Summary:
Countries around the world are re-open while other countries like Canada continue with their vaccine’s mandates. Canada has over 90% of its population vaccinated.
Trudeau has called the trucker occupation as a illegal - https://www.nytimes.com/live/2022/02/12/world/canada-protest-trudeau
People want their freedoms back - https://www.politico.com/news/2022/02/11/biden-trudeau-convoy-protest-00008358. State, Provincial, local, and federal governments are worried about the damage this will do to their various voter bases.
Geopolitical Events|COVID19|Canada and the World| January 7, 2022paul young cpa, cga
Summary:
Healthcare systems continue to struggle with new variants. All levels of government need to rethink all aspects of its healthcare delivery model.
More emphasis needs to be on improving the immune systems, gene therapy, and better crisis management reporting.
1. COVID Variants and Global GDP – https://www.theguardian.com/business/2022/jan/01/global-economy-growth-forecast-2022-inflation
2. Healthcare system - https://nationalpost.com/opinion/sabrina-maddeaux-canadas-constantly-collapsing-health-care-system-is-no-match-for-the-pandemic
3. Healthcare system - https://www.theatlantic.com/health/archive/2022/01/omicron-mild-hospital-strain-health-care-workers/621193/
4. Global threats - https://www.wtvy.com/2022/01/03/next-global-health-crisis-may-lurk-antibiotic-resistant-bacteria/
5. Crisis Management - https://www.barrons.com/articles/covid-crisis-lessons-for-the-u-s-how-to-handle-the-next-pandemic-better-51641581199
6. Viruses - https://www.yourvalley.net/stories/nichols-cdc-fauci-have-failed-to-find-virus-treatment,279395
7. Immune system - https://techcrunch.com/2022/01/04/the-convergence-of-deep-neural-networks-and-immunotherapy/
8. Data and AI - https://theconversation.com/when-researchers-dont-have-the-proteins-they-need-they-can-get-ai-to-hallucinate-new-structures-173209
9. Variants - https://www.deseret.com/u-s-world/2022/1/6/22868304/omicron-variant-symptoms-next-major-covid-19-variant
10. Gene therapy - https://www.marketwatch.com/press-release/regenerative-medicine-market-recovery-and-impact-analysis-research-report-2022-2027-2022-01-03?tesla=y
Geopolitical Events|COVID19|Canada and the World| December 24, 2021paul young cpa, cga
Here is my latest look at viruses as part of mitigation the impact of these viruses on healthcare, GDP, and other areas.
1. Vaccines and new variants https://www.bbc.com/news/av/health-56286744
2. Digital trends - https://techcrunch.com/2021/12/20/the-growing-power-of-digital-healthcare-6-trends-to-watch-in-2022/
3. Mitigation - https://www.cdc.gov/coronavirus/2019-ncov/hcp/mitigating-staff-shortages.html
4. Risk mitigation - https://www.thehindubusinessline.com/money-and-banking/pandemic-has-reinforced-need-for-insurance-and-risk-mitigation/article38020220.ece
5. Business continuity - https://www.techidea.net/elements-of-business-continuity-plan/
6. Emergency Planning - https://www.canterbury.ac.nz/engineering/schools/cnre/news/2021/gps-tracking.html
7. Risk mitigation - https://www.reuters.com/business/healthcare-pharmaceuticals/what-you-need-know-about-coronavirus-right-now-2021-12-24/
8. Supply Chain - https://www.journal-news.com/news/restaurants-turn-to-supply-chain-surcharge-to-survive-higher-costs/LOTGO3QD5RCK7LWV7LHXYUXDEA/
9. Variants - https://www.mckinsey.com/industries/healthcare-systems-and-services/our-insights/when-will-the-covid-19-pandemic-end
10. Variants - https://www.nature.com/articles/d41586-021-03619-8
Summary:
The world continues to face challenges as it relates to spreading of viruses. More needs to be done to mitigate the spread of viruses through better policies from WHO.
The world also needs to ensure local manufacturing of critical supplies is done locally including PPE, vaccines, etc.
All levels government need to have business resiliency plans for all their agencies and GBE as part building better emergency and risk management policies and plans.
1. Omicron virus and WHO - https://www.npr.org/sections/coronavirus-live-updates/2021/12/15/1064432010/omicron-spread-variant-coronavirus
2. Healthcare systems - https://hbr.org/2021/12/5-critical-priorities-for-the-u-s-health-care-system
3. CDC has said more variants will occur as viruses will mutate - https://www.cdc.gov/coronavirus/2019-ncov/variants/about-variants.html
4. Travel - https://ca.movies.yahoo.com/europeans-reimpose-restrictions-omicron-sweeps-124035688.html
5. Spread - https://www.theguardian.com/world/2021/dec/18/who-says-omicron-in-89-countries-and-spreading-rapidly
6. 2022 outlook - https://www.just-drinks.com/features/whats-in-store-for-2022-a-sector-by-sector-outlook-analysis/
7. Annual flu shots for COVID19 - https://www.cnbc.com/2021/12/17/pfizer-executives-say-covid-could-become-endemic-by-2024.html
8. Pandemic - https://www.gavi.org/vaccineswork/10-reasons-why-pandemic-fatigue-could-threaten-global-health-2021
9. Supply chain - https://www.post-gazette.com/business/career-workplace/2021/12/18/Supply-chain-hell-ignites-economic-boom-along-U-S-Mexico-border/stories/202112190034
10. AI and drugs - https://www.advisory.com/blog/2021/12/pandemic-technology
Geopolitical Risks and Threats - Pandemic and Other Risks - Canada and the Wo...paul young cpa, cga
Blog – Geopolitical Events and Risks – Canada and the World
The world continues to face many geopolitical risks and threats.
Healthcare systems are at a breaking point
More innovation is required to address issues with healthcare delivery model
More needs to be done to mitigate the threat of future pandemics.
Geopolitical Events|COVID19|Canada and the World| July 17, 2021paul young cpa, cga
The document provides an agenda and summary for a weekly geopolitical events and vaccine rollout report. It includes updates on COVID-19 cases, deaths, and vaccinations by country. It also discusses GDP forecasts, unemployment trends, and policies around crisis management, supply chains, and preparing for future pandemics. Key recommendations include the need for better pandemic preparedness, support for domestic supply chains, coordinated global action, and mandatory audits of emergency response systems.
Geopolitical Events|COVID19|Canada and the World| January 7, 2022paul young cpa, cga
Summary:
Healthcare systems continue to struggle with new variants. All levels of government need to rethink all aspects of its healthcare delivery model.
More emphasis needs to be on improving the immune systems, gene therapy, and better crisis management reporting.
1. COVID Variants and Global GDP – https://www.theguardian.com/business/2022/jan/01/global-economy-growth-forecast-2022-inflation
2. Healthcare system - https://nationalpost.com/opinion/sabrina-maddeaux-canadas-constantly-collapsing-health-care-system-is-no-match-for-the-pandemic
3. Healthcare system - https://www.theatlantic.com/health/archive/2022/01/omicron-mild-hospital-strain-health-care-workers/621193/
4. Global threats - https://www.wtvy.com/2022/01/03/next-global-health-crisis-may-lurk-antibiotic-resistant-bacteria/
5. Crisis Management - https://www.barrons.com/articles/covid-crisis-lessons-for-the-u-s-how-to-handle-the-next-pandemic-better-51641581199
6. Viruses - https://www.yourvalley.net/stories/nichols-cdc-fauci-have-failed-to-find-virus-treatment,279395
7. Immune system - https://techcrunch.com/2022/01/04/the-convergence-of-deep-neural-networks-and-immunotherapy/
8. Data and AI - https://theconversation.com/when-researchers-dont-have-the-proteins-they-need-they-can-get-ai-to-hallucinate-new-structures-173209
9. Variants - https://www.deseret.com/u-s-world/2022/1/6/22868304/omicron-variant-symptoms-next-major-covid-19-variant
10. Gene therapy - https://www.marketwatch.com/press-release/regenerative-medicine-market-recovery-and-impact-analysis-research-report-2022-2027-2022-01-03?tesla=y
Geopolitical Events|COVID19|Canada and the World| December 24, 2021paul young cpa, cga
Here is my latest look at viruses as part of mitigation the impact of these viruses on healthcare, GDP, and other areas.
1. Vaccines and new variants https://www.bbc.com/news/av/health-56286744
2. Digital trends - https://techcrunch.com/2021/12/20/the-growing-power-of-digital-healthcare-6-trends-to-watch-in-2022/
3. Mitigation - https://www.cdc.gov/coronavirus/2019-ncov/hcp/mitigating-staff-shortages.html
4. Risk mitigation - https://www.thehindubusinessline.com/money-and-banking/pandemic-has-reinforced-need-for-insurance-and-risk-mitigation/article38020220.ece
5. Business continuity - https://www.techidea.net/elements-of-business-continuity-plan/
6. Emergency Planning - https://www.canterbury.ac.nz/engineering/schools/cnre/news/2021/gps-tracking.html
7. Risk mitigation - https://www.reuters.com/business/healthcare-pharmaceuticals/what-you-need-know-about-coronavirus-right-now-2021-12-24/
8. Supply Chain - https://www.journal-news.com/news/restaurants-turn-to-supply-chain-surcharge-to-survive-higher-costs/LOTGO3QD5RCK7LWV7LHXYUXDEA/
9. Variants - https://www.mckinsey.com/industries/healthcare-systems-and-services/our-insights/when-will-the-covid-19-pandemic-end
10. Variants - https://www.nature.com/articles/d41586-021-03619-8
Summary:
The world continues to face challenges as it relates to spreading of viruses. More needs to be done to mitigate the spread of viruses through better policies from WHO.
The world also needs to ensure local manufacturing of critical supplies is done locally including PPE, vaccines, etc.
All levels government need to have business resiliency plans for all their agencies and GBE as part building better emergency and risk management policies and plans.
1. Omicron virus and WHO - https://www.npr.org/sections/coronavirus-live-updates/2021/12/15/1064432010/omicron-spread-variant-coronavirus
2. Healthcare systems - https://hbr.org/2021/12/5-critical-priorities-for-the-u-s-health-care-system
3. CDC has said more variants will occur as viruses will mutate - https://www.cdc.gov/coronavirus/2019-ncov/variants/about-variants.html
4. Travel - https://ca.movies.yahoo.com/europeans-reimpose-restrictions-omicron-sweeps-124035688.html
5. Spread - https://www.theguardian.com/world/2021/dec/18/who-says-omicron-in-89-countries-and-spreading-rapidly
6. 2022 outlook - https://www.just-drinks.com/features/whats-in-store-for-2022-a-sector-by-sector-outlook-analysis/
7. Annual flu shots for COVID19 - https://www.cnbc.com/2021/12/17/pfizer-executives-say-covid-could-become-endemic-by-2024.html
8. Pandemic - https://www.gavi.org/vaccineswork/10-reasons-why-pandemic-fatigue-could-threaten-global-health-2021
9. Supply chain - https://www.post-gazette.com/business/career-workplace/2021/12/18/Supply-chain-hell-ignites-economic-boom-along-U-S-Mexico-border/stories/202112190034
10. AI and drugs - https://www.advisory.com/blog/2021/12/pandemic-technology
Geopolitical Risks and Threats - Pandemic and Other Risks - Canada and the Wo...paul young cpa, cga
Blog – Geopolitical Events and Risks – Canada and the World
The world continues to face many geopolitical risks and threats.
