IPEの果樹園2024
今週のReview
10/28-11/2
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シンワル殺害 ・・・UK予算案 ・・・イーロン・マスク、富裕層 ・・・ドナルド・トランプ ・・・US債務、経済 ・・・IMF、世界銀行 ・・・UK政治 ・・・ウクライナ ・・・アセモグル、ノーベル経済学賞 ・・・EU改革 ・・・新興市場 ・・・グローバリゼーション ・・・中国経済 ・・・中国外交、軍事 ・・・金融ビジネス ・・・AI革命 ・・・US大統領選挙 ・・・バイデン、ハリス ・・・ガザ、レバノン ・・・ロシア、モルドバ、ジョージア ・・・インド、モディ ・・・インドネシア ・・・北朝鮮 ・・・テイラー・スウィフト ・・・ラテンアメリカ ・・・渡り鳥、森林 ・・・労働者の保護 ・・・政治経済学 ・・・グリーン成長 ・・・アフリカ ・・・日本 ・・・イラン
［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, 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，www.DeepL.com/Translator（無料版）、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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● シンワル殺害
The Guardian, Fri 18 Oct 2024
Message to Netanyahu: Sinwar’s death is a chance to stop the war and bring the hostages home. Seize it
Jonathan Freedland
NYT Oct. 18, 2024
Sinwar’s Death Is a (Tricky) Opportunity
By Bret Stephens
FP October 18, 2024
Sinwar Is Dead. Hamas Is Very Much Alive.
By Steven A. Cook, a columnist at Foreign Policy and the Eni Enrico Mattei senior fellow for Middle East and Africa studies at the Council on Foreign Relations.
The Guardian, Tue 22 Oct 2024
Netanyahu, the brutal chancer, will keep on bombing, but his brinkmanship may go too far
Simon Tisdall
PS Oct 23, 2024
An Israeli Victory May Not Bring Peace
Carl Bildt
FP October 23, 2024
Why Sinwar’s Death Matters
By Raphael S. Cohen, the director of the Strategy and Doctrine Program at the Rand Corporation’s Project Air Force.
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● UK予算案
The Guardian, Fri 18 Oct 2024
Don’t listen to the Tories – Labour is right to raise taxes
Polly Toynbee
FT October 19, 2024
A ‘full fat’ Budget is impossible — what are the trade-offs?
Chris Giles
The Guardiian, Sun 20 Oct 2024
The Guardian view on tax and spend politics: dodging debate by fiddling with fiscal rules
Editorial
FT October 22, 2024
Rachel Reeves’s Budget balancing act
FT October 24, 2024
Rachel Reeves: My fiscal rules will provide the stability on which growth depends
Rachel Reeves
FT October 24, 2024
How squeezing the rich through tax may backfire
Chris Giles
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● イーロン・マスク、富裕層
FT October 19, 2024
Elon Musk’s riskiest bet yet: Donald Trump
Alex Rogers, Stephen Morris and Kana Inagaki
NYT Oct. 19, 2024
American Business Cannot Afford to Risk Another Trump Presidency
By The Editorial Board
FT October 22, 2024
What Croesus wants from Trump
Edward Luce
NYT Oct. 24, 2024
Elon Musk, Robert Kennedy and the Unconfirmables of a Second Trump Administration
By Frank Bruni
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● ドナルド・トランプ
FT October 18, 2024
Kevin Hassett: ‘They let inflation get out of control’
Robert Armstrong and Aiden Reiter
NYT Oct. 18, 2024
There Is No Precedent for Something Like This in American History
By Jamelle Bouie
NYT Oct. 17, 2024
How Trump’s Radical Tariff Plan Could Wreck Our Economy
By Paul Krugman
FT October 20, 2024
The power and the perils of Trump’s ‘flow state’
Jemima Kelly
NYT Oct. 21, 2024
Trump’s Bro-Whispering Could Cost Democrats Too Many Young Men
By John Della Volpe
NYT Oct. 21, 2024
Why the Oil and Gas Industry Is So Afraid of Kamala Harris
By Jonathan Mingle
PS Oct 22, 2024
Donald Trump’s Tariffs Would Hurt US Workers and Businesses
Maurice Obstfeld
NYT Oct. 22, 2024
A Second Trump Administration Would Be a Carnival of Corruption and Greed
By David Dayen
NYT Oct. 21, 2024
Trump on the Civil War, in His Own Words
By Paul Krugman
FP October 22, 2024
Stop Calling Trump an ‘Isolationist’
By Josh Rudolph, the head of the German Marshall Fund's Transatlantic Democracy Working Group.
