In today’s hyper-connected world, analysis has become a mere commodity. Retrieving it – let alone information – is like drinking from a fire hydrant. For example, Googling “global economic growth" yields 61 million results; “Eurozone deflation”, 1 million; “tensions in south-east Asia”, 2 million, and so on... It should therefore come as no surprise that we get easily lost in this myriad of information and analysis.
In the face of analysis overload, it becomes invaluable to sift, select and frame the issues and opinions that matter. This is why The Monthly Barometer came up with a Weekly Selection of op-eds and articles. Each week, we select just five of them (out of hundreds that are sent to us by our network) that we frame in two or three sentences. These five pieces convey in a succinct and accessible manner the thinking of people whose opinions matter the most in a variety of macro fields: economics, geopolitics, society, environment, technology and psychology. They constitute a “formidable” shortcut to complex analysis by offering insights and snapshots that can be read in just a few minutes and are easy to digest. For those keen to make sense of today’s world, The Weekly Selections are a must-read. They constitute the best antidote to information and analysis overload.
As a new service, The Monthly Barometer is now offering to its subscribers, and a potentially much larger group, a curation of all The Weekly Selections. On any given macro issue, it will be possible to access the best thinking at the tap of key. This service should therefore be of particular interest to researchers and students enabling them as it does to grasp with ease “who said what and when”.
Subscribers of the Monthly Barometer can access curated Weekly Selections as part of their subscription.
Researchers and students who do not wish to subscribe to The Monthly Barometer can access them on a pay-as-you-wish basis. Please pay an amount that corresponds to the value you attach to the product. If you don’t want to pay, remember the following: “If something online is free, you are not the customer – you are the product” (Jonathan Zittrain, George Bemis Professor of Law at Harvard Law School and the Harvard Kennedy School of Government).
Curation of weekly selections – A distillation of the opinions that count!
- REVIEW OF BOOKS
Christopher Balding, "In Trump Versus China, Everyone Can Win"
Bloomberg View - 22 Nov 2016
This short piece (reads in 3-5 min) neatly delineates the likely contours of Trump’s economic / trade policy vis-à-vis China. There is no need to levy counter-productive tariffs on Chinese goods; Trump can simply redress the asymmetry that China has with the US and the rest of the world by scrutinizing Chinese FDI more closely and slowly; pushing the acquisition targets to look elsewhere for buyers. A win-win would consist in China lowering its own barriers to foreign investment now.
Published in Weekly selection 26 November 2016
Tyler Cowen, "China can resist a crash but can’t prevent one"
Bloomberg View - 25 Oct 2016
There is growing evidence of a real-estate bubble in China, with the economy increasingly dependent on government stimulus and private sector credit growth. Until now, the Chinese have proved capable of postponing recessions for much longer than their Western counterparts, but for how much longer? A soft landing would require government-run fiscal policy to keep matters afloat long enough so that the underlying pro-growth forces outweigh most of China’s struggling investments and debt burdens. This is possible but unlikely (reads in 5-7 min).
Published in Weekly selection 28 October 2016
Marc Whitehouse, "A new measure of China’s vulnerability"
Bloomberg View - 25 Sep 2016
This is an apt reminder of why the next financial crisis may start in China. Its credit to GDP gap – an indicator that focuses on the amount of credit being provided to households and businesses - is rising way above its longer-term trend, signaling that borrowers are getting dangerously overextended. With its vast holdings of foreign reserves and strong government control, China can postpone the moment of reckoning, but not forever (reads in 4-6 min).
Published in Weekly selection 30 September 2016
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