IPEの果樹園2022

今週のReview

7/18-23

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ボリス・ジョンソンの遺産 ・・・保守党の新指導者 ・・・安倍晋三の遺産 ・・・インフレーションの社会的起源 ・・・商品市場、債務危機 ・・・プーチンの戦争 ・・・米中冷戦 ・・・UK経済 ・・・民主主義の腐食 ・・・金融引締め ・・・US最高裁 ・・・ヨーロッパの分裂 ・・・スリランカの体制崩壊 ・・・バイデンの中東政策転換 ・・・NATOから秩序再設計へ ・・・食糧生産 ・・・ウクライナ戦争 ・・・世界経済のブロック化

Review関連コラム集]

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主要な出典 FP: Foreign Policy, FT: Financial Times, The Guardian, NYT: New York Times, PS: Project Syndicate, SPIEGEL International, VOX: VoxEU.orgそして、The Economist (London)

[これは英文コラムの紹介です.私の関心に従って,Google翻訳を基に修正し、要点を紹介しています.正しい内容は必ず自分で確かめてください.著者と掲載機関の著作権に従います.] 

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 ボリス・ジョンソンの遺産

NYT July 7, 2022

The Delightful Implosion of Boris Johnson

By Michelle Goldberg

The Guardian, Fri 8 Jul 2022

Boris Johnson has vandalised the political architecture of Britain, Ireland and Europe

Fintan O’Toole

FT July 8, 2022

Post-Johnson Britain must reset relations with Europe

Timothy Garton Ash

PS Jul 8, 2022

Boris Johnson Leaves Behind a Sterling Mess

BARRY EICHENGREEN

NYT July 8, 2022

Boris Johnson Leaves a Mixed Legacy With His Brexit Gambit

By Peter Coy

NYT July 8, 2022

Boris Johnson Was Just Being Boris Johnson

By Andrew Neil

The Guardian, Sat 9 Jul 2022

With him right until the very end, the Tory press who loved Johnson as one of their own

Nick Cohen

FT July 9, 2022

After the fall: the legacy of Boris Johnson

George Parker in London

The Observer, Sun 10 Jul 2022

The Observer view on Boris Johnson’s baleful legacy

Observer editorial

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 保守党の新指導者

FT July 8, 2022

Britain needs a clean break from the reckless Boris Johnson premiership

Camilla Cavendish

The Guardian, Sun 10 Jul 2022

The lesson from Johnson’s tenure – British politics needs dragging into the 21st century

John Harris

FT July 10, 2022

Lucky Starmer can reap rewards from the Tory leadership race

John McTernan

NYT July 11, 2022

The Race for a New Conservative Leader Is On. Not So Fast.

By Frances Ryan

The Guardian, Tue 12 Jul 2022

Why the Labour party is praying for the Tories not to vote for Rishi Sunak

Simon Jenkins

FT July 12, 2022

Can the Conservatives change to win again?

Stephen Bush

NYT July 12, 2022

The Prime Minister Britain Needs Now

By Bret Stephens

The Guardian, Wed 13 Jul 2022

The Guardian view on the Tory contenders: a parade of denial

Editorial

FT July 13, 2022

Conservatives must rediscover their instinctive pragmatism

Philip Stephens

FP JULY 13, 2022

Will British Security Policy Take a New Turn After Boris Johnson?

By Edward Lucas, a nonresident fellow at the Center for European Policy Analysis.

FT July 14, 2022

How Johnson finally sabotaged the Eton-Oxford establishment

Simon Kuper

FT July 15, 2022

The most interesting candidates in the Tory leadership race won’t win

Sebastian Payne

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 安倍晋三の遺産

FT July 8, 2022

Shinzo Abe, influential Japanese prime minister, 1954-2022

Leo Lewis and Kana Inagaki

PS Jul 8, 2022

How Abe Changed Japan

BILL EMMOTT

FP JULY 8, 2022

How Shinzo Abe Changed Japan

By Tobias Harris, a senior fellow for Asia at the Center for American Progress.

FP JULY 8, 2022

Abe’s Legacy Will Outlive Him

By Jack Detsch, Foreign Policy’s Pentagon and national security reporter, and Amy Mackinnon, a national security and intelligence reporter at Foreign Policy.

