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Bloomberg (December 3)

2018/ 12/ 03 by jd in Global News

Trump and Xi gave “markets the most they could have expected,” which wasn’t that much. Still, they avoided the “risk of a serious downside (an angry confrontation and a meeting ending with recriminations and no agreement).” While some may see justification for “risk on” investing, it’s worth noting that this truce is only temporary, “in the longer term, all the risks remain in place.”

 

Wall Street Journal (February 4, 2014)

2014/ 02/ 04 by jd in Global News

The Nikkei’s fall puts added pressure on Shinzo Abe’s efforts to revive Japan. The correction may prove temporary, but it is surely a sign of underlying weakness in Abenomics, which should be fortified. “Policy makers shouldn’t govern by the wishes of stock markets, but in this case Mr. Abe could take a hint. If 2013 was the year when he hyped Japan’s economic prospects, 2014 will need to be the year when he starts doing something about it.”

 

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