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April 2024
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Bloomberg (April 10)

2024/ 04/ 11 by jd in Global News

“Global funds have turned optimistic on Japanese stocks over the past year, on expectation shareholder returns will improve.” Despite the booming Japan market, “Japanese startups have been turning to the US where institutional investors are more willing to bet on innovative technologies.” So it is no surprise that the NYSE “is actively engaged with a pipeline of Japanese companies, some of which may consider a US listing over the next 18 months.”


Wall Street Journal (April 8)

2024/ 04/ 09 by jd in Global News

“Japan knows the Ukraine stakes.” In contrast, U.S. critics, especially Republican members of Congress are wavering on Ukraine aid, suggesting “the war in Europe is a distraction from more serious threats in Asia.” Tokyo realizes “a Russian victory may encourage Chinese imperialism.” Hopefully, during his visit next week, Prime Minister Kishida “can disabuse” Republicans of their errant notion. His government’s foreign policy “reflects the seriousness of the current geopolitical moment. Japan recognizes that the threat to the well-being of free nations is global.”


CNN (April 2)

2024/ 04/ 04 by jd in Global News

“GE once did almost everything for the typical American family…. No longer. With Tuesday’s split into two companies, the break up of the once mighty industrial icon is complete.” Founded in 1892 by Thomas Edison, GE was “built into the world’s largest and most valuable company by the once legendary, but now oft-criticized CEO Jack Welch” before floundering during the 21st century.


Wall Street Journal (March 25)

2024/ 03/ 26 by jd in Global News

“Annual issuance of U.S. Treasurys has exploded, nearly doubling since the pandemic began. The government sold a record $23 trillion worth in 2023.” This makes people “nervous” because “rapid growth in markets from tech stocks to mortgage bonds has ended badly in the past.” Given their ubiquity and potentially “unforeseen consequences,” any instability in the Treasury market “could rapidly spread” to other markets.


Fortune (March 23)

2024/ 03/ 24 by jd in Global News

“Foreign businesses’ direct investment into China last year increased by the lowest amount since the early 1990s, underscoring Beijing’s challenges to spur its economy. It also has to contend with a steadily accelerating outflow of manufacturing as Apple and other American brands begin to position new capacity in countries from India to Southeast Asia to mitigate risks from US-China tensions.”


Financial Times (March 17)

2024/ 03/ 18 by jd in Global News

“A strange thing happened this week: calm.” U.S. data revealed higher than expected price inflation. “This time around, however, government bonds wobbled only slightly and both US and global stocks held it together around record highs.” The absence of drama indicates “interest rates are shedding their suffocating dominance over global markets, and that stocks are climbing not because they are huffing the speculative fumes of imminent and aggressive potential rate cuts but because they’re worth it.”


Institutional Investor (March 12)

2024/ 03/ 14 by jd in Global News

“Sixty-eight percent of U.S. institutional investors do not use ESG in their portfolios.” They’ve been abandoning ESG as it “has become politicized, leading to state legislation banning the practice, lawsuits, and reputation concerns.” Elsewhere, in contrast, ESG investment is “forging ahead”. A recent global survey of 310 institutional investors, showed that “94 percent of European respondents have incorporated ESG into their investment process…. Within Asia, that portion is 86 percent.”


Newsweek (March 9)

2024/ 03/ 10 by jd in Global News

“America’s teenage population is expected to shrink in the coming decade, whilst the number of people aged 70 or over expands by 14.5 million” as the 70 or over senior population is expected “to boom from 40.8 million to 55.3 million by 2033.” In the two decades since 1971, the U.S. fertility rate fell by 27%. The average woman now bears only 1.66 children, down from 2.26 fifty years ago.


Bloomberg (March 6)

2024/ 03/ 08 by jd in Global News

“However California’s next monumental blaze begins, the toll will be vast. People will be injured, some will die. Thousands of homes will be destroyed. When the smoke clears, the most populous US state, home to Hollywood, Silicon Valley and a real estate market worth more than $9 trillion, will be ground zero for a sweeping financial crisis.”


Forbes (March 4)

2024/ 03/ 05 by jd in Global News

“The bitcoin price has topped $60,000 per bitcoin, making it a $1 trillion asset again,” reigniting concerns of possible fallout on the economy should its price tumble. Still, the wind appears to be with bitcoin. “Bank of America analysts have warned the U.S. debt load is about to ramp up to add $1 trillion every 100 days—fueling a bitcoin price surge.”


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