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- 🌭 Food, Energy, Metal, Money
🌭 Food, Energy, Metal, Money
In that order 🔢
🌞 Good Morning 🌞
China manufacturing is roaring back to life and Target just posted their first revenue growth in a year.
Here's what has our attention this morning as market and economic sentiment continues to swing in 2023.
Let's jump in 🤾♂️
TRENDS ✨
As banks ban A.I. here's how other US companies are using A.I. chatbots. (BBG)
🧿 I would be lying if I wasn't excited for some real-time A.I. help drafting the Autonomy digest. Notes would still have to be manual though 😂
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BUSINESS 💼
Goldman Sachs will double down on asset/wealth management, while shrinking consumer business lines (WSJ)
🧿 Part of what Autonomy/Guardia are addressing are the failures seen here. It is very difficult for large institutions to dedicate time/resources serve customers with low account balances. Neo-banking and Fintech are aggregating these clients but the jury is still out on the efficacy as money-tech bridges The Great Wealth Transfer.
Chevron CEO is not ruling out consolidation among oil giants (RT)
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MACRO 🌎
Argentina suspended its poultry exports. The country has recorded its first case of bird flu in industrial poultry. (RT)
🧿 Again, our eyes are on the global food-supply issues. Adding this one to the board along with:
- Eastern European Grains + Potash (fertilizer)
- Russian Oil
- Brazilian Beef
- Heat Flashes in India
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India may have just become one of the top five global lithium players, but its closest rival, China, has more to worry about than an overnight competitor chomping at the bit. (QZ)
Ukraine Lands Saudi Support (BBG)
🧿 Are you seeing the trend? Buying brands, funding wars, building currency and banking networks: Saudi Arabia, emerging geopolitical powerhouse.
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ECONOMY 📊
Fed wants rates at 6% (RT)
🧿 Not to sound like a doomsayer but at what point does the world begin to worry about things benchmarked to this rate. The US can just print money until its debt goes away but corporations can't. To learn more about this read here.
Chart Du Jour 👨🏻🍳
Meme Digestif ☕️
Oops (fyi we still kind of like the WeWork turnaround)
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