Wednesday, October 2, 2024

Housing Supercycle

The house-price supercycle is just getting going
https://www.economist.com/finance-and-economics/2024/10/01/the-house-price-supercycle-is-just-getting-going
Why property prices could keep rising for years 

Oil Price Dynamics

Why the Conflict Between Iran and Israel Has Raised Oil Prices Only Modestly
https://www.nytimes.com/2024/10/02/business/iran-israel-oil-prices.html
The fighting is increasing fears about oil supplies, but those worries are offset by greater global production and slowing demand in China. 

Tuesday, October 1, 2024

America - An Emerging Market?

An unpredictable America looks more and more like an emerging market
https://www.ft.com/content/5f83a3fc-74e6-4b00-a3cd-aa9a81bb21a7
Stock markets are roaring but political volatility and social tensions make some investors see the US as a risk to be hedged against
 
Related: https://financialpost.com/financial-times/america-looks-like-emerging-market 

Demographics and China's Housing Market

China’s Housing Glut Collides with Its Shrinking Population
https://www.wsj.com/world/china/china-housing-glut-population-economy-09cffa6a
Many cities are stuck with empty homes that they will likely never fill, adding to the country’s economic woes 

Comparison of Healthcare Systems


Foreign Funding for Africa

Rethinking Foreign Funding for Africa
https://www.project-syndicate.org/commentary/overhauling-development-financing-for-africa-by-kenneth-rogoff-2024-10
Ken Rogoff:
African countries’ large and growing debt burdens have become a major obstacle to poverty reduction. Western countries must stop exacerbating the continent’s problems and offer debt relief by substituting grants for loans and forcing private lenders to settle sovereign-debt disputes in borrower-country courts. 

The Science and Economics of Natural Disasters

As Florida Storms Worsen, Some in Tampa Bay Wonder: Is Living There Worth It? 
https://www.nytimes.com/2024/09/28/us/hurricane-helene-tampa-bay-florida-worries.html
 
‘Nowhere is safe’: shattered Asheville shows stunning reach of climate crisis
The Hurricane That Threatens to Sink Asheville’s Feel-Good Success
 
Probabilities Associated with Natural Disaster Events
 
 
Natural Disasters Are Costing U.S. Households, Fed Finds
 
The Economics of Natural Disasters