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Harvard Gazette (January 18)

2018/ 01/ 19 by jd in Global News

“What’s new in the current phase of the ongoing North Korean nuclear crisis is the Kim regime’s early stage capability to put the continental U.S. at risk…. North Korea is no longer viewed mainly as a threat to U.S. allies and interests in Northeast Asia. If diplomatic efforts collapse, we’re likely to see a dramatic increase in U.S. military pressure on North Korea, with the goal of compelling the regime to rapidly denuclearize.”


Nordic Business Insider (November 17)

2017/ 11/ 19 by jd in Global News

“Norway’s $1 trillion pension fund wants to ditch all oil and gas stocks.” The irony of the proposed move is that the Government Pension Fund of Norway has become the world’s largest sovereign wealth fund by investing Norway’s oil and gas revenue. The move is not being proposed as a bet against petroleum, but rather to mitigate risk through diversification. “The fund’s exposure to fossil fuel markets is currently double that of a standard global fund.”


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.”


The Economist (July 8)

2017/ 07/ 10 by jd in Global News

“Despite lots of martial talk from Mr Trump, a pre-emptive strike against North Korea is a terrifying option. It would risk setting off a war on the Korean peninsula that could claim millions of lives.” The best options are still deterrence and containment, “But if deterrence is to be effective, America’s threats must be credible. So Mr Trump must stop making promises he is not ready or able to honour—promises like stopping North Korea from developing an ICBM.”


CNN (June 21)

2017/ 06/ 23 by jd in Global News

“If ever there were a country in need of modernization, Saudi Arabia is it.” The newly named Crown Prince “is deeply committed to carrying major reforms to fruition. He embodies dynamism, youthful boldness and a vision of possibility. But the far-ranging changes he is bringing to the conservative kingdom and to the region carry risk and no guarantee of success. In a region roiled with instability, they add another element of uncertainty.”


South China Morning Post (June 27)

2016/ 06/ 28 by jd in Global News

“Thanks to Brexit, a new global financial crash is looming. More vulnerable economies risk slipping back into recession and deflation will continue to get the upper hand.”


Washington Post (June 21)

2016/ 06/ 23 by jd in Global News

“These days, America’s recovery looks vulnerable to a lot of scary economic shocks. Most of these come from abroad…. But right now, the single biggest threat to the U.S. economy is the risk of a President Donald J. Trump.”


Washington Post (April 22)

2016/ 04/ 23 by jd in Global News

During his visit to London, President Obama has been somewhat controversially urging the British to remain in the EU. “British leadership in the world is very much at stake. And because it really is a matter of profound, bipartisan, long-term U.S. interest that Britain remain a European power and thus a world power, Obama is right to take the risk and say so.”


Institutional Investor (November 18)

2015/ 11/ 20 by jd in Global News

“Since World War II, the U.S. economy has averaged a recession every five years.” Despite over six years of recovery, it doesn’t look like the U.S. is especially prone to recession because “the catalysts for a downturn aren’t in place.” There’s no real asset bubble, overheating or inflation. A recession is always a risk and can be brought about by unforeseen external shocks. At the moment, however, the risk of a recession looks normal, about 20–25%, for the next 12 months.


The Economist (October 17)

2015/ 10/ 18 by jd in Global News

“There is a growing risk that Britain will leave the European Union. It needs to be countered.”


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