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Commentary & Opinion

April 2, 2019 The Miracle Years Are Over. Get Used to It.

Source: NY Times

Roughly, economists should have expected that United States economic growth would slow to 2 percent from 3 percent — and it has. This is the new normal for the American economy. Stimulus measures like the Trump tax cuts can lift...

April 1, 2019 Global recession fears are overblown, even as growth will stay ‘sluggish’ in 2019: PNC

Source: CNBC

“I think, as we move into the second half of the year, this narrative of global growth potentially causing problems here in the U.S. is going to shift to a stabilization of global growth and then more of a focus on things like...

March 18, 2019 Global recession prophets have misread the US and Chinese economies

Source: South China Morning Post

n the last few weeks the warnings have come thick and fast: the world economy is teetering on the edge of a new global recession, and sooner rather than later is going to tip over the edge into the abyss. Happily, the alarm bells...

March 8, 2019 Opinion: Five reasons to buy GE’s stock, and five reasons to sell

Source: MarketWatch

General Electric GE, +2.67% fell to under $7 a share in December. From the beginning of 2014 to the start of 2019, GE plummeted 67% while the S&P 500 SPX, -0.96% increased 45% in the same five-year period. And GE’s dividend is...

February 15, 2019 In China, government policies, rather than GDP numbers, tell us most about markets

Source: South China Morning Post

Crosscurrents is also an apt descriptor for what is happening within the Chinese economy. On the one hand, the government aims to support the economy. On the other hand, the importance of controlling systemic risks limits the use...

January 24, 2019 How the U.S.-China trade war ends

Source: Politico

The United States and China have just five weeks to come up with a deal that both nations can hail as “wins” in their closely watched trade war, and they’re each asking the other for major concessions heading into the next round...

January 24, 2019 Davos: Angela Merkel, Jack Ma, Shinzo Abe & More Speak At The 2019 World Economic Forum

Source: Time/YouTube

Angela Merkel, Jack Ma, Shinzo Abe and others spoke at the annual World Economic Forum in Davos, Switzerland

January 18, 2019 Why Pipeline Opposition Undermines Environmental Progress and Safety

Source: Forbes

Pipelines have been quietly providing most of the energy used in America on a daily basis for nearly a century. That is, until most recently. In recent years small, yet very vocal groups of environmentalists have argued pipelines...

December 18, 2018 Plans to break the current Brexit impasse could land Theresa May in even deeper trouble

Source: CNBC

Despite efforts by the Labour party and other political opponents of the government in the House of Commons, it now looks very unlikely that Theresa May — after last week's postponement — will put her Brexit proposal to a...

December 18, 2018 Xi Jinping promises miracles, but fails to deliver specifics

Source: CNN

Xi pledged to continue liberalizing the economy and boosting private companies, while also strengthening state-owned enterprises. There will be "no turning back" to the policies of the past, he said.

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