Oct 28,2022 11:15 am
Also: Combustion engines, German chips, and Brazil's election. View this email in your browser. Presented by Deloitte October 28, 2022 Good morning, and happy Friday. One of the most important changes...
Oct 27,2022 10:31 am
Also: Musk's Twitter, rising emissions, and Credit Suisse. View this email in your browser. Presented by Deloitte October 27, 2022 Good morning. With a recession coming, how can companies maintain the...
Oct 26,2022 11:02 am
Also: Tech slump, Xinjiang cotton, and Kanye West. View this email in your browser. Presented by Deloitte October 26, 2022 Good morning. I continue to fail in my effort to find companies backing off o...
Oct 25,2022 11:30 am
Also: Chinese stocks, global energy crisis, and Juul's bailout plea. View this email in your browser. Presented by Deloitte October 25, 2022 Good morning, Peter Vanham here in Downtown Manhattan, fill...
Oct 24,2022 11:32 am
Also: Chinese GDP, a Venezuelan prisoner, and ready for Rishi? View this email in your browser. Presented by Deloitte October 24, 2022 Good morning. The big business story this weekend was a political...
Oct 21,2022 11:03 am
Also: U.K. chaos, gas cap, and EV push. View this email in your browser. Presented by Deloitte October 21, 2022 Good morning. I had a wide ranging and occasionally raucous conversation with JPMorgan C...
Oct 20,2022 11:31 am
Also: Tesla targets, China and Taiwan, and COVID vaccines. View this email in your browser. Presented by Deloitte October 20, 2022 Hi, Peter Vanham here in rainy Geneva, filling in for Alan. On Saturd...
Oct 19,2022 11:01 am
Also: Kakao co CEO, iPhone production, and hunting Do Kwon. View this email in your browser. Presented by Deloitte October 19, 2022 Good morning. I’ve been looking for evidence that threat of recess...
Oct 18,2022 10:45 am
Also: Amazon attrition, U.K. crisis, and JPMorgan's Carlos Hernandez. View this email in your browser. Presented by Deloitte October 18, 2022 Good morning. After yesterday’s post suggesting 59% of C...
Oct 17,2022 11:15 am
Also: Goldman reorg, toasted Truss, and Trump whistleblower. View this email in your browser. Presented by Deloitte October 17, 2022 Good morning. A recession is now almost universally anticipated amo...