South Africa’s extensive attempt to redress racial inequality has mostly benefited a tiny black elite while holding back economic growth—undermining the social stability it was meant to underpin https://t.co/uwYfUsTVltIllustration: Celina Periera https://t.co/N9R7AjiEQH ...

Market Outlook & Fed Policy - The market's perception hinges on Jerome Powell's upcoming speech, with speculation on whether he will be dovish, hawkish, or neutral (an "owl"), with the expectation he will remain data dependent [1][2] - Key economic indicators, including the personal consumption expenditure deflator, CPI, and August payroll employment number (expected around 100,000), will influence the Fed's decision at the September 16-17 FOMC meeting [3] - The market views a payroll employment number around 100,000 as indicative of an improving economy [3] Investment Strategy & S&P 500 - The analyst suggests investing in the SPY (S&P 500), anticipating a broadening market beyond the "Magnificent 7" to the S&P 493 and potentially Smidcaps (S&P 400 and 600) [5] - The analyst advocates for a long-term investment approach in the S&P 500, emphasizing dividend reinvestment, aligning with strategies of investors like Warren Buffett and Professor Seagull [6] - The analyst forecasts the S&P 500 reaching 10,000 by the end of the decade, envisioning a "roaring 2020s" scenario [7] - While equal weight strategies may outperform in the short term, the analyst prefers market cap weighted SPY for the longer term [7][8] Technology & Productivity - The analyst believes technology is boosting productivity, particularly with AI, and expects technology and communication services to lead the way [9][10] - The analyst suggests that most companies will become technology companies, leveraging technology to enhance productivity [10] Healthcare Sector - The healthcare sector faces pressure from government intervention to lower prices and increase productivity, which may be expensive in the short term [12]

Thailand’s economy expanded faster than expected in the second quarter as exports gained ahead of the imposition of higher US tariffs, helping counter slowing tourism https://t.co/by9UBnPdfX ...

Economic Growth - Australia's Productivity Commission chair suggests the nation's economy can expand at a faster pace if governments regain a "growth mindset" [1]

According to a trio of economists, economic growth can be associated with changes in artists’ emotional mix https://t.co/YROvgfGwoR ...

Economic Performance - Italy's economy has experienced minimal growth over the last ten years [1] Political Context - Business leaders view the current prime minister as having a unique opportunity to enact significant change [1]

Economic Performance - The country's economy is performing exceptionally well, setting unprecedented records [1] - Stock markets are at record highs [1] - The country is collecting trillions of dollars in tariffs [1] International Relations - A meeting with President Putin in Alaska is planned [1] - The speaker is prepared to leave the meeting if it is unproductive [1]

Economic Growth - South Africa's economy likely expanded for a third consecutive quarter [1] - Recoveries in manufacturing and mining sectors buoyed the economy [1] Risks and Challenges - US tariffs pose a fresh challenge to South Africa's economic growth [1]

Vietnam’s strong push for rapid economic growth could lead to policy decisions that worsen already high debt levels, according to Fitch Ratings https://t.co/vz12FWcJ3Y ...

Hong Kong officials confirmed growth expanded at the fastest pace since 2023 in the second quarter, and left the full-year economic forecast unchanged https://t.co/KNHpt6k7Dw ...