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GLOBAL RISK

STAY OUT OF MIDTOWN >> 18 to 28 September 2017 -72nd Session of the UN General Assembly

U.N. braces for Trump World leaders are waiting to see whether a president who has often ripped the United Nations can play global statesman. -Politico

U.S. RISK

Trump Signals He Will Choose Approach on Iran That Preserves Nuclear Deal -NYT

‘Amnesty Don’? Trump tests the faith of supporters with talk of immigration deal -The Washington Post

Ross: North Korea problem won't stop U.S. from cracking down on China trade Working with China to solve the problem of North Korea's nuclear program does not hinder the United States' ability to get tough on Beijing's trade policy, Commerce Secretary Wilbur Ross said on Thursday. -Politico

"The primary responsibility of the president is to protect the American people, so that has to be the sine qua non,” Ross said. But, he added, there is “nothing logically inconsistent with that and having a trade policy that’s better economically for us.”

Trump wants to end ‘horrible’ South Korea-U.S. trade deal. Koreans disagree. South Korea’s trade community is on the defensive after President Trump’s renewed call to terminate a free-trade agreement with the country, which many experts here see as a puzzling move during an inopportune time of heightened tensions over North Korea’s nuclear and missile program. -The Washington Post

AMERICAS

NAFTA partners shoot down U.S. flirtation with 'sunset' proposal Canada and Mexico pushed back Thursday against a U.S. proposal to incorporate a provision in NAFTA 2.0 that would automatically terminate the trade agreement after five years unless all three countries agree before then to renew it. -Politico

65 Percent of Mexicans View U.S. Negatively, Survey Finds -NYT

THE PROSECUTOR FROM IPANEMA >> President Temer of Brazil Faces New Corruption Charges The new charges cap an extraordinarily busy couple of weeks for Mr. Janot, whose term expires on Friday. He filed charges accusing Mr. Temer’s two predecessors, Dilma Rousseff and Luiz Inácio Lula da Silva, of running a scheme that siphoned billions of dollars from Brazil’s treasury. -NYT

Peru's Congress ousts cabinet as political crisis deepens Peru’s opposition-controlled Congress ousted center-right President Pedro Pablo Kuczynski’s cabinet in a vote of no-confidence early on Friday, pitching the copper-producing Andean country into its worst political crisis in years. -Reuters

AMERICAS || GLOBAL MARKETS

IMPACT + OPPORTUNITY

GLOBAL BUSINESS

Trump Blocks China-Backed Bid to Buy U.S. Chip Maker The rare move by the White House to block a deal for Lattice Semiconductor could signal more aggressive scrutiny of China’s deal-making ambitions. -NYT Deal Book

Apple is facing questions from the U.S. Senate on the privacy protections in iPhone X and Face ID Sen. Al Franken wants to know how Apple will handle law enforcement requests. -recode

Google and Facebook Fret Over Anti-Prostitution Bill’s Fallout Google and Facebook Inc. are among companies opposing a Senate bill aimed at squelching online trafficking of children, a stance that makes the Silicon Valley giants uneasy allies of a website accused of providing an advertising platform for teen prostitution. -Bloomberg

Steve Case warns tech firms to be 'careful' about growing backlash in Washington Steve Case on Thursday warned big tech companies to be "careful" about the changing sentiment toward the industry in Washington and encouraged them to look for ways to create opportunity outside of Silicon Valley. -Politico

U.S. election agency seeks comment after Facebook cites Russian ads -Reuters

Portland probe finds Uber used software to evade 16 government officials -Reuters

U.S. Transportation Secretary Elaine Chao has introduced a new set of voluntary guidance for self-driving cars Chao said the Department of Transportation is already working on version three of the guidance, which will be released in 2018. -recode

Union Power Is Putting Pressure on Silicon Valley’s Tech Giants Organizers have unionized 5,000 contract workers at Apple, Facebook, Yahoo!, and more. -Bloomberg

GLOBAL MACRO

North Korea missile test leaves stocks unimpressed; yen wilts -Reuters

Robots Are No Match for the Human Bond Trader The former head of Citigroup Inc., Vikram Pandit, reckons three out of 10 bank staff will be replaced by a machine. -Bloomberg