Bloomberg (March 16)
“Global oil markets face another week of turmoil after a US attack on Iran’s main export hub heightened risks to supply across the Middle East, and deepened concerns over a conflict that’s already upended energy flows.”
Tags: Attack, Concerns, Conflict, Deepened, Export hub, Global, Iran, Markets, Middle East, Oil, Risks, Supply, Turmoil, U.S., Upended
Barron’s (March 2)
“The conflict in Iran has upended the global market for oil and natural gas. It is also having a big impact on coal markets,” which rose to a 52-week high on Monday. “Coal is benefiting precisely because it isn’t directly affected in this conflict—unlike the other resources it competes against.” For example, utilities can switch to coal in electricity generation “when natural-gas prices get too expensive or natural gas supplies are threatened.”
Tags: 52-week high, Coal markets, Conflict, Electricity, Global market, Impact, Iran, Natural gas, Oil, Resources, Supplies, Upended, Utilities
Reuters (July 15)
“Toyota and Hyundai Motor may have a beef with U.S. protectionism, but they have one thing in common with President Donald Trump: when it comes to global car markets, it’s America first for Asia’s legacy automakers.” With the outlook “upended” by Trump’s tariffs, the U.S. still “remains by far the most important market for Japan’s Toyota, South Korea’s Hyundai and Asian rivals including Honda and Nissan. North America accounts for at least 40% of the revenue at both Toyota and Hyundai.”
Tags: Car markets, Honda, Hyundai, Japan, Legacy automakers, Nissan, Outlook, Protectionism, South Korea, Tariffs, Toyota, Trump, U.S., Upended
New York Times (April 21)
“President Trump’s trade war has completely upended investment flows, with global investors selling off U.S. stocks and corporate and government bonds at a clip unlike anything Wall Street has seen in recent years.” Though some semblance of “calm returned to the corporate and government bond markets late last week,” analysts are still wary of “Trump’s next moves, fearing that his protectionist policies and threats against federal institutions could re-accelerate money flows out of the United States, hitting the dollar especially hard.”
Tags: Analysts, Bonds, Calm, Corporate, Global investors, Institutions, Investment flows, Markets, Money flows, Protectionist, Stocks, Threats, Trade war, Treasuries, Trump, U.S., Upended, Wall Street
Barron’s (March 31)
“AI has yet to cure cancer or drive a car cross-country. But it has upended corporate strategy and spending plans, and opened the door to an age of rapid problem solving, enhanced productivity, and machine-driven creativity.” Still, it’s unclear where AI’s potential leads. “The AI hype cycle has entered a new phase, with investors looking for a payoff. As some of the early enthusiasm fades, tech stocks have entered a correction.”
Tags: AI, Cancer, Car, Corporate strategy, Correction, Creativity, Cure, Enhanced productivity, Enthusiasm, Hype, Investors, Payoff, Potential, Problem solving, Spending plans, Tech stocks, Unclear, Upended
New York Times (January 28)
“Stock futures are looking up after Monday’s markets blood bath, as investors take stock of what the Chinese start-up DeepSeek really means for the artificial intelligence business.” Many questions remain, but “the emerging consensus is that DeepSeek… has upended the race for A.I. supremacy. Apple and Meta might end up being better positioned than initially thought, while Nvidia might not be in a disastrous position.”
Tags: AI, Apple, Blood bath, Consensus, DeepSeek, Investors, Markets, Meta, Nvidia, Start-up, Stock futures, Supremacy, Upended
Wall Street Journal (December 28)
“The failure to anticipate how quickly the Fed would raise interest rates has upended banks big and small this year. Three bigger ones collapsed this spring, but it is community banks… that have been in a full-blown crisis. The losses on long-term bonds have unnerved depositors, investors and regulators who have questioned how bankers failed to properly protect themselves from interest-rate risks.”
Tags: Anticipate, Banks, Bonds, Collapsed, Community banks, Crisis, Depositors, Failure, Fed, Interest rates, Investors, Protect, Regulators, Risks, Unnerved, Upended
Forbes (March 24)
In his latest letter to shareholders, BlackRock Chairman Larry Fink noted that “the war between Russia and Ukraine has heralded the end of globalization, as the conflict has upended the current world order that has been in place since the Cold War and will have lasting global economic consequences.”
Tags: BlackRock, Cold war, Conflict, Fink, Globalization, Russia, Shareholders, Ukraine, Upended, War
San Francisco Chronicle (January 25)
“The start of the new year brought a familiar wave of distress for many Bay Area parents: Omicron infections were accelerating; preschools and child care centers were shutting their doors; adults saw their work regimens upended, their children cloistered and irritable.” But there is now a new worry. It’s hitting children harder. “The pervasive threat of omicron to children too young to be vaccinated has added a layer of anguish.”
Tags: Accelerating, Adults, Anguish, Children, Distress, Familiar, Infections, Omicron, Parents, Preschools, Threat, Upended, Vaccinated, Wave, Work
BloombergQuint (October 19)
Hoarding and food shortages are back, even though “there’s plenty of food. There just isn’t always enough processing and transportation capacity to meet rising demand as the economy revs up. More than a year and a half after the coronavirus pandemic upended daily life, the supply of basic goods at U.S. grocery stores and restaurants is once again falling victim to intermittent shortages and delays.”
Tags: Coronavirus, Daily life, Demand, Economy, Food, Hoarding, Pandemic, Processing, Shortages, Stores, Transportation, U.S., Upended