The Guardian, Wed 23 Oct 2024
The word ‘fascist’ has lost all meaning. And Trump is using that to his advantage
Emma Brockes
NYT Oct. 23, 2024
America Is Playing With Fire
By Thomas B. Edsall
NYT Oct. 22, 2024
There’s One Main Culprit if Donald Trump Wins
By Bret Stephens
NYT Oct. 24, 2024
It’s the Inflation, Stupid: Why the Working Class Wants Trump Back
By Adam Seessel
NYT Oct. 24, 2024
Trump’s Election Reversal Dreams Are Dead
By David French
NYT Oct. 24, 2024
‘They Would Never Be Doing This Under Trump’: Two G.O.P. Foreign Policy Experts on What a Second Term Would Mean for the World
By Ross Douthat
FP October 23, 2024
Why the Gulf States Are Likely Backing Trump
By Talal Mohammad, an associate fellow at the Royal United Services Institute.
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● US債務、経済
FT October 19, 2024
Harris and Trump are equally silent on the expanding US debt
Michael Strain
FT October 23, 2024
The Federal Reserve should beware of wishing on an R-star
Edward Yardeni
NYT Oct. 23, 2024
What Washing Machines Can Tell Us About America’s Economic Future
By Jay ClaytonGary D. CohnBetsey Stevenson and Justin Wolfers
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● IMF、世界銀行
FT October 19, 2024
Why the World Bank and IMF matter more than ever
FT October 21, 2024
Power, as well as price, matters in a well-run economy
Rana Foroohar
PS Oct 21, 2024
Toward a Fifth World Order
Gordon Brown and Mohamed A. El-Erian
PS Oct 22, 2024
Africa’s Green Future Starts with Debt Relief
Bogolo Kenewendo and Patrick Njoroge
PS Oct 24, 2024
Reform or Irrelevance for the IMF?
Raghuram G. Rajan
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● UK政治
FT October 19, 2024
Labour’s promise of change requires a clearer message
Harry Quilter-Pinner
The Guardiian, Sun 20 Oct 2024
Britain’s wealth gap is growing. Its malign effects seep into all aspects of life. It’s a national disaster
Will Hutton
FT October 21, 2024
Labour’s ‘reform or die’ mantra for the NHS misses the urgent tasks
Jennifer Dixon
FT October 21, 2024
Solving the UK’s consumption conundrum
Megan Greene
The Guardian, Thu 24 Oct 2024
Another day, another social care review. But don’t despair, it may actually work this time
Polly Toynbee
VoxEU / 24 Oct 2024
A National Wealth Fund for the UK
Ethan Ilzetzki
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● ウクライナ
FT October 18, 2024
Investing in Ukraine’s homegrown defence industry could help the west
Gillian Tett
PS Oct 18, 2024
Shifting the Paradigm in Ukraine
Marci Shore
FT October 21, 2024
Only Nato can secure a ‘West German’ future for Ukraine
Timothy Garton Ash
PS Oct 22, 2024
Ukraine’s Post-Colonial Future
Michael Ignatieff
FT October 24, 2024
The west only listens to what it wants to hear from Moscow
Ivan Krastev
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● アセモグル、ノーベル経済学賞
FT October 18, 2024
Why are some countries richer than others? Ask the Nobel economists
Soumaya Keynes
FT October 21, 2024
The Nobel for Econsplaining
Brendan Greeley
PS Oct 22, 2024
What Causes Prosperity?
Jeffrey Frankel
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● EU改革
FT October 18, 2024
Why European bank mergers are back on the table
Owen Walker, European Banking Correspondent
FT October 20, 2024
Europe should take a digital leap across its innovation gap
Martin Sandbu
The Guardian, Mon 21 Oct 2024
As a recent migrant to Germ any I say this: the border clampdown is an insult to the values championed here
Bonita Dordel
FT October 23, 2024
‘Everyone will feel some pain’: growth perils of French budget
Leila Abboud in Paris and Delphine Strauss and Alex Irwin-Hunt in London
FT October 25, 2024
France grapples with its budget mess
FT October 24, 2024
Trump II: the military threat to Europe
Simon Kuper
PS Oct 24, 2024
European Security Cannot Be Found in the Past
Friedrich Merz
PS Oct 24, 2024
Can Europe Really Build Its Own DARPA?
Lars Frølund and Fiona Murray
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● 新興市場
FT October 19, 2024
Emerging markets are having a moment
Katie Martin
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● グローバリゼーション
PS Oct 18, 2024
The Global Economy’s Hidden Weaknesses
Eswar Prasad
FP October 21, 2024
How the United States Can Win the Battery Race
By Varun Sivaram, a senior fellow at the Council on Foreign Relations and was previously chief strategy and innovation officer at Orsted, a clean energy firm, and Noah Gordon, acting co-director of the Sustainability, Climate, and Geopolitics Program at the Carnegie Endowment for International Peace.
