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Institutional Investor (February 1)

2024/ 02/ 01 by jd in Global News

“The Federal Reserve has signaled that it expects to cut rates sometime this year,” though the first cut now looks likely to be delayed until at least May. “Still, most economists think that absent an inflation resurgence, the Fed is going to lower rates this year. Based on past rate cuts that have occurred before entering a recession, the two most likely outcomes are: “no recession and a strong bull market… or a recession and a bust for the Fed.”

 

Reuters (June 7)

2023/ 06/ 07 by jd in Global News

After beating expectations in Q1, “China’s exports shrank much faster than expected in May while imports extended declines with a grim outlook for global demand, especially from developed markets, raising doubts about the fragile economic recovery.”

 

Investment Week (July 25)

2022/ 07/ 27 by jd in Global News

“Excluding investment companies and international companies whose London quote was secondary, 1,180 companies were listed on the LSE as of the last day of trading in May 2022, down from 1,349 in May 2019.” During the first half of 2022, “the number of companies floating on the LSE also fell drastically…with just 26 companies debuting, marking a 45% decline compared to the first half of 2021. The UK was not alone. Global IPO activity was poor, with the number of deals falling to 46%.”

 

Washington Post (May 17)

2022/ 05/ 17 by jd in Global News

With May “more than half over,” Russia’s Plan B is clearly “fizzling” with a notable retreat from Kharkiv. Russia “now appears to be aiming to take, at most, the entirety of a single Ukrainian region, Luhansk. And even that might be beyond the capability of Russia’s depleted, poorly led forces.” Instead, “a widening Ukrainian counteroffensive” might succeed in bringing “more of the Russian-held south and east of Ukraine back under the control of its legitimate government.”

 

The Economist (October 17)

2020/ 10/ 19 by jd in Global News

“The prime minister’s election victory in December ought to have banished the memory of Theresa May’s hobbled premiership and rendered him dominant,” but he now bears “than a passing resemblance to his predecessor.” The first COVID-19 “wave cost Mr Johnson a great deal of his political capital. If the government’s record does not improve, the second could exhaust it.”

 

The Independent (May 24)

2019/ 05/ 26 by jd in Global News

“One of May’s finest attributes has been the heartening way that, on several occasions, she’s decided to go over the heads of the MPs who have rejected her, so she can appeal to the public and be rejected by them as well…. So successful has Theresa May been, that having been 20 points ahead in the polls in 2017, her party now looks likely to win one quarter of the votes of a party boasting they’ll make us poorer until 2050.”

 

The Guardian (May 23)

2019/ 05/ 25 by jd in Global News

“All political careers end in failure. Not all end in a punishment beating. The apparently imminent departure of Theresa May as Tory leader has seen a brutality rare even for the British Conservative party.”

 

Investment Week (May 23)

2019/ 05/ 25 by jd in Global News

“The resignation of leader of the House of Commons Andrea Leadsom has accelerated expectations of the departure of Prime Minister Theresa May, who is set to step aside or be forced out within days.” The Prime Minister is “facing opposition throughout Parliament and even in her own cabinet.”

 

CNN (March 24)

2019/ 03/ 24 by jd in Global News

While Prime Minister May “is a focus of anger at home, opinion abroad is also worsening. From a distance, Britain’s long-esteemed political establishment appears to be crumbling, one of the original architects of modern democracy floundering in archaic and arcane process. Much as the British empire eroded publicly with nowhere to hide, the nation’s humiliation over Brexit has staggered center stage.”

 

The Guardian (March 12)

2019/ 03/ 13 by jd in Global News

“Theresa May’s Brexit lost to the ultimate adversary: reality…. There might still be ways that Brexit can go badly; unexplored dead ends and byways of failure. But the road to success is now closed.”

 

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