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
Barron’s (July 7)
“Trade tensions are likely to recapture markets’ attention this week and through the summer months as President Donald Trump looks to ride his recent wins on taxes and immigration into tariff negotiations.” Since “reshaping the international trade system is a vastly complex enterprise,” the ensuing “uncertainty tied to trade talks… likely will be a feature for markets into the back half of the year and possibly beyond.”
Tags: Attention, Complex, Immigration, Markets, Recapture, Reshaping, Tariff negotiations, Taxes, Trump, Uncertainty
Financial Times (January 14)
“It’s the dawn of a new era of conservatism in corporate America, as executives embrace Trump and the new Republican Washington.” The president-elect “has a history of making personal attacks on companies and executives he doesn’t like.” Amid the rush to get into Trump’s good graces, “companies are reshaping how they interact with society…. It’s a mirror image of the surge in support for social justice causes after a police officer killed George Floyd in 2020.”
Tags: Conservatism, Corporate America, Era, Executives, George Floyd, Personal attacks, Republican, Reshaping, Social justice, Society, Trump
The Economist (May 11)
“The prioritisation of national security above unfettered investment is reshaping the movement of capital across borders. Global capital flows—especially foreign direct investment (fdi)—have plunged, and are now directed along geopolitical lines.” This benefits non-aligned countries, who “play both sides.” Ultimately, however, “as geopolitical blocs pull further apart, it is likely to make the world poorer than it otherwise would be.”
Tags: Borders, FDI, Geopolitical, Geopolitical blocs, Global capital flows, Investment, National security, Non-aligned countries, Plunged, Poorer, Prioritisation, Reshaping, Unfettered
