EMAIL DETAILS

Image:
To see the original, click here:
http://content.davidhaleweb.com/acton/ct/3037/s-01ea-1802/Bct/l-sf-cl-701C0000000UEmJIAW-0024/l-sf-cl-701C0000000UEmJIAW-0024:15c/ct42_0/1?sid=TV2%3AeeWBkyisI
Target URL: http://www.econvue.com

EconVue Spotlight

Dear R. Hunter,

What a week it was! Equity markets and cryptocurrencies, both of which
appeared to defy the laws of gravity, and the US dollar took a dive.
However, the story of synchronized global growth does not seem to have
changed. Have we finally escaped the long dark shadow cast in 2008?
Renowned Japanese economy expert Takatoshi Ito thinks that things are
changing at the Bank of Japan, the institution that invented and led the
world in quantitative easing. This could be a signal of things to come
in a new global monetary policy environment.

Interest rates might be rising in 2018, but US corporates have received
a gift in the form of a massive tax cut. EconVue expert Marsha Vande
Berg

https://econvue.com/experts/marsha-vande-berg

explores whether or not this will be a missed opportunity, and hopes
that corporate boards will eschew the easy path of share buybacks and
dividends to support new technologies and educate employees. Andrew
Batson's excellent blog looks at wealth distribution from another
perspective, economic history. He discusses a new book about a
contemporary rival to Karl Marx, who envisioned a way to empower workers
without centralizing the ownership of property. This debate is likely to
last another hundred years.

In spite of lagging wages, US consumption is strong, and in view of full
employment is likely to continue at its current pace. EconVue expert
Michael Lewis

https://econvue.com/experts/michael-lewis

says that in spite of auto and student loans, consumers are not
overextended. Mysteries remain-why hasn't full employment pushed up
wages? Perhaps the two are unrelated. The US industrial base is
similarly underextended: capacity utilization in US industry is still 2%
below its long term average.

There are clouds however, especially in health care. Amazon's new
venture in this space began the stock market rout last week. In the long
run, misallocation of health care dollars in the US is a problem that
must be solved, and innovative technology rather than regulation is
bound to be the answer. Regular contributor David Johnson

https://econvue.com/experts/david-w-johnson

's report below describes the ills and some possible cures.

What should we be watching for in 2018? Mobile payments in the US
catching up with China, and energy storage as a booming industry.
Australian EconVue expert Saul Eslake

https://econvue.com/experts/saul-eslake

provides his macro insights for 2018, notably China as it undergoes
political transformation. He takes a sanguine view and predicts overall
economic stability.

See these and other stories below.

RESEARCH BY ECONVUE EXPERTS

What to Watch for in 2018

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Feconvue.com%2Fpulse%2Fwhat-watch-2018&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=AvIlXurHoetObql4TuWTsBSL6wB1Nx2SpsNnaivKiks%3D&reserved=0

Saul Eslake

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Feconvue.com%2Fexperts%2Fsaul-eslake&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=jph0wPyFBEtPUkCxQCXrKuR5S5jSrXFFQmLP8MkOvjo%3D&reserved=0

Saul's ten things that will shape the global and Australian economies in
2018.

US Corporate Governance/The New Tax Law Comes with Complications

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Feconvue.com%2Fpulse%2Fus-corporate-governancethe-new-tax-law-comes-complications&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=UNUTu%2Fg7nM4ALMfDK8qfS%2FNWKxtNupezuYTEPJ05iB8%3D&reserved=0

Marsha Vande Berg

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Feconvue.com%2Fexperts%2Fmarsha-vande-berg&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=cth4%2FozLh6Y%2BFKwcpR9l0s3iYhjbtxELbeveO1%2BdPzk%3D&reserved=0

While an optimistic consensus in corporate America is growing around
last year's passage of a sweeping US tax bill, corporate boards would be
wise to pivot their spending deliberations to how companies can catalyze
new technologies on behalf of improvements in real wages, growing jobs
and educating the workforce. This should be the preference over stock
buybacks and shareholder dividends if the US economy is to realize more
than a one-time, feel-good growth spurt.

FMI February 2018 Economic & Investment Outlook

https://econvue.com/reports/michael-lewis/fmi-february-2018-economic-investment-outlook

Michael Lewis

https://econvue.com/experts/michael-lewis

For 2018, Real GDP Should Grow +2.75%, Perhaps Bit More; Jobless Rate
Should Fall to Record (Peacetime) Lows; Core Inflation Will Likely
Breach +2% Target by Summer.

