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Showing posts with label Bloomberg View | Share The View.. Show all posts
Showing posts with label Bloomberg View | Share The View.. Show all posts

Dec 16, 2016

Bloomberg View | Share The View - December 16, 2016: Market Indicators to Watch in a Post-Trump World

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Three Market Indicators to Measure Donald Trump’s Impact
Too cozy with Russia? They'll balk in the Baltics. Tensions with China? Look to Taiwan. Tyler Cowen points to three indexes that will rise and fall along with (or inverse to) next administration’s fortunes.

Nov 21, 2016

Bloomberg View | Share The View: The U.S. Economy Could Survive a Trade War - November 21, 2016:
Bloomberg View
Don’t Bet On a Crash From a Trump Trade War 
Even if the next president were to start a trade war with China, as many analysts fear, some restrictions on imports would do little harm — and there’s even a chance they could help. In fact, Noah Smith says, the main risks from a trade war wouldn’t be economic at all.

May 5, 2015

Bloomberg View | Share The View - May 5, 2015.

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MAY 05,

Katie Benner: "Carly Fiorina doesn’t have a long political track record, aside from a failed run for the U.S. Senate in 2010. So she’s running for president on her record as a business executive at AT&T and Lucent, and later as the chief executive officer of Hewlett-Packard. To cut to the chase: Fiorina was fired from HP because she did a bad job.

Apr 30, 2015

Bloomberg View | Share The View - April 30, 2015: Bernie Sanders Runs Left

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APR 30,

The Editors: "Senator Bernie Sanders of Vermont, who announced his campaign for president Thursday, will not be running for the Democratic nomination for president backed by a billion-dollar campaign operation, a powerful think tank or a lifetime collection of 'Friends of Bill.' But as a self-described 'democratic socialist' and fan of Scandinavian social welfare models, Sanders will have little trouble defining himself."

Apr 24, 2015

Bloomberg View | Share The View - April 24, 2015: Markets and Manipulations.

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APR 24,

Michael Lewis: "How can a guy working from his parents’ house in suburban England whose only actionable orders were to BUY stock market futures cause such a sensational collapse in U.S. stocks?" Read more...
Matt Levine: "There are many messages between Deutsche Bank manipulators and their buddies at other banks that suggest not a war of high-Libor banks against low-Libor banks, but rather a market that was easily manipulated by a plurality of banks acting together as a team."

Apr 23, 2015

Bloomberg View | Share The View - April 23, 2015: Hillary's Unnecessary Coverup

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APR 23,

The Editors: "If the Ukraine crisis has proved anything, it is that the European Union can't get Russia to play nice by trying to humor President Vladimir Putin. So though it was understandable for the EU to hold off on an anti-monopoly case against Gazprom when the conflict began last year,Wednesday's decision to go forward with it was overdue." Read more...

Leonid Bershidsky: "The New York Times is probably making a mountain out of a molehill by wondering whether Hillary Clinton helped Russia's state-owned nuclear energy company, Rosatom, buy U.S.-based uranium mining assets when she was secretary of state. Even so, her sneakiness in not disclosing donations from investors in the acquired company is disturbing." Read more...

Apr 1, 2015

Bloomberg View | Share The View - March 1, 2015: Xiaomi's Road to India.

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APR 01,

Katie Benner: "Xiaomi’s numbers are impressive and its products get great reviews, so what in the world could stop the Xiaomi machine from marching inexorably forward? Look no further than India’s 173 million mobile Internet users, who represent one of the fastest-growing mobile markets outside of China. Xiaomi covets India, but the online retail strategy that worked for Xiaomi in China isn’t working there." 

Mar 30, 2015

Bloomberg View | Share The View on March 30, 2015: 'March Madness' Investing.

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MAR 30,

Mohamed A. El-Erian: "Although the analytics are partial, my gut tells me it is just a matter of time before the U.S. economy’s strong job growth is finally accompanied by more buoyant wage growth, which would alleviate devastating pressures faced by less fortunate segments of society. Hopefully, this week’s data will validate my optimism."

Mar 25, 2015

Bloomberg View | Share The View - March 25, 2015: Middle Class Destruction.

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MAR 25,

Noah Smith: "There is a growing body of research showing that globalization -- and, in particular, the rise of China -- has been the biggest factor hollowing out the American middle class. Naturally, supporters of the robots explanation have challenged some of this research, but the papers keep piling up."