Healthcare systems are at a breaking point
More innovation is required to address issues with healthcare delivery model
More needs to be done to mitigate the threat of future pandemics.
Geopolitical Events|COVID19|Canada and the World| July 17, 2021paul young cpa, cga
The document provides an agenda and summary for a weekly geopolitical events and vaccine rollout report. It includes updates on COVID-19 cases, deaths, and vaccinations by country. It also discusses GDP forecasts, unemployment trends, and policies around crisis management, supply chains, and preparing for future pandemics. Key recommendations include the need for better pandemic preparedness, support for domestic supply chains, coordinated global action, and mandatory audits of emergency response systems.
Geopolitical Risks and Threats - Pandemic and Other Risks - Canada and the Wo...paul young cpa, cga
It is extremely easy to blame Russia for the high inflation. The reality is inflation was rising way before Russia invaded Ukraine.
Inflationary targets tend to be 1.9% to 2.3%. With inflation over 7% for many countries, then it begs to answer the question how policy makers will address the drivers of inflation. Too many progressive governments are looking at ways to further tax individuals and businesses. Little said about the need to reform taxation and regulatory policies as part of addressing issues with productivity, skills gaps, housing costs, and innovation.
Geopolitical Risks - Pandemic - Canada and the World - WE March 25 2022.pptxpaul young cpa, cga
More and more countries are lifting vaccine mandates.
The supply chain continues to face many challenges.
Immune and gene therapy continue to explore at different ways to treat diseases.
Little has been said about the need for all levels of government to have better crisis and risk management policies and procedures.
WHO governance model needs to have more audits as part of ensuring steps are taken to mitigate future pandemics.
Geopolitical Events|COVID19|Canada and the World| January 29, 2022paul young cpa, cga
Summary:
Viruses are here to say as viruses will continue to mutate.
All levels of government and the private sector need to address issues with the healthcare model.
There needs to strict audits of privacy laws related to vaccines passports.
1. New Variants - https://abcnews.go.com/Health/variants-emerge-us-government-turns-attention-universal-coronavirus/story?id=82469854
2. Variants - https://www.who.int/en/activities/tracking-SARS-CoV-2-variants/
3. Vaccines - https://toronto.ctvnews.ca/why-domestic-vaccine-production-across-canada-is-key-to-controlling-another-pandemic-1.5758924
4. AI and Healthcare - https://www.healthcareitnews.com/news/ai-powered-rpm-can-help-address-rural-neonatal-care-crisis
5. Healthcare - https://www.modernhealthcare.com/politics-policy/watchdog-HHS-failing-public-health-emergencies
6. Convoy - https://globalnews.ca/news/8579418/justin-trudeau-trucker-convoy-violence-ottawa/
7. Food Prices - https://www.azernews.az/region/188532.html
8. GDP - https://finance.yahoo.com/news/2021-u-gdp-growth-best-130001935.html
9. Immune and Gene Therapy - https://www.elevate.bio/
10. Commodity - https://ihsmarkit.com/research-analysis/weekly-pricing-pulse-commodity-price-strength-continues-as-oil.html
11. Monitoring - https://www.mccarthy.ca/en/insights/blogs/techlex/privacy-commissioners-comment-vaccine-passports
12. Privacy laws - https://www.natlawreview.com/article/data-privacy-day-around-world-data-privacy-day-january-28-2022
13. Digital healthcare - https://financialpost.com/pmn/business-pmn/digital-healthcare-group-etao-to-go-public-via-2-5-bln-spac-deal
14. Drug costs - https://www.medpagetoday.com/publichealthpolicy/generalprofessionalissues/96924
Geopolitical Risks and Threats - Pandemic and Other Risks - Canada and the Wo...paul young cpa, cga
Future variants will continue to grow and exist. World needs to co-exist with these variants through better mitigation risk management of variants.
World government need to address issues with their healthcare model including introducing more homecare and private clinics as way to eliminate hallway medicine
Pharma/Biotech need to work with government as part of managing drug approval and costs.
All levels of government need to have audited crisis and emergency management reports
Both the private and public sector need to emphasis more health and wellness programs
More needs to be done to re-shore critical parts of the supply chain
Governments around the world need to address their fiscal gap including tax reform, program spending review, and more value for money/operational audits
Canada needs to lift their federal mandates - https://globalnews.ca/news/8928538/companies-end-covid-vaccine-mandate-canada/
Geopolitics - Risk and Threats - Variants and Disease Management - October 8...paul young cpa, cga
Summary:
Healthcare systems around the world needs to fix their delivery model
All levels of government need to have audited risk and emergency management plans as part of mitigating geopolitical risks and events.
Healthcare needs to put more emphasis on homecare as part betting supporting the patient
Assisted and living needs to ensure spaces are aligning with the aging population
More needs to be done on rental credits for seniors to better support affordable housing costs for seniors
Both the private and public sectors need to emphasis more health and wellness activities. Adding tax credits as part of annual tax filing would help support people living a healthier lifestyle
More needs to be done in areas like gene and immune therapy
Geopolitical Risks and Threats - Pandemic and Other Risks - Canada and the Wo...paul young cpa, cga
Blog – Geopolitical Risks and Threats – Viruses and Disease Management
We are in over 2 years since the first cases of COVID and still healthcare systems are struggling with their operations.
New variants will continue to occur. More needs to be done in terms of emergency preparedness
Tax credits should be established to better support health and wellness programs.
AI will continue to be used as part of speeding up new treatments and drugs for patients
Healthcare needs to re-look at its model to move to more public-private sector model.
Geopolitical Risks - Pandemic - Canada and the World - WE May 21 2022.pptxpaul young cpa, cga
After over 2 ½ years of the pandemic there are still issues with variant mitigation
Healthcare continues to struggle with its delivery model
New hybrid workplace is here to stay
Global GDP forecasts have been halved for 2022
High inflation continues to plague world economies
Food security continues to plague world governments
Geopolitical Events|COVID19|Canada and the World| January 22, 2022paul young cpa, cga
Summary:
The world is into year 2 of the COVID pandemic with new viruses continue to happen as part of the virus lifecycle.
The world is facing global inflationary pressure not seen in over 30 years.
Job quality issues continue to face many countries around the globe
Affordable housing and household debt is becoming a big issues as many central banks look at hiking interest rates as part of their monetary policies.
1. Booster shots - https://www.forbes.com/sites/mikeswigunski/2022/01/21/these-countries-are-requiring-covid-19-booster-shots-for-travelers-and-remote-workers/?sh=701bdacd662f
2. GDP - https://www.upstreamonline.com/energy-transition/net-zero-goals-will-drop-global-gdp-2-by-2050-says-wood-mackenzie/2-1-1149382
3. Business trends - https://www.uschamber.com/international/ten-trends-in-2022-global-perspectives-for-business
4. Future pandemics - https://www.frontiersin.org/research-topics/31786/pandemic-potential-of-rna-viruses-lessons-and-countermeasures
5. Risk Management - https://au.finance.yahoo.com/news/bill-gates-has-a-warning-for-the-world-urges-quick-action-222338128.html
6. UN - https://www.un.org/en/desa/un-chief-calls-action-put-out-5-alarm-global-fire
7. EU and mitigation - https://ec.europa.eu/research-and-innovation/en/horizon-magazine/coronavirus-and-beyond-emerging-disease-outbreaks
8. Healthcare trends - https://www.beckershospitalreview.com/hospital-management-administration/dr-rod-hochman-10-healthcare-trends-to-watch-in-the-year-ahead.html
9. Debt - https://ca.finance.yahoo.com/news/imf-chief-urges-debt-laden-131641796.html
10. Inflation - https://www.bnnbloomberg.ca/biggest-threat-to-global-economy-in-2022-inflation-not-omicron-1.1711199
Geopolitics - Risk and Threats - Variants and Disease Management - September...paul young cpa, cga
Blog – Geopolitical Risks and Events – Canada and the World – WE September 16, 2022
More needs to be done to address the 40,000 bed shortages for long-term care. This may include looking at ways to better implement homecare within a patient’s home.
Health and wellness programs can play a critical role with the mitigation of viruses.
Healthcare needs to move to digital model as part of revamping its delivery model.
Geopolitical Risks - Pandemic - Canada and the World - WE June 4, 2022 .pptxpaul young cpa, cga
- The presentation provided an overview of geopolitical events and issues related to viruses, including discussions around inflation, stock markets, wealth, COVID cases/deaths/vaccinations, employment data, and GDP forecasts.
- It highlighted challenges facing supply chain management and calls for better crisis management policies and procedures from governments and organizations like the WHO.
- Recent blogs focused on risks around future pandemics, food costs, booster shots, and emerging technologies like gene and immune therapies.
Geopolitics - Risk and Threats - Variants and Disease Management - August 20,...paul young cpa, cga
Blog – How to better managed Geopolitical Events and Risks
Both the private and public sector continue to face geopolitical risks and threats. More need to be done to safeguard assets as well as protecting lives of everyone.
Healthcare continues to face crisis. The staffing issues will take many different steps including more seats at medical and nursing schools. Certification of nurses needs to be sped up, especially foreign-trained and out of province nurses.
All levels of government need to eliminate red tape and miss management of precious healthcare dollars. LHINS and CCAC should be disbanded. Hospitals and Health Centers should report monthly into the government as part of better transparency around patient care.
Privatization options need to be expanded. Oversight into privatization of healthcare will required more audited F/S including key metrics.
Analysis and Commentary - Geopolitical Risks and Threats - January 8, 2023.pptxpaul young cpa, cga
Blog – Geopolitical Risks and Events for the WE January 8, 2022
Technology will continue to drive business outcomes - https://www.investmentmonitor.ai/features/top-technology-investment-trends-to-watch-in-2023/ or https://hbr.org/2023/01/where-is-tech-going-in-2023 or https://www.analyticsinsight.net/top-5-craziest-technology-trends-in-2023/
Food prices and supply continue to plague the world. Farmers continue to look at ways to improve product yields - https://www.cbc.ca/news/canada/london/vertical-farming-food-security-farmia-1.6699741 or https://www.agriinvestor.com/how-can-global-food-security-be-strengthened/
Global inflation continues to plague the world. Achieving the 2% target for inflation is becoming increasing challenging for global governments - https://markets.businessinsider.com/news/stocks/dr-doom-nouriel-roubini-inflation-debt-crisis-crash-economic-outlook-2023-1
Global GDP continues to face many pressures including reduction in demand, cost of raw materials, productivity, innovation, etc. - https://www.spglobal.com/marketintelligence/en/mi/research-analysis/global-business-activity-contracts-for-fifth-successive-month-as-demand-downturn-accelerates-Jan23.html
ESG regulations and reporting will continue to dominate both public and private sectors reporting - https://www.jdsupra.com/legalnews/esg-insights-10-things-that-should-be-9155492/
Data and AI will continue to drive business outcomes - https://ibm.box.com/s/b8vd0g35vktvox9nn0p857ds8m0yxjvq
Geopolitical Risks and Threats - Pandemic and Other Risks - Canada and the Wo...paul young cpa, cga
Summary:
World continues to face many challenges with a broken healthcare system. More needs to be done to mitigate the future impact of variants and pandemics.
