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The Economist (July 8)

2017/ 07/ 10 by jd in Global News

“Despite lots of martial talk from Mr Trump, a pre-emptive strike against North Korea is a terrifying option. It would risk setting off a war on the Korean peninsula that could claim millions of lives.” The best options are still deterrence and containment, “But if deterrence is to be effective, America’s threats must be credible. So Mr Trump must stop making promises he is not ready or able to honour—promises like stopping North Korea from developing an ICBM.”

 

Institutional Investor (July 18)

2016/ 07/ 19 by jd in Global News

Following a tumultuous weekend with a failed coup, another police officer shooting in the U.S., and continuing Brexit worries, investors may want to consider “whether security and geopolitical threats to stability will undermine the impact of aggressive easing actions of the world’s central banks. A recovery in the Turkish lira and global equity indices and a retreat in gold prices, seemingly fueled by the coup’s failure, suggests that at least some parts of the market believe central bank policymakers still trump security threats when it comes to financial asset valuation.”

 

New York Times (March 21)

2016/ 03/ 22 by jd in Global News

“The lessons of the last financial crisis are clear. Less clear is whether regulators have the tools and the willingness to apply what they have learned to new circumstances and new threats.” The surge of money from China into the U.S. “far outpaced growth in the overall economy last year, a sign that too much money may be chasing too few good opportunities and that lenders may be compromising standards.” There are clear reasons for concern. “The system is still too opaque, and resistance to regulation remains fierce.”

 

New York Times (February 7)

2016/ 02/ 08 by jd in Global News

“Fear and hatred stalked the Republican debate on Saturday night, aimed at every available target, including, as starkly as ever, the immigrant threat…. There is a long list of things Americans are terrified of, immigrants should not be on it.”

 

Financial Times (August 26)

2014/ 08/ 26 by jd in Global News

“China’s tottering property market presents one of the greatest threats to the global economy.” The reverberations would be felt around the globe, particularly by nations reliant on natural resource exports. “The size of China’s property boom–and therefore the fallout from any crash–is awe-inspiring. In just two years, 2011 and 2012, China produced more cement than the US did in the entire 20th century.”

 

Wall Street Journal (July 30)

2014/ 07/ 31 by jd in Global News

“The U.S. and European Union on Tuesday finally made good on their threats of robust sanctions on Russia. The question now is whether this new approach isn’t too late to save Ukraine.”

 

The Economist (April 5)

2014/ 04/ 06 by jd in Global News

“Reducing Europe’s dependence on Russian gas is possible—but it will take time, money and sustained political will.” With his belligerence and threats, Putin has indirectly done Europe’s leaders a favor by galvanizing their collective will. “They already knew what to do. They just didn’t want to do it.”

 

The Economist (September 29)

2012/ 09/ 30 by jd in Global News

“Growth at last appears to be returning to Britain’s economy…. The squeeze on real take-home pay is easing as inflation falls and wages edge up. Business surveys suggest activity is picking up…. which suggests the current quarter will see a positive figure for GDP growth.” In 2009, the UK experienced a “false dawn.” With “countless threats to renewed recovery,” leaders should avoid choking this recovery to make up for revenue shortfalls.

 

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