat I Am Reading

October 26 (Thursday)

Latest Morning Briefing Executive Summary: Consumer Spending, China & Robots
Is the consumer spending pendulum swinging back to bingeing on goods from splurging on services? Jackie sees a few nascent signs pointing to that possibility. … Also: The Chinese government has been trying to pull China’s economy up by its bootstraps with new infrastructure projects, but critics say the initiatives are too small to make much difference. Property developers remain distressed, and economic activity is likely to remain anemic. … And: In our Disruptive Technologies spotlight are humanoid robots. We look at how they’re being deployed today and what they may be used for in the future.
(subscribers’ link)

YRI
Daily Markets Overview
Replay of Dr. Ed’s webinar on October 23.

Markets
Stock Market News Today: Dow Opens Higher, Meta Stock Price Falls; Amazon Earnings in Focus | W
Treasury just dropped a financial bomb, but Bidenomics means the worst is yet to come | FO
With Interest Rates Up, Get Ready for Financial Drama | W

US
U.S. Economy Grew at 4.9% Rate This Summer, Powered by Fast-Spending Americans | W
Consumers power US economy in third quarter | R
What Will the Economy Do for an Encore? | W
Recession vs. ‘richsession: Why America’s rich face economic headwinds | C
Trump’s Bad Week: Ex-Advisers Line Up Against Him | W

China
Xi Jinping Is Looking for Someone to Blame for China’s Property Bust | W

Geopolitics & trade
Investing in Space: The Pentagon sizes up China’s military strength | C

Industries & companies
Autos: Toyota Chairman Says People Are Finally Seeing the Reality About EVs | W
Energy: Are iron-flow batteries the solution to variable renewables? | R
Energy: High hopes for a smaller but more focused hydrogen economy | R

Technology
This company envisions a future where humanoid robots are as ubiquitous as smartphones | NN

Corporate finance
Jeep Maker Stellantis Bets on a Chinese EV Startup, but Is It the Right One? | W

Climate
Europe’s wind power goal hits new snag: security | R

Beyond markets
CEO Morning Routines Are Bananas. So I Tried a Few. | W