Barron’s (September 14)
“AI stocks aren’t alone when it comes to being sensitive to interest rates; equities in general tend to be reactive” and they also averse to the “potential chilling effect on demand” of higher rates. Though expectations are that “the Fed will raise rates when the FOMC announces its monetary policy decision,” the resilience of the economy this year provides “a hopeful thought for anyone dreading a rate hike.”
Tags: AI, Averse, Chilling effect, Demand, Dreading, Economy, Equities, Expectations, Fed, FOMC, Hike, Interest rates, Monetary policy, Reactive, Resilience, Sensitive, Stocks
New York Times (September 19)
“Nearly one-third of the wild birds in the United States and Canada have vanished since 1970, a staggering loss that suggests the very fabric of North America’s ecosystem is unraveling.” As an indicator species, birds serve “as acutely sensitive barometers of environmental health, and their mass declines signal that the earth’s biological systems are in trouble. Unfortunately, this study is just the latest in a long line of such mounting evidence.”
Tags: Birds, Canada, Ecosystem, Environmental health, Indicator species, Mass declines, Sensitive, Staggering loss, Trouble, U.S., Unraveling, Vanished
South China Morning Post (January 22)
“Trump’s aggressive trade actions have also made investors much more sensitive to China’s domestic economic woes, a development which Trump doubtless views as a sign that his administration is winning the trade war but which has backfired due to the adverse spillover effects on America’s economy and markets…. A trade truce, should one materialise, has come too late.”
Tags: Aggressive, Backfired, China, Economy, Investors, Markets, Sensitive, Trade war, Truce, Trump, U.S.
