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Investment Week (November 18)

2019/ 11/ 21 by jd in Global News

The Fed’s “180-degree policy U-turn…from tightening to loosening interest rates” has “increased uncertainty about monetary policy.” Another factor exacerbating matters is “the unpredictable and escalating trade war between the US and China.” Combined, they have “resulted in a higher frequency of volatility spikes and some violent sector rotation.”

 

Washington Examiner (November 18)

2019/ 11/ 20 by jd in Global News

The impeachment proceedings seem “surreal” because the evidence is so real. “The pace in which these stark revelations have come to light makes it hard for the voting public to process them. Any one of these developments would cause a media circus for weeks in a normal administration, but the sheer breadth of Trump scandals helps to diminish the profile of each particular one.”

 

The Hill (November 18)

2019/ 11/ 19 by jd in Global News

“Next year, the number of Venezuelans fleeing their country will overtake the Syrian exodus. To date, more than 4 million have left. One-third of these refugees and migrants are sheltering in Colombia, which has maintained a very generous open-door policy,” but is showing signs of being overwhelmed. Colombia “indeed appears headed towards a tipping point. Such an outcome would exacerbate the regional humanitarian crisis triggered by Venezuela’s collapse.”

 

Business Insider (November 17)

2019/ 11/ 19 by jd in Global News

“While you weren’t looking… the trade war with China went completely off the rails and lost its meaning.” The trade war ostensibly began to deal with the “theft of US intellectual property (IP).” This key issue has essentially been abandoned and the dispute has moved on. It now appears centered on “how many soybeans China will buy.”

 

Bloomberg (November 16)

2019/ 11/ 18 by jd in Global News

China’s Q3 expansion is “the weakest since the government began releasing quarterly data in 1992. An obvious cause is the ongoing trade war…, but the economy would be decelerating even without that as is transitions away from the high debt, often wasteful growth model of the past. The knock-on effects are global, affecting companies and consumers alike.”

 

1843 (November Issue)

2019/ 11/ 17 by jd in Global News

“The ocean floor is the Earth’s last great uncharted region.” Oceans cover “nearly three-quarters of the Earth’s surface yet more than 80% of it remains unexplored. Radar doesn’t penetrate deep water, so accurate depth soundings must be made by ships with high-resolution sonar. It’s slow, boring work. The maps we do have are at best an approximation. New discoveries are common…. We have more accurate maps of Mars than we do of two-thirds of our own planet.”

 

Time (November 15)

2019/ 11/ 16 by jd in Global News

“This has been one of the darkest weeks in the Hong Kong protest movement…. With the ongoing impeachment inquiry into President Trump, Brexit paralysis continuing in Britain, and turmoil in the Middle East, the attritional protests in Hong Kong could easily end up neglected and forgotten. But now more than ever, Hongkongers need our solidarity.”

 

Wall Street Journal (November 13)

2019/ 11/ 15 by jd in Global News

The “booming” labor market has been the “Crown Jewel of Japan’s economy,” but it appears to be “losing its shine.” It now looks like the labor market “peaked even before the ill-considered sales-tax hike in October…. The shine is now coming off, with economic forces at home and abroad weighing on the employment gains made.”

 

Financial Times (November 13)

2019/ 11/ 14 by jd in Global News

Events in Hong Kong are revealing “the thin veneer of civilization…. If this breakdown can happen in Hong Kong it can happen anywhere. And while a civil society can be torn apart virtually overnight, it almost always takes decades to build it back up.”

 

USA Today (November 12)

2019/ 11/ 13 by jd in Global News

An extreme “Arctic blast is affecting 200 million people from Chicago to Texas, and it isn’t over yet.”

 

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