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Wall Street Journal (March 20)

2019/ 03/ 22 by jd in Global News

“Global investors, who have enjoyed an excellent start to 2019, received some unsettling news from FedEx Corp.” The “weak results from the shipping giant bode poorly for the global economy, and investors don’t seem ready for a slowdown.”

 

Bloomberg (January 11)

2019/ 01/ 13 by jd in Global News

“Trade wars, China’s slowdown, erratic stock markets: The outlook is getting grimmer for an increasing number of companies across the globe.”

 

Wall Street Journal (December 10)

2018/ 12/ 11 by jd in Global News

Carlos Ghosn’s reported plan to fire CEO Hiroto Saikawa “adds a new twist to the drama inside Nissan….  While that internal investigation was going on, Mr. Ghosn was growing increasingly dissatisfied with Mr. Saikawa’s handling of business problems at Nissan including a slowdown in U.S. sales and repeated quality issues in Japan, say people familiar with the matter.”

 

MarketWatch (November 27)

2018/ 11/ 29 by jd in Global News

The plan to close plants and slash workforce “is good for GM—and it could shake up things at Tesla and Ford too.” Despite coming under political fire, GM’s “newly announced cost-cutting plan has drawn praise on Wall Street, with analysts applauding the car maker for sharpening its focus on higher-growth areas such as driverless and electric vehicles and forestalling a slowdown in its business.”

 

 

Bloomberg (September 7)

2018/ 09/ 07 by jd in Global News

“One of the paradoxes of this year’s trade tensions is that in many parts of the world, it doesn’t yet feel like a crisis.” Although it may be “tempting to think the global economy is riding out the turmoil,” it would be “mistaken. Look closely: The slowdown has begun.”

 

Financial Times (June 13)

2018/ 06/ 15 by jd in Global News

“We live in an age judged to be one of exciting technological change, but our national accounts tell us that productivity is almost stagnant. Is the slowdown or the innovation an illusion?” The truth is we don’t yet know and it might be something else. There might be a measurement error or a lag before big gains from AI and other revolutionary technologies kick in.

 

Bloomberg (April 17)

2018/ 04/ 19 by jd in Global News

“China’s economic expansion held up amid robust consumer spending, underpinning global growth and giving authorities room to purge excessive borrowing, while the industrial sector showed signs of modest slowdown.”

 

WARC (December 11)

2017/ 12/ 13 by jd in Global News

“While China’s slowdown will continue to influence the economic landscape for other Asian markets – many marketers have seen budgets cut – bright spots are emerging, particular as India’s ‘mainstream’ consumer demographic continues to grow at pace.” Now expected to outpace China, India looks poised to add more mainstream consumers than China over the coming decade.

 

Institutional Investor (September 11)

2017/ 09/ 12 by jd in Global News

“China’s mobile economy may well power the nation’s growth for decades to come, becoming an engine that will more than make up for the slowdown of the country’s traditional growth engines, such as manufacturing and exports.” That is the main thesis of a recently published book by Winston Wenyan Ma, a managing director at China Investment Corp., the country’s sovereign wealth fund with more than $800 billion in assets.

 

Wall Street Journal (February 23)

2016/ 02/ 24 by jd in Global News

Europe is again sputtering, which is the “cost of ignoring Mario Draghi’s pleas for reforms.”  Quantitative easing “without accompanying policy reforms such as looser labor-market rules and liberalized product markets is losing traction fast. Only those reforms could boost European resilience in the face of global developments such as China’s slowdown that weigh on growth.”

 

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