2015년 3월 12일 목요일

Share the View 2: Stress Tests for Underachievers


Bloomberg View
Share The View
THE LATEST OPINIONS FROM BLOOMBERG VIEW

MARCH 12, 2015bloombergview.com

WALL STREET
Mark Whitehouse: "The Federal Reserve's latest round of stress tests has given U.S. banks a largely passing grade. What's troubling, though, is how close some of the biggest institutions came to failing." Read more...

EUROPE
The Editors: "Jean-Claude Juncker, the president of the European Commission, has correctly identified a serious problem: Europe's military and diplomatic ineptitude, most prominently on display in its weak and disorganized response to the crisis in Ukraine. Unfortunately, his proposed solution -- an EU military force -- is unworkable, impolitic and unwise."Read more...

DECLASSIFIED
Eli Lake: "General Martin Dempsey, the chairman of the Joint Chiefs of Staff, would do well to read a story posted Wednesday from the ABC News investigative unit that documents war crimes by what appear to be Iraqi army soldiers." Read more...

CURRENCY
Mark Gilbert: "The currency wars are still rumbling on. Today, Thailand became at least the 21st country to cut interest rates so far this year, as everyone tries to make their currency cheaper than everyone else's." Read more...

ECONOMICS
Noah Smith: "What can the U.S. do to boost growth during the next 20 years? I have an idea -- a big, overarching vision. It might not be right, but I want to put it forward. I think it's time for the era of cost control." Read more...

2016 ELECTIONS
Jonathan Bernstein: "Dan Balz of the Washington Post says Democrats have a problem for 2016: 'The absence of a strong Democratic bench.' ... It's bunk." Read more...

NEWS ROUNDUP
Katie Benner (Read the news roundup)
  • U.S. district judges ruled that Uber and Lyft must convince juries that their drivers aren't their employees: Read more...
  • Snapchat is raising money from Alibaba in a deal that would value the messaging company at $15 billion: Read more...
  • Square bought the payment-processing startup Kili Technology: Read more...
Barry Ritholtz (Read the news roundup)
  • What a great time to be an investor!: Read more...
  • A dozen things I've learned from David Tepper about investing: Read more...
  • Millennials accounted for largest share of home purchases last year:Read more...
Bernstein (Read the news roundup)
  • Smart analysis by Ezra Klein on why the "transparency" complaints about Hillary Clinton's e-mails are mostly bogus, but the security complaints may be real: Read more...
  • A terrific profile of John Kasich by Michelle Cottle at National Journal:Read more...
  • Paul Krugman has a nice short item telling the truth about entitlement spending: Read more...

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