Fortress Healthcare Meanders Toward Value

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Feconvue.com%2Fpulse%2Ffortress-healthcare-meanders-toward-value&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=wQgv77bg2N7gd2aOr00ZcCCsAeGi1eRcuElBt6WR59U%3D&reserved=0

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Feconvue.com%2Fpulse%2Ffortress-healthcare-meanders-toward-value&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=wQgv77bg2N7gd2aOr00ZcCCsAeGi1eRcuElBt6WR59U%3D&reserved=0

David W. Johnson

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Feconvue.com%2Fexperts%2Fdavid-w-johnson&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=tBJgjC%2BvNRjy%2Fu2AzCsQKqD%2F1GRu%2BtaDTNuW3lEznw4%3D&reserved=0

On the frontlines, providers are positioning themselves to win customers
by delivering higher quality care and better service more efficiently.
At the rear, the battle is for clinical precision through right-care,
right-setting delivery with more emphasis on integration and cost
cutting than revenue maximization.

Trump's SOTU Economic Agenda: Self-Congratulations and Empty Threats —
But It Could Be Much More

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Feconvue.com%2Fpulse%2Ftrump%25E2%2580%2599s-sotu-economic-agenda-self-congratulations-and-empty-threats-%25E2%2580%2594-it-could-be-much-more&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=vbXEqvrAbOB8YXkcVScrQKOOwgbpntyk2iNOm87O%2Fi8%3D&reserved=0

Robert Shapiro

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Feconvue.com%2Fexperts%2Frobert-shapiro&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=d9goRcptqWR4l3NRj2WQAktK5U%2F943m75T9KH3U9yvQ%3D&reserved=0

Trump's economic agenda for 2018 is both largely predictable and deeply
unrealisitic. With a boost from his deficit-busting tax reforms, CBO now
forecasts budget deficits averaging $1 trillion per-year over the next
decade (2018-2027). That tells us that Trump is virtually certain to
propose deep spending cuts across most domestic areas, excluding the
Pentagon.

The Mobile Mainstream

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Feconvue.com%2Fpulse%2Fmobile-mainstream&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=lE4zy9ZQUzUdppPx1%2BwD2jxlw%2FKVGz3%2BkrVcblvbh64%3D&reserved=0

Collin Canright

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Feconvue.com%2Fexperts%2Fcollin-canright&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=jp2xCl%2F6XHedjrhb6XpkgWz99xrQ7CR2bPnBZKG2xQI%3D&reserved=0

"Changing consumer preferences and behaviors are focused on ease of use,
convenience, and immediacy of payment that can be obtained through the
mobile channel," reports the Federal Reserve Bank of Boston in its most
recent mobile payments study.

Yet the mobile experience in the mainstream of U.S. commerce hardly
meets that ideal.

Moreno Reviving Ecuador's Participatory Democracy

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Feconvue.com%2Fpulse%2Fmoreno-reviving-ecuadors-participatory-democracy&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=ZK13AcZCx02yM0XokKwrw6SgYspb96BbQBIh%2FpQCPWo%3D&reserved=0

R. Evan Ellis

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Feconvue.com%2Fexperts%2Fr-evan-ellis&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=D8jOzgPoOQHhfoGGHGJXGXTuPMm5X0kwpyY%2FHJW5naY%3D&reserved=0

Dr. Ellis' new article on the policies and challenges of Ecuador's
recently elected president Lenin Moreno, with recommendations for US
policymakers. The article emphasizes the positive steps that President
Moreno has taken in reviving an inclusive, democratic discourse in his
country, as well as opportunities for the US to respectfully work with
him and his government, despite persistent policy differences.

Davos and the anti-Davos Man

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Feconvue.com%2Fpulse%2Fdavos-and-anti-davos-man-trump&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=iZeVElHcvnNo3VIpTa6qmPCFN5MKUj3Z5r3yMeT%2BztA%3D&reserved=0

Karim Pakravan

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Feconvue.com%2Fexperts%2Fkarim-pakravan&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=eGCKaitzUWL%2Fl9MPBGUlGnHkiYDIOhQMBuRHULqY1bE%3D&reserved=0

This Davos meeting could be the most consequential since the one
following the financial crisis of 2008. The erosion of U.S. leadership,
the concomitant rise of China's financial and soft power, and the
challenges posed to the global trade system are the background to major
shifts in the global economic and financial architecture, with
unpredictable consequences.

STORIES IN OUR SPOTLIGHT

The Future of U.S.-China Economic Ties: A Conversation with Erin Ennis

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fchinapower.csis.org%2Fpodcasts%2Ffuture-us-china-economic-ties%2F&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=p%2Fls%2FKIn83%2BI6ZbmiJJm9ORwi0OI3iJsuzRdysdMUQk%3D&reserved=0

4/6/2017 CSIS ChinaPower Podcast

Always worth listening to US-China economic relations expert Erin Ennis
about how this relationship is evolving and what US corporates can
expect.

