RSS Feed


May 2022
« Apr    


Tag Cloud


Barron’s (May 17)

2022/ 05/ 18 by jd in Global News

“The stock market has enjoyed a mini-rally in the past few days, but the latest gains look like an upsurge in the middle of a larger decline.” The “battered” market “seemed to be begging to be bought,” but it “could get knocked right back down.” Valuations “are still arguably too high.”


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.”


MarketWatch (May 15)

2022/ 05/ 16 by jd in Global News

“A big bounce for stocks on Friday still leaves the main U.S. stock market benchmark close to entering a bear market as investors fret over the Federal Reserve’s ability to get a grip on inflation without sinking the economy stokes fears of stagflation — a pernicious combination of slow economic growth and persistent inflation.”


Financial Times (May 13)

2022/ 05/ 16 by jd in Global News

For some time, “private equity firms have set their sights on the many profitable yet unloved parts of corporate Japan that sit under the umbrellas of conglomerates such as Toshiba, Hitachi and others.” Currently, “the attention on Japan could not be any greater. Much of the ‘dry powder’ sitting in funds raised for Asian dealmaking is now less likely to be used in China than to back increasingly ambitious deals in Japan.”


Wall Street Journal (May 13)

2022/ 05/ 15 by jd in Global News

“Well, the party was fun while it lasted. But now the liquidity tidal wave is crashing as it always does when credit conditions tighten. This week’s crypto-currency crash is the first body exposed on the beach, and let’s hope the damage doesn’t spread too far into the financial system and broader economy.”


Reuters (May 12)

2022/ 05/ 14 by jd in Global News

“South Korea was the first country to launch a fifth-generation mobile network in 2019, heralding a warp-speed technological transformation to self-driving cars and smart cities. Three years on, the giddy promises are unfulfilled.” It has achieved one of the highest rates of adoption, around 45% with speed about five times faster. Until demand catches up, however, telecoms will remain unwilling “to invest in the fancier technology that would ramp speeds by 20 times over 4G technology…. To make the quantum leap to the highest-speed 5G will require the roll-out of essential services that need such fast connections.”


New York Times (May 11)

2022/ 05/ 13 by jd in Global News

The weak yen, coupled with soaring food and energy costs, “are posing yet another challenge for the world’s third-largest economy as Japan trails other major nations in emerging from the economic blow of the pandemic. The rise in prices has spooked Japanese consumers used to decades of stability, and the weak yen is starting to look as if it will depress demand at home more than stimulate it abroad.”


The Guardian (May 10)

2022/ 05/ 12 by jd in Global News

“Tensions between Shanghai residents and China’s Covid enforcers are on the rise again, amid a new push to end infections outside quarantine zones to meet President Xi Jinping’s demand for achieving “dynamic zero-Covid.” To express their displeasure with what are increasingly being viewed as violations of human rights and the rule of law, residents are sharing incriminating videos on social media. “Censors have been taking down many of these videos, but determined residents have continued to post them.”


Investment Week (May 9)

2022/ 05/ 11 by jd in Global News

“BP’s latest plan to buy back $2.5bn of stock this quarter has pushed forecasts for FTSE 100 firm buybacks to be on track for a record high in 2022. FTSE 100 firms are now planning £37bn of share buybacks this year, compared to the prior record of £34.9bn in 2018.”


CNN (May 9)

2022/ 05/ 11 by jd in Global News

“After 14 straight months of year-over-year home price growth reaching into the double digits, we’re finally starting to see the early signs of a cooling housing market.” This doesn’t portend an imminent crash. “In fact, prices may not even fall. Rather, this will be a much-needed rebalancing from the unhealthy market conditions we see today.”


« Older Entries