월스트리트저널 구독 추천 - Coca-Cola, Tiny Bank's Financial , Tech etc.

SATURDAY/SUNDAY, SEPTEMBER 9-10, 2023

◈ House Prices on Rise Again in U.S.

Home prices aren't falling anymore.

After declining on a year-over year basis for five consecutive months -the longest run of declines in 11 years - U.S. home prices rose in July.

The surprisingly quick recovery suggests that the residential real-estate downturn is turning out to be shorter and shallower than many housing economists expected after motgate rates soared last year.

 

◈ Coca-Cola Marketing Aims to Avoid Pitfalls

Coca-Cola's tweaks to its marketing formula in certain areas appear to be paying off, even as a longstanding policy limiting its engagement in sociopolitical issues has helped the beverage giant avoid the kind of culture wars that recently engulfed Bud Light and Target.

Coca-Cola has over the past three years updated its marketing strategy to focus on the growth of its global consumer base rather than short-term, traditional sales goals, part of an effort to reverse yearslong declines in both market share and brand perception.

 

◈ Tiny Bank's Financial Woes Test Loyalty of Depositors

First Republic Bank's collapse this spring was a watershed moment. Now a much smaller lender called Republic First Bank is in financial purgatory, a case that may test regulators and turn the idea of too-big-to-fall upside down.

Republic First, a Philadelphia lender with $6 billion of assets, shares many of the problems that sank San Francisco-based First Republic. Those include heavy paper losses that don't get counted on its balance sheet under the accounting rules and would wipe out its equity, or net worth, if they did. Both banks tried and falled to raise capital.

So far Republic First has managed to live on, and its depositors largely have remained loyal. Deposits as of June 30 were down just 10% from a year earlier. However, investors have fled. The stock was delisted last month from Nasdaq. Deposit flight was the proximate cause of the demise earlier this year of First Republic and two other major lender.

 

◆ Venture Investors Bet Tech Can Improve Supply Chain

Artificial intelligence isn't new to the logistics world. For years, companies have used the technology to reshape operations.

Now, venture-capital investors are betting the overhaul has just begun.

Venture investors are writing checks to startups leveraging AI for a host of emerging supply-chain applications such as predictive analytics and industrial safety. The data-heavy nature of logistics makes it ripe for an AI remake, investors and entrepreneurs say, and the sector might serve as an early test case for how AI can reshape an industy.

 

◆ Tech Drags Down Stocks for the Week

The S&P 500 ticked lower for the week, weighed down by losses in tech heavyweights Apple and Nvidia.

Apple shares ended the week down 6% after China ordered central-government officials to stop using iPhones, Shares of Nvidia, the graphicschip maker at the heart of the AI boom, dropped 6.1% for the week. Its stock remains up more than 200% this year.

Both tech stocks have a major influence on the broad U.S. stock index. At the end of August, Apple and Nvidia were responsible for almost 30% of the S&P 500' 2023 total return, including dividends, according to Howard Siverblatt, senior index analyst at S&P DOw Jones Indices.

 

2023.09.09 - [경제신문 읽기] - 월스트리트저널 기사(2023.9.8) - Walmart, Apple, Samsung etc.

월스트리트저널 기사(2023.9.8) - Walmart, Apple, Samsung etc.

 

오늘도 경제신문으로 세상을 봅니다.