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April 2018
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Barron’s February 21)

2018/ 02/ 22 by jd in Global News

“Retailers had a great holiday season to end 2017…but not all of them will be able to hang on to that momentum throughout the year.” Despite some gains, such tighter inventory control and higher gross margins, “investors will be more focused on whether or not companies can sustain that momentum, given how retail was trounced last year by worries about and e-commerce in general.”


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.”


Institutional Investor (October Issue)

2017/ 10/ 30 by jd in Global News

“Japan’s back, baby! No, you’re not hallucinating…. The world’s third-largest economy may finally have put its deflationary past behind…. Gross domestic product expanded for six straight quarters through June, momentum not seen in more than a decade, and private consumption, which accounts for two thirds of GDP, rose nearly 1 percent in the second quarter.”


Reuters (April 27)

2017/ 04/ 28 by jd in Global News

For “the first time since March 2008 the BOJ used the word ‘expansion’ to describe the state of the economy, signaling its conviction that the recovery was gaining momentum.” Still, some “analysts doubt inflation will accelerate as quickly as the BOJ projects, with slow wage growth keeping households from boosting spending.”


Institutional Investor (January 21)

2016/ 01/ 24 by jd in Global News

“For more than half a decade, a seemingly irresistible momentum has been building around the idea that finance and technology are converging at a historical inflection point, a combination of business transformation and competitive disruption that has come to be labeled fintech.” Fintech “has legs,” making a “2000-style crash” unlikely. Still, fintech is not immune to cyclical decline, may be approaching frothy levels, and carries other risks as well.


Financial Times (August 18)

2014/ 08/ 19 by jd in Global News

With the momentum of the Solidarity movement, Poland broke free of the Soviet Union on August 24, 1989. “Twenty-five years on, a generation of Poles has grown up with no personal experience of communism. Poland is a sovereign democracy, an increasingly prosperous market economy and a proud member of Nato and the EU— a nation transformed from the dreadful era of one-party rule, dismal living standards and subservience to Moscow. Poland, you could say, has never had it so good.”


Institutional Investor (July 23)

2014/ 07/ 25 by jd in Global News

However you look at it, “positive inflation momentum is apparent” in the U.S. From the top down, unemployment has fallen. As slack lessens, “we may begin to see signs of this tightening appear in the form of wage growth.” And from the bottom up, there were “multiple factors that pushed inflation lower over the past 12 to 18 months: predominantly, disinflation from medical and core goods components.” But these were driven by unique events like the sequester and the strength of the U.S. dollar. “Neither the medical nor the core goods component is likely to be a drag on inflation going forward.”


Reuters (June 27)

2014/ 06/ 29 by jd in Global News

With unemployment hitting a 16-year low, Japan’s surprisingly strong job market may provide the nation with needed momentum. “Analysts expect the economy to contract in the second quarter due to the tax hike…. The contraction could be more severe given the weak spending data, although the strong job market and an expected increase in summer bonus payments will underpin spending.”


Financial Times (February 16, 2014)

2014/ 02/ 17 by jd in Global News

The “US and EU must not lose momentum on the TTIP talks.” Successfully concluding the Transatlantic Trade and Investment Partnership (TTIP) “would not only bolster prosperity in the participating countries; it could be a springboard for new global trade talks.”


Global Investor (February Issue)

2014/ 02/ 02 by jd in Global News

“Initial public offerings (IPOs) in the Middle East and North Africa (Mena) region are gathering momentum, with a burgeoning pipeline of deals and renewed optimism of further supply stretching into the future.” Saudi Arabia’s Tadawul Exchange is predicted to be the region’s most active, followed by the Dubai Financial Market, Qatar Exchange and the Abu Dhabi Exchange. “However, some of these companies could look to the London Stock Exchange due to its wider access to international investors. The dearth of liquidity in regional compared with global exchanges remains a challenge for local IPOs.”


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