Wall Street Journal (February 19)
Last week, several economists at the Federal Reserve Bank of New York “found that American households and businesses are bearing nearly 90% of the cost of the Trump tariffs, contrary to Mr. Trump’s claim that foreigners will pay.” This week, a defensive White House tried to fight back and sully the research. “If the tariffs are such an unambiguous economic and political winner, why is the Administration so defensive about them…. Clearly the White House is worried that voters might conclude this research aligns with their own experience.”
Tags: Businesses, Cost, Defensive, Economists, Foreigners, Households, New York Fed, Research, Trump tariffs, U.S., Voters, White House, Worried
The Guardian (May 25)
Recent research suggests “that even if carbon emissions are slashed to meet the internationally agreed target of 1.5C, sea level rises will become unmanageable during this century.” The “more ominous” fact, however, is “that even the existing 1.5C goal is moving out of reach.” Globally we are on course for “at least 2.5C of heating,” likely melting “the Greenland and west Antarctic ice sheets” and triggering “‘really dire’ sea level rise of around 12 metres.” Still, we are not helpless. “People will adapt to sea level rises in the future as they have in the past. This is not to deny or underplay the scale of the threat, but to stress the importance of preparing for changes which are now inevitable, as well as trying as hard as possible to avoid the worst-case scenarios.”
Tags: 1.5C, 12m, 2.5C, Adapt, Carbon emissions, Dire, Greenland, Ice sheets, Inevitable, Ominous, Preparing, Research, Sea level, Threat, Unmanageable, West Antarctic
New York Times (May 20)
The Chinese century “may already have dawned, and when historians look back they may very well pinpoint the early months of President Trump’s second term as the watershed moment when China pulled away and left the United States behind.” China “already leads global production in multiple industries — steel, aluminum, shipbuilding, batteries, solar power, electric vehicles, wind turbines, drones, 5G equipment, consumer electronics, active pharmaceutical ingredients and bullet trains.” China is “laser-focused on winning the future.” In contrast, “Mr. Trump is taking a wrecking ball to the pillars of American power and innovation. His tariffs are endangering U.S. companies’ access to global markets and supply chains. He is slashing public research funding and gutting our universities, pushing talented researchers to consider leaving for other countries. He wants to roll back programs for technologies like clean energy and semiconductor manufacturing and is wiping out American soft power in large swaths of the globe.”
Tags: 5G, Aluminum, Batteries, Bullet trains, Chinese century, Clean energy, Consumer electronics, Drones, Electric vehicles, Endangering, Global markets, Innovation, Laser-focused, Manufacturing, Pharmaceutical ingredients, Research, Semiconductor, Shipbuilding, Solar power, Steel, Supply chains, Tariffs, Trump, Wind turbines, Wrecking
Institutional Investor (February 10)
“The reality is that DeepSeek’s January 2025 release should not have caught anybody off guard. DeepSeek has been transparent about its research and ambitions in AI development, publishing its research in a series of more than 10 papers on arVix and GitHub prior to the January paper,” not to mention disclosure elsewhere. “Despite DeepSeek being an open secret to many, the release of its R1 models, did blindside U.S. tech Illuminati and market whizzes.” Much of this is due to the “dangerous assumption” that U.S. technological dominance is assured because of “an insurmountable lead in frontier AI technologies.”
Tags: AI development, Ambitions, arVix, Blindside, Dangerous assumption, DeepSeek, Dominance, GitHub, Insurmountable, Open secret, R1 models, Reality, Release, Research, Tech Illuminati, Transparent, U.S.
The Guardian (April 19)
“Ocean waves crashing on the world’s shores emit more PFAS into the air than the world’s industrial polluters, new research has found, raising concerns about environmental contamination and human exposure along coastlines.” Because PFAS “are powerful surfactants that concentrate on the surface of water, which helps explain why they move from the ocean to the air and atmosphere.” It’s likely that “the contaminated spray likely affects groundwater, surface water, vegetation, and agricultural products near coastlines that are far from industrial sources of PFAS.”
Tags: Air, Atmosphere, Coastlines, Environmental contamination, Exposure, Groundwater, Human, Industrial polluters, Ocean, PFAS, Research, Shores, Surfactants, Vegetation
Institutional Investor (January 22)
“Bloomberg terminal users got a research boost on Monday just in time for earnings season: summaries and analysis of company performance written by artificial intelligence.” From Monday, all users will be able to access generative AI summaries “designed to help analysts save time absorbing earnings data and transcripts by highlighting key points. They will be available immediately for companies in the Russell 1000 and the top 1000 companies in Europe.”
Tags: AI, Analysts, Bloomberg, Earnings season, Europe, Generative, Key points, Performance, Research, Russell 1000, Summaries, Time, Transcripts
Institutional Investor (October 26)
“Since the inception of Institutional Investor’s Canada Research Team, RBC has captured the No. 1 spot in the ranking of the country’s providers of equity research. Amid a challenging year in the Canadian stock markets, the firm earned 16 total first team positions, while runner-up BMO Capital Markets clocked in with 14. Looking further down the leaderboard, some of the inroads made by bulge-bracket firms in 2021 and 2022 reversed.
Tags: BMO Capital Markets, Bulge-bracket firms, Canada, Challenging, Equity research, Inception, Institutional Investor, No. 1, RBC, Research, Runner-up, Stock markets
Financial Times (February 26)
These are, according to Citigroup analysts, “distinctly echoey times.” Their “research suggests that, if it is not careful, China may be on track for a new wave of Japanification.” China is now remarkably similar to Japan’s post-property bubble era in, for example, demographics. China’s population is “now shrinking as Japan’s did years earlier… a reminder that after 1990, Japan’s housing price index fell as the 35- to 54-year-old cohort decreased.” These and other factors call for warnings about “the potential risks for China’s banking system.”
Tags: 1990, Analysts, China, China’s banking system, Citigroup, Demographics, Echoey, Housing price index, Japanification, Population, Property bubble, Research, Risks, Shrinking, Warnings
The Times (November 19)
“Middle-earning families will be nearly £20,000 worse off over the next six years,” according to “research carried out for The Times,” analyzing the tax impact of Jeremy Hunt’s new budget “on people’s incomes, as wages go up with inflation but tax thresholds remain frozen.”
Tags: £20 thousand, Hunt, Impact, Incomes, Inflation, Middle-earning families, Research, Succession, Taxes, Wages, Worse
Washington Post (October 9)
“Quantum research still has plenty of obstacles to overcome before it reaches widespread use. But banks, health-care companies and others are starting to run experiments on the quantum internet. Some industries are also tinkering with early-stage quantum computers to see whether they might eventually crack problems that current computers can’t, such as discovering new pharmaceuticals to treat intractable disease.”
Tags: Banks, Companies, Computers, Early-stage, Health care, Industries, Internet, Obstacles, Overcome, Quantum, Research, Tinkering
