Barron’s (September 24)
“Power availability is a constraint to AI growth.” On Thursday, Oracle “upset the AI apple cart” by seeking to delay payments if a contracted data center “facility doesn’t come online as scheduled in 2028.” The Project Jupiter AI data center in question “had the money, tenants, and AI partners. It didn’t have the permits.” Delays like this send a bearish message: “less revenue for the ones selling equipment to massive data center projects.”
Tags: AI, Bearish, Constraint, Data center, Delay, Growth, Money, Online, Oracle, Partners, Payments, Permits, Power availability, Project Jupiter, Revenue, Tenants
New York Times (April 29)
“Trump appears to be miscalculating yet again, believing that his blockade and economic pressure on Iran will succeed where his bombings failed…. Two months into the war, Iran and the United States each seems to feel it is in the stronger position. Faced with the prospect of making concessions to the other side, each may prefer to delay or escalate, with the world economy held hostage.”
Tags: Blockade, Bombings, Concessions, Delay, Economic pressure, Escalate, Failed, Iran, Miscalculating, Stronger, Succeed, Trump, U.S., War, World economy
AP (August 1)
“For weeks, President Donald Trump was promising the world economy would change on Friday with his new tariffs in place. It was an ironclad deadline.” Instead, with a one week delay for tariff updates, he “injected a new dose of uncertainty for consumers and businesses still wondering what’s going to happen and when.” Precious “few things seemed to be settled other than the president’s determination to levy the taxes.” Even the “legality of the tariffs remains an open question,” with a federal appeals court hearing oral arguments on Trump’s authority to impose the tariffs.
Tags: Appeals court, Authority, Businesses, Consumers, Delay, Ironclad deadline, Legality, Levy, Oral arguments, Promising, Tariffs, Taxes, Trump, Uncertainty, Updates, World economy
Barron’s (September 4)
“Oil prices fell below $70 a barrel on Wednesday despite reports that OPEC+ nations are considering delaying a planned oil output hike in October.” One of the main drivers was ”weakening demand from China.” Other factors included the situation in Libya and “fears about a weakening U.S. economy.”
Tags: 70, Barrel, China, Delay, Fears, Libya, October, Oil prices, OPEC, Output hike, U.S., Weakening, Weakening demand
South China Morning Post (March 1)
“Hong Kong residents are waiting up to 39 hours for an ambulance as the health care system struggles to keep up with an escalating wave of Covid-19 cases, with the delay up by as much as 50 per cent in just two days.”
Tags: 39 hours, Ambulance, COVID-19, Delay, Escalating, Health care, Hong Kong, Residents, Struggles, Waiting, Wave
New York Times (April 28)
“Delaying the Tokyo Games by a year already poses enormous economic, political and logistical challenges, including whether Japan can hope to recoup its $10 billion investment.” Without a vaccine, however, a 2021 “timeline may be optimistic.”
Tags: Challenges, Delay, Economic, Investment, Japan, Logistical, Optimistic, Political, Recoup, Timeline, Tokyo, Vaccine
Financial Times (May 16)
By delaying any decision to impose car tariffs by 6 months, “President Donald Trump has dodged an immediate collision with the EU and Japan on trade.” While expected, “the move means that the US has avoided blowing up trade relations with the EU and Japan amid an escalation of its dispute with China.”
Tags: Car tariffs, China, Collision, Delay, Dispute, Escalation, EU, Japan, Trade, Trump
Bloomberg (March 13)
“Whatever happens on March 29—a no-deal Brexit, a delay to the departure or some kind of agreement—the U.K. faces a slow but steady erosion to its position as the European center of looking after other people’s money….. However Brexit plays out, the U.K. fund management industry will be a long-term loser from the fallout.”
Chicago Tribune (September 19)
“Teenagers are increasingly delaying activities that had long been seen as rites of passage into adulthood…. The percentage of adolescents in the U.S. who have a driver’s license, who have tried alcohol, who date, and who work for pay has plummeted since 1976, with the most precipitous decreases in the past decade.” The larger story may be that youths have less interest in these actives “because in today’s society, they no longer need to.”
Tags: Adolescents, Adulthood, Alcohol, Dating, Delay, Drive:, Rites of passage, Teenagers, U.S., Work Society
Reuters (August 22)
Deflation “has hobbled Japan’s economy for nearly two decades, bedevilling policymakers despite drastic measures aimed at engineering a sustainable recovery.” For the sixth time, the Bank of Japan (BoJ) has delayed its 2% inflation target. This time until March 2020. Still, two-thirds of respondents in an August 1-16 Reuters Corporate Survey “saw the inflation goal as unrealistic,” with many of their responses further illustrating the complexities involved in overcoming deflation.
Tags: BOJ, Complexities, Deflation, Delay, Economy, Hobbled, Inflation, Japan, Policymakers, Recovery, Respondents, Survey, Unrealistic