Cryptocurrencies and National Security

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.cfr.org%2Fbackgrounder%2Fcryptocurrencies-and-national-security%3Futm_medium%3Dsocial_share%26utm_source%3Dtw&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=S1z32ZN13QvsS8F2vJTm0ZMGYYi1%2BEW5lsQJq1wdhBM%3D&reserved=0

1/30/2018 Council on Foreign Relations

This Council on Foreign Relations article makes no mention of the
possible benefits of cryptocurrencies, especially for citizens whose
governments serve them poorly with weak financial institutions. All
innovations create positive and negative outcomes; the positive deserve
equal attention.

Triple Threat: Amazon, Berkshire, JPMorgan Rattle Health-Care Firms

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.wsj.com%2Famp%2Farticles%2Ftriple-threat-amazon-berkshire-jpmorgan-rattle-health-care-firm-1517359502%3F__twitter_impression%3Dtrue&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=QInZ0JDasMht2fzwY1Lw8NKD2D0xPWcNoDDzVzgsMjI%3D&reserved=0

Anna Wilde Mathews , Emily Glazer and Laura Stevens 1/30/2018 Wall
Street Journal

Flip side? How many employees would be comfortable with their employer
storing all of their health data?

Some of Marx's earliest critics were right on the money

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fandrewbatson.com%2F2018%2F01%2F30%2Fsome-of-marxs-earliest-critics-were-right-on-the-money%2F&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=MCOJC0%2F0my72sg02KTL%2B4WONpZtMpnbb4Y60glMmG9I%3D&reserved=0

1/30/2018 Andrew Batson Blog

Was there a way to help workers without increasing centralization? A new
book describes how Karl Marx might have got it wrong.

Technological innovation drives clean energy boom

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.edf.org%2Fenergy%2Ftechnological-innovation&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=%2BmCbT2H%2FuXDHA3X50K6W4nFiazMOemXIUTcTB5OehqM%3D&reserved=0

2018 Enviromental Defense Fund study

The future requires energy storage, and this sector is growing—46% just
in the past year, with projected growth of nine times by 2022, only four
years away. How much would you pay for a battery that lasts twice as
long?

Higher US Treasury yields are no certainty under Basel III

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.ft.com%2Fcontent%2Fff16e5c0-027a-11e8-9650-9c0ad2d7c5b5&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=dqkemMmMMkSqTazWTmdiZ6h4qCYRy6BOt56Hw%2FZeVps%3D&reserved=0

Matthew C Klein 1/26/2018 Financial Times

Central bankers like to think tough regulation makes monetary policy
more straightforward. Yet the Federal Reserve may find its plans to
raise long-term interest rates partly stymied by the capital and
liquidity rules of Basel III. Another example of how in spite of
political pressures against globalization, in the financial sector at
least it is inescapable.

Blockchain Technology Overview

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcsrc.nist.gov%2FCSRC%2Fmedia%2FPublications%2Fnistir%2F8202%2Fdraft%2Fdocuments%2Fnistir8202-draft.pdf&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=QlxiRVM7IKa8SHEvbr%2Brwm%2B2jfm1QyYm0uaSXhgH%2Fzg%3D&reserved=0

Dylan Yaga, Peter Mell, Nik Roby & Karen Scarfone 1/2018 National
Institute of Standards and Technology

A draft issued by the NIST of the U.S. Department of Commerce setting
standards for blockchain technology. Great unhyped read for those of us
trying to grasp what blockchain is and what it can do.

The Bank of Japan's Moment of Truth

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.project-syndicate.org%2Fcommentary%2Fbank-of-japan-low-inflation-conundrum-by-takatoshi-ito-2018-01%2Fenglish&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=596YWHaoITBMLxEGGtlmx2IDL5Nyqy%2Bq1VBwCdtBy%2FE%3D&reserved=0

Takatoshi Ito 1/25/2018 Project Syndicate

Insight from Takatoshi Ito.

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.project-syndicate.org%2Fcommentary%2Fbank-of-japan-low-inflation-conundrum-by-takatoshi-ito-2018-01%2Fenglish&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=596YWHaoITBMLxEGGtlmx2IDL5Nyqy%2Bq1VBwCdtBy%2FE%3D&reserved=0

Digital Identity – Why It Matters and Why It's Important We Get It Right

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.weforum.org%2Fpress%2F2018%2F01%2Fdigital-identity-why-it-matters-and-why-it-s-important-we-get-it-right%2F&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=c7%2FwchC0S7c0sFmxPWPLLO3nbKwtLlLFOr1JCR50IM8%3D&reserved=0

1/25/2018 World Economic Forum

Large institutions will always favor identification. Privacy will become
the world's scarcest luxury, unless new technologies can overcome the
inexorable trend towards personal digital identities accessible by data
collectors.

