Washington Post (December 23)
U.S. “tariffs have generated about $25 billion a month since April,” which may seem big. But these monthly takes are really “more like rounding errors than game changers. The gross domestic product of the United States in 2025 will be about $31 trillion.”
Tags: $25 billion, $31 trillion, 2025, April, Big, Game changers, Gross domestic product, Rounding errors, Tariffs, U.S.
South China Morning Post (May 25)
Several factors help explain “the outperformance of Japanese shares.” Improved corporate governance and the end of deflation are important, but “the explanation with the most resonance for investors is Japan’s role as a safe haven in an increasingly risky world. This has taken on added significance because of concerns about the deepening geopolitical rift between the US and China, as well as economic and regulatory risks in China itself.” Japan boasts “the only market in Asia big and liquid enough to offer an alternative to China while still providing exposure to the reopening of its economy.”
Tags: Big, China, Corporate governance, Deflation, Economic, Exposure, Factors, Geopolitical rift, Investors, Japan, Liquid, Outperformance, Regulatory risks, Reopening, Risky world, Safe haven, Shares, US
