经济学人一周财经综述

亚马逊、伯克希尔·哈撒韦公司和摩根大通公司宣布他们将联合创建一家非盈利机构,以解决他们数以百万的员工健康需求,这让美国的医疗行业感到震惊。暂时没有披露更多的细节,亚马逊进军健康行业的意向是传统健康企业都心知肚明的,他们对此也有畏惧。伯克希尔的老板沃伦.巴菲特称医疗行业上升的成本是一条饥饿的绦虫,正在威胁着国家的经济。

珍妮特·耶伦作为美联储主席主持的最后一场利率设置委员会会议正式落幕,她主张在三月份继续升息。中央银行将经历一场动荡。杰罗姆·鲍威尔成为了新的主席,他马上将选出一个新的副主席。纽约联储也在紧锣密鼓的选拔新一任的主席。

数据驱动故事

全球最大的私募企业之一黑石和汤森路透达成了一笔170亿美元的协议,它将成为这家财经数据企业的主要控股人。汤森路透向全球股市交易机构提供数据分析,和彭博社平分天下。这家公司将被拆分为两家公司:一家由黑石控股的私人公司,以及路透社控股的新闻服务公司。

总部位于卢森堡的JAB控股公司以187亿美元购买饮料公司Pepper Snapple,扩大了其在美国的投资项目,这是目前为止规模最大的软饮企业收购项目。 Dr Pepper Snapple拥有多个品牌,其中包括七喜和玉泉汽水。这家公司的历史最早可追溯至1783年,当时它在日内瓦成立了世界上第一家碳酸矿泉水公司。

闪亮欧洲

富士称,它将购买施乐公司50.1%的股份,结束这家20世纪美国巨头的自主经营权。这两大公司已在亚洲经营了一家复印机合资公司,而且已经有一段时日了,他们这个协议实际上将扩大这个合资公司的规模,使其能涵盖施乐公司所有业务。

近日,美国、英国和欧元区公布了各自的2017年的经济增长速度。2017年,欧元区的国内生产总值增长2.5%,这是自2007年以来最好的成绩。美国的经济增长率为2.3%。英国经济增长了1.8%,是自2012年以来最差的成绩。

汽车制造商和贸易商协会称,2017年,英国生产的汽车数量降低了3%,虽然国内市场产量下降了几乎10%,但是出口量只略微降低。英国汽车制造行业严重依赖出口,每生产五部车有四部是出口国外。欧盟国家是最大的卖家,在将来几年英国脱欧将只会给其汽车行业带来麻烦。

在一系列的令人咂舌的事件之后,美国国际贸易委员会推翻了特朗普政府推荐的庞巴迪C系列飞机的惩罚性关税,判定庞巴迪小型客机“没有伤害”美国行业。波音公司坚持称C系列飞机得到了政府的补助;它对该判决表示不满。

脸书称,2017年第四季度,其网站用户在其网站上的停留时间每天减少了5千万小时。之前脸书宣布它的新闻推送方式将迎来新的变化,这些变化会导致网站停留时长的减少。在其最近的利润报告中,脸书强调它现在将聚焦对人们和社会幸福有益的事情,鼓励有意义的关系网。

外包企业Capita,在英国运营伦敦的交通拥堵费等一些大型的公共服务,它警告称它的利润将比预期水平要低很多。随着政府承包商卡利莲建筑公司(Carillion)宣告破产,英国政府受到了影响,投资者也为之一颤,这让Capita的股价下滑了48%。

在梅格·惠特曼辞去了惠普公司的行政长官的职位几天前,他接受了NewTV的首席执行官的职位。NewTV是一家只为移动设备制作好莱坞式视频的初创企业。惠特曼将该主意描述为“最为有挑战性的机会之一”。


宜家创始人去世

宜家创始人英格瓦尔·卡姆普拉德去世,终年91岁。一些人称他为世界上最富有的人。卡姆普拉德的〔自行拼装的〕盒装组合家具风从瑞典一直刮到了37个国家,让便宜但时髦的家具进入了大众生活。尽管他家财万贯,他曾经说过”宜家人不开好车不住豪华酒店。”

英文

America’s health-care industry(医疗行业) got a shock as Amazon, Berkshire Hathaway and JPMorgan Chase announced that they would form a non-profit company(非盈利机构) to cover the health needs of their combined million-strong employees. There were few details, other than a focus on technological innovation, but Amazon’s entry into the health market has long been expected, and feared, by conventional providers. Warren Buffett, Berkshire’s boss, described the ballooning costs of health care as a “hungry tapeworm” devouring the economy.