China's VPN crackdown is about money as much as censorship

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.ft.com%2Fcontent%2F35eafc9a-fcf8-11e7-9b32-d7d59aace167&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=e%2FHv0YzXxke0eyLAPUe2eGoB1MLrwJsO7pFoR%2FUZ3Rc%3D&reserved=0

Lucy Horby 1/21/2018 Financial Times

Biggest import trading partner (chart)

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Ftwitter.com%2Flyrichues%3Flang%3Den&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=0E0eB4pgTWK8BCUi4qJtkDpvCnouMnliHiOLqu9K%2Fzo%3D&reserved=0

1/19/2018

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Ftwitter.com%2FNinjaEconomics&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=vaxcqXTgppwRXG2lOtp5Pzus1x8o%2BS%2BBjpmbPAkBLPU%3D&reserved=0

@NinjaEconomics

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Ftwitter.com%2FNinjaEconomics&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=vaxcqXTgppwRXG2lOtp5Pzus1x8o%2BS%2BBjpmbPAkBLPU%3D&reserved=0

A map of each US state and their largest trading partner. California's
is China, not Mexico.

The Apple story is about corporate bonds not cash or capex

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fftalphaville.ft.com%2F2018%2F01%2F18%2F2197758%2Fthe-apple-story-is-about-corporate-bonds-not-cash-or-capex%2F&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=V0a2daeXF4iX1vDvTSr0zEzohhMujTjtATG7%2FwKpIhQ%3D&reserved=0

Alexandra Scaggs 1/18/2018 Financial Times

Apple, the world's largest company, as a financial institution.

Baidu expands AI labs and makes key hires

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.axios.com%2Fbaidu-expands-ai-labs-makes-key-hires-1516316412-bc177ef1-2fbb-4390-9bda-712bff75e0b8.html%3Futm_source%3Dtwitter%26utm_medium%3Dsocial%26utm_campaign%3Dorganic%26utm_content%3D1100%26utm_term%3Dtechnology&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=fcI%2Bv8KAHcIph2UayNeZnoKxirc54xymNdixshEdcUk%3D&reserved=0

Ina Fried 1/18/2018 Axios

Artificial Intelligence. We're not there yet.

Resource-hungry China is in overdrive as it wages water wars by stealth

https://nam01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.scmp.com%2Fnews%2Fchina%2Fdiplomacy-defence%2Farticle%2F2128119%2Fresource-hungry-china-overdrive-it-wages-water-wars&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=O2KaBk4LTyyNy%2FQnc6ICIp2QsT3uY935oZvNhIqjYmY%3D&reserved=0

Brahma Chellaney 1/16/2018 South China Morning Post

The view from India: international pressure is needed to rein in
Beijing's dam-building frenzy and ensure it respects the environment and
rights of downstream nations

The looming student loan default crisis is worse than we thought

https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.brookings.edu%2Fresearch%2Fthe-looming-student-loan-default-crisis-is-worse-than-we-thought%2F&data=02%7C01%7C%7C208339101a064bdc6bbc08d56bfcb664%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636533655493280742&sdata=j8c%2BECu76H19yqvgYPyeasIH0%2FGKbDQu%2FQbgqddvSCk%3D&reserved=0

Judith Scott-Clayton 1/11/2018 Brookings Institute

40% of student loans might be in default by 2023. Since student loans
are larger than credit card debt, this is significant.

With all best wishes,


Lyric Hughes Hale

Editor-in-Chief

Econvue.com
https://www.econvue.com
Facebook
https://www.facebook.com/Econvue-1441609279386714/
Twitter
https://twitter.com/lyrichues


Subscribe to Econvue
https://econvue.com/why-subscribe

My articles for Yale Books London
http://yalebooks.wordpress.com/?s=lyric+Hughes+Hale

"What's Next? Unconventional Wisdom on the Future of the Global Economy"
http://whatsnextbook.com/

©2018 EconVue, LLC. All rights reserved. This document may not be
quoted, forwarded, disseminated, distributed, or published without the
express written consent of EconVue, LLC. Any views or opinions expressed
are solely those of the author and do not necessarily represent those of
EconVue, LLC., are economic in nature, and should not be relied upon
for making investment decisions.

This email and any attachments to it may be confidential and are
intended solely for the use of the individual to whom it is
addressed. If you are not the intended recipient of this email, you must
neither take any action based upon its contents, nor copy or show it to
anyone. Please contact the sender if you believe you have received this
email in error.

--------------------------------------------------------------------------------
Copyright © 2016 EconVue, LLC


http://content.davidhaleweb.com/acton/rif/3037/s-01ea-1802/-/l-sf-cl-701C0000000UEmJIAW-0024:15c/l-sf-cl-701C0000000UEmJIAW-0024/zout?sid=TV2%3AeeWBkyisI
if you do not wish to receive future email