시장분석/주월간 마감
.bloomberg.com/news/special-reports/the-year-ahead-2018
정석_수학
2018. 1. 3. 15:30
https://www.bloomberg.com/news/special-reports/the-year-ahead-2018
The Year Ahead 2018
A key question is whether consumers and businesspeople will continue to shrug off some pretty scary geopolitical threats.
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From Brazil to Nigeria to Japan, here’s a look ahead at the global economy.
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The CEO of Ryanair, New Zealand’s prime minister, and U.S. Senate Majority Leader Mitch McConnell.
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A public reckoning.
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The Cover
Technology
The big U.S. tech companies will continue to face legal challenges in Europe as things get tougher at home.
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Google and Facebook now face an even tougher time nosing their way into the world’s biggest market.
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Ericsson has bet its future on the fifth generation of mobile, but nobody knows what applications and services will get customers to pay the billions of dollars 5G will cost.
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Security experts say there’s evidence Russian hackers have breached U.S. utilities and nuclear power plants.
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Regeneron’s George Yancopoulos is worried about the lack of investment in the NIH.
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Economics
Central banks are finally ready to ease off the stimulus.
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Voters are ready for change in Mexico and Brazil.
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The crown prince must balance his desire for change with a public reticent to adapt.
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He cites Blue Bottle’s founder, who said going public can be like living in hell without dying.
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Politics
As goes the farm bill, so goes cohesion in American politics.
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Having entered office unprepared, the president squandered his first year. Those failures will haunt him in the second.
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The party’s fortunes hinge on turning anti-Trump energy into votes. A wave of new startups aims to help.
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The billion-dollar bud faces new momentum and problems as three more states legalize it.
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The president’s sagging ratings give the party hope for overturning the GOP majority for the first time since 2006.
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The former U.S. Army general and CIA director talks about Iran, North Korea, Niger, and whether he’d work for Trump.
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Energy
New projects will pump up the region’s energy economy.
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Long-term contracts for liquefied natural gas are expiring, but a glut is keeping prices down.
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Who’s going to build them?
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Manufacturers are making the most of cheap natural gas.
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Keeping nuclear and coal plants from closing could kill demand for wind and solar.
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How much is Saudi Aramco, the world’s largest energy company, actually worth?
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Political turmoil, new oil patches, and a need for capital.
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With much of the easy oil already pumped, what’s next for shale?
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Jack Fusco talks about the rise of U.S. LNG and surging demand from China.
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Retail
Electric cars have been a tough sell in the U.S. The loss of the $7,500 perk could make them even harder for automakers to pitch.
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Almost a third of web orders end up being sent back, vs. 9 percent of purchases at physical stores.
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Chinese age 18 to 34 accounted for 60 percent of the country’s foreign travel last year and spent more than $150 billion, Bloomberg Intelligence estimates.
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Twitter paid $10 million to livestream 10 Thursday night NFL games in 2016, nonexclusive. Amazon elbowed Twitter out of the way this year, offering $50 million.
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While demand is strong, Amazon is sowing seeds of doubt for organics producers.
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The creator of some of the world’s most expensive art talks about his collaboration with Louis Vuitton and how excitement affects value.
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