FT October 22, 2024
The global economy has proved surprisingly resilient
Martin Wolf
FT October 24, 2024
Governments should crowdsource defence innovation
Elisabeth Braw
FT October 23, 2024
Policymakers should not exacerbate the risks of deglobalisation
Sergio Ermotti
PS Oct 23, 2024
The Key to Unlocking the Benefits of Trade
Ngozi Okonjo-Iweala and Makhtar Diop
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● 中国経済
PS Oct 18, 2024
Is China Facing a Deflationary Trap?
Patrick Bolton and Haizhou Huang
FT October 22, 2024
Why Xi Jinping changed his mind on China’s fiscal stimulus
Joe Leahy in Beijing, Edward White in Shanghai and Cheng Leng in Hong Kong
FT October 23, 2024
China asks: what is an e-bike?
Thomas Hale
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● 中国外交、軍事
PS Oct 18, 2024
The BRICS Effect
Brahma Chellaney
FP October 21, 2024
Can BRICS Finally Take On the West?
By Keith Johnson, a reporter at Foreign Policy covering geoeconomics and energy.
FP October 21, 2024
Prigozhin’s Ghost Lives On in China
By Alessandro Arduino, the author of Money for Mayhem and China’s Private Army.
FP October 23, 2024
Turkey’s BRICS Balancing Act
By Jorge Heine, a research professor at Boston University’s Pardee School of Global Studies, and Ariel González Levaggi, the director of the Center for International Studies at the Pontifical Catholic University of Argentina.
FP October 23, 2024
America Needs Clear Standards for China Tech Decoupling
By Vivek Chilukuri, a senior fellow and the program director of the technology and national security program at the Center for a New American Security.
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● 金融ビジネス
PS Oct 18, 2024
The Brutes’ New Suits
James Livingston
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● AI革命
VoxEU / 18 Oct 2024
The expansion of AI will likely shrink earnings inequality
David Bloom, Klaus Prettner, Jamel Saadaoui, Mario Veruete
FP October 21, 2024
The Science of AI Is Too Important to Be Left to the Scientists
By Hadrien Pouget, an associate fellow at the Carnegie Endowment for International Peace.
FP October 22, 2024
The United States Owes Its Edge in AI to a London Landmark
By Nicholas Wright, a neuroscientist affiliated with University College London, Georgetown University, and the Center for Strategic and International Studies.
FP October 23, 2024
This Year’s Nobels Were a Warning
By Bhaskar Chakravorti, the dean of global business at Tufts University’s Fletcher School of Law and Diplomacy.
FT October 24, 2024
Corporate wizards out-magic the muggles
John Thornhill
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● US大統領選挙
NYT Oct. 17, 2024
Why the Heck Isn’t She Running Away With This?
By David Brooks
FT October 21, 2024
What the world thinks of Harris versus Trump
Gideon Rachman
NYT Oct. 21, 2024
Trump, Harris and the Enduring Symbolism of McDonald’s
By Marcia Chatelain
FP October 22, 2024
U.S. Adversaries Could Stoke Post-Election Unrest, Intel Report Warns
By Amy Mackinnon
FT October 23, 2024
The tragedy of a 50-50 America
Janan Ganesh
FT October 24, 2024
What if honesty really is the best policy in politics?
Oren Cass
PS Oct 24, 2024
The US Election and the Crisis of Whiteness
Edoardo Campanella
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● バイデン、ハリス
NYT Oct. 18, 2024
When Opportunity Leaves, the Government Has Two Choices
By Peter Coy
FP October 18, 2024
Harris Needs Polish American Votes to Win
By Maciej Olchawa, the author of several books on Ukraine, including Mission Ukraine and Imperial Games: Ukraine in the United States’ Geopolitical Strategy, and Pawel Markiewicz, the executive director of the Washington office of the Polish Institute of International Affairs.
NYT Oct. 19, 2024
Biden Has an Opportunity Now in Gaza, but Only if He Pushes
By Nicholas Kristof
NYT Oct. 19, 2024
These Jobs Have Been an Economic Boon but a Political Bust
By Farah Stockman
PS Oct 21, 2024
Harris Is the Freedom Candidate
Joseph E. Stiglitz
NYT Oct. 21, 2024
How Kamala Harris Should Put America First — for Real
By Stephen Wertheim
FP October 21, 2024
When Did Democrats Lose the Working Class?
