November 4 (Saturday)

Latest Morning Briefing Executive Summary: Burritos, Stocks & Hydrogen
Packaged and fast food companies keep raising their prices, but consumers at nearly all income levels aren’t blinking at paying more. That was a common theme Jackie heard in the Q3 earnings calls of McDonald’s, Chipotle, and Unilever. … Also: What a difference a date makes! The stock market’s leaders and laggards among sectors over the first seven months of the year—prior to the S&P 500’s July 31 peak—bear little resemblance to those since July 31; former laggards-turned-leaders Health Care and Energy are cases in point … And: The discovery that large stores of pure hydrogen exist in nature holds exciting potential for powering the planet without polluting it.
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YRI
Daily Markets Overview
Replay of Dr. Ed’s webinar on October 30.

Markets
Dow pops more than 200 points on Friday to cap the best week for stocks so far this year | C
Stocks, Bonds, Credit See Biggest Weekly Cumulative Gain Since November 2022 | B

US
The Improbably Strong Economy | W
Sharp U.S. Hiring Slowdown Signals Cooling Economy Ahead | W
Gen Z leans into soft saving, less focused on retirement | C
 
Geopolitics & trade
China Accuses US of Encouraging Provocations in South China Sea | B
Australia PM says China visit ‘very positive’ for bilateral relations | R
Hamas Has Deadlier Weapons Than the Last Time Israel Invaded Gaza | W
An Israeli ‘Pause’ Would Help Hamas | W

Industries & companies
Materials: Rainfall plays key role in capping Chinese aluminium capacity | R
Tech: One of the World’s Biggest Diamonds Could Be Key to Some of the World’s Fastest Microchips | W
Tobacco: Big Tobacco Can No Longer Name Its Price | W
Wireless: Carriers Look to Offer Fast-Lane Access on 5G Networks | W

Beyond markets
Daylight-Saving Time Is Ending. What to Know | W