FT July 9, 2022

Shinzo Abe restored Japan’s place on the world stage

NYT July 9, 2022

The Postwar Japan That Shinzo Abe Built

By Tobias Harris

FT July 10, 2022

What Shinzo Abe’s assassination means for ‘Pax Japonica’

Leo Lewis

FP JULY 11, 2022

Election Victories Empower Kishida’s Agenda for Japan

By William Sposato, a Tokyo-based journalist.

The Guardian, Tue 12 Jul 2022

Shinzo Abe is gone, but his controversial vision for Japan lives on

Jeff Kingston

PS Jul 12, 2022

Abe Shinzō’s Unmatched Legacy

TAKATOSHI ITO

FP JULY 14, 2022

Abe’s Nationalism Is His Most Toxic Legacy

By S. Nathan Park, a Washington-based attorney and nonresident fellow of the Sejong Institute.

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 カリーニングラード

FT July 8, 2022

War tensions over Kaliningrad displace the ghosts of East Prussia

Max Egremont

 

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 インフレーションの社会的起源

NYT July 7, 2022

That Was the Stagflation That Was

By Paul Krugman

FT July 8, 2022

Uncomfortable echoes of the 1970s

Merryn Somerset Webb

PS Jul 8, 2022

An Inflation-Adjusted Social Contract for Europe

DANIEL GROS

PS Jul 8, 2022

Inflation Dos and Don’ts

JOSEPH E. STIGLITZ, DEAN BAKER

FT July 10, 2022

Why a higher inflation regime will eventually be good for investors

Karen Ward

FP JULY 11, 2022

Why This Isn’t an Economic Crisis

By Ravi Agrawal, the editor in chief of Foreign Policy.

FT July 13, 2022

Inflation is a political challenge as well as an economic one

Martin Wolf

PS Jul 13, 2022

The Inflationary Consequences of Deglobalization

SHANG-JIN WEI, TAO WANG

FT July 14, 2022

US inflation surge signals tough times ahead

Mohamed El-Erian

FT July 15, 2022

US recession is a smaller danger than long-term inflation

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 商品市場、債務危機

FT July 10, 2022

The commodities slump muddies an already complex picture

PS Jul 11, 2022

The Energy Crisis Will Deepen

DANIEL YERGIN

VOX 12 July 2022

From stagflation to debt crises

Jongrim Ha, M. Ayhan Kose, Franziska Ohnsorge

FT July 14, 2022

‘Dr Copper’ has a worrying message about the energy transition

Daniel Yergin

PS Jul 14, 2022

How Bad Will the Developing-World Crisis Get?

Mauricio Cárdenas, Jayati Ghosh, Kent Harrington, and Vera Songwe

FT July 15, 2022

We should be worrying about debt as well as inflation

Gillian Tett

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 US大量殺人

NYT July 7, 2022

Why Mass Shooters Do the Evil They Do

By David Brooks

FT July 12, 2022

The changing face of gun owners in the US

Patti Waldmeir

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 大量殺人2

NYT July 8, 2022

Air Pollution Kills 10 Million People a Year. Why Do We Accept That as Normal?

By David Wallace-Wells

PS Jul 12, 2022

Achieving Earth for All

JAYATI GHOSH

PS Jul 12, 2022

Why Is the Uyghur Population Shrinking?

YI FUXIAN

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 中絶の権利

NYT July 8, 2022

Democrats Can Win if They Embrace the Politics of Fear

By Ana Marie Cox

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 プーチンの戦争

FP JULY 8, 2022

Vladimir Putin Often Backs Down

By Maria Snegovaya, a postdoctoral fellow in political science at Virginia Tech, and Brian Whitmore, a nonresident senior fellow at the Atlantic Council’s Eurasia Center.

FP JULY 8, 2022

Libya Could Be Putin’s Trump Card

By Robert Uniacke, a senior Middle East and North Africa analyst at Navanti Group, an analytics firm.

PS Jul 13, 2022

Putin’s Global Food Crisis

RUBY OSMAN, JACOB DELORME

FT July 14, 2022

Putin’s stamina for war will test the west’s resolve

Lionel Barber

PS Jul 14, 2022

Putin Is No Peter the Great

VAIRA VĪĶE-FREIBERGA

FP JULY 14, 2022

Fiona Hill: Putin’s Running Out of Time

By Ravi Agrawal, the editor in chief of Foreign Policy.

