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Institutional Investor (September 5)

2023/ 09/ 06 by jd in Global News

“Hard landing? Soft landing? No recession after all? As economic news that’s far rosier than most analysts expected to see this summer keeps coming in, a growing number of pundits are now openly wondering if the ‘severe downturn’ long predicted to strike by late 2023 may turn out to be milder (and later in coming) than even the cheeriest of them had recently envisioned.”

 

Wall Street Journal (April 20)

2023/ 04/ 21 by jd in Global News

“When it comes to China, the U.S. and EU are largely now on the same page. “Europeans use milder language than Americans, saying they wish to ‘de-risk’ their economic relationship with China, not ‘decouple.’ But in substance, European de-risking and American decoupling look much the same. Indeed, Europe is erecting economic defenses against China that in some cases go further than the U.S.”

 

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