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Market Watch (May 17)

2025/ 05/ 18 by jd in Global News

“President Donald Trump’s move to defuse an ugly trade war with China not only sparked a massive stock-market rally but also drove down the chances of a recession — for now.” Though it’s a welcome sign of relief, numerous obstacles remain. Nobody can rest assured. “Ongoing trade wars have not gone away, for one thing. Trump could change his mind or the U.S. could fail to strike more economic-friendly deals with China, after that 90-day pause, and other countries.” Moreover, the uncertainty has “made households and business hesitant to spend, hire and invest. Confidence has plunged in the past few months, and anxiety is unlikely to fade quickly.” U.S. growth remains likely “to taper off sharply this year.”

 

Guardian (September 21)

2023/ 09/ 24 by jd in Global News

“Europe’s apparent rightwards drift is not a fait accompli. But there is a risk that, as mainstream parties accommodate more and more of the radical right’s agenda, it becomes one. Years of austerity, followed by the pandemic and the Ukraine-related cost of living crisis, have led to chronic economic insecurity for less well-off Europeans. That has created an opening for ugly political movements and populist leaders to exploit.”

 

Reuters (July 11)

2017/ 07/ 12 by jd in Global News

As its first family fights publicly in an unprecedented and ugly manner, the “shrinking returns” of its sovereign wealth fund, GIC, “are adding gloom to Singapore. The sovereign wealth fund, which manages an estimated $343 billion of assets, has delivered its worst annual performance since 2001 barring the financial crisis.” Moreover, the “outlook is depressing too” as GIC prepares for “a protracted period of low returns.”

 

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