十四(勿入)

笨狼 (2022-01-23 10:52:31) 評論 (0)
 
美國經濟的頂頭風
 
Nasdaq 100’s Unrelenting Declines Ring a Dot-Com Bust Alarm Bell - Bloomberg
VIX Curve Inverts in Time-Honored Bull Signal Tied to Peak Panic - Bloomberg
Omicron Wave Drives Surge of Workers Calling In Sick, Working Through Illness - WSJ
Goldman Sees Risk Fed Will Tighten at Every Meeting From March - Bloomberg
Inflation Poses Risks of Faster, Less Predictable Fed Rate Increases - WSJ
Here Comes The Pivot: JPM Sees Sharp Slowdown In US Economy, "No Further Hawkish Developments From The Fed" (zerohedge.com)
Where do we stand with Omicron? - by Eric Topol
Just how gummed up are supply chains? | The Economist
S&P 500 (SPX) Having Worst Start to Year Ever - Bloomberg
U.S. Banks Stock Trapped in Longest Losing Streak in a Year - Bloomberg
 
中國:
China’s ‘Great Exhaustion’ May Confound Xi Jinping: New Economy Saturday - Bloomberg
大廠高薪慣壞了年輕人 (AI財經社)
Foreign Executives in Isolated Hong Kong Head for Exit, Sick of Zero-Covid Curbs - WSJ
Hong Kong Expat Exodus Spurs Plunge in $770,000 School Debenture - Bloomberg
Recruiters say 'no amount of money' can lure bankers to Hong Kong | The Straits Times
人民銀行談2021年金融統計數據:金融對實體經濟支持力度穩固--財經--人民網
What we know about Evergrande’s ‘black-box’ restructuring | Financial Times
China Cuts Interest Rate as Growth Risks Worsen With Omicron - Bloomberg
習近平出席2022年世界經濟論壇視頻會議並發表演講 (guancha.cn)
如果主要經濟體貨幣政策“急刹車”或“急轉彎”,將產生嚴重負麵外溢效應,給世界經濟和金融穩定帶來挑戰,廣大發展中國家將首當其衝。我們要探索常態化疫情防控條件下的經濟增長新動能、社會生活新模式、人員往來新路徑,推進跨境貿易便利化,保障產業鏈供應鏈安全暢通,推動世界經濟複蘇進程走穩走實
劉世錦:有必要提出用10—15年時間實現中等收入群體倍增的目標|中等收入群體|倍增_新浪財經
China Rate Cuts Not Enough To Stabilize Economy: Ex-PBOC Adviser - Bloomberg
China property sector could see "significant" policy easing -BNP Paribas | Reuters
 
四部門召開促進互聯網企業健康持續發展工作座談會-香港紫荊網
 
Trade wars and class wars: part one – the global savings glut? – Michael Roberts Blog
Trade wars are class wars – part two: global imbalances? – Michael Roberts Blog
 
An Uncommon Theory for Common Prosperity - MacroPolo
China’s ‘Common Prosperity’ to Squeeze Cash-Strapped Local Governments - WSJ
 
疫情
 
China’s Immunity Gap | Foreign Affairs
Chinese mRNA Covid Vaccine May Fall Short of Pfizer, Moderna Shots - Bloomberg
Has China fallen into a Covid-zero trap? | World news | The Guardian
 
對華政策
No One Has a Clue What to Do About China | The National Interest
Biden’s China policy needs to be more than just Trump lite (brookings.edu)
Foreign Policy for the 21st Century Resolution: A New Vision
百年馬拉鬆
America’s War for Global Order With Russia and China Is a Marathon (foreignpolicy.com)
 
烏克蘭:
“入侵要60天”
Russia Has Been Warning the West About Ukraine for Decades | Time
《華郵》戰鼓
Opinion | The U.S. can’t afford to leave Ukraine — and Europe — at Putin’s mercy - The Washington Post
Opinion | If Putin chooses to invade Ukraine, the war will be bloody and bitter - The Washington Post
Germany’s new chancellor hesitates in the face of Russia’s threats | The Economist
 
The rapid growth in global wealth | McKinsey
Edelman Trust Barometer 2022: What you need to know | World Economic Forum
 
澳大利亞和英國:兩個小國大夢想
AUKMIN hype is dreaming a British Australia never ended (afr.com)
 
【論文】
種族
Race and racism in the founding of the modern world order | International Affairs | Oxford Academic
How people globally see racial, ethnic discrimination in the U.S. | Pew Research Center
All Articles | Internationale Politik Quarterly (ip-quarterly.com)
 
Top 10 Best Articles Of 2021 (noemamag.com)(2021精選)
 