By Julian E. Zelizer, a professor of history and public affairs at Princeton University.
The Guardian, Wed 23 Oct 2024
The Guardian view on the US presidential election 2024: a Democratic government is the one we need
Editorial
NYT Oct. 23, 2024
James Carville: Three Reasons I’m Certain Kamala Harris Will Win
By James Carville
NYT Oct. 24, 2024
There Are Four Anti-Trump Pathways We Failed to Take. There Is a Fifth.
By Steven Levitsky and Daniel Ziblatt
FP October 23, 2024
Jake Sullivan’s Closing Argument on Biden’s Global Economic Agenda
By Lili Pike and Rishi Iyengar
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● ガザ、レバノン
FP October 18, 2024
Is Southern Lebanon the Next Gaza?
By Anchal Vohra, a columnist at Foreign Policy.
FT October 19 2024
Israel, Lebanon and the mirage of a new Middle East
Ghassan Salamé
FP October 23, 2024
The U.N. Is Ineffective in Lebanon—and Indispensable
By Giovanni Legorano, a journalist based in Italy.
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● ロシア、モルドバ、ジョージア
FP October 18, 2024
Russia’s Virtual Reality Is Where Conservatives Can Find Their Dreams
By Ian Garner, an assistant professor at the Pilecki Institute’s Center for Totalitarian Studies.
FT October 23, 2024
Moldova and Georgia should be free to choose their own paths
FP October 22, 2024
Russia’s Most Infamous Arms Dealer Is Backing Maritime Terror
By Elisabeth Braw, a columnist at Foreign Policy and a senior fellow at the Atlantic Council.
NYT Oct. 23, 2024
This Country Turned Against the West, and It’s Not Coming Back
By Joshua Kucera
FP October 23, 2024
Georgia Braces for High-Stakes Election
By Brawley Benson, a reporter based in Tbilisi, Georgia.
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● インド、モディ
FP October 18, 2024
How Modi’s Rise Divided India’s Young People
By Somak Ghoshal, an independent writer, editor, and reporter based in New Delhi.
FP October 22, 2024
Canada Needs Help to Challenge a Rogue India
By Justin Ling, a journalist based in Toronto.
FP October 23, 2024
Ratan Tata’s Three Lessons for India
By James Crabtree, a columnist at Foreign Policy.
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● インドネシア
FP October 18, 2024
Indonesia’s New President Has a Bloody History With Its Neighbor
By Special Correspondent
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● 北朝鮮
The Guardiian, Sun 20 Oct 2024
The Guardian view on North Koreans in Ukraine: a Russian war is using foreign labour
Editorial
FP October 23, 2024
Why North Korea’s Deployment of Troops to Russia Really Matters
By Keith Johnson
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● テイラー・スウィフト
The Guardian, Mon 21 Oct 2024
Why can’t politics in the UK or US get to grips with Taylor Swift? Because she is a force in her own right
Gaby Hinsliff
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● ラテンアメリカ
FT October 22, 2024
Organised crime has taken on a different shape in Latin America
Will Freeman
FT October 21, 2024
The populist left is holding back Latin America
Ruchir Sharma
FT October 23, 2024
Milei’s pivot from radical outsider to pragmatist
Michael Stott
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● 渡り鳥、森林
FT October 21, 2024
Migratory birds fly into a miasma of human making
Patti Waldmeir
PS Oct 22, 2024
A New Paradigm for Standing Forests
Ajay Banga, Fernando Haddad, and Marina Silva
FP October 22, 2024
The Amazon’s Stolen Land Is on Fire
By Antônio Sampaio, the thematic lead for cities and illicit economies at the Global Initiative Against Transnational Organized Crime.
PS Oct 24, 2024
The Biodiversity Crisis Is a Security Crisis
Hailemariam Desalegn
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● 労働者の保護
PS Oct 21, 2024
Working-Class Antiheroes
Ngaire Woods
PS Oct 21, 2024
US Tariffs Will Not Bring Back Jobs from China
Michael R. Strain
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● 台湾
FP October 21, 2024
Taiwanese Missile Units Are Giving Away Their Positions to China
By Paul Huang, a research fellow with the Taiwan Public Opinion Foundation.
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● 政治経済学
PS Oct 22, 2024
Diane Coyle
Says More…
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● キューバ
FP October 22, 2024
By Helping Cuba, Washington Would Be Helping Itself
By William M. LeoGrande, professor of government at American University in Washington, D.C., and co-author with Peter Kornbluh of Back Channel to Cuba: The Hidden History of Negotiations between Washington and Havana.