Geopolitics - Risk and Threats - Variants and Disease Management - August 14,...paul young cpa, cga
Summary
All levels of government along with the private sector need to addressing failings of the healthcare model. Privatization should be part of improving the healthcare model as better way to managed patient care. The Drummond Report stated years ago that government need to move a homecare base model as part of managing the costs of healthcare - https://financialpost.com/opinion/the-drummond-report-gave-ontario-a-good-plan-then-kathleen-wynne-buried-it
The governance model for all levels of government needs to change including more performance and operational audits. There needs to mandatory crisis and emergency management reports including annual audits of those reports.
Drug costs continue to be an issue. Pharma and Biotech invest money into R&D as such want patent protection over their discovery. All levels of governments along with private insurance companies need to work together as part of reducing drug costs.
Government around continues to struggle with delivery program spending in a way that improves outcomes. Key programs like healthcare and dental care need a thorough review to ensure these programs are effective in terms of improving outcomes.
Geopolitical Events| Vaccines Distribution| Canada and the World| April 10, 2021paul young cpa, cga
Many do not care about the facts as all you have to is watch how they cover areas of policies. @stephenharper was hammered in areas like veterans or poverty or middle class or inflation or H1N1 or other areas as compared to @JustinTrudeau who gets a free pass.
https://toronto.citynews.ca/2009/11/02/critics-say-harper-government-failed-miserably-on-swine-flu/
1. Both Harper and Chretien/Martin had plans for mitigation - https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6449094/. These plans could have gone further in terms of implementation.
2. USA, UK, and Israel continue to lead the develop markets in terms of the roll out - https://ig.ft.com/coronavirus-vaccine-tracker/?areas=gbr&areas=isr&areas=usa&areas=eue&cumulative=1&populationAdjusted=1
3. Vaccines passport will not play a role in initial opening of the economy (UK) - https://www.thechronicleherald.ca/news/world/vaccine-certificates-wont-play-a-role-in-the-initial-re-opening-of-englands-economy-minister-572475/
4. The private sector will continue to push back as part of saving heir livelihoods - https://apnews.com/article/thessaloniki-coronavirus-pandemic-athens-financial-markets-greece-4b6f54d49b6f242dfcc3d0e633ca85b5
5. Employment continues to change - https://www.economist.com/special-report/2021/04/08/labour-markets-are-working-but-also-changing
6. Middle class shrunk in 2020 - https://ca.finance.yahoo.com/finance/video/millions-tumble-middle-class-090235229.html
7. Income equality gaps have risen - https://www.wsj.com/articles/as-u-s-economy-roars-back-life-in-many-poor-countries-gets-worse-11617874201
8. Geopolitical risks - https://www.ft.com/content/c8644714-2bc0-4dad-80ec-5c0282aea76e
9. IT and geopolitical risks - https://www.forbes.com/sites/worldeconomicforum/2021/04/07/7-views-on-how-technology-will-shape-geopolitics/?sh=7da98ca931e7
10. GDP/OECD - https://commonslibrary.parliament.uk/research-briefings/sn02784/
Geopolitics - Risk and Threats - Variants and Disease Management - August 27,...paul young cpa, cga
The document provides an agenda for a presentation on geopolitical events and virus management by the World Health Organization and world governments. It includes topics such as inflation, stock markets, wealth, COVID cases and deaths, vaccinations, employment, GDP forecasts, and blogs on crisis management, supply chains, and preparing for future pandemics. It advocates for improved pandemic preparedness including annual audits of emergency management departments and the WHO.
Both services-producing (+0.6%) and goods-producing (+0.5%) industries were up, as 17 of 20 industrial sectors posted increases in November.
Advance information indicates that real GDP for December was essentially unchanged. Widespread increases led by the manufacturing, agriculture, forestry, fishing and hunting, utilities and wholesale trade sectors were offset by declines in the accommodation and food services, mining, quarrying, and oil and gas extraction and retail trade sectors. This advance information for real GDP by industry indicates a 1.6% uptick in the fourth quarter of 2021 and a rebound of 4.9% in the year following the pandemic-induced decline observed in 2020. Given their preliminary nature, these estimates will be updated on March 1, 2022 with the release of the official GDP data for December and the fourth quarter of 2021.
Source - https://www150.statcan.gc.ca/n1/daily-quotidien/220201/dq220201a-eng.htm
1. Inflation and Canada – https://www.fool.ca/2022/01/31/holding-onto-tonnes-of-cash-heres-how-much-of-it-that-inflation-would-destroy-in-a-decade/
2. Housing - https://financialpost.com/real-estate/busting-the-myth-of-canadas-million-or-more-vacant-homes
3. Supply chain task force - https://canada.autonews.com/manufacturing/supply-chain-issues-be-tackled-new-federal-task-force
4. Mining - https://miningglobal.com/top10/top-10-countries-based-on-natural-resources
5. Electrical vehicles - https://ipolitics.ca/2022/01/31/lobby-wrap-auto-industry-wants-training-as-ev-sales-rise/
6. Middle class - https://www.usatoday.com/story/money/2022/01/31/lost-factory-jobs-make-harder-move-into-middle-class-report-says/9213089002/?gnt-cfr=1
7. Consumer spending - https://www.hellenicshippingnews.com/weaker-u-s-consumer-spending-rising-inflation-pose-dilemma-for-fed/
8. Commodity prices - https://www.hellenicshippingnews.com/commodity-prices-likely-to-be-hit-by-slowdown-before-end-of-2023/
9. ESG - https://www.reuters.com/business/sustainable-business/euroclear-teams-up-with-fintech-expand-esg-services-2022-01-31/
10. Insurance risk - https://www.insurancebusinessmag.com/us/news/environmental/environmental-insurance--what-are-the-concerns-323760.aspx
11. Geopolitical Risks - https://www.reuters.com/business/rising-geopolitical-tension-demand-send-oil-price-outlook-soaring-2022-01-31/
12. 2022-2023 – Budget - https://globalnews.ca/news/8585003/federal-budget-plan-2022/
Geopolitical Events|COVID19|Canada and the World| November 26, 2021paul young cpa, cga
Countries across the world rushed Friday to identify potential cases and halt travel from southern Africa where a new variant of Covid-19 emerged as a sudden source of global alarm.
Identified earlier this week and known as B.1.1.529, it has been designated a “variant of concern” or VOC and named “omicron,” the World Health Organization said in a statement Friday. The body uses a Greek-letter system to name new strains of the virus.
“This variant has a large number of mutations, some of which are concerning,” the statement added. “Preliminary evidence suggests an increased risk of reinfection with this variant.”
As cases were confirmed in Asia and Europe, stocks tumbled on fears of another pandemic setback, and the U.S. woke up the day after Thanksgiving to the possibility of a more uncertain holiday period ahead.
https://www.nbcnews.com/news/world/who-meet-new-variant-covid-19-found-southern-africa-rcna6782
1. New variants - https://www.bbc.com/news/world-59438723
2. Travel - https://www.nytimes.com/live/2021/11/26/world/covid-vaccine-boosters-variant
3. New variants - https://www.npr.org/sections/coronavirus-live-updates/2021/11/26/1059339865/coronavirus-variant-covid-omicron-travel-bans
4. Supply chain - https://www.mckinsey.com/featured-insights/themes/stretched-global-supply-chains-and-shortages
5. Food - https://www.ft.com/content/41c883ef-375b-446c-9c7b-ebc8e8679e9b
6. Stock Market - https://www.marketwatch.com/story/the-u-s-stock-market-suffers-ugly-black-friday-selloff-here-are-the-biggest-losers-and-winners-11637952898
7. Vaccines - https://healthfeedback.org/claimreview/natural-news-jump-to-conclusions-unsupported-by-study-cite-to-claim-covid-19-vaccines-destroy-immune-system-cause-cancer/
8. Vaccines - https://www.bbc.com/news/health-55659820
9. Labor - https://www.nationalreview.com/news/labor-shortage-supply-chain-issues-threaten-to-spoil-holiday-shopping-season-for-small-retailers/
10. Benefits - https://www.cbsnews.com/news/kelloggs-strike-unionized-workers-better-pay-benefits/
Geopolitical Risks and Threats - Pandemic and Other Risks - Canada and the Wo...paul young cpa, cga
All the discussion has been around people having more vaccinations
Little has been done to address issues with healthcare including its delivery model
USA is showing signs that it is in a recession due to inflationary pressures
The green dream by many governments is leading to many issues with the global economy
Retail Sales and Consumer Spending Analysis and Commentary - July 2023.pptxpaul young cpa, cga
Canadian retail sales dropped 0.3% in August, the first decline since March, as higher interest rates start to impact household budgets. Seven of the nine retail subsectors saw sales increases in July, led by food and beverage retailers, while motor vehicle and parts dealers saw the largest decrease. Excluding autos, retail sales in July rose 1%, double expectations. The report suggests Canadians are tightening spending as more face higher mortgage payments and gas prices due to Bank of Canada rate hikes aimed at slowing inflation.
Addressing issues with the Public Sector Governance Model.pptxpaul young cpa, cga
The key challenges facing Australian business leaders in 2023 include:
1. Talent acquisition, retention and training staff for digital transformation.
2. Implementing successful digital transformation while managing cyber risks.
3. Adapting to changing regulations and reporting requirements.
Health risks from COVID-19, social reputation concerns, and disruptive emerging technologies are also significant social challenges impacting Australian businesses. Over the next 3-5 years, talent management for digitization, cybersecurity, digital transformation, regulatory changes, and identifying new growth opportunities will be the top challenges according to business leaders.
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Geopolitical Risks and Threats - Pandemic and Other Risks - Canada and the Wo...paul young cpa, cga
It is extremely easy to blame Russia for the high inflation. The reality is inflation was rising way before Russia invaded Ukraine.
Inflationary targets tend to be 1.9% to 2.3%. With inflation over 7% for many countries, then it begs to answer the question how policy makers will address the drivers of inflation. Too many progressive governments are looking at ways to further tax individuals and businesses. Little said about the need to reform taxation and regulatory policies as part of addressing issues with productivity, skills gaps, housing costs, and innovation.
Geopolitical Risks - Pandemic - Canada and the World - WE March 25 2022.pptxpaul young cpa, cga
More and more countries are lifting vaccine mandates.
The supply chain continues to face many challenges.
Immune and gene therapy continue to explore at different ways to treat diseases.
Little has been said about the need for all levels of government to have better crisis and risk management policies and procedures.
WHO governance model needs to have more audits as part of ensuring steps are taken to mitigate future pandemics.
Geopolitical Events|COVID19|Canada and the World| January 29, 2022paul young cpa, cga
Summary:
Viruses are here to say as viruses will continue to mutate.
All levels of government and the private sector need to address issues with the healthcare model.
There needs to strict audits of privacy laws related to vaccines passports.
