Bloomberg (October 22)
“Six months into Donald Trump’s trade war, the resilience of Chinese exports is proving just how essential many of its products remain even after US levies of 55%.” The weaknesses of Trump’s tariffs are becoming clear. They “appear somewhat limited in their ability to control what American firms import, as China’s sway over sectors such as rare earths and electronics makes its products hard to dislodge.” On top of that, loopholes play a factor. “American importers are able to pay a lower levy by declaring the customs value of goods based on their first sale in a third country, and then raising the price when the items reach a US port. Transhipping via Mexico or Vietnam means some firms are likely not paying the full tax.”
Tags: China, Customs value, Dislodge, Electronics, Essential, Exports, Importers, Loopholes, Mexico, Price, Products, Rare earths, Resilience, Tariffs, Trade war, Transhipping, Trump, U.S., Vietnam
Wall Street Journal (September 17)
“Industrial production in the eurozone returned to growth in July, a reflection of resilience as U.S. tariffs threaten to crimp demand.” Monthly “output edged up 0.3%… after a 0.6% slump in June.” The July “increase was driven by a strong 1.5% upswing in production in Germany.” While the tariff threat remains, “the eurozone’s industry has so far proved relatively resilient, having grown in two of the four months since President Trump’s announcement of levies on global trading partners in early April.”
Tags: 0.3%, Demand, eurozone, Germany, Growth, Industrial production, July, Levies, Resilience, Threat, Trading partners, Trump, U.S. tariffs, Upswing
Traders Magazine (April 30)
“As global financial markets face mounting volatility and exponential growth in data and message traffic, infrastructure resilience has become a cornerstone of stability. Global market infrastructure is facing unprecedented stress tests, not from system failures, but from the relentless pace of data and messaging traffic, regulatory complexity, and volatile geopolitical conditions.” Essentially, this “means building systems to handle two or even three times their previous peak volume—ensuring not only capacity but also continuity during high-stress events.”
Tags: Capacity, Continuity, Data, Exponential growth, Financial markets, Geopolitical, Global, Market infrastructure, Message traffic, Peak volume, Regulatory complexity, Resilience, Stability, Stress tests, System failures, Volatility
New York Times (January 19)
“America’s leaders and institutions must remain undeterred. They will need to show courage and resilience in the face of Mr. Trump’s efforts as they continue to play their unique roles in our democracy. Vigilance is everything: If institutions surrender to the fear and coercion — by bending the knee or by rationalizing that the next right actions aren’t worth the fight, stress or risk — they not only embolden future abuses; they are also complicit in undermining their own power and influence.”
Tags: Abuses, Coercion, Complicit, Courage, Democracy, Efforts, Fear, Institutions, Leaders, Power and influence, Resilience, Surrender, Trump, U.S., Undermining, Vigilance
Bloomberg (October 21)
“The global economy is heading toward year end with unexpected tailwinds as slowing inflation clears a path for an unlikely soft landing. But while the economics side of the equation is looking up, political hurdles lie ahead.” The biggest hurdle may be the U.S. election. “The resilience of the world’s major economies is about to be tested” if Trump is elected and institutes his tariff program.
Tags: Economics, Election, Global economy, Inflation, Major economies, Political hurdles, Resilience, Soft landing, Tailwinds, Trump, U.S., Unexpected
Wall Street Journal (December 26)
“As temperatures plunged this weekend, Americans in much of the country were told to turn down their thermostats and avoid using large appliances to prevent rolling blackouts. The cascading grid stress… was all too predictable to anyone paying attention. The interconnected U.S. grid is supposed to be a source of resilience, but the government’s force-fed green energy transition is creating systemic vulnerabilities.”
Tags: Americans, Cascading, Green energy, Grid stress, Plunged, Predictable, Resilience, Rolling blackouts, Temperatures, Transition, U.S.
Supply Chain Management Review (April 27)
“Global manufacturing and supply chains were severely disrupted by the COVID-19 global pandemic, forcing companies to adapt and plan for a new business reality.” This year, however, the industry “is already quickly rebounding with investments in digital transformation aimed at improving speed, resilience and sustainability. While areas of concern persist, most report that lessons from the pandemic have paved the way for new innovations.”
Tags: Adapt, COVID-19, Disrupted, DX, Investments, Manufacturing, Pandemic, Rebounding, Resilience, Speed, Supply chains, Sustainability
The Economist (April 3)
There are now “growing worries that, like a ship which is too big to steer, supply chains have become a source of vulnerability…. As they battle the pandemic and face up to rising geopolitical tensions, governments everywhere are switching from the pursuit of efficiency to a new mantra of resilience and self-reliance.”
Tags: Efficiency, Geopolitical tensions, Governments, Pandemic, Resilience, Self-reliance, Supply chains, Vulnerability, Worries
WARC (September 28)
“COVID-19 and recession mean the next 18-24 months will be a difficult time in which resilience planning will be essential for businesses everywhere.” Corporate strategies will need to align with the five “consumer sentiments that will be uppermost in a changed world,” namely: Financial Anxiety, Health Concerns, Loneliness Syndrome, Quest for Truth and Safety Fears.
Tags: Anxiety, Businesses, Consumer sentiments, COVID-19, Health, Loneliness, Planning, Recession, Resilience, Safety, Strategies, Truth
Wall Street Journal (June 22)
“Giant companies from McDonald’s Corp. to Intel Corp. are husbanding cash, cutting costs and tapping debt, all moves that bolster their resilience amid persistent uncertainty wrought by the new coronavirus.” Looking ahead, they are also trying to figure out “when it will make sense to economize less and spend more to avoid losing out to rivals once the recovery begins in earnest.”
Tags: Cash, Coronavirus, Costs, Debt, Economize, Intel, McDonald's, Recovery, Resilience, Rivals, Uncertainty
