UNGA, Barbie, UAW, Delta’s SkyMiles + Fiji, plus 1,000 more actionable insights.
ITK Daily is geopolitical business intelligence.
Happy Monday.
Here’s today’s ITK Daily.
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Today: UN General Assembly begins in New York.
As the UN turns: Relationships to watch as world leaders gather: The UN General Assembly’s annual gathering of world leaders is like a family reunion with lots of coups, wars, and cold shoulders. Politico
UN meet looks to salvage promises on helping world's poorest: AFP reports world leaders meet Monday at the United Nations in a bid to salvage ambitious promises to lift the planet's poorest at a time when vulnerable nations are facing a volley of crises.
Bloomberg: Erdogan to attend UN General Assembly amid tensions with US
Ukraine faces race for gains before weather turns: WSJ reports drenching rain and icy cold could impede Kyiv’s chance of exploiting an eventual breakthrough.
To build ships that break ice, the US must relearn to cut steel: The US has only two polar icebreakers to Russia’s three dozen and has struggled to acquire more. China and Russia are growing more active around receding ice. WSJ
Letter shows Pope Pius XII probably knew about Holocaust early on: Reuters reports wartime Pope Pius XII knew details about the Nazi attempt to exterminate Jews in the Holocaust as early as 1942, according to the letter found in the Vatican archives that conflicts with the Holy See's official position at the time that the information it had was vague and unverified.
Macron pampers French Catholics ahead of Pope visit to Marseille: The French president announced the launch of a fund-raising campaign to renovate thousands of endangered religious buildings across the country and defended his intention to attend Pope Francis' mass in Marseille on September 23. Le Monde
France: Fortress or land of liberté? DW reports France is imposing tight border controls on neighboring Italy to make them turn away refugees.
Tuesday: ASEAN's first joint military drills start.
How a squiggly line on a map got ‘Barbie’ banned in Vietnam: Prop map in blockbuster movie spurs conversation within studios about avoiding geopolitical brouhahas. WSJ
Taiwan opposition candidate to push US for clarity on defense commitments: FT reports KMT’s Hou Yu-ih calls for ‘dialogue and exchanges’ with China to reduce tensions across Strait.
Sullivan, Wang hold 'candid, constructive' US-China talks: Nikkei reports continued communication between powers could bring Biden-Xi meeting.
US and China officials meet in Malta ahead of possible Biden-Xi summit: FT reports Jake Sullivan and Wang Yi hold talks as part of an effort to stabilize relations between geopolitical rivals.
Analysis: Biden administration detects red flags in Xiconomics: The US president says China's economic 'tenet' not working 'at all.' Nikkei
Is China’s economic predicament as bad as Japan’s? It could be worse: China is facing some economic challenges that Japan didn’t after its 1980s bubble. WSJ
Vietnam's factory doldrums show limits of shift out of China: Export contraction continues into the eighth month, but Biden deals bring hope. Nikkei
Wednesday: The Asian Development Bank releases new growth and inflation forecasts on economies across the region.
After the coup in Gabon, the transition of power is in search of balance: Le Monde reports Brice Oligui Nguema, the country's new strongman, has reached out to the opposition and those close to deposed president Ali Bongo Ondimba while granting himself vast powers in the transitional government.
United States partially resumes military activities in Niger: Le Monde reports for the past two weeks, US forces have been using drones and light aircraft to resume surveillance and reconnaissance flights to protect soldiers.
Battle of the ages: How America’s gerontocracy is a challenge for democracy: US legislators are especially old, even in a world where older politicians dominate. FT
+ A new CBS News poll finds 64% of voters believe a likely Biden-Trump rematch in 2024 means the political system is broken.
