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Bloomberg (March 28)

2024/ 03/ 29 by jd in Global News

“The risks are piling up for Japan’s currency, stocks and bonds as the nation’s fiscal year draws to an end right when many global markets close for Easter — and less than two weeks after the central bank hiked interest rates.”

 

Professional Pensions (March 27)

2024/ 03/ 28 by jd in Global News

“Market turmoil, inflation shocks, high interest rates, and rolling geopolitical crises spurred many investors to stay on the sidelines last year” across all asset classes. “Yet investor appetite remains strong,” especially for real assets. “Globally, nearly two-thirds of investors expect to increase their allocation to real assets over the next two years, with investors in Asia most likely to add to their portfolios.”

 

Financial Times (March 27)

2024/ 03/ 27 by jd in Global News

“The price of cocoa surged past $10,000 a tonne for the first time on Tuesday, as a dizzying rise in prices caused by poor harvests in Africa accelerates. Cocoa futures traded as high as $10,080 in New York, more than double their price only two months ago, as traders warned a global shortage of cocoa beans would herald higher price tags for chocolate bars.”

 

Wall Street Journal (March 25)

2024/ 03/ 26 by jd in Global News

“Annual issuance of U.S. Treasurys has exploded, nearly doubling since the pandemic began. The government sold a record $23 trillion worth in 2023.” This makes people “nervous” because “rapid growth in markets from tech stocks to mortgage bonds has ended badly in the past.” Given their ubiquity and potentially “unforeseen consequences,” any instability in the Treasury market “could rapidly spread” to other markets.

 

New York Times (March 23)

2024/ 03/ 25 by jd in Global News

“Investors in the futures market had expected the Fed to cut rates up to six times this year, but have recently come around to the central bank’s view that only three cuts are more likely. It hasn’t seemed to matter for the stock market’s barnstorming rally.”

 

Fortune (March 23)

2024/ 03/ 24 by jd in Global News

“Foreign businesses’ direct investment into China last year increased by the lowest amount since the early 1990s, underscoring Beijing’s challenges to spur its economy. It also has to contend with a steadily accelerating outflow of manufacturing as Apple and other American brands begin to position new capacity in countries from India to Southeast Asia to mitigate risks from US-China tensions.”

 

Foreign Policy (March 22)

2024/ 03/ 23 by jd in Global News

Cuba “is experiencing its worst economic crisis since the end of the Cold War,” and the public is becoming more dismissive to government attempts to assign blame to outside interference. “The fresh demonstrations show that Havana’s role in the economic crisis has become more central in the public eye.” But “whether negative public opinion can lead to political change is another question.”

 

Institutional Investor (March 20)

2024/ 03/ 22 by jd in Global News

Across sectors companies are tripping “over themselves to incorporate generative artificial intelligence into their operations. Not to be left out, investment managers too are crowing about their adoption of generative AI, typically in the form of large language models (LLMs).” This, however, “is a complex and expensive project with considerable investment and business risks and ethical considerations.” There should be less concern on “how these models might disrupt the investment management industry” and more focus on building “a methodology to assess the processes and procedures implemented by managers to ensure the ongoing utility and reliability of their LLMs.”

 

Washington Post (March 20)

2024/ 03/ 21 by jd in Global News

“The proposed purchase of U.S. Steel by Japan’s Nippon Steel has done something few issues can do in Washington: forge a bipartisan consensus…. Members of both parties are absolutely molten about the prospects of a 123-year-old American manufacturer flying a Japanese flag.” They shouldn’t be. This is electioneering. “As long as the plant and the jobs there are protected, as Nippon Steel has promised, who owns it doesn’t really matter — unless you’re a politician.”

 

CNN (March 18)

2024/ 03/ 20 by jd in Global News

“All but one of the 100 cities with the world’s worst air pollution last year were in Asia… with the climate crisis playing a pivotal role in bad air quality that is risking the health of billions of people worldwide.” Of these, 83 cities “were in India and all exceeded the World Health Organization’s air quality guidelines” for PM2.5 “by more than 10 times.”

 

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