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 米中冷戦

NYT July 9, 2022

America Can’t Allow China to Keep Crushing Our Solar Energy Industry

By Robert Holleyman

FP JULY 9, 2022

Cold War 2.0 Is Ushering In Nonalignment 2.0

By James Traub, a columnist at Foreign Policy and nonresident fellow at New York University’s Center on International Cooperation.

PS Jul 14, 2022

Can the US Win the New Cold War?

MINXIN PEI

PS Jul 14, 2022

Is China Winning Latin America?

ANA PALACIO

FP JULY 14, 2022

U.S. Raises the Ante in Pacific Islands After Chinese Swoop

By Robbie Gramer, Mary Yang, and Jack Detsch

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 UK経済

The Guardian, Sun 10 Jul 2022

Why be a poor version of Germany instead of doing what we do best?

Torsten Bell

FT July 10, 2022

The UK economy is stagnant — and the reasons run deep

Martin Wolf

The Guardian, Thu 14 Jul 2022

With tax cuts pledges galore, the Tories are out of touch with economic reality

Larry Elliott

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 民主主義の腐食

The Guardian, Sun 10 Jul 2022

It’s not only Britain. The west needs honest, trustworthy leaders to deter autocrats

Simon Tisdall

FT July 11, 2022

Johnson, Trump and how to get rid of a strongman leader

Gideon Rachman

FT July 11, 2022

Is the US starting to resemble an emerging market?

Rana Foroohar

PS Jul 11, 2022

The Betrayal of the Left

SLAVOJ ŽIŽEK

PS Jul 11, 2022

The Upside of Polarization?

DARON ACEMOGLU

FT July 12, 2022

Beware the coming wave of competent populists

Janan Ganesh

NYT July 14, 2022

The Philippines Has a New Liar in Chief

By Sheila S. Coronel

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 金融引締め

FT July 9, 2022

Markets are losing faith in central banks

Philip Coggan

FT July 10, 2022

The mystery of how quantitative tightening will affect markets

Katie Martin in London and Colby Smith in Washington

PS Jul 11, 2022

The Dollar Rules

JIM O'NEILL

FT July 12, 2022

Valuations are turning realistic but risks remain

John Redwood

PS Jul 12, 2022

Mohamed A. El-Erian

Says More…

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 US最高裁

NYT July 10, 2022

What a Reckoning at the Supreme Court Could Look Like

By Ezra Klein

FT July 11, 2022

The climate crisis is no excuse for backsliding on democracy

Oren Cass

NYT July 11, 2022

Even if Republicans Outlaw Abortion, Americans Will Soon Rebel

By Michael Kazin

FT July 12, 2022

The Supreme Court has weakened legal predictability in America

PS Jul 12, 2022

A Requiem for Women’s Rights in America

LAURA TYSON

NYT July 12, 2022

Why Overturning Roe Will Unleash a Legal Storm for the Supreme Court

By Harry Litman

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 Uber情報監視

The Guardian, Sun 10 Jul 2022

The Uber files tell a simple truth: democracy depends on curbing mercenary tech giants

Rafael Behr

The Guardian, Tue 12 Jul 2022

Uber stormed through an open door – now politicians must change the locks

Jamie Susskind

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 ヨーロッパの分裂

FP JULY 11, 2022

Europe’s Worst Energy Nightmare Is Becoming Reality

By Christina Lu, an editorial fellow at Foreign Policy.

FP JULY 11, 2022

The Virulent Nationalism That Led to Srebrenica Is Back in Bosnia

By Janine di Giovanni, an FP columnist.

FT July 12, 2022

While politics fragments, Europe is falling into line on trade

Catherine Fieschi

The Guardian, Wed 13 Jul 2022

The Guardian view on Europe’s energy crisis: facing down Putin will not come cheap

Editorial

FP JULY 13, 2022

Europe’s Tiny Steps Won’t Solve Its Energy Emergency

By Brenda Shaffer, a faculty member at the U.S. Naval Postgraduate School.

FP JULY 14, 2022

Europe to Africa: Gas for Me but Not for Thee

By W. Gyude Moore, a senior policy fellow at the Center for Global Development, and Todd Moss, the executive director of the Energy for Growth Hub.

