We're back! Thanks to everyone for their food and beverage suggestions in Montreal and Charleston. I literally gained 12 pounds last week. Personal shoutouts and my favorites from each city are at the bottom of the newsletter.
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- Disney will open 25 stores inside select Target locations around the country on Oct. 4, with plans for 40 additional "shop-in-shops" by October 2020. (Reuters)
- The U.S. and Japan agreed in principle on a trade deal that would cut Tokyo’s tariffs on U.S. beef, pork and other agricultural exports and temporarily delay additional tariffs on Japanese autos. (Bloomberg)
- Nomura downgraded its outlook on Hong Kong stocks Monday saying "the ongoing political tensions in HK are now affecting the key pillars of the economy." (Reuters)