1. New Variants - https://abcnews.go.com/Health/variants-emerge-us-government-turns-attention-universal-coronavirus/story?id=82469854
2. Variants - https://www.who.int/en/activities/tracking-SARS-CoV-2-variants/
3. Vaccines - https://toronto.ctvnews.ca/why-domestic-vaccine-production-across-canada-is-key-to-controlling-another-pandemic-1.5758924
4. AI and Healthcare - https://www.healthcareitnews.com/news/ai-powered-rpm-can-help-address-rural-neonatal-care-crisis
5. Healthcare - https://www.modernhealthcare.com/politics-policy/watchdog-HHS-failing-public-health-emergencies
6. Convoy - https://globalnews.ca/news/8579418/justin-trudeau-trucker-convoy-violence-ottawa/
7. Food Prices - https://www.azernews.az/region/188532.html
8. GDP - https://finance.yahoo.com/news/2021-u-gdp-growth-best-130001935.html
9. Immune and Gene Therapy - https://www.elevate.bio/
10. Commodity - https://ihsmarkit.com/research-analysis/weekly-pricing-pulse-commodity-price-strength-continues-as-oil.html
11. Monitoring - https://www.mccarthy.ca/en/insights/blogs/techlex/privacy-commissioners-comment-vaccine-passports
12. Privacy laws - https://www.natlawreview.com/article/data-privacy-day-around-world-data-privacy-day-january-28-2022
13. Digital healthcare - https://financialpost.com/pmn/business-pmn/digital-healthcare-group-etao-to-go-public-via-2-5-bln-spac-deal
14. Drug costs - https://www.medpagetoday.com/publichealthpolicy/generalprofessionalissues/96924
Geopolitical Risks and Threats - Pandemic and Other Risks - Canada and the Wo...paul young cpa, cga
Future variants will continue to grow and exist. World needs to co-exist with these variants through better mitigation risk management of variants.
World government need to address issues with their healthcare model including introducing more homecare and private clinics as way to eliminate hallway medicine
Pharma/Biotech need to work with government as part of managing drug approval and costs.
All levels of government need to have audited crisis and emergency management reports
Both the private and public sector need to emphasis more health and wellness programs
More needs to be done to re-shore critical parts of the supply chain
Governments around the world need to address their fiscal gap including tax reform, program spending review, and more value for money/operational audits
Canada needs to lift their federal mandates - https://globalnews.ca/news/8928538/companies-end-covid-vaccine-mandate-canada/
Geopolitics - Risk and Threats - Variants and Disease Management - October 8...paul young cpa, cga
Summary:
Healthcare systems around the world needs to fix their delivery model
All levels of government need to have audited risk and emergency management plans as part of mitigating geopolitical risks and events.
Healthcare needs to put more emphasis on homecare as part betting supporting the patient
Assisted and living needs to ensure spaces are aligning with the aging population
More needs to be done on rental credits for seniors to better support affordable housing costs for seniors
Both the private and public sectors need to emphasis more health and wellness activities. Adding tax credits as part of annual tax filing would help support people living a healthier lifestyle
More needs to be done in areas like gene and immune therapy
Geopolitical Risks and Threats - Pandemic and Other Risks - Canada and the Wo...paul young cpa, cga
Blog – Geopolitical Risks and Threats – Viruses and Disease Management
We are in over 2 years since the first cases of COVID and still healthcare systems are struggling with their operations.
New variants will continue to occur. More needs to be done in terms of emergency preparedness
Tax credits should be established to better support health and wellness programs.
AI will continue to be used as part of speeding up new treatments and drugs for patients
Healthcare needs to re-look at its model to move to more public-private sector model.
Geopolitical Risks - Pandemic - Canada and the World - WE May 21 2022.pptxpaul young cpa, cga
After over 2 ½ years of the pandemic there are still issues with variant mitigation
Healthcare continues to struggle with its delivery model
New hybrid workplace is here to stay
Global GDP forecasts have been halved for 2022
High inflation continues to plague world economies
Food security continues to plague world governments
Geopolitical Events|COVID19|Canada and the World| January 22, 2022paul young cpa, cga
Summary:
The world is into year 2 of the COVID pandemic with new viruses continue to happen as part of the virus lifecycle.
The world is facing global inflationary pressure not seen in over 30 years.
Job quality issues continue to face many countries around the globe
Affordable housing and household debt is becoming a big issues as many central banks look at hiking interest rates as part of their monetary policies.
1. Booster shots - https://www.forbes.com/sites/mikeswigunski/2022/01/21/these-countries-are-requiring-covid-19-booster-shots-for-travelers-and-remote-workers/?sh=701bdacd662f
2. GDP - https://www.upstreamonline.com/energy-transition/net-zero-goals-will-drop-global-gdp-2-by-2050-says-wood-mackenzie/2-1-1149382
3. Business trends - https://www.uschamber.com/international/ten-trends-in-2022-global-perspectives-for-business
4. Future pandemics - https://www.frontiersin.org/research-topics/31786/pandemic-potential-of-rna-viruses-lessons-and-countermeasures
5. Risk Management - https://au.finance.yahoo.com/news/bill-gates-has-a-warning-for-the-world-urges-quick-action-222338128.html
6. UN - https://www.un.org/en/desa/un-chief-calls-action-put-out-5-alarm-global-fire
7. EU and mitigation - https://ec.europa.eu/research-and-innovation/en/horizon-magazine/coronavirus-and-beyond-emerging-disease-outbreaks
8. Healthcare trends - https://www.beckershospitalreview.com/hospital-management-administration/dr-rod-hochman-10-healthcare-trends-to-watch-in-the-year-ahead.html
9. Debt - https://ca.finance.yahoo.com/news/imf-chief-urges-debt-laden-131641796.html
10. Inflation - https://www.bnnbloomberg.ca/biggest-threat-to-global-economy-in-2022-inflation-not-omicron-1.1711199
Geopolitics - Risk and Threats - Variants and Disease Management - September...paul young cpa, cga
Blog – Geopolitical Risks and Events – Canada and the World – WE September 16, 2022
More needs to be done to address the 40,000 bed shortages for long-term care. This may include looking at ways to better implement homecare within a patient’s home.
Health and wellness programs can play a critical role with the mitigation of viruses.
Healthcare needs to move to digital model as part of revamping its delivery model.
Geopolitical Risks - Pandemic - Canada and the World - WE June 4, 2022 .pptxpaul young cpa, cga
- The presentation provided an overview of geopolitical events and issues related to viruses, including discussions around inflation, stock markets, wealth, COVID cases/deaths/vaccinations, employment data, and GDP forecasts.
- It highlighted challenges facing supply chain management and calls for better crisis management policies and procedures from governments and organizations like the WHO.
- Recent blogs focused on risks around future pandemics, food costs, booster shots, and emerging technologies like gene and immune therapies.
Geopolitics - Risk and Threats - Variants and Disease Management - August 20,...paul young cpa, cga
Blog – How to better managed Geopolitical Events and Risks
Both the private and public sector continue to face geopolitical risks and threats. More need to be done to safeguard assets as well as protecting lives of everyone.
Healthcare continues to face crisis. The staffing issues will take many different steps including more seats at medical and nursing schools. Certification of nurses needs to be sped up, especially foreign-trained and out of province nurses.
All levels of government need to eliminate red tape and miss management of precious healthcare dollars. LHINS and CCAC should be disbanded. Hospitals and Health Centers should report monthly into the government as part of better transparency around patient care.
Privatization options need to be expanded. Oversight into privatization of healthcare will required more audited F/S including key metrics.
Analysis and Commentary - Geopolitical Risks and Threats - January 8, 2023.pptxpaul young cpa, cga
Blog – Geopolitical Risks and Events for the WE January 8, 2022
Technology will continue to drive business outcomes - https://www.investmentmonitor.ai/features/top-technology-investment-trends-to-watch-in-2023/ or https://hbr.org/2023/01/where-is-tech-going-in-2023 or https://www.analyticsinsight.net/top-5-craziest-technology-trends-in-2023/
Food prices and supply continue to plague the world. Farmers continue to look at ways to improve product yields - https://www.cbc.ca/news/canada/london/vertical-farming-food-security-farmia-1.6699741 or https://www.agriinvestor.com/how-can-global-food-security-be-strengthened/
Global inflation continues to plague the world. Achieving the 2% target for inflation is becoming increasing challenging for global governments - https://markets.businessinsider.com/news/stocks/dr-doom-nouriel-roubini-inflation-debt-crisis-crash-economic-outlook-2023-1
Global GDP continues to face many pressures including reduction in demand, cost of raw materials, productivity, innovation, etc. - https://www.spglobal.com/marketintelligence/en/mi/research-analysis/global-business-activity-contracts-for-fifth-successive-month-as-demand-downturn-accelerates-Jan23.html
ESG regulations and reporting will continue to dominate both public and private sectors reporting - https://www.jdsupra.com/legalnews/esg-insights-10-things-that-should-be-9155492/
Data and AI will continue to drive business outcomes - https://ibm.box.com/s/b8vd0g35vktvox9nn0p857ds8m0yxjvq
Geopolitical Risks and Threats - Pandemic and Other Risks - Canada and the Wo...paul young cpa, cga
Summary:
World continues to face many challenges with a broken healthcare system. More needs to be done to mitigate the future impact of variants and pandemics.
Geopolitics - Risk and Threats - Variants and Disease Management - August 14,...paul young cpa, cga
Summary
All levels of government along with the private sector need to addressing failings of the healthcare model. Privatization should be part of improving the healthcare model as better way to managed patient care. The Drummond Report stated years ago that government need to move a homecare base model as part of managing the costs of healthcare - https://financialpost.com/opinion/the-drummond-report-gave-ontario-a-good-plan-then-kathleen-wynne-buried-it
The governance model for all levels of government needs to change including more performance and operational audits. There needs to mandatory crisis and emergency management reports including annual audits of those reports.
Drug costs continue to be an issue. Pharma and Biotech invest money into R&D as such want patent protection over their discovery. All levels of governments along with private insurance companies need to work together as part of reducing drug costs.
Government around continues to struggle with delivery program spending in a way that improves outcomes. Key programs like healthcare and dental care need a thorough review to ensure these programs are effective in terms of improving outcomes.
Geopolitical Events| Vaccines Distribution| Canada and the World| April 10, 2021paul young cpa, cga
Many do not care about the facts as all you have to is watch how they cover areas of policies. @stephenharper was hammered in areas like veterans or poverty or middle class or inflation or H1N1 or other areas as compared to @JustinTrudeau who gets a free pass.
https://toronto.citynews.ca/2009/11/02/critics-say-harper-government-failed-miserably-on-swine-flu/
1. Both Harper and Chretien/Martin had plans for mitigation - https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6449094/. These plans could have gone further in terms of implementation.