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 スリランカの体制崩壊

NYT July 11, 2022

A Reckless Dynasty Has Brought Calamity to Sri Lanka

By Kapil Komireddi

PS Jul 12, 2022

The Fall of the House of Rajapaksa

BRAHMA CHELLANEY

FP JULY 12, 2022

Sri Lanka’s Road to Ruin Was Political, Not Economic

By Neil DeVotta, a professor of politics and international affairs at Wake Forest University.

The Guardian, Wed 13 Jul 2022

Sri Lanka’s old political order has collapsed. What happens next?

Charu Lata Hogg

FP JULY 13, 2022

China Made a Failed Bet on Sri Lanka’s Rajapaksa Family

By Michael Rowand, a researcher for the Federal Research Division of the Library of Congress.

FT July 14, 2022

Sri Lanka’s woes are a warning to other developing nations

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 バイデンの中東政策転換

FP JULY 11, 2022

The United States Doesn’t Need to Recommit to the Middle East

By Jon Hoffman, a Ph.D. candidate at George Mason University specializing in Middle East geopolitics and political Islam.

FP JULY 12, 2022

Biden Should Revive the Carter Doctrine for the Middle East

By John Hannah, a senior fellow at the Jewish Institute for National Security of America and a former national security advisor to Vice President Dick Cheney.

NYT July 13, 2022

Joe Biden Has a Saudi Problem

By Yasmine Farouk

FP JULY 13, 2022

It’s Time to Rethink the U.S.-Saudi Relationship

By Chris Murphy, a U.S. senator from Connecticut.

FP JULY 13, 2022

Biden Has a Lot to Gain in Saudi Arabia

By Firas Maksad, an adjunct professor at the George Washington University’s Elliott School for International Affairs and a senior fellow at the Middle East Institute.

FT July 14, 2022

Joe Biden needs Saudi oil but must not ignore its human rights record

Maya Foa

PS Jul 14, 2022

What Saudi Arabia Wants

TAREK OSMAN

FP JULY 14, 2022

Biden’s Push for Lower Energy Prices Amounts to a ‘Declaration of Bankruptcy’

By Cameron Abadi, a deputy editor at Foreign Policy.

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 資源の呪い

FP JULY 11, 2022

The Taliban Have Picked Up the Resource Curse’

By Lynne O’Donnell, a columnist at Foreign Policy and an Australian journalist and author.

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 NATOから秩序再設計へ

FP JULY 11, 2022

NATO’s New Division of Labor on Russia and China Won’t Be Easy

By Jo Inge Bekkevold, a senior China fellow at the Norwegian Institute for Defence Studies.

FP JULY 12, 2022

With Finland and Sweden in NATO, the U.S. Can Finally Pivot to the Pacific

By Jonathan Askonas, an assistant professor of politics at the Catholic University of America and a fellow at its Center for the Study of Statesmanship, and Gil Barndollar, a senior research fellow at the Catholic University of America’s Center for the Study of Statesmanship.

FP JULY 12, 2022

Biden Needs Architects, Not Mechanics, to Fix U.S. Foreign Policy

By Stephen M. Walt, a columnist at Foreign Policy and the Robert and Renée Belfer professor of international relations at Harvard University.

FP JULY 14, 2022

The NATO-Russia Founding Act Is Hanging by a Thread

By Amy Mackinnon, a national security and intelligence reporter at Foreign Policy.

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 食糧生産

FT July 12, 2022

America’s new agricultural frontier: vertical farms

Joshua Chaffin in Kearny, New Jersey

FP JULY 14, 2022

How to Feed the Planet

By Nigel Purvis, the CEO of Climate Advisers and a former U.S. deputy assistant secretary of state for oceans, environment, and science, and Joshua McBee, a senior associate at Climate Advisers.

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 ウクライナ戦争

NYT July 12, 2022

The Ukraine War Is About to Enter a Dangerous New Phase

By Thomas L. Friedman

FP JULY 13, 2022

Ukraine Is Bringing a Big Gun to a Knife Fight

By Jack Detsch, Foreign Policy’s Pentagon and national security reporter.

FT July 14, 2022

Ukraine: can Russia still win the war?