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● グリーン成長
PS Oct 23, 2024
What the G20 Can Do for Green Growth
Mariana Mazzucato and Vera Songwe
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● アフリカ
PS Oct 23, 2024
Fixing Africa’s Governance Crisis Must Come First
Kingsley Moghalu
FP October 23, 2024
How New EU Rules Could Change Rural Africa
By Liam Taylor, a freelance journalist based in Addis Ababa, Ethiopia.
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● 日本
FT October 24, 2024
Japan’s stock market is producing too many ‘punycorns’
Leo Lewis
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● イラン
NYT Oct. 24, 2024
The Dilemma Iran’s Leader Faces
By Karim Sadjadpour
FP October 23, 2024
Iran Has Every Reason Now to Go Nuclear
By Ellie Geranmayeh, the deputy director of the Middle East and North Africa program at the European Council on Foreign Relations.
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The Economist October 12th 2024
The Trumpification of American policy
Digital infrastructure: A sting in the tail
Digital Asia: From cables to chips
Data centres: A glitchh in the matrix
Immigration: How to escape from China to America
Policy briefs: Trade, Tax, Immigration, Climate Change, Defence spending, Ukraine, Israel and Iran, Degrees of pressure
Ukraine missing soldiers and sailors: Where are they?
Superpower contest: The standards war
Trade policy: How America learned to love tariffs
（コメント） 大統領選挙の制度的な弊害が、MAGAによって増幅された形で、歴史や国際秩序までゆがめてしまうのでしょうか。
米中の覇権争いがデータセンターやデジタル世界の基準設定をめぐって激しく争っています。それは、このままでは、世界中に情報の独占や侵入、偽造、諸権利の侵害を生じるように思います。
移民をめぐって、通商政策をめぐって、新しい政治経済学が必要です
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IPEの想像力 10/28/2024
夕食の用意をするため部屋を出て、2階の廊下の照明をつけると、窓枠に挟まったすずめが、バタバタと羽ばたき、あばれました。サッシの窓ガラスが、網戸と別に、斜めに開くので、その隙間を、夕闇の街のねぐらにしようとしていたのでしょう。
巨大な高層ビルをおおうガラス面に、空や夕日が反射して、鳥たちの視覚をかく乱し、何億羽もの鳥がバード・ストライクで死んでいるといいます。なんと悲しく、愚かな、文明だろう。
渡り鳥が迷わないように、その季節は明かりを消すようにする。DDT殺虫剤を禁止した後、川の生物種やワシの個体数が回復した、と記事は伝えています。
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たまたま宮沢賢治の作品を解説するNHK教育番組の再放送を観ました。
https://www.youtube.com/watch?v=c_tLeA2XXsg
[こころの時代] 宮沢賢治「銀河鉄道の夜」と法華経の関係とは？ (朗読：加瀬亮／水墨画：CHiNPAN) | NHK、講師：北川前肇（東京立正短期大学名誉教授）
北川氏の、的確で、深い、巧みな解説を聴いて、私は初めて賢治の詩と文章、その朗読に、つよく心をうたれました。
・・・「天上のアイスクリームになって」
その後、YouTubeで見つけた一連の短い解説動画により、宮沢賢治の思想が私たちの死生観の一つなのだと納得しました。
私たち、とは、だれのことでしょうか。日本人、百姓・農民、庶民、貧困層、労働者、下層民、弱者・病人、民衆、のことかと思います。さらに、小動物たち、草木、風、星空、死後の世界も、境界を持たない生命の漂い、流れる、この宇宙の媒体に触れる全て。
たしかに、仏陀の教え、法華経の言葉なのかもしれません。しかし、私は思うのです。もろもろの宗教が示すものもまた、宮沢賢治が描く童話のような、苦境に生じる理想郷、人類の夢想を映したものではないか。
おそらく、宮沢賢治の教えた農業の改善や、農民のための芸術運動も、時には自然を損なったでしょう。なにより、おなじこの地上の強権的な支配構造、暴力的指導者たちに、農民は耐え続けるしかなかったのではないか。
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ドナルド・トランプとその支持者たちは、宮沢賢治と対極の世界に向けて人類を導いています。EUが自動車のヘッドライトに照らされた鹿なら、日本は蜘蛛の巣にかかったトンボです。
選挙に敗北した自民党の石破茂は、敗北を糧にして、政治資金規正法を国民の視点から改正し、自民党と、日本の政治経済秩序を、根底から改変する機会にしたい、とその抱負を語っていると思います。軍事オタクと嘲弄した者、株式市場万能論やアベノミクスと闘い、新しい日本社会を構想する姿勢で、野党との真剣な議論を喚起し、政治の復権を担ってほしいです。
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