2. USA, UK, and Israel continue to lead the develop markets in terms of the roll out - https://ig.ft.com/coronavirus-vaccine-tracker/?areas=gbr&areas=isr&areas=usa&areas=eue&cumulative=1&populationAdjusted=1
3. Vaccines passport will not play a role in initial opening of the economy (UK) - https://www.thechronicleherald.ca/news/world/vaccine-certificates-wont-play-a-role-in-the-initial-re-opening-of-englands-economy-minister-572475/
4. The private sector will continue to push back as part of saving heir livelihoods - https://apnews.com/article/thessaloniki-coronavirus-pandemic-athens-financial-markets-greece-4b6f54d49b6f242dfcc3d0e633ca85b5
5. Employment continues to change - https://www.economist.com/special-report/2021/04/08/labour-markets-are-working-but-also-changing
6. Middle class shrunk in 2020 - https://ca.finance.yahoo.com/finance/video/millions-tumble-middle-class-090235229.html
7. Income equality gaps have risen - https://www.wsj.com/articles/as-u-s-economy-roars-back-life-in-many-poor-countries-gets-worse-11617874201
8. Geopolitical risks - https://www.ft.com/content/c8644714-2bc0-4dad-80ec-5c0282aea76e
9. IT and geopolitical risks - https://www.forbes.com/sites/worldeconomicforum/2021/04/07/7-views-on-how-technology-will-shape-geopolitics/?sh=7da98ca931e7
10. GDP/OECD - https://commonslibrary.parliament.uk/research-briefings/sn02784/
Geopolitics - Risk and Threats - Variants and Disease Management - August 27,...paul young cpa, cga
The document provides an agenda for a presentation on geopolitical events and virus management by the World Health Organization and world governments. It includes topics such as inflation, stock markets, wealth, COVID cases and deaths, vaccinations, employment, GDP forecasts, and blogs on crisis management, supply chains, and preparing for future pandemics. It advocates for improved pandemic preparedness including annual audits of emergency management departments and the WHO.
Both services-producing (+0.6%) and goods-producing (+0.5%) industries were up, as 17 of 20 industrial sectors posted increases in November.
Advance information indicates that real GDP for December was essentially unchanged. Widespread increases led by the manufacturing, agriculture, forestry, fishing and hunting, utilities and wholesale trade sectors were offset by declines in the accommodation and food services, mining, quarrying, and oil and gas extraction and retail trade sectors. This advance information for real GDP by industry indicates a 1.6% uptick in the fourth quarter of 2021 and a rebound of 4.9% in the year following the pandemic-induced decline observed in 2020. Given their preliminary nature, these estimates will be updated on March 1, 2022 with the release of the official GDP data for December and the fourth quarter of 2021.
Source - https://www150.statcan.gc.ca/n1/daily-quotidien/220201/dq220201a-eng.htm
1. Inflation and Canada – https://www.fool.ca/2022/01/31/holding-onto-tonnes-of-cash-heres-how-much-of-it-that-inflation-would-destroy-in-a-decade/
2. Housing - https://financialpost.com/real-estate/busting-the-myth-of-canadas-million-or-more-vacant-homes
3. Supply chain task force - https://canada.autonews.com/manufacturing/supply-chain-issues-be-tackled-new-federal-task-force
4. Mining - https://miningglobal.com/top10/top-10-countries-based-on-natural-resources
5. Electrical vehicles - https://ipolitics.ca/2022/01/31/lobby-wrap-auto-industry-wants-training-as-ev-sales-rise/
6. Middle class - https://www.usatoday.com/story/money/2022/01/31/lost-factory-jobs-make-harder-move-into-middle-class-report-says/9213089002/?gnt-cfr=1
7. Consumer spending - https://www.hellenicshippingnews.com/weaker-u-s-consumer-spending-rising-inflation-pose-dilemma-for-fed/
8. Commodity prices - https://www.hellenicshippingnews.com/commodity-prices-likely-to-be-hit-by-slowdown-before-end-of-2023/
9. ESG - https://www.reuters.com/business/sustainable-business/euroclear-teams-up-with-fintech-expand-esg-services-2022-01-31/
10. Insurance risk - https://www.insurancebusinessmag.com/us/news/environmental/environmental-insurance--what-are-the-concerns-323760.aspx
11. Geopolitical Risks - https://www.reuters.com/business/rising-geopolitical-tension-demand-send-oil-price-outlook-soaring-2022-01-31/
12. 2022-2023 – Budget - https://globalnews.ca/news/8585003/federal-budget-plan-2022/
Geopolitical Events|COVID19|Canada and the World| November 26, 2021paul young cpa, cga
Countries across the world rushed Friday to identify potential cases and halt travel from southern Africa where a new variant of Covid-19 emerged as a sudden source of global alarm.
Identified earlier this week and known as B.1.1.529, it has been designated a “variant of concern” or VOC and named “omicron,” the World Health Organization said in a statement Friday. The body uses a Greek-letter system to name new strains of the virus.
“This variant has a large number of mutations, some of which are concerning,” the statement added. “Preliminary evidence suggests an increased risk of reinfection with this variant.”
As cases were confirmed in Asia and Europe, stocks tumbled on fears of another pandemic setback, and the U.S. woke up the day after Thanksgiving to the possibility of a more uncertain holiday period ahead.
https://www.nbcnews.com/news/world/who-meet-new-variant-covid-19-found-southern-africa-rcna6782
1. New variants - https://www.bbc.com/news/world-59438723
2. Travel - https://www.nytimes.com/live/2021/11/26/world/covid-vaccine-boosters-variant
3. New variants - https://www.npr.org/sections/coronavirus-live-updates/2021/11/26/1059339865/coronavirus-variant-covid-omicron-travel-bans
4. Supply chain - https://www.mckinsey.com/featured-insights/themes/stretched-global-supply-chains-and-shortages
5. Food - https://www.ft.com/content/41c883ef-375b-446c-9c7b-ebc8e8679e9b
6. Stock Market - https://www.marketwatch.com/story/the-u-s-stock-market-suffers-ugly-black-friday-selloff-here-are-the-biggest-losers-and-winners-11637952898
7. Vaccines - https://healthfeedback.org/claimreview/natural-news-jump-to-conclusions-unsupported-by-study-cite-to-claim-covid-19-vaccines-destroy-immune-system-cause-cancer/
8. Vaccines - https://www.bbc.com/news/health-55659820
9. Labor - https://www.nationalreview.com/news/labor-shortage-supply-chain-issues-threaten-to-spoil-holiday-shopping-season-for-small-retailers/
10. Benefits - https://www.cbsnews.com/news/kelloggs-strike-unionized-workers-better-pay-benefits/
Geopolitical Risks and Threats - Pandemic and Other Risks - Canada and the Wo...paul young cpa, cga
All the discussion has been around people having more vaccinations
Little has been done to address issues with healthcare including its delivery model
USA is showing signs that it is in a recession due to inflationary pressures
The green dream by many governments is leading to many issues with the global economy
Similar to What is next for the Mitigation of Varians (20)
Retail Sales and Consumer Spending Analysis and Commentary - July 2023.pptxpaul young cpa, cga
Canadian retail sales dropped 0.3% in August, the first decline since March, as higher interest rates start to impact household budgets. Seven of the nine retail subsectors saw sales increases in July, led by food and beverage retailers, while motor vehicle and parts dealers saw the largest decrease. Excluding autos, retail sales in July rose 1%, double expectations. The report suggests Canadians are tightening spending as more face higher mortgage payments and gas prices due to Bank of Canada rate hikes aimed at slowing inflation.
Addressing issues with the Public Sector Governance Model.pptxpaul young cpa, cga
The key challenges facing Australian business leaders in 2023 include:
1. Talent acquisition, retention and training staff for digital transformation.
2. Implementing successful digital transformation while managing cyber risks.
3. Adapting to changing regulations and reporting requirements.
Health risks from COVID-19, social reputation concerns, and disruptive emerging technologies are also significant social challenges impacting Australian businesses. Over the next 3-5 years, talent management for digitization, cybersecurity, digital transformation, regulatory changes, and identifying new growth opportunities will be the top challenges according to business leaders.
Global Housing Market Analysis and Commentary- September 2023.pptxpaul young cpa, cga
Summary:
Homebuilders are walking a fine line when it comes to new projects as high mortgage rates curb demand.
New residential construction, including single-family homes and multifamily, dropped 11.3% month over month in August to 1.283 million units on a seasonally adjusted basis, according to Census Bureau data released Tuesday. That's down 14.8% compared with a year ago and well below the 1.44 million units economists surveyed by Bloomberg projected.
But authorized residential permits — an indicator of potential future activity — rose 6.9% to 1.543 million permits in August from July. That was still down 2.7% from last August. Single-family permits, though, were up 2% from July to 949,000. Multifamily permits came in at 535,000.
The data reflects two opposing forces builders are trying to balance: the ongoing need for new construction to fill in limited inventory and elevated mortgage rates that are hurting their biggest customer right now, the first-time homebuyer.
"High mortgage rates are clearly taking a toll on builder confidence and consumer demand, as a growing number of buyers are electing to defer a home purchase until long-term rates move lower," Robert Dietz, chief economist of the National Association of Home Builders, said Monday in a press release after builder confidence dropped for the second straight month.
Source: https://ca.finance.yahoo.com/news/homebuilders-face-a-tough-balancing-act-on-new-construction-amid-high-mortgage-rates-130744368.html
Blog – What is next for the Mining Sector – September 2023
The mining sector provides critical material that support solar, wind, and lithium-ion batteries as part of the green transition. https://www.iea.org/news/critical-minerals-market-sees-unprecedented-growth-as-clean-energy-demand-drives-strong-increase-in-investment
The mining sector products play a key role with the global GDP - https://www.yicaiglobal.com/news/global-mining-industry-value-was-69-of-world-gdp-last-year-china-says
Mining practices need to be sustainable including following all ESG policies - https://www.linkedin.com/advice/1/how-can-you-monitor-sustainable-mining-practices
Other links and sources –
Lithium Supply and Price - https://zbr.com.mx/en/sin-categoria-es/lithium-prices-fall-44-in-china-due-to-lack-of-demand/138168/
Cobalt - https://www.linkedin.com/posts/mahmut-karada%C5%9F-a2b7a5151_china-exportrestrictions-gallium-activity-7082603182589157376-Zrty/?trk=public_profile_like_view
Nickel https://www.eureporter.co/business/2023/09/15/stanislav-kondrashov-from-telf-ag-nickel-prices-outlook-remains-positive/
Iron-ore - https://www.brecorder.com/news/40263584/sgx-iron-ore-set-for-best-week-in-3-months
TD Bank / Metals - https://www.tdsecurities.com/ca/en/setting-the-stage-for-gold-outlook
Biodiversity / Mining - https://worldcrunch.com/green/lithium-green-energy-argentina-indigenous
ESG - https://iriscarbon.com/the-added-value-of-integrated-esg-reporting-a-threefold-framework/
Blog – Manufacturing Shipments and Orders – The United States – August 2023
Summary:
New orders for manufacturing technology in the United States totaled $353.9 million in July 2023, as per the latest report by AMT – The Association For Manufacturing Technology. This figure marked a 12.4% decline from June 2023 but remained only 10.5% lower than July 2022. Year-to-date orders amounted to $2.83 billion, reflecting a 12.7% decrease compared to the same period the previous year.
Douglas K. Woods, President of AMT, noted that July is typically a slower month for manufacturing technology orders, so a slight drop was expected. However, he pointed out a notable trend: over the last two months, the year-to-date order gap has narrowed during historically slow periods. While job shops have seen decreased orders, other industries that benefited from reshoring or government investments have helped fill the gap.
