Washington Post (January 6)
“The data center rebellion is here, and it’s reshaping the political landscape.” During the second quarter of 2025 alone, “more projects were blocked or delayed than during the previous two years combined, according to Data Center Watch, a tracking project by the nonpartisan research firm 10a Labs. Some $98 billion in planned development was derailed in a single quarter.”
Tags: $98 billion, 2025, Blocked, Data center, Data Center Watch, Delayed, Derailed, Planned development, Political landscape, Q2, Rebellion, Reshaping, Tracking project
Bloomberg (December 12)
“AI is powering Trump’s economy, but American voters are getting worried.” The Wall Street consensus is “that AI has driven most of the gains on the S&P 500 this year” so that may make AI look like a hero. Among voters, however, there are “signs of an AI backlash, one that could amplify concerns about the cost of living and the job-market outlook in Trump’s economy.” Data center projects are increasingly being “blocked or delayed by local opposition” and roughly $98 billion in investment was “stymied in the second quarter, more than the total for all previous quarters since 2023.”
Tags: AI, Backlash, Blocked, Consensus, Cost of living, Data centers, Delayed, Economy, Gains, Investment, Job market, Opposition, Outlook, S&P 500, Trump, Voters, Wall Street, Worried
Financial Times (November 15)
“The longest ever US government shutdown has created an unprecedented blind spot over the health of the world’s biggest economy as critical data reports are set to be delayed or ditched.” The Bureau of Labor Statistics, Bureau of Economic Analysis and other agencies “were largely unable to collect and publish data during the 43-day shutdown, creating a gap in statistical series that will obscure the economic picture for investors and policymakers.”
Tags: Agencies, Blind spot, BLS, Collect, Data, Delayed, Economy, Gap, Government, Investors, Longest, Obscure, Publish, Reports, Shutdown, Statistical series, U.S.
Barron’s (October 1)
“Like the Y2K disaster or the widespread invasion of murder hornets, the highly anticipated September curse failed to materialize this year. The question is whether or not a rough patch has been avoided or simply delayed. Both the S&P 500 and the Nasdaq Composite recorded their best Septembers since 2010.” Still, some analysts and investors worry that the issues that worried them “before haven’t been resolved, even as investor complacency seems to suggest that they have been.”
Tags: 2010, Analysts, Avoided, Delayed, Highly anticipated, Invasion, Investors, Materialize, Nasdaq, Rough patch, S&P 500, September curse, Worry, Y2K disaster
Financial Times (March 4)
“Washington’s greatest miscalculation may not be underestimating China’s chipmaking capabilities, but rather overlooking the forces that drive technological progress. History has shown that every industrial power that has tried to suppress a rival’s technological rise has, at best, delayed it — and at worst, accelerated it. Chips are no exception. The chip war is far from over, but in the long run, the US may have ensured that it is a war China cannot lose.”
Tags: Accelerated, Capabilities, China, Chip war, Chipmaking, Delayed, History, Industrial power, Miscalculation, Overlooking, Rival, Suppress, Technological progress, Underestimating, Washington
Institutional Investor (February 1)
“The Federal Reserve has signaled that it expects to cut rates sometime this year,” though the first cut now looks likely to be delayed until at least May. “Still, most economists think that absent an inflation resurgence, the Fed is going to lower rates this year. Based on past rate cuts that have occurred before entering a recession, the two most likely outcomes are: “no recession and a strong bull market… or a recession and a bust for the Fed.”
Tags: Bull market, Bust, Delayed, Economists, Fed, inflation resurgence, May, Outcomes, Rate cuts, Recession
Wall Street Journal (June 20)
“The world’s central banks underestimated inflation last year. They are trying not to make the same mistake twice.” But they are “in a tricky spot. They need to decide if inflation has stalled way above their 2% target, which could require much higher interest rates to fix, or if inflation’s decline is only delayed. Get the call wrong, and they could push the rich world into a deep recession or force it to endure years of high inflation.”
Tags: 2% target, Central banks, Deep recession, Delayed, Inflation, Interest rates, Mistake, Rich world, Stalled, Tricky spot, Underestimated
Washington Post (November 30)
“The NFL was a joke Sunday, at a time when nothing about the coronavirus warrants laughter. In Baltimore, the Ravens reported a positive test for the eighth straight day, further jeopardizing a twice-delayed game against the undefeated Pittsburgh Steelers. In the Bay Area, the San Francisco 49ers were rendered temporarily homeless, if they want to keep playing football, because of local restrictions.” Make no mistake. “The coronavirus is in charge, and it is raging once again…. It’s impossible to play football out in the open, without a bubble environment”
Tags: 49ers, Baltimore, Bubble, Coronavirus, Delayed, Football, Joke, NFL, Pittsburgh, Positive test, Raging, Ravens, Restrictions, San Francisco, Steelers
Atlanta Journal Constitution (November 17)
“Despite five consecutive months of growth, Georgia has 366,000 fewer people employed than before the pandemic.” Though seasonal work is often “low-paid and short-term,” many people are now desperate for whatever “they can find.” This year, however, “traditional stores are struggling as consumers venture out less ahead of the holiday shopping season. Many businesses have delayed hiring plans, unsure about demand for their goods and services.”
Tags: Consumers, Delayed, Demand, Desperate, Employed, Georgia, Growth, Hiring, Holiday shopping, Low-paid, Pandemic, Seasonal work, Short term
LA Times (August 8)
“Delta’s computer outage highlights the airline industry’s vulnerability.” On Monday, over 650 flights were cancelled and over 2,000 delayed when Delta’s system went down. These massive failures are becoming more common amidst airline consolidation and expansive systems. “Experts have blamed the rash of outages on massive, interconnected computer systems that lack sufficient staff and financial backing.”
Tags: Airlines. Vulnerability, Cancelled, Computer, Consolidation, Delayed, Delta, Flights, Outage