Janet Yellen presided(主持) over her last meeting as chairman of the rate-setting committee at the Federal Reserve, and kept it on course for another interest-rate rise(升息) in March. The central bank is going through a period of upheaval. Jerome Powell, who takes over as chairman, will soon have a new vice-chairman. A search is also under way for a replacement for the retiring head of the New York Fed. 

A data-driven story

Blackstone, one of the world’s biggest private-equity firms(私募机构), struck a $17bn deal to take a controlling stake in the financial-data business(财经数据企业) of Thomson Reuters. Thomson Reuters provides data analysis(数据分析) to traders(股市交易机构) around the world, competing with Bloomberg’s terminals. The business will be split off(拆分) into a privately held firm with Blackstone as the majority owner. That leaves Thomson Reuters with its news service.

JAB Holding, an investment group based in Luxembourg, expanded its portfolio(投资项目) in America by agreeing to buy Dr Pepper Snapple for $18.7bn, the biggest acquisition of a soft-drinks company to date. Dr Pepper Snapple owns several brands, including 7UP and Schweppes, which traces its roots to 1783, when it created the world’s first carbonated mineral water in Geneva.

Fujifilm unveiled a deal through which it will take a 50.1% stake in Xerox, ending the independence of an American corporate giant of the 20th century. The pair already operate a long-standing joint venture selling photocopiers in Asia; their agreement in effect broadens that venture to encompass all Xerox business.

Europe shining

America, Britain and the euro zone released preliminary estimates(初步估算) of their economic growth rates for 2017. The euro zone’s GDP rose by 2.5% over the year, its best performance since 2007. America’s rate also improved, to 2.3%. Britain’s economy expanded by 1.8%, the slowest pace since 2012. See article.

The number of cars made in Britain fell by 3% last year according to the Society of Motor Manufacturers and Traders. Output for the domestic market slumped by nearly 10%, though exports dipped only slightly. British carmaking is heavily dependent on exports, with four out of every five cars heading abroad. As EU countries drive half of that demand, Brexit will only make things more difficult for the industry in the coming years.

In a surprise turn of events, America’s International Trade Commission overturned the Trump administration’s recommendation that Bombardier’s C-series aircraft should be subjected to punitive tariffs(惩罚性关税), finding that the Canadian planemaker’s small passenger jets “do not injure” American industry. Boeing maintains that the C-series has benefited from state aid; it is “disappointed” with the ruling.

Facebook said that the amount of time users spend on its network had dropped by 50m hours a day in the fourth quarter of 2017. That was before it announced changes to its news feed, which it acknowledges will lead to less engagement with its site. In its latest earnings release, Facebook stressed it was now focused on what’s “good for people’s well-being and for society” by “encouraging meaningful connections”.

Capita, an outsourcing company(外包企业) that runs some big public services in Britain, such as London’s congestion charge, warned that its profit will fall far below expectations. With the bankruptcy of Carillion, another government contractor, still rippling through Whitehall, investors took fright, sending Capita’s share price down by 48%. 

A few days before formally stepping down as chief executive of Hewlett Packard Enterprise, Meg Whitman accepted a new job as CEO of NewTV, a startup that will make short Hollywood-style videos purely for mobile devices. Ms Whitman describes it as “one of the most disruptive” ideas she has ever come across.

He chucked out your chintz

 Ingvar Kamprad, who founded IKEA, died at the age of 91. He was by some measures one of the world’s richest men. Mr Kamprad’s flat-pack revolution spread from Sweden to 37 countries, bringing cheap-but-stylish furniture to the masses. Despite his wealth, he once said that “IKEA people do not drive flashy cars or stay at luxury hotels”.

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