Mar 3, 2015

Bloomberg View | Share The View - March 3, 2015: Netanyahu's Speech

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Eli Lake: Israeli Prime Minister Benjamin Netanyahu addressed Congress today. It looks like top Barack Obama administration officials "are already laying the groundwork for painting Netanyahu's speech as a betrayal." Read more...
Josh Rogin: "The United States and Turkey signed an agreement last month to train and equip some Syrian rebels, but Washington still cannot convince Ankara to increase its commitment to the fight against the Islamic State." Read more...

Feb 23, 2015

Bloomberg View | Share the View - February 23, 2015: Say Goodbye to Eric Holder

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The Latest Opinions From Bloomberg View

February 23, 2015

The Editors: "Now that they're back in Washington after a weeklong break, Senate Republicans should make their first order of business something they've been wanting to do for a long time anyway: saying goodbye to their least favorite member of President Barack Obama's cabinet, Attorney General Eric Holder." Read more...

European Economy
Mohamed A. El-Erian: "Greece and the euro zone dodged another bullet Friday. After tense negotiations, they stumbled into an 11th-hour agreement -- at least in principle -- on a four-month extension of the external funding program supporting the country's reform and recovery. ... Rather than a decisive breakthrough, Friday's agreement was a small step in a drawn-out and complicated process." Read more...

Eli Lake: "Now would be a very good time for U.S. President Barack Obama to think about what happens after Mosul, Iraq's second-largest city, is liberated from Islamic State." Read more...

Leonid Bershidsky: "If last night's Oscars are any indication, Western audiences and critics are fascinated with eastern Europe. ... One can only hope Westerners don't limit themselves to the movies and delve deeper into the region's tangled past and often tragic present." Read more...

Noah Feldman: "Can New York City bar religious worship in its school buildings? This very basic question about the First Amendment has been hotly contested in the courts for years -- and the U.S. Supreme Court is expected to announce Monday whether it will take the case." Read more...

Cass R. Sunstein: "The U.S. has a pressing need to increase the number of well-educated graduates in science, technology, engineering and math, pretty much everyone agrees. ... But why, exactly, aren't more girls focusing on math and science?" Read more...

Mary Duenwald: "Not so many years ago, earthquake science was no more relevant to Oklahoma than marine biology. But these days the state is shaking way more often than California, and giving many people there an unwanted crash course in seismology." Read more...

News Roundup
Katie Benner (Read the news roundup)
  • Apple's just-announced decision to build data centers in Europe touches on two hot-button issues facing the tech industry: taxes and privacy. Read more...
  • Snapchat, an app seemingly made for naked-picture sharing, is telling teens not to share naked pictures: Read more...
  • Apple is going head-to-head with Google for control of the car: Read more...
Jonathan Bernstein (Read the news roundup)
  • Josh Huder at Rule22 on the Department of Homeland Security funding battle, Congress and the presidency: Read more...
  • Solid column from Ross Douthat at the New York Times on how to tell if Republican candidates are serious on policy: Read more...
  • Xpostfactoid's Andrew Sprung on President Barack Obama's love of the U.S.: Read more...
Barry Ritholtz (Read the news roundup)
  • Dear Silicon Valley: Here's your wake-up call:
  • Forget the tech bubble. It's the biotech bubble you should worry about: Read more...
  • Marketing is dead, and loyalty killed it.

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Feb 18, 2015

Bloomberg View | Share The View: February 18, 2015: Secret to Islamic State Recruitment

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The Latest Opinions From Bloomberg View

February 18, 2015

Eli Lake: Why are teenagers joining Islamic State? "Some young people -- particularly those born far away from the conflict in the Middle East and North Africa -- are just bored." Read more...
Josh Rogin: "How do Americans feel about Israeli Prime Minister Benjamin Netanyahu addressing Congress next month? According to one new poll, more support it than object -- despite the controversy over the way he was invited." Read more...

The Editors: "The military prison at Guantanamo Bay, Cuba, remains a stain on the U.S.'s moral character and global reputation, even if torture is no longer practiced there. And as the U.S. embarks on long-overdue economic and political outreach to the autocratic regime of Cuba, it might be wise to remove a controversial symbol of human bondage from its shores." Read more...

Katie Benner: "Human-rights observers applauded last week when Apple announced its most ambitious effort yet to stamp out labor abuses among its Asian suppliers. ... Apple's decision to more closely monitor its supply chain for abuses exemplifies the massive impact it potentially can have on workers across Asia." Read more...

