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March 2018
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Financial Times (March 8)

2018/ 03/ 10 by jd in Global News

“The best trade agreement for the City of London with Europe is the one it has now. EU membership gives the UK unfettered access to a huge market and a voice in making its rules. The results of the Brexit referendum makes this happy situation unlikely to continue. Britain must therefore decide how to protect one of its vital industries.”


Gizmodo (January 26)

2018/ 01/ 28 by jd in Global News

“We can’t rely on the market to create an ‘electric car revolution’ in Australia. Funding infrastructure, creating industry standards, legislating to reward and cheapen less-polluting cars, and educating the public are all part of the challenge.”


Barrons (December 30)

2017/ 12/ 30 by jd in Global News

“Largely absent during the economy’s eight-year recovery from the financial crisis, inflation is on track to pick up in 2018—and it might just catch investors off-guard.” Even a return to modest inflation, e.g. 2.5%, would be a jolt that “could reshuffle the market.”


The Economist (November 18)

2017/ 11/ 20 by jd in Global News

“A market exists for rooftop solar panels and electric vehicles; one for removing an invisible gas from the air to avert disaster decades from now does not.” But it must and fast. The need for negative emissions technology “will be gargantuan. The median IPCC model assumes sucking up a total of 810bn tonnes of carbon dioxide by 2100, equivalent to roughly 20 years of global emissions at the current rate. To have any hope of doing so, preparations for large-scale extraction ought to begin in the 2020s.”


The Korea Times (August 13)

2017/ 08/ 15 by jd in Global News

“In South Korea, frustration is increasing more over Trump’s loose lips than the North’s provocations. The reason is not that South Koreans have any brotherly love left for their northern neighbors. But from their experience living with the time bomb to the north, they think the real risk comes from Trump’s mouth. Their fear is backed by the market—foreign investors are in a sign of nervousness taking their money out of the country, albeit not at an alarming level so far.”


New York Times (May 30)

2017/ 05/ 31 by jd in Global News

Many are incredulous that the market hasn’t plummeted despite President Trump’s missteps. “The stock market is best understood not as a presidential poll but as a barometer of the nation’s current economic mood, and it remains buoyant now for reasons unconnected to the White House.”


Newsweek (February 8)

2017/ 02/ 09 by jd in Global News

“A hard “Brexit could threaten 30,000 jobs in London’s world-class finance sector,” according to a recent report, if the firms “lose their ‘passport’ to operate across the EU.” Of course, nobody will really know until Brexit transpires, but the same study suggests “17 percent of all U.K. banking assets might be on the move as a result of Brexit” and the U.K.’s share of the European financial services market could contract from the current 90% to around 60%.


Financial Times (January 4)

2017/ 01/ 04 by jd in Global News

Whether “Abenomics remains a relevant force…may depend heavily upon the performance of the Nikkei 225 Average over the next six weeks.” If the “huge dip that savaged the benchmark” last year during the same period can be avoided, many analysts believe “we may be looking at a market with enough foreign buying and other support to sustain the current bull run.”


Bloomberg (July 25)

2016/ 07/ 26 by jd in Global News

“With a young population, an expanding middle class and one of Southeast Asia’s fastest-growing economies, Vietnam is an alluring market for Aeon, Takashimaya Co. and Seven & i Holdings Co. The reason: China is slowing and growth is flat-lining at home.”


Institutional Investor (May 30)

2016/ 05/ 31 by jd in Global News

Firms “are doubling down on machine learning and other quantitative investing efforts.” More advanced than rule-based algorithms, “with machine learning, a computer sifts through billions of data points, picking up patterns. Armed with this knowledge, it learns trading behaviors such as buying dips or selling high over time, based on what it has gleaned about the market from past and present data.”  Despite the inroads, however, human ingenuity remains essential.


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