Geopolitics Takes a Central Role in Supply Chains

From tariffs and trade restrictions to attacks on a crucial shipping lane, concerns over sourcing and manufacturing have rarely been more acute. 


 
Henderson's Take: Just How Strong Is U.S. Manufacturing? Trucks and Fuel Send a Troubling Message

A recent ISM report suggested manufacturing expanded in March. But truck demand and diesel prices are down. 


 
Apple Is Buffett's Best Investment. It's Also Now One of His Riskiest.

The legendary investor and his longtime partner, Charlie Munger, changed their stripes for a tech stock. Now, the size of the stake is worrying some Berkshire shareholders. 


 
Norges Bank Holds Rates, Hints at Later Cut

Norway's central bank held its key policy rate at 4.5% and reiterated that it was likely to stay at that level for some time, as high wage growth and a weak krone keep inflation elevated. 


 
Eurozone Jobless Rate Still at Record Low

The eurozone's unemployment held steady in March, a sign of the robustness of the bloc's jobs market that might be of concern to the ECB as it focuses on the impact of sticky wage growth. 


 
New EU Cyber Rules for Electricity Providers Aim to Prevent Cascading Outages

Critical power suppliers will be required to submit cybersecurity assessments every three years and implement protections. 


 
Battery Energy Needs to Be Stored. China Is at the Forefront.

Environment ministers from the G-7 Western economies have targeted a sixfold increase in storage for renewable energy by 2030. Most of that will come from battery energy storage systems. 


 
Renewable Energy Stocks Are Finally Riding the AI Wave

Brookfield Asset Management announced a deal this with Microsoft to build renewable energy projects. 


 
Private-Equity Woes Spell Opportunity for Credit-Focused Ares

Leaders of Ares Management say the capital needs of buyout-fund sponsors drive demand for financing. 


 
U.K. Store Footfall Fell Sharply in April

U.K. retail footfall declined sharply in April on unseasonably wet weather and the earlier Easter timing, pointing to continued struggles for the sector.


(END) Dow Jones Newswires

05-03-24 0715ET