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Investment Week (November 8)

2019/ 11/ 08 by jd in Global News

“Both Japan and China will benefit from a genuine breakthrough in US-China trade relations. We have been preferring Japan to China in recent months, given the longer term issues affecting China’s relations with the West and the slowdown that is now visible in China’s economy.”

 

Bloomberg (October 17)

2019/ 10/ 18 by jd in Global News

“The IMF estimates that the U.S.-China trade war has shaved 0.8 percentage points off global growth,” but “the costs of tariffs could prove higher than just an economic slowdown.” The largely neglected threat is that the “slowdown, combined with a decade of ultra-loose monetary policy, could cause a wave of defaults among corporations. This double whammy could threaten the world’s financial stability.”

 

Bloomberg (September 17)

2019/ 09/ 19 by jd in Global News

Global investors have “sold $4.5 billion of Indian shares since June, on course for the biggest quarterly exodus since at least 1999.” That’s roughly a tenth of their total investment during the previous six years. “India’s economic growth has decelerated for five straight quarters.” India could now experience “a structural slowdown that pummels the country’s $2 trillion stock market, throws a wrench into growth plans of international companies from Amazon.com Inc. to Netflix Inc.,” and diminishes job prospects “for the millions of young Indians who enter the workforce every year.”

 

Wall Street Journal (July 7)

2019/ 07/ 09 by jd in Global News

“Germany’s economic slowdown, though no doubt bad for Europe in the short term, could be helpful over a longer period by easing a rift between the region’s economically stronger north and weaker south over pro-growth policies.”

 

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.

 

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