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Wall Street Journal (January 21)

2018/ 01/ 23 by jd in Global News

Carl Icahn the largest investor in Xerox has formed an alliance with billionaire Darwin Deason, the third largest investor, “to encourage the printer and copier giant to explore a potential sale…. The fact that they are working together and own such a big stake is sure to ratchet up the pressure on a company that is grappling with slumping demand as the world becomes more digital—and is already considering a major transaction.” Due to its “strategic importance,” the Fuji Xerox joint venture “would likely be at the center of any review.”

 

Retail TouchPoints (January 4)

2018/ 01/ 07 by jd in Global News

Despite a strong holiday sales season, “a real department store turnaround will demand a lot of work.” 2018 will represent “a major ‘prove it’ period for department stores. The sector has taken quarterly sales hits for several years, forcing major players to shutter hundreds of stores, but early holiday numbers indicate these retailers have harnessed some positive momentum.”

 

Fortune (November 27)

2017/ 11/ 29 by jd in Global News

“Mumbai International Airport handled a combined 969 flights on Friday. That’s more than any other airport that operates a single runway has ever handled over a 24-hour period.” With 1,000 flights a day in sight, Mumbai is experiencing rising demand and India is soon “set to be world’s third largest aviation market after China and the United States.”

 

Bloomberg (April 4)

2017/ 04/ 06 by jd in Global News

“Now could be the time for foreign investors to return to Japanese equities, according to Goldman Sachs. Corporate governance reforms, a recovery in domestic demand and the strong performance of local stocks in U.S. dollar terms are all potential catalysts that may lure foreigners back.”

 

Forbes (October 13)

2016/ 10/ 13 by jd in Global News

“China’s export numbers for September are out and they show a fall of 10% in year on year numbers. This has caused global stock markets to stumble…. because the China export numbers are a reflection of demand in the global economy and if that’s weak then the global economy is weak.”

 

Wall Street Journal (September 3)

2016/ 09/ 05 by jd in Global News

“All across American agriculture, production is up and prices are down.” With bumper crops expected, “corn prices have tanked, dropping to about $2.85 a bushel today from $6.50 three crop-seasons ago.” The Department of Agriculture is stepping in to help farmers with some subsidies and other programs, but what farmers really need is for Congress to “approve the Trans-Pacific Partnership,” which would boost demand overseas substantially.

 

Institutional Investor (July 29)

2016/ 07/ 31 by jd in Global News

U.S. REITs have soared on a “torrid rally.” Though the momentum will slow, strong fundamentals should underpin the sector, which is also benefiting from negative interest overseas. “The economy’s seven-year recovery should sustain real estate demand.” Moreover, “banks’ conservative real estate-lending policies in the wake of massive losses during the financial crisis should continue to limit supply.”

 

Financial Times (May 20)

2016/ 05/ 22 by jd in Global News

“The plunge in yields on corporate and sovereign bonds in Europe and Asia — the value of bonds with a negative yield is nearly $10tn, according to Fitch — has sent investors racing into the US market.” This surging demand “has allowed companies to issue debt at lower yields, though US yields are still more attractive than in other parts of the world.”

 

Bloomberg (May 2)

2016/ 05/ 04 by jd in Global News

“Money managers turned the most bullish since May as West Texas Intermediate crude climbed to a five-month high on optimism that falling U.S. production and rising fuel demand will trim the global glut.” Their optimism may be both short-sighted and short-lived as OPEC just “boosted production by 484,000 barrels a day to 33.217 million in April, the most in monthly data going back to 1989.”

 

The Economist (January 16)

2016/ 01/ 18 by jd in Global News

“Since the new year, the price of oil has surprised even the most bearish punters, plunging by 18%.” With prices already dipping below $30 a barrel, few know how low oil will go or when prices will begin to recover. Analysts have placed the bottom as low as $10, with April deliveries calculated at “anything from $25 to $56 a barrel.” The only thing everyone agrees on is that current supply vastly outstrips demand.

 

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