中國衛星42秒拍舊金山高清圖像 被指史上最強大的地球觀測衛星|多維新聞
Albedo wins license to sell 10-centimeter imagery - SpaceNews
UAE tells U.S. it will suspend F-35 talks following Huawei unease - Nikkei Asia(2021.12.15)
Trudeau directs senior ministers to combat U.S. protectionism - POLITICO(2021.12.16)
China, US tensions unlikely to ease but they could maintain ‘a hot peace’, foreign policy adviser says | South China Morning Post(2022.01.15)
COVID-19: Stay Informed - National Student Clearinghouse Research Center (nscresearchcenter.org)
Rethinking Chinese Politics: A Book Talk | Center for Strategic and International Studies
The Hidden Toll of Sanctions | Foreign Affairs(2022.01.17)
The West Still Has Leverage on China's Tech Strategy (foreignpolicy.com)(2021.12.03)
Japan’s Revolution on Taiwan Affairs - War on the Rocks(2021.11.23)
The truth about the Anglosphere | Financial Times
王英津:論國家統一是民族複興的核心要義_愛思想
Economics Has Another Diversity Problem by Dani Rodrik - Project Syndicate
張曉失的廣播 (douban.com)
The Retail Industry’s ‘Shoplifting Surge’ Claims Are Fuzzy at Best - The Atlantic
China Sets Boeing 737 MAX Directive for Flight Resumption - WSJ
Xi Jinping takes aim at the gross inequalities of China’s ‘gilded age’ | Financial Times
The rich get richer and rates get lower | Financial Times
Red Allure & The Crimson Blindfold – China Heritage
30 books Steven Strogatz recommended (readthistwice.com)
The Best Political Economy Books of 2021 - ProMarket
Delays Hit Iran’s Imports of Soybeans, Maize as Ships Remain Anchored Offshore — Bourse & Bazaar Foundation
Central Banks Worry Omicron Could Sustain Inflation - WSJ
Joe Manchin and Reckoning with the Political World As It Is (substack.com)
The U.S. Bombed a Dam in Syria That Was on a ‘No-Strike’ List - The New York Times
Humanitarian assistance doesn't give militarism a free pass – Responsible Statecraft
Sullivan Introduces Crippling Taiwan-Invasion Sanctions Bill, Citing National Review
Mining Companies and the EU Want Serbia’s Lithium (jacobinmag.com)
Amitav Ghosh: European colonialism helped create a planet in crisis | Amitav Ghosh | The Guardian
How the Kazakh elite put its wealth into UK property | Kazakhstan | The Guardian
Preliminary 2020 Global Greenhouse Gas Emissions Estimates | Rhodium Group
Radio War Nerd #306* [REPOSTED UNLOCKED] — Ukraine-Russia War Fever, with Leonid Ragozin | Gary Brecher & Mark Ames on Patreon
 
我們應聘過騎手,打過臥底電話,看了1907份判決,最後拚出了這部外賣平台進化史 | 徐淼、陳欣怡 一席第890位講者
 
When Humanitarianism Prolongs the Inhumane (reason.com)
IOC demands: Oslo drops bid after over-the-top list of requirements. (slate.com)
 
James Wu On Musk
 
Time for NATO to Close Its Door - Foreign Affairs
The Real Origins of the U.S.-China Cold War - Foreign Policy
 
 
 
美副國務卿:呼籲中國運用對俄影響力解決烏克蘭危機 (guancha.cn)
萬青鬆:俄烏戰爭一觸即發?拜登“驚慌”,但尚未失措 (guancha.cn)
Exclusive: Russia moves blood supplies near Ukraine, adding to U.S. concern | Reuters
 
烏克蘭
Biden says Russian invasion in Feb. 'distinct possibility' | AP News
Taiwan Is Not Ukraine: Stop Linking Their Fates Together - War on the Rocks
美國在烏克蘭不讓步最大的戰略後果是印太戰略
Is Ukraine a Vital U.S. National Security Interest? (foreignpolicy.com)
美國反華小先鋒
Opinion | Putin is threatening to wreck Biden’s Asia strategy - The Washington Post
 
 
德外長:北約當前不會讓烏克蘭加入,討論這一點沒有意義 (guancha.cn)
Why bridging the gap is hard - The Washington Post
Where Is Germany in the Ukraine Standoff? Its Allies Wonder. - The New York Times(德國拖後腿啊)
 
In call with Macron, Putin slams West for ignoring Russia’s ‘fundamental concerns’ – POLITICO
複雜
China Presents Russia With an Escape Hatch on Sanctions (spytalk.co)
 
有看法
Are We On the Brink of War? An Interview With Dmitri Trenin - Carnegie Moscow Center - Carnegie Endowment for International Peace
 
德國拖後腿
Joe Biden’s Germany headache | Financial Times
Germany Sought Energy Exemption in Russia Finance Sanctions - Bloomberg
What It’s Like in Ukraine as the Russia Crisis Unfolds | Strengthening Transatlantic Cooperation
習近平給普京打招呼:動手等到東奧之後,飯後閑話?
Russia's Ukraine moves fuel China's ambitions and Taiwan's fears- POLITICO
 
Putin’s Ambition May Have Outstripped His Options - Carnegie Endowment for International Peace
真的嗎?
NATO knows truth about Russia ‘invasion’ plans, source tells media — RT
U.S. and allies debate the intelligence on how quickly Putin will order an invasion of Ukraine — or whether he will at all - The Washington Post
 