Among specific sectors, job shops, the largest customer segment, placed their lowest total monthly orders since August 2020. In contrast, metal valve manufacturers recorded their third-highest monthly order value on record, last seen in September 2018, making up nearly 5% of the total manufacturing technology order value for July 2023. Manufacturers of motor vehicle transmissions continued to order machinery at an elevated pace. However, the aerospace industry continued to order below its early 2022 peaks, with hopes that recent projects like the federal government's $1.5 billion investment in communications satellites might reverse this trend.
Source: https://www.sme.org/technologies/articles/2023/september/u.s.-manufacturing-technology-orders-dip-in-july-but-show-resilience-amid-economic-uncertainty
Stock Market Analysis and Commentary for WE September 15 2023.pptxpaul young cpa, cga
Blog – Analysis and Commentary – Stock Market – WE September 15 2023
Summary:
Stocks fell Friday as investors wrap up a volatile week ahead of the Federal Reserve's policy meeting.
The Dow Jones Industrials tumbled 288.87 points to close out Friday and the week at 34,618.24. At its lows, it completely wiped out Thursday's 332-point rally.
The S&P 500 index sank 54.78 points, or 1.2%, to 4,450.32.
The NASDAQ index plunged 217.72 points, or 1.6%, to 13,708.33.
The Dow held onto a winning week. The S&P 500 and NASDAQ both closed out the week with losses.
Information technology was the worst-performing sector in the S&P 500, down nearly 2%. Adobe shares fell more than 4% even after the software firm posted better-than-expected quarterly results. Shares of Arm Holdings were lower one day after its successful public debut.
Auto stocks General Motors and Stellantis N.V. were higher Friday, while Ford Motor was about flat. Thousands of members of the United Auto Workers went on strike after failing to reach a deal with the automakers Thursday night.
Elsewhere, Lennar shares slid 3%. The home construction firm posted third-quarter results that beat on the top and bottom lines.
On the economic front, the University of Michigan's consumer sentiment survey showed one-year inflation expectations dropped to 3.1% in
September, tied for the lowest since January 2021. Also, the five-year outlook fell to 2.7%, matching its lowest since December 2020.
- Canadian manufacturing sales increased 1.6% in July, led by higher sales in food products, petroleum and coal products, and transportation equipment. Paper and plastics sales decreased the most.
- Inventory levels increased slightly while unfilled orders decreased, pointing to a potential slowdown.
- The manufacturing sector in Canada will continue to face challenges such as global economic uncertainty, rising costs, supply chain issues, climate change risks, and skills shortages.
Electricity Analysis - Canada and the OECD - June 2023.pptxpaul young cpa, cga
Summary:
Over three-quarters of the world’s total coal-generated electricity is consumed in just three countries. China is the top user of coal, making up 53.3% of global coal demand, followed by India at 13.6%, and the U.S. at 8.9%.
Burning coal—for electricity, as well as metallurgy and cement production—is the world’s single largest source of CO2 emissions. Nevertheless, its use in electricity generation has actually grown 91.2% since 1997, the year when the first global climate agreement was signed in Kyoto, Japan.
However, even as non-renewables enjoy their time in the sun, their days could be numbered.
In 2022, renewables, such as wind, solar, and geothermal, represented 14.4% of total electricity generation with an extraordinary annual growth rate of 14.7%, driven by big gains in solar and wind. Non-renewables, by contrast, only managed an anemic 0.4%.
The authors of the Statistical Review do not include hydroelectric in their renewable calculations, even though many others, including the International Energy Agency, consider it a “well-established renewable power technology.”
With hydroelectric moved into the renewable column, together they accounted for over 29.3% of all electricity generated in 2022, with an annual growth rate of 7.4%.
Source - https://energynow.ca/2023/09/infographic-what-electricity-sources-power-the-world-see-them-here-visual-capitalist/
Logistics Warehousing Transportation and Distrbution Analysis and Commentary ...paul young cpa, cga
The document provides an overview of key metrics and trends in the logistics, warehousing, distribution, and transportation sector. It includes data on consumer price index, diesel fuel costs, freight indexes, e-commerce sales, retail sales, class 8 truck sales, EPA emissions standards, trailer sales, and tonnage. It also discusses supply chain management solutions like planning analytics, blockchain, and AI assistants. Finally, it touches on topics like infrastructure spending, automation, and ESG reporting.
Retail Sales and Consumer Spending Analysis and Commentary - United States - ...paul young cpa, cga
United States retail sales rose 0.6% in August despite flat sales at internet retailers after Amazon Prime Day. Most of the increase was due to higher gasoline prices. While consumer spending has been strong, higher interest rates and a slowdown in hiring are expected to restrain purchases in the coming months. Forecasters predict the 2023 holiday shopping season could be the weakest in five years due to economic challenges facing consumers. The retail sector continues facing inventory management challenges and social governance issues.
How to improve the Governance Model for the Public Sector - United States - S...paul young cpa, cga
This document provides a summary of strategies to improve governance in government. It discusses factors that impact governance like transparency and accountability. It recommends using performance audits to assess key performance indicators and ensure recommendations are implemented. Other strategies include improving data ethics and literacy, mitigating geopolitical risks, adopting ESG reporting, and using technology like audit analytics and AI to enhance governance. The overall goal is for government to deliver programs and tax policies with value for money and transparency.
This document provides an analysis of the agriculture output and equipment sector for August 2023. It includes discussions of commodity prices, crop estimates, energy prices, food prices, farming incomes, top farming states, food processors, and the role of technology and government in farming. Key points covered include rising input costs challenging farmers, preliminary crop estimates for Canada, volatility in oil and diesel prices impacting farm expenses, and opportunities for data and automation to help address issues in the agriculture industry.
Biotech Pharmaceutical Medical Equipment and Supplies - Analysis - September ...paul young cpa, cga
This document provides an overview and agenda for a presentation on the biotech, pharmaceutical, and healthcare sector. It includes:
- An introduction and biography of presenter Paul Young CPA CGA
- An agenda covering topics like vaccine production, drug discovery, innovation in areas like storage and AI, and the life sciences strategy
- Links and summaries of information on these topics, including the top vaccine manufacturers, regulations in Canada, and growth in the pharmaceutical market
The presentation aims to discuss key areas of the biotech/pharmaceutical sector including vaccine development and production, drug discovery, innovation, and strategies for the life sciences industry. Links and outside sources are provided to support the topics in the agenda.
Better Public Safety Management using Analytics - September 2023.pptxpaul young cpa, cga
This document discusses using analytics to improve public safety management. It outlines rising public safety costs for governments and key issues facing policing like complex crimes and accountability. The document presents crime rate data for Canada and discusses building machine learning models in SPSS and dashboards in Cognos Analytics to analyze police data and forecast expenses. Finally, it lists potential next steps for crime in Canada like bail and corrections reforms, gun control, and increased police oversight.
Stock Market Analysis and Commentary for WE September 9 2023.pptxpaul young cpa, cga
What did the markets tell us this week?
1. Housing supply and costs continue to plague countries around the world.
2. Gasoline prices are on the rise that puts pressure on central banks ability to hit their core inflation targets.
3. ESG adoption by both the private and public sector is leading to both funding concerns and the overall cost of implementing ESG policies.
4. Adopting technology as part of increasing food production is facing both capital and operational funding concerns.
5. Strike at LNG facility in Australia is leading to concerns around a supply chain disruption of natural gas for EMEA and Asia.
6. The threat of China dumping batteries into markets - https://www.ft.com/content/b6038e51-7b5b-4f97-a5da-9202e71562fc
7. Adoption of generative AI has been facing many challenges related to security, privacy, and ethical issues.
8. Lack of biodiversity planning as part of the overall climate mitigation including sustainable mining, forestry, oil, gas, agriculture, and housing
9. Geopolitical issues continue to impact supply chain.
10. The concerns of recession continue to plague both the private and public sector.
11. Productivity issues continue to plague governments around the world.
Workforce Planning and Employment Analysis - August 2023.pptxpaul young cpa, cga
The document discusses workforce planning and employment analysis. It provides an overview of employment statistics in the United States, Canada, and Australia. It then discusses Sysco's workforce planning model and the role of the CFO in workforce planning. Finally, it defines autonomous finance as the automation of financial operations through software and algorithms, and provides some key statistics on its adoption.
Global Automotive - Analysis and Commentary - August 2023.pptxpaul young cpa, cga
This presentation provides an overview of key trends in the global automotive sector in August 2023. It discusses 1) sales trends in Canada, the US and globally, 2) the growth of electric vehicles and focus on reducing emissions, and 3) ongoing transformation in the industry through automation, connectivity and new technologies. Sources included discuss topics like electric vehicle production and adoption, public safety issues regarding EV fires, gasoline and car prices, supply chain challenges, and green transitions in transportation.
Global (Mining Oil and Gas Forestry and Agriculture) Analysis and Commentary ...paul young cpa, cga
The mining, oil, gas, agriculture, forestry, and mining continue to face environmental, social, and governance policy review including reporting of key metrics as part of ESG reporting cycle.
There is more focus on profitability and investment returns as part of the integrated planning and reporting cycle.
Summary:
The global economy faces what at least one forecaster is calling a mild trade recession as shipments from China slump and German factories downshift.
China’s export declines extended into August, though there were signs that the worst of a world trade slowdown may be over for the leading exporter.
Overseas shipments from China fell 8.8% in dollar terms from a year earlier while imports contracted 7.3%, both better than economists’ estimates and significantly less severe than July’s downturn.
Other data have suggested trade may be stabilizing after weakening for most of this year. Exports from South Korea also declined at a more moderate pace in August than the previous month.
Source: https://www.bloomberg.com/news/newsletters/2023-09-07/supply-chain-latest-world-trade-faces-a-shallow-recession?srnd=economics-v2
Additional sources and links:
Lithium - https://source.benchmarkminerals.com/article/falling-lithium-prices-challenge-potential-cost-advantages-of-sodium-batteries
Oil Production - https://www.cnn.com/2023/09/06/business/oil-price-goldman-sachs/index.html
Natural gas - https://www.fxstreet.com/news/natural-gas-holds-up-as-markets-in-limbo-over-strikes-202309070956
Lumber - https://www.fastmarkets.com/insights/sawmill-capacity-closures-reshape-us-lumber-supply
Critical metals - https://www.wasterecyclingmag.ca/feature/how-recycling-could-solve-the-shortage-of-minerals-essential-to-clean-energy/
Agriculture - https://www.morningagclips.com/economists-forecast-positive-end-of-year-crop-outlook-despite-warmer-midwestern-climate/
ESG - https://www.skadden.com/insights/publications/2023/09/the-informed-board/the-eus-new-esg-disclosure-rules
Ports - https://www.marketscreener.com/quote/stock/HAPAG-LLOYD-AG-24857717/news/Hapag-Lloyd-chief-warns-of-rougher-seas-ahead-for-container-shipping-44789017/
Top destination for reshoring - https://www.thenationalnews.com/business/economy/2023/08/29/uae-in-top-10-most-powerful-passports-for-investment-opportunity/
Global Trade - https://phys.org/news/2023-09-opinion-broke-global-climate-finish.html
What is next for the Forestry Sector and Lumber Production - September 2023.pptxpaul young cpa, cga
Lumber production in Canada continues to face many hurdles
Canada forest management practices are some of the bests in the world
Canada planted over 440M in seedlings back in 2018. It is now 2022 which means close 2M seedlings have been planted.
