Barron’s (April 5)
The global economy is in for a “crude awakening.” Even under the best (or least worst) scenario, the Iran “war will shave about a percentage point off global economic growth, taking it down to 2% this year. Growth forecasts for large, developed economies—Japan, France, Germany, Italy, and the United Kingdom—were modest before the war at around 1%. If the conflict extends past June, GDP growth for these countries could evaporate, while inflation keeps rising.”
Tags: 2%, Conflict, Crude awakening, Developed economies, Economic growth, Forecasts, France, GDP, Germany, Global economy, Inflation, Iran war, Italy, Japan, Scenario, UK
Investing.com (April 4)
Goldman Sachs thinks “China appears better placed than most major economies to withstand the ongoing oil shock triggered by Middle East tensions, with structural advantages in its energy mix, supply diversification and strategic reserves helping cushion the impact.”
Tags: China, Economies, Energy mix, Goldman Sachs, Middle East tensions, Oil shock, Strategic reserves, Structural advantages, Supply diversification, Withstand
Financial Times (April 2)
“A record number of megadeals were agreed in the first quarter of the year as companies shrugged off war in the Middle East and a shakeout in the software sector to propel mergers and acquisitions to $1.2tn globally.”
Tags: Acquisitions, Companies, Megadeals, Mergers, Middle East, Q1, Record, Shakeout, Shrugged, Software sector, War
Wall Street Journal (April 2)
“There is something not at all right when the weightiest decisions of a democratic republic depend so much on the mood of one man.” Before Trump, “there were forms and traditions and processes, there were strictures, rules, the law, expectations, all of which would hem in the head of the executive branch.” Today, however, the “president’s mood” determines everything. “People have become habituated to this, tolerate it, factor it in. But of course when you factor it in you are enabling and continuing it.”
Tags: Decisions, Democratic republic, Enabling, Executive branch, Expectations, Habituated, Law, Mood, Processes, Rules, Strictures, Tolerate, Traditions, Trump, Weightiest
Investments and Pensions Europe (April 1)
“Dutch pension funds were net sellers of US assets last year, reallocating capital towards Europe, according to figures from regulator DNB. On balance, funds sold €30bn of US equities and bonds, while purchasing €23bn of European securities.”
Tags: €30bn, Assets, Bonds, Capital, Dutch, Equities, Europe, Net sellers, Pension funds, Reallocating, Regulator, Securities, U.S.
Institutional Investor (March 30)
“For years, the financial industry chased milliseconds. Today, the critical differentiator in financial markets isn’t just about being the fastest. Instead, it’s about mastering fidelity. Ensuring access to the best, most accurate data, which has become the non-negotiable standard.”
Tags: Access, Accurate data, Critical differentiator, Fastest, Fidelity., Financial industry, Markets, Milliseconds, Non-negotiable, Standard