 
美國煽動的比誰都凶
Russia Steps Up Propaganda War Amid Ukraine Tensions - The New York Times
White House Warnings Over Russia Strain Ukraine-U.S. Partnership - The New York Times
Ukraine plays down US invasion warning | Financial Times
Ukraine to the world: keep calm and stop spreading panic | Financial Times
Ukraine Accuses U.S. of Hurting Economy by Sowing Panic Over War - Bloomberg
美國製裁威脅全世界
U.S. Sanctions Aimed at Russia Could Take a Wide Toll - The New York Times
The boldest measures that President Biden is threatening to deter an invasion of Ukraine could roil the entire Russian economy — but also those of other nations
 
for now, the Biden administration does not plan to target Russia’s enormous oil and gas export industry; doing so could drive up gasoline prices for Americans already grappling with inflation and create a schism with European allies
怎麽想呢?第一是美國確實厲害,一旦動用製裁大棒,全世界都沒轍,連中國公司都沒辦法,很多就依賴美國市場,其他在美國金融係統裏,中國政府出麵隻會導致中美對抗,把中國拉入美俄爭端之中,中國政府介入,不介入都不是辦法,
第二美國托大了,歐洲是逆來順受,左右都是挨打那份,但俄國有什麽反製的辦法嗎?普京能被動承受嗎?俄國會以“進入戰爭狀態”為理由全麵反擊,包括網絡戰、切斷油氣供應
 
EU Split on Response to Russian Acts Short of Ukraine Invasion - Bloomberg
Europe’s Economy Exposed as U.S. Seeks Joint Front Versus Russia - Bloomberg
 

https://www.bloomberg.com/toaster/v2/charts/747eae922cca45998f0182dda51439ad.html?brand=politics&webTheme=politics&web=true&hideTitles=true

 
The Hard-Line Russian Advisers Who Have Putin’s Ear - The New York Times
How Putin’s myth-making threatens Ukrainian sovereignty - Vox
 
澤連斯基對美國煽動戰爭不滿,是因為烏克蘭語言裏沒“即刻”“即將”這一詞,就是說,沒這個意識,土包子
Why 'imminent' pisses Zelenskyy off- POLITICO
 a growing anger with the Biden administration. Officials in Ukraine, and some in Europe, say the U.S. allowing diplomats to leave Ukraine is premature and unnecessarily spooking locals as well as financial markets, driving up Kyiv’s borrowing costs
說過,美國要烏克蘭打到最後一個人
 U.S. is purposefully hyping the threat from Russian President VLADIMIR PUTIN so it’ll have the political space to strike a deal with the Kremlin,造勢借機打壓烏克蘭,有可能,但難說有多大可能
 
Press stunned as Ukraine leader points finger at west - Friday Everyday
 
The empire returns: Russia, Ukraine and the long shadow of the Soviet Union | Financial Times
Conservatives and the False Romance of Russia - The Atlantic(蘋果寶)
 
Conservatives and the False Romance of Russia - The Atlantic
很逗,美國公開“呼籲”中國勸阻俄國
Reuters: "The United States called on China to use its influence with Russia to urge a diplomatic solution to the Ukraine crisis https://t.co/EJUb4q7c4C"
美副國務卿:呼籲中國運用對俄影響力解決烏克蘭危機 (guancha.cn)(實際上是助理部長)
 
十三(勿入)
 
【台灣】
秦剛大使接受多家美主流媒體聯合采訪_中華人民共和國駐美利堅合眾國大使館
中國大使秦剛接受美國媒體集體采訪事後竟無一家媒體發表 (rfi.fr)
秦剛:中美應當重拾融冰初心 推動雙邊關係重回正軌-中新網(01.21)
China's ambassador to the U.S. warns of 'military conflict' over Taiwan : NPR(01.28)
美國擔心中國用軍事手段解決台灣問題,秦剛:中美應給和平一個機會 (guancha.cn)
美台副總統罕見互動 台感謝美堅如磐石的幫助 | www.wenxuecity.com
其他動作
British MPs risk wrath of China with planned trip to Taiwan (telegraph.co.uk)
France snubs China with its Indo-Pacific forum – POLITICO
 
韓國總統文在寅不出席北京冬奧會開幕式背後的原因|多維新聞
這就讓作為美國盟友的韓國,不得不更審慎地處理與中國的關係。雖然華盛頓表示不會逼迫各國在中美之間選邊站,也不會要求盟國與美國采取同樣的態度,但事實上,美國對北京冬奧會的表態,已經限製了各國特別是其盟友的外交選擇。
韓國民意:反華
Understanding Korea's Hatred for China (koreaexpose.com)
 
 
美智庫兵推台灣半導體停產 恐引發美中衝突|多維新聞
Taiwan VP wraps up overseas trip with U.S. House speaker meeting | The Japan Times
Tanks and Think Tanks: How Taiwanese Cash is Funding the Push to War with China (mintpressnews.com)
 
瘋子
Amid Ukraine crisis, U.S. reminds China nuclear-armed sub is close - Nikkei Asia
U.S. Isn’t Prepared for a Nuclear War With Russia and China - Bloomberg