All levels need to put more focus on urban and rural planning solutions
More work including spending on wildfire and forest fire mitigation
Canada and USA need to find a path forward to resolve the softwood lumber dispute
There needs to a better balanced between climate change policies and growing the economy in a sustainable way
3D printing for housing needs to become mainstream
More protection needs to happen with key ecosystems like wetlands, forest, and peatlands.
There is a risk of debt default if interest rates are hike over the next few months
Beyond the Basics of A/B Tests: Highly Innovative Experimentation Tactics You...Aggregage
This webinar will explore cutting-edge, less familiar but powerful experimentation methodologies which address well-known limitations of standard A/B Testing. Designed for data and product leaders, this session aims to inspire the embrace of innovative approaches and provide insights into the frontiers of experimentation!
STATATHON: Unleashing the Power of Statistics in a 48-Hour Knowledge Extravag...sameer shah
"Join us for STATATHON, a dynamic 2-day event dedicated to exploring statistical knowledge and its real-world applications. From theory to practice, participants engage in intensive learning sessions, workshops, and challenges, fostering a deeper understanding of statistical methodologies and their significance in various fields."
Global Situational Awareness of A.I. and where its headedvikram sood
You can see the future first in San Francisco.
Over the past year, the talk of the town has shifted from $10 billion compute clusters to $100 billion clusters to trillion-dollar clusters. Every six months another zero is added to the boardroom plans. Behind the scenes, there’s a fierce scramble to secure every power contract still available for the rest of the decade, every voltage transformer that can possibly be procured. American big business is gearing up to pour trillions of dollars into a long-unseen mobilization of American industrial might. By the end of the decade, American electricity production will have grown tens of percent; from the shale fields of Pennsylvania to the solar farms of Nevada, hundreds of millions of GPUs will hum.
The AGI race has begun. We are building machines that can think and reason. By 2025/26, these machines will outpace college graduates. By the end of the decade, they will be smarter than you or I; we will have superintelligence, in the true sense of the word. Along the way, national security forces not seen in half a century will be un-leashed, and before long, The Project will be on. If we’re lucky, we’ll be in an all-out race with the CCP; if we’re unlucky, an all-out war.
Everyone is now talking about AI, but few have the faintest glimmer of what is about to hit them. Nvidia analysts still think 2024 might be close to the peak. Mainstream pundits are stuck on the wilful blindness of “it’s just predicting the next word”. They see only hype and business-as-usual; at most they entertain another internet-scale technological change.
Before long, the world will wake up. But right now, there are perhaps a few hundred people, most of them in San Francisco and the AI labs, that have situational awareness. Through whatever peculiar forces of fate, I have found myself amongst them. A few years ago, these people were derided as crazy—but they trusted the trendlines, which allowed them to correctly predict the AI advances of the past few years. Whether these people are also right about the next few years remains to be seen. But these are very smart people—the smartest people I have ever met—and they are the ones building this technology. Perhaps they will be an odd footnote in history, or perhaps they will go down in history like Szilard and Oppenheimer and Teller. If they are seeing the future even close to correctly, we are in for a wild ride.
Let me tell you what we see.
End-to-end pipeline agility - Berlin Buzzwords 2024Lars Albertsson
We describe how we achieve high change agility in data engineering by eliminating the fear of breaking downstream data pipelines through end-to-end pipeline testing, and by using schema metaprogramming to safely eliminate boilerplate involved in changes that affect whole pipelines.
A quick poll on agility in changing pipelines from end to end indicated a huge span in capabilities. For the question "How long time does it take for all downstream pipelines to be adapted to an upstream change," the median response was 6 months, but some respondents could do it in less than a day. When quantitative data engineering differences between the best and worst are measured, the span is often 100x-1000x, sometimes even more.
A long time ago, we suffered at Spotify from fear of changing pipelines due to not knowing what the impact might be downstream. We made plans for a technical solution to test pipelines end-to-end to mitigate that fear, but the effort failed for cultural reasons. We eventually solved this challenge, but in a different context. In this presentation we will describe how we test full pipelines effectively by manipulating workflow orchestration, which enables us to make changes in pipelines without fear of breaking downstream.
Making schema changes that affect many jobs also involves a lot of toil and boilerplate. Using schema-on-read mitigates some of it, but has drawbacks since it makes it more difficult to detect errors early. We will describe how we have rejected this tradeoff by applying schema metaprogramming, eliminating boilerplate but keeping the protection of static typing, thereby further improving agility to quickly modify data pipelines without fear.
Codeless Generative AI Pipelines
(GenAI with Milvus)
https://ml.dssconf.pl/user.html#!/lecture/DSSML24-041a/rate
Discover the potential of real-time streaming in the context of GenAI as we delve into the intricacies of Apache NiFi and its capabilities. Learn how this tool can significantly simplify the data engineering workflow for GenAI applications, allowing you to focus on the creative aspects rather than the technical complexities. I will guide you through practical examples and use cases, showing the impact of automation on prompt building. From data ingestion to transformation and delivery, witness how Apache NiFi streamlines the entire pipeline, ensuring a smooth and hassle-free experience.
Timothy Spann
https://www.youtube.com/@FLaNK-Stack
https://medium.com/@tspann
https://www.datainmotion.dev/
milvus, unstructured data, vector database, zilliz, cloud, vectors, python, deep learning, generative ai, genai, nifi, kafka, flink, streaming, iot, edge
Learn SQL from basic queries to Advance queriesmanishkhaire30
Dive into the world of data analysis with our comprehensive guide on mastering SQL! This presentation offers a practical approach to learning SQL, focusing on real-world applications and hands-on practice. Whether you're a beginner or looking to sharpen your skills, this guide provides the tools you need to extract, analyze, and interpret data effectively.
Key Highlights:
Foundations of SQL: Understand the basics of SQL, including data retrieval, filtering, and aggregation.
Advanced Queries: Learn to craft complex queries to uncover deep insights from your data.
Data Trends and Patterns: Discover how to identify and interpret trends and patterns in your datasets.
Practical Examples: Follow step-by-step examples to apply SQL techniques in real-world scenarios.
Actionable Insights: Gain the skills to derive actionable insights that drive informed decision-making.
Join us on this journey to enhance your data analysis capabilities and unlock the full potential of SQL. Perfect for data enthusiasts, analysts, and anyone eager to harness the power of data!
#DataAnalysis #SQL #LearningSQL #DataInsights #DataScience #Analytics
06-04-2024 - NYC Tech Week - Discussion on Vector Databases, Unstructured Data and AI
Round table discussion of vector databases, unstructured data, ai, big data, real-time, robots and Milvus.
A lively discussion with NJ Gen AI Meetup Lead, Prasad and Procure.FYI's Co-Found
Analysis insight about a Flyball dog competition team's performanceroli9797
Insight of my analysis about a Flyball dog competition team's last year performance. Find more: https://github.com/rolandnagy-ds/flyball_race_analysis/tree/main
University of New South Wales degree offer diploma Transcript
What is next for the Mitigation of Varians
1. GEOPOLITICAL EVENTS – VIRUSES
MANAGEMENT – WORLD HEALTH
ORGANIZATION AND WORLD
GOVERNMENTS
Paul Young CPA CGA
February 13, 2022
2. PAUL YOUNG - BIO
Contact information email: Paul_Young_CGA@hotmail.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga
Twitter: https://twitter.com/paulyoungcpa
YouTube - https://www.youtube.com/user/youngercga1968/videos
CPA, CGA (1996)
Academia (PF1, FA4, FN2, MU1. and MS2)
SME – Customer Success Management
SME – Risk Management
SME – Close, Consolidate and Reporting
SME – Public Policy
SME – Emerging Technology
SME – Business Process Change
SME – Financial Solutions
SME – Macro/Micro Indicators
SME – Supply Chain Management
SME – Data, AI, Security, and Platform
SME – Internal Controls and Auditing
3. AGENDA
• Inflation
• Stock Market
• Wealth
• Cases
• Deaths
• Vaccinations by country
• Vaccinations / Delivery
• Vaccines / Approval
• Vaccinations / Procurement
• Employment – January 2021 (USA vs Canada)
• Unemployment (Canada vs OECD and G7)
• Stock Market
• Global GDP / Forecast
• Blog – Crisis Management
• Blog – New Normal
• Blog – Supply Chain
• Summary
• Training/Development
4. TOP GEOPOLITICAL THREATS
Source - https://www.ey.com/en_jo/geostrategy/when-political-disruption-surrounds-you-whats-your-next-strategic-
move
1. A two-tiered world
2. Evolving great power relationships
3. Middle powers on the global stage
4. Rise of cyber piracy
5. Climate change political nexus
6. Green mineral nationalism
7. Increase intervention supply chain
8. Technology nationalization
9. Expansion of the Brussels effect
10. Inequality and push for redistribution
5. PRESENTATION TITLE 5
Meanwhile, it’s earnings season. And corporate America has been announcing a mix of good and bad news with its quarterly
financial results.
Amid this backdrop, a bullish story has been emerging: Expectations for earnings growth are being revised up.
“Since the beginning of the earnings season, 4Q21 EPS has been revised up 4.3% to $53.48 (+26% y/y) and 2022 EPS has
been revised up 0.6% at $224.90 (+8% y/y),” JPMorgan’s Dubravko Lakos-Bujas wrote on Thursday. “Looking to the following
year, 2023 EPS has been revised up 0.7% since the beginning of the earnings season to $247.54 (+10% y/y).”
