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Wall Street Journal (June 22)

2020/ 06/ 23 by jd in Global News

“Giant companies from McDonald’s Corp. to Intel Corp. are husbanding cash, cutting costs and tapping debt, all moves that bolster their resilience amid persistent uncertainty wrought by the new coronavirus.” Looking ahead, they are also trying to figure out “when it will make sense to economize less and spend more to avoid losing out to rivals once the recovery begins in earnest.”

 

The Economist (March 14)

2020/ 03/ 16 by jd in Global News

“All governments will struggle” with Covid19. “As they belatedly realise that health systems will buckle and deaths mount,” how well the governments and their leaders cope will be determined by “their attitude to uncertainty; the structure and competence of their health systems; and, above all, whether they are trusted.”

 

Responsible Investor (February 12)

2020/ 02/ 14 by jd in Global News

“The UK’s government and financial regulators have laid out a series of plans to bolster climate disclosure and become the first country in the world to have mandatory TCFD reporting, despite growing uncertainty over its ability to host a successful COP26 in Glasgow, Scotland.”

 

The Economist (February 1)

2020/ 02/ 03 by jd in Global News

“Two things explain why a new infectious disease is so alarming. One is that, at first, it spreads exponentially…. conjuring speculation about a health-care collapse, social and economic upheaval and a deadly pandemic. The other is profound uncertainty. Sparse data and conflicting reports mean that scientists cannot rule out the worst case—and that lets bad information thrive.”

 

Investment Week (November 18)

2019/ 11/ 21 by jd in Global News

The Fed’s “180-degree policy U-turn…from tightening to loosening interest rates” has “increased uncertainty about monetary policy.” Another factor exacerbating matters is “the unpredictable and escalating trade war between the US and China.” Combined, they have “resulted in a higher frequency of volatility spikes and some violent sector rotation.”

 

Wall Street Journal (November 1)

2019/ 11/ 03 by jd in Global News

In the U.S., “GDP growth accelerated to 3% for a time along with investment, but then came Mr. Trump’s trade interventions. More than the damage from tariffs, business confidence fell amid the uncertainty of what Mr. Trump might do next. This has led to slower growth that is reflected in roughly 2% GDP growth in the last two quarters…. The strong evidence is that trade policy is the main growth culprit.”

 

Wall Street Journal (May 11)

2019/ 05/ 13 by jd in Global News

The tariff spat with China “is a political trade risk the economy hasn’t faced since the 1930s, and no one knows where it might end.” Although there “will be many economic losers,” including U.S. farmers who are getting hit hard, “the broader cost is a continuation of policy uncertainty, as CEOs and investors can’t be sure about their supply chains, their cost of goods and raw material, or how long the tariff brawl will last.” Ultimately, “the impact on GDP is hard to calculate but it’s real.”

 

Reuters (January 2)

2019/ 01/ 02 by jd in Global News

“As U.S. and Chinese delegations prepare for upcoming trade talks in Beijing, the two countries’ disputes over tariffs and trade are rattling markets, businesses, governments, consumers and workers across the globe. All of this corrosive uncertainty was entirely predictable…. Elaborate negotiations take tenacity, expertise and planning. They also take time.”

 

The Guardian (October 1)

2018/ 10/ 03 by jd in Global News

“British manufacturers are pulling back sharply on investment plans due to mounting uncertainty over Brexit and growing fears of a global trade war,” with only a third of firms planning to “to increase their investment in plant and machinery – a record low.”

 

Wall Street Journal (April 3)

2018/ 04/ 04 by jd in Global News

“Donald Trump hasn’t been talking about the rising stock market lately, and no wonder. Stocks have given up their earlier gains since the President unveiled his protectionist trade agenda” amid concern over “uncertainty from rising trade tension.” So far, China’s response “is measured, affecting $3 billion in annual trade or about 2% of U.S. goods exports to China, but it sends a pointed message that a larger trade war would hurt American businesses, farmers in particular.” If China subsequently moves to target “America’s biggest exports to China, such as soybeans and Boeing aircraft,” the pain will be much greater.

 

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