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War-driven energy crisis boosts China's sales pitch for renewable tech The Washington PostThis Is Not China's War, but Beijing Started Preparing for It Years Ago The New York TimesHow China can survive without the Strait of Hormuz ReutersChina's electric truck revolution: powerful painkiller for the Iran war? South China Morning Post
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JPMorgan CEO calls for "stronger" US, boost military, economic power (JPM:NYSE) Seeking AlphaJamie Dimon's Letter to Shareholders, Annual Report 2025 JPMorganChaseJPMorgan CEO Jamie Dimon in annual letter cites risks in geopolitics, AI and private markets CNBCJamie Dimon Urges US to ‘Get Stronger,' Keep Economic, Military Power Bloomberg.com
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We asked experts to dream big. Their answers point to where social media marketing is heading next.
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Gold slips as raging Iran war, strong US jobs data lift dollar ReutersGold And Silver Prices Fall After Trump Threatens More Strikes On Iran ForbesGold may reverse course once Iran war ends, Fed adopts policy easing South China Morning PostGold May Revisit Post Pandemic Highs as US Signals Shift on Strait Investing.com
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JPMorgan Chase CEO Jamie Dimon is anxious as high asset levels collide with increased competition among lenders and jitters over loans to the software industry.
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The economic banishment of all things Russian. Tariffs on Chinese imports. Pandemic-caused shortages of computer chips, bicycles, garage door parts and other imports. Brexit.
Just about everywhere you turn, you can see that the tectonic plates of the global economy have stopped converging and are starting to pull apart in ways that will determine new winners and losers, says Ethan Harris, head of global economics for Bank of America Securities. "Deglobalization is a gradual process, and in the long run, very important" to investors, he says, because it will have profound impacts on corporate profitability.
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Globalization refers to the increase of commerce across borders. U.S. companies prospered for decades as new markets opened for their goods and labor costs plummeted thanks to overseas production. Strategists at BofA have estimated that over the past 20 years, globalization has contributed more than half of what has been a robust expansion in profit margins. Globalization has also helped to deliver low-cost goods to American consumers.
But now, says market strategist Ed Yardeni, the pandemic and spreading political and military conflicts have stretched supply chains past the breaking point, prompting companies to bring many operations closer to home. "Deglobalization was almost inevitable," Yardeni says. U.S. companies are starting to "reshore" production back to the U.S., "near-shore" it to neighbors such as Mexico, or "friend-shore" it to allies such as Vietnam.
Investment firm Piper Sandler counted more than 900 announcements of companies either building or expanding manufacturing facilities in the U.S. in the 12 months ending in May of 2022. In 2012, there were only about 100 such announcements. Over the long term, companies
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