Top Democrats’ bullishness on Biden 2024 collides with voters’ worries: Party leaders have rallied behind the president’s re-election bid, but as one top Democratic strategist put it, “The voters don’t want this, and that’s in poll after poll after poll.” NYT
Biden’s rough September: Auto strike, Son’s indictment, inflation, impeachment inquiry: As he runs for re-election, president copes with his son’s legal woes, turbulence on Capitol Hill, and questions about his economic leadership. WSJ
Why does every Republican candidate sound the same? Katherine Miller
Doc Martens, bomber jackets, no ties: Parsing Gen Z politicians’ style: Many of the country’s youngest elected officials hope to express authenticity through their clothing choices. NYT
+ “Senate Majority Leader Chuck Schumer (D-NY) quietly has directed the Senate’s Sergeant at Arms to no longer enforce the chamber’s informal dress code for its members,” Axios reports.
CBS News: UAW president Shawn Fain says 21% pay hike offered by Chrysler parent Stellantis is a "no-go"
Biden voices support for automotive strikers: Le Monde reports the historic United Auto Workers union is demanding a 36% pay rise over four years, a 32-hour week, and a return to guaranteed pensions from the management of General Motors, Ford, and Stellantis.
CNBC: White House team to go to Detroit ‘early this week’ to help resolve UAW strike
CNBC: Trump criticizes UAW leadership amid strike, warns autoworkers’ jobs are moving to China
Drew Barrymore halts new season until writers strike is resolved: WSJ reports the talk show host has drawn criticism for the decision to resume taping amid a labor dispute.
Schumer wants a cut of AI: Interest groups and politicians seek regulation for their own purposes. Andy Kessler
Those trying to pick AI winners should remember the dotcom days: Innovations on the cusp of breakthrough are at risk of being left without the funding they need. Bernard Mensah
Economists expect Fed to defy investors with more interest rate rises: An FT-Booth survey finds majority of economists think the central bank has more work to do to lower inflation.
Wednesday: Huawei Technologies will host the annual Huawei Connect tech forum through Friday in Shanghai.
A shot across the bow’: How geopolitics threatens Apple’s dependence on China: Beijing’s restrictions on government use of Apple products and Huawei’s resurgence pose problems for Tim Cook. FT
Flashback: The geopolitics of Apple Marc Ross @ Caracal
Muji brand owner woos travelers with renovated Japanese houses: Ryohin Keikaku sells plan as solution to Japan's 'akiya' problem. Nikkei
Bloomberg: Dyson to invest 11 billion pesos in new Philippine factory
Two Russian and one American astronauts dock at the International Space Station: Le Mode reports in a rare display of international cooperation, Russian and American astronauts lifted off from the Baikonur cosmodrome in Kazakhstan aboard the Soyuz MS-24 spacecraft amid ongoing tensions over Ukraine.
WP: Rock Hall of Fame ousts Wenner, who issues apology after inflammatory remarks
‘American Fiction’ wins big in Toronto, where the films were the stars: At this year’s Toronto International Film Festival, strikes diminished the glitz. But the movies had no problem speaking for themselves. WP
A hidden reason cities fall apart Thomas B. Edsall
A golden era of airline status is ending: Delta’s SkyMiles revamp signals a correction to years of unfettered lounge access and attainable perks. WP
Bloomberg: Champagne demand softens after post-COVID boom years, LVMH says
US Soccer has announced that it will put a national training center and headquarters in the Atlanta metro area, fueled by a $50 million donation from the Arthur M. Blank Foundation.
How Coco Gauff embodies the biggest story in sports: The rise of female athletes. NYT
Kuss crowned Vuelta champion as Jumbo-Visma make history: AFP reports American rider Sepp Kuss claimed his first Grand Tour victory in the Vuelta a Espana on Sunday in Madrid, as his team Jumbo-Visma completed an unprecedented treble.
Fiji shock Australia to end almost seven decades of rugby pain: AFP reports Fiji kept their Rugby World Cup quarter-final hopes alive with a thrilling and deserved 22-15 win over Australia in Saint Etienne on Sunday, their first success against the Wallabies in 69 years.
Enjoy the ride + plan accordingly.
-Marc
Marc A. Ross | Chief Communications Strategist @ Caracal
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