Ben Hall and Roman Olearchyk in Kyiv

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 世界経済のブロック化

FT July 13, 2022

No, the global economy is not breaking into geopolitical blocs

Alan Beattie

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 マクロンの挫折

FT July 13, 2022

Business worries mount that Macron’s reform push will stall

Leila Abboud in Paris

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The Economist June 25th 2022

Power struggle

Global instability: Hungry and angry

The euro zone: The ECB’s next headache

Global instability: From inflation to insurrection

Big tech and health care: Doctor Google will see you now

The euro zone: Thrown for a loop

Asian exceptionalism (2): BoJ v the markets

Free exchange: Into a void

(コメント) ガソリン価格の上昇は、中間選挙前のバイデン政権を動揺させ、サウジアラビア訪問につながりました。EUでも、アフリカやアジアでも、物価上昇と政治の混乱が異常気象の森林火災と重なります。

ユーロ圏が不安のループを抑える仕組みはまだ不安全です。世界中の中央銀行が、インフレ期待の再現を恐れているとき、逆行することを断言した日本銀行の、ゼロ金利や長期金利の抑制策が、市場参加者によって試されました。

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IPEの想像力 7/18/22

世界各地で物価が上がり、気温が上がり、燃料も、食料も、ガソリンも、冷房や暖房も、利用できない人が増え、政府への不満、怒り、そして抗議デモや、暴動、紛争、戦争が刺激されます。

スリランカからは、大統領官邸のプールで楽しそう?に泳ぐ反政府デモ参加者の写真が世界に拡散しました。ガソリンを買うために何日も自動車に寝泊まりする人、猛烈な日差しと上昇する気温に苦しむ都市の貧困層がいます。

コロナウイルスの感染拡大はまだ終わりません。中国では、建設中のマンションが資金不足で完成しないまま、契約した人びとから抗議の声が高まります。

アベノミクスの唯一の遺産、日銀の黒田総裁と超金融緩和、長期金利を含めたゼロ金利・国債買い支え政策が、世界中の金利上昇にもかかわらず、まだ続けられています。

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・・・国葬、反対。

過激な極右団体の声を、安倍さんだけが抑えてくれた、と政治ジャーナリストは惜しみました。それは逆ではないか?  安倍、本人は、国民を分断し、保守派を政治の正統に据えました。安倍が首相官邸にいることで、極右は堂々と町を歩き、街宣し、気に入らない政治家やメディアを暴力的に威嚇できたのではないか。

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The Economistの記事によれば、Googleを所有するAlphabetが、医療サービスに進出し、その姿を大きく変えようとしています。豊かな世界ではGDP10%が健康関連に支出されます。

医療・介護サービス、年金・社会保障にもAIやビッグデータが革新をもたらし、高齢者のベーシック・インカムが実現するかもしれません。農村・農業のフロンティア+地方再生+スタートアップ企業、あるいは、地熱発電・温暖化対策・電気自動車への積極的な長期投資、など、ハイテク技術が社会改革に結びつくとき、パンデミックと灼熱の都会を脱出し、不安定・低賃金、差別された労働環境を拒んで、もっと自立した地域経済に、若者から高齢者まで、人びとは新しい開拓村に集まり、暮らす時代が始まるかもしれません。

「ドクター・グーグル、診察お願いします。」 政治・社会参加の高い意欲を持ったコミュニティーが依頼します。

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・・・国葬、反対。

プーチンやトランプが、私兵や秘密警察を何百人も? 連れてくるようなイベント開催を、安倍派の後継者争い、そして政権安定のために、生き残った者たちが「忠誠」を競うかのように参列(参拝?)するでしょう。そんな中で、次の銃撃テロ事件を防ぐために、貴重な国費が消尽されます。

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あと2年で私は退職・引退します。どこかの村に引っ越せないか、と考えます。学校の図書館とか、空いた教室に、私の持っている図書をすべて移転・寄贈し、利用してもらえませんか? そして公民館で、子供や大人のための英書講読、Review解説を始めます。

小さな緑の島や、静かな山村から、それはいい刺激になる、と思ってもらえる人がいたら、嬉しいのですが。

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国葬、反対。・・・あるいは、賛成。

小さな葬儀を日本各地で開いて、安倍を称賛した者も、反対した者も、国の在り方、政治と経済の改革を、堂々と問いかけてほしいです。

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