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December 2021
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New York Times (November 17)

2021/ 11/ 19 by jd in Global News

“Pandemic stocks have become passé: Peloton, Zoom and others” are making way “for the shares of ‘reopening’ companies.” The shift in market sentiment “reflects a broader reshuffling of the economy, as Americans return to gyms, concerts and other in-person activities.”


Houston Chronicle (July 15)

2021/ 07/ 16 by jd in Global News

“The $3.5 trillion budget proposed by top Democrats represents the biggest move yet by President Joe Biden to attack climate change, including provisions such as clean energy standards for power grids, fees on methane emissions from oil and gas drilling, and increased incentives for electric cars.” If enacted, the legislation, “would set in motion a historic shift from fossil fuels and deliver a blow to the oil and gas producing regions across Texas, which have powered the nation’s economy for a century.”


WARC (May 7)

2020/ 05/ 10 by jd in Global News

“Marketers are readying themselves for a post-pandemic world in which consumer behaviours have changed, but they should consider not just what those behaviours are but why they have emerged so quickly.” Underlying attitudes may not actually shift deeply given the change was abrupt and largely unwilling.


Bloomberg (March 28)

2019/ 03/ 28 by jd in Global News

Turkish President Recep Tayyip Erdogan is trying to create a “New Turkey,” but this is leaving “millions unmoored” as the “massive shift away from agrarian lifestyles” destabilizes “the country’s food supply and cost many their livelihoods.”


Forbes (February 27)

2019/ 02/ 28 by jd in Global News

5G will bring “the biggest shift in telecommunications since the invention of the cellphone.” In fact, “the next major disruptive opportunity will come from 5G in changing the way we connect and power our communities.”


Institutional Investor (August 3)

2017/ 08/ 05 by jd in Global News

“The major shift to passive fund management has increased the need for M&A” so that asset managers can “gain scale and survive increasing pressure” on client fees. The same shift, however, is also deterring potential buyers. “Mergers and acquisitions in the asset and wealth management industry declined in the second quarter,” with the number of deals falling by nearly a third from the first quarter.


Institutional Investor (September 30)

2015/ 10/ 01 by jd in Global News

A volatile third quarter has come to the close. “With the final stretch for 2015 about to begin, portfolio managers must now take stock of the carnage and decide whether market dynamics have permanently shifted in response to changing macro forces, or if long-term trends are set to extend beyond this recent volatility.”


Financial Times (June 14)

2015/ 06/ 15 by jd in Global News

“The slow pace of the shift away from fossil fuels is evidence of their compelling advantages in terms of cost and convenience. Tackling the threat of catastrophic climate change cannot rely on wind and solar power alone but requires multiple changes, including a shift within fossil fuels away from coal towards gas.”


Washington Post (March 5)

2015/ 03/ 05 by jd in Global News

There has been a “great shift in what U.S. corporations have done with their money.” Companies once invested 40% of “every dollar that a corporation either borrowed or realized in net earnings.” This “went into investment in its facilities, research or new hires. Since the ’80s, however, just 10 cents of those dollars have gone to investment…. The money that once went to expansion and new ventures has gone instead into shareholders’ pockets.”


Institutional Investor (April 24)

2014/ 04/ 26 by jd in Global News

To strengthen their balance sheets, large banks (including Deutsche Bank, Royal Bank of Scotland, UBS, Morgan Stanley, JPMorgan Chase and Barclays) have been reducing their commodities businesses, mainly through sales to independent trading companies. With these sales “to smaller players, conflicts of interest remain a potential problem” and nobody’s sure whether new problems will accompany this major shift. Given the skinnier balance sheets of the new players, market liquidity could conceivably suffer. In addition, “concerns abound that the underlying problems that have traditionally beset the commodities markets are simply being pushed onto a new and less tightly regulated set of actors.”