Fortune (August 27)
“Investors are underestimating the inflation risk of President Trump’s tariffs, which will push up import costs,” concludes analyst Henry Allen of Deutsche Bank. “One indicator forecasts that U.S. inflation may soon exceed 4%. Consumers are also expecting higher prices. But the inflation swaps market has yet to reflect these risks.”
Tags: 4%, Allen, Analyst, Consumers, Deutsche Bank, Forecasts, Higher prices, Import costs, Indicator, Inflation, Investors, Risk, Trump’s tariffs, U.S., Underestimating
The Guardian (August 22)
“England currently feels like an eerie, unpoliced, ungoverned, unstable country after a coup. One government is gone but another hasn’t replaced it, and opposition cannot rise to the challenge.” A macro analyst recently wrote that the UK increasingly looks like “an emerging market country…. Brexit coupled with Covid and high inflation have succeeded…. The UK economy is crushed.”
Tags: Analyst, Brexit, Challenge, Coup, Covid, Economy, Eerie, Emerging market, England, Government, Inflation, Opposition, UK, Ungoverned, Unpoliced, Unstable
Wall Street Journal (March 27)
“North Korean leader Kim Jong Un paid a surprise visit to China this week, in his first known foreign trip since taking power in late 2011.” With upcoming U.S. and South Korean summits approaching, “analysts say the trip appears to be an effort to mend fences with Beijing, as Washington stakes out a tougher line on denuclearization talks planned for May.”
Tags: Analyst, China, Denuclearization, Kim, North Korea, South Korea, Summits, U.S.