Christopher Flavelle: "Plenty of things make a city great: well-paid jobs, good roads and public transit, high-quality schools, attractive parks and cultural goodies like celebrity chefs and art galleries, to name a few. But what creates those qualities in some cities and not others?" Read more...

Noah Smith: "If you're at all interested in smart economics commentary, here is a baker's dozen of the blogs you should be reading." Read more...

News Roundup
Jonathan Bernstein (Read the news roundup)
  • John Patty at Mischiefs of Faction on what Hillary Clinton is up to: Read more...
  • Tom Burke and Jeb Barnes at the Monkey Cage discuss why reforming disability insurance is hard: Read more...
  • I agree with Dan Drezner on Scott Walker and college, at PostEverything: Read more...
Barry Ritholtz (Read the news roundup)
  • Why active management fell off a cliff -- perhaps permanently: Read more...
  • At UPS, the algorithm is the driver:
  • The size of the recent macro policy failure: Read more...
Benner (Read the news roundup)
  • Snapchat is reportedly trying to convince investors that it's worth up to $19 billion: Read more...
  • Xiaomi was the top smartphone vendor in China last year: Read more...
  • Amazon's one-hour delivery service is live in Manhattan: Read more...

Feb 10, 2015

Bloomberg View | Share The View - February 10, 2015: Wrong Way to Fight Homelessness

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The Editors: "When it comes to America's homeless, there is not enough government help to go around. This grim truth has led to a bipartisan congressional proposal for a new strategy -- but the approach wouldn't do anything to help the homeless, and it would do more harm than good."Read more...

Feb 6, 2015

Bloomberg View | Share The View - February 6, 2015: Understanding the Jobs Report.

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Mark Whitehouse: "The numbers in today's jobs report suggest that the economy is well on its way to recovery. The Labor Department estimated that nonfarm employers added 257,000 jobs in January, bringing the three-month average to 336,000. ... For all the progress, though, too many people still aren't working or even looking for a job." Read more...
Mohamed A. El-Erian: "Before another 'wow' monthly employment report was released today, we knew the U.S. economy was capable of generating lots of jobs as it recovered from the loss of 8 million caused by the global financial crisis. What we didn't know, however, was the answer to the 'wage puzzle.'" Read more...
The Editors: "With a pretty solid recovery now under way and the unemployment rate way down from its recession-era peak, the U.S. Federal Reserve is wondering when to start raising interest rates. It has said it will be 'patient' -- which investors have taken to mean "not before the middle of this year." That might not be patient enough." Read more...

Mark Gilbert: "When officials from the Group of 20 nations gather in Turkey next week, the worsening currency wars will likely be a source of friction. The biggest question is whether the U.S. will finally get sick of being a casualty in the ongoing skirmishes." Read more...
William Pesek: "China has entered the global monetary-easing fray, along with more than a dozen other economies, after its central bank surprised investors by cutting reserve requirements 50 basis points to spur lending and combat deflation. But Beijing may be raring for an even bigger and more perilous fight -- in the currency markets." Read more...

Ramesh Ponnuru: "Conservatives continue to debate how (or whether) to replace the Affordable Care Act. Some of us argue that a replacement should be competitive with Obamacare on coverage. ... Louisiana Governor Bobby Jindal disagrees." Read more...

Jonathan Bernstein: "Bobby Jindal, looking for a way to stand out from the Republican presidential pack, has opened fire on John Boehner and Mitch McConnell." Read more...

Leonid Bershidsky: "Crimea provides a key to understanding the crisis and its potential resolution: Ultimately, it's all about how the people in disputed areas see both Russia and Ukraine." Read more...

Bernstein (Read the news roundup)
  • Read Mark Schmitt, at the Brennan Center for Justice, on "political opportunity": Read more...
  • At the Fix, an excellent Nia-Malika Henderson takedown of a really weak argument about Hillary Clinton and Nancy Pelosi: Read more...
  • Brad DeLong, at the Washington Center for Equitable Growth website, looks closely at the new Republican health-care offering, and how the New York Times botched its coverage: Read more...
Katie Benner (Read the news roundup)
  • Last night was the eighth annual Crunchies Awards: Read more...
  • Uber is introducing a panic button into the version of its app that users in India will have: Read more...
  • Spotify does pay for music, and most of that money goes to the record labels: Read more...
Matt Levine (Read the news roundup)
Barry Ritholtz (Read the news roundup)

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