1. Source - https://ca.finance.yahoo.com/news/a-bullish-stock-market-story-is-quietly-unfolding-172325011.html Stock market -
https://www.bnnbloomberg.ca/stock-market-quest-to-stand-firm-against-everything-comes-apart-1.1722278
2. Stock - https://finance.yahoo.com/video/oil-surges-stocks-fall-heightened-193015607.html
3. Geopolitics - https://www.geopoliticalmonitor.com/aukus-and-france-as-an-indo-pacific-power/
4. Geopolitical - https://www.investing.com/analysis/new-geopolitical-threats-for-2022-is-gold-in-danger-too-200617809
5. Commodities - https://www.fxempire.com/forecasts/article/growth-worries-slow-tight-supply-led-commodity-surge-896217
6. Inflation - https://www.marketwatch.com/story/inflation-and-armed-global-conflict-have-investors-worried-about-jay-powells-trigger-
finger-11644667696
7. Supply chain - https://www.cepro.com/business-support/breaking-down-the-ongoing-global-supply-chain-problem/
8. Critical metals - https://www.forbes.com/sites/jamesconca/2022/02/11/seafloor-mining-for-rare-metals--a-brilliant-idea-or-another-
environmental-catastrophe/?sh=1d1b02eb7719
9. Circular economies - https://asiatimes.com/2022/02/circular-economies-can-help-us-reach-climate-goals/
10. Debt - https://asiatimes.com/2022/02/circular-economies-can-help-us-reach-climate-goals/
11. Consumer spending - https://ca.finance.yahoo.com/news/us-consumers-arent-happy-heres-what-that-could-mean-for-the-
economy-203857059.html Go for Liftoff.pdf
Commodities.pdf Inflation and armed
global conflict have investors worried about Jay Powell's trigger finger - MarketWatch.pdf
Global Supply
Chain.pdf
Seafloor Mining For
Critical Metals – A Brilliant Idea Or Another Environmental Catastrophe .pdf
Circular economies
can help us reach climate goals - Asia Times.pdf
Global Weekly
Economic Update Deloitte Insights.pdf
Higher interest rates
set to balloon nations' pandemic debt burden - Nikkei Asia.pdf
US consumers are 'in
a deep funk' What that means for the economy.pdf
A bullish stock
market story is quietly unfolding.pdf
Go for Liftoff.pdf weekly-economic-wat
ch.pdf
BottomLine_20220211
.pdf
Stock market quest
to stand firm against everything comes apart - BNN Bloomberg.pdf
WestpacWeekly20220
214.pdf
Oil surges, stocks fall
on heightened concerns of further Russia invasion of Ukraine.pdf
AUKUS and France as
an Indo-Pacific Power Geopolitical Monitor.pdf
Geopolitical risks.pdf
Meanwhile, it’s earnings season. And corporate America has been announcing a mix of good and
bad news with its quarterly financial results.
Amid this backdrop, a bullish story has been emerging: Expectations for earnings growth are
being revised up.
“Since the beginning of the earnings season, 4Q21 EPS has been revised up 4.3% to $53.48
(+26% y/y) and 2022 EPS has been revised up 0.6% at $224.90 (+8% y/y),” JPMorgan’s
Source -
https://www.slideshare.net/paulyoungc
ga/what-is-up-with-the-stock-market-
february-11-2022
6. BMO – CONSUMER PRICE INDEX
Source -
https://economics.bmo.com/en/publications/detail/7e1858b3-
48b6-4a28-b92b-8319e871ad62/
U.S. Consumer
Inflation 'Entrenched'.pdf
Source -
https://economics.bmo.com/en/publications/detail/
c816a0fa-23b2-427e-9d49-cd8a52355809/
8. WEALTH global-wealth-report-
2015.pdf
At $514 trillion, China
overtakes US in terms of amassing the biggest net worth, World News wionews.com.pdf
The rapid growth in
global wealth McKinsey.pdf
18. USA VS CANADA EMPLOYMENT
U.S. Workers Ring In
the New Year In Style.pdf
19. GDP – CANADA VS USA
Source - https://economics.bmo.com/en/publications/detail/5d512b38-d983-47d7-b6e9-
a343cbe5c8a7/ or https://www2.deloitte.com/us/en/insights/economy/us-economic-
forecast/united-states-outlook-analysis.html
BMO -
https://economics.bmo.com/en/publications/detail/1be1761a-
815a-439e-bfaa-476fb22c271f/
GDP - USA -
3Q21.pdf
20. USA VS CANADA – RETAIL SALES
BMO -
https://economics.bmo.com/en/publications/detail/44936144-
24f9-42ac-a484-8f634cc09ad0/
Source -
https://economics.bmo.com/en/public
ations/detail/d2a6fa3d-77cd-4e1a-
a640-aa69e3f84a34/
U.S. Retail Sales
December Grinch-like.pdf
BMO_Retail Sales -
Canada - November 2021.pdf
21. GDP FORECAST
Source – Scotiabank
Incoming data confirm a robust Canadian economy. With
wages rising and upside surprises to inflation, we now
believe the Bank of Canada (BoC) will raise rates in April,
followed by three consecutive 25 bps moves in following
meetings. A pause is likely late in 2022 to assess the
impacts of the first set of moves. We remain of the view
that 100 bps of tightening is forthcoming in 2022, followed
by another 100 bps in 2023. The real policy rate would
remain negative through the end of 2023.
• While emergence of the omicron variant increases
uncertainty in the short-run, upside risks to the rate
forecast dominate. We’ll be re-assessing our rate forecast
once we have more clarity on the likely impacts of
omicron.
• The review of the BoC’s inflation-control mandate clouds
the rate and inflation outlook. Given the time it is taking to
come to a decision on the 5-year review, we fear the
Government and BoC are contemplating important
changes to the mandate. If that were to occur, greater
uncertainty would be introduced in the central bank’s
reaction function with potential impacts on inflation
expectations.
• The Federal Reserve is now clearly signalling concerns
about inflation and appears to be paving the way for
higher policy rates in the United States. We have brought
forward our expected rate increases from late-2022 to mid-
2022, with 100 bps of tightening expected in the year.
Global GDP - https://www.slideshare.net/paulyoungcga/what-is-
next-for-the-global-economy-december-2021
23. BLOG – CRISIS MANAGEMENT
There are emergency management
depts for a reason. So, why has
emergency management not been
subjected to annual audits as part of
scrutinization when it comes to
geopolitical events?
https://www.slideshare.net/paulyoungcg
a/crisis-and-emergency-management-
how-best-to-manage-risk
24. AUDIT REPORT / CANADA PANDEMIC
Crisis Management
Auditor/Report
Despite nearly two decades of warnings, planning and government spending, the
Public Health Agency of Canada was not ready for the global pandemic and did not
appreciate the threat it posed in its early stages, Canada's auditor general says.
In a hard-hitting review released today, Auditor General Karen Hogan took the
country's primary pandemic response agency to task for failures in early warning,
surveillance, risk assessments, data-sharing with the provinces and follow-up on
Canadian travelers who were ordered into quarantine.
"The agency was not adequately prepared to respond to the pandemic, and it
underestimated the potential impact of the virus at the onset of the pandemic," said
the AG's review — one of three that looked at the Liberal government's management
of the COVID-19 crisis, which as of Thursday had killed 22,780 Canadians and
brought the country's economy to its knees.
https://www.cbc.ca/news/politics/auditor-general-pandemic-covid-phac-1.5963895
Here is my work on crisis management -
https://www.slideshare.net/paulyoungcga/why-there-needs-to-be-audited-reports-of-
crisis-emergency-management-policies-and-procedures
25. NEW NORMAL
Here are many links on great work by Mckinsey Group - https://www.mckinsey.com/featured-insights/coronavirus-
leading-through-the-crisis?cid=other-eml-nsl-mip-
mck&hlkid=e220291424cb421991e4e6a3b37ecb2d&hctky=11493232&hdpid=b812b692-ed48-496d-a1e4-
9eb133561e6b#
I can add a bit more color in terms of what needs to transpire:
1. Careers in demand are those that are in areas like skills trades or healthcare or Information technology.
2. World continues to grow public sector employment at higher rate than the goods-producing sector.
3. Targeting policies that will support the reshoring of key parts of the supply chain.
4. Better balance between regulations when it comes to supporting getting goods to market.
5. More targeted focus of customers on areas like customer success to better help drive transformation of both the
public and private sectors.
6. Information technology will play a key role in terms of transforming the economy.
7. Fixing issues with global trade including the elimination of protectionism policies.
8. Reforming taxation including transforming tax acts as well as closing-down tax havens.
9. Reforming the housing market to ensure it is more affordable.
10. Reforming the size of government as part of moving to a digital model
Source - https://www.slideshare.net/paulyoungcga/new-normal-canada-and-the-world-february-2021-242414576
27. SUPPLY CHAIN
Blog – Ecommerce and Retail – Container Shortage and Risks to Supply Chain
Ship-building companies continue to work on building ever larger container vessels, and there’s little
evidence this trend will stop anytime soon.
Today, an estimated 90% of the world’s goods are transported by sea, with 60% of that – including virtually
all your imported fruits, gadgets and appliances – packed in large steel containers. The rest is mainly
commodities like oil or grains that are poured directly into the hull. In total, about US$14 trillion of the
world’s goods spend some time inside a big metal box.
In short, without the standardized container, the global supply chain that society depends upon – and that I
study – would not exist.
A recent shortage of these containers is raising costs and snarling supply chains of thousands of products
across the world. The situation highlights the importance of the simple yet essential cargo containers that,
from a distance, resemble Lego blocks floating on the sea.
https://www.canadianmanufacturing.com/features/global-shortage-of-shipping-containers-highlights-their-importance-
in-getting-goods-to-amazon-warehouses-store-shelves-and-your-door-in-time-for-christmas/
28. NEXT PANDEMIC
Source - https://www.newswire.ca/news-releases/g20-leaders-urged-at-
global-health-summit-to-take-bold-action-to-prevent-future-pandemics-
868068233.html
TORONTO, May 21, 2021 /CNW/ - As G20 leaders meet for a Global Health Summit, the global
charity World Animal Protection is urging them to prioritize pandemic prevention and to curb the
global commercial wildlife trade due to its role in this pandemic and previous epidemics.
How come you never demand performance audits from @WHO
https://www.slideshare.net/paulyoungcga/the-importance-of-
value-for-money-and-perfomance-based-audits
29. RISK MANAGEMENT
Blog – Managing Data as part of Mitigating Geopolitical Risks –
Private and Public Sector
• This ties nicely into my many blogs around how best to
managed data as it relates to geopolitical events:
• Audit and Risk Analytics
https://ibm.ent.box.com/folder/116292560123
• Crisis and Emergency Management -
https://ibm.box.com/s/rsp6p9tez8uru9fo0wu5d13bxt7rtrr0
30. OTHER GEOPOLITICAL RISKS
Source - https://globalriskinsights.com/
1. Chile Election
2. Sudan political instability
3. EMEA dependence on Russia Natural Gas
4. South Africa political instability
5. Future Pandemic outbreak
31. IMPROVING IMMUNE SYSTEMS
• Improving the immune system - https://www.houstonmethodist.org/blog/articles/2020/mar/5-ways-to-boost-
your-immune-system/
• Food and immune system - https://www.healthline.com/health/food-nutrition/foods-that-boost-the-immune-
system
• Startups - https://www.medicalstartups.org/top/immunotherapy/
• Gene and cell therapy = https://www.drugtargetreview.com/article/100201/highlights-from-drug-target-
reviews-cell-gene-therapy-advancements-online-summit/
32. BOOSTER SHOTS
Source - https://fortune.com/2022/01/19/covid-19-
boosters-block-immunity-omicron-study-finds/
COVID boosters do
not provide protection against Omicron, study finds Fortune - Heatlhcare.pdf
33. FOOD COSTS
1. Trucker shortage
2. Factor labor shortage
3. Rising warehouse costs
4. Food scarcity
5. Supply chain delays
https://www.thomasnet.com/insights/5-reasons-why-groceries-are-so-expensive-right-now/?ecms_id=6176bbf5-ba66-
4d82-89f1-df3e9ceb9969&ecms_short=ART6517&doc_type=ted_article&sponsored=&acct=&parent_id=d2286731-
fef9-4f48-8a45-
df0f64c043f9&utm_content=featuredstory&position=2&linktype=title&channel=email&campaign_type=thomas_ind
ustry_update&campaign_name=tiu220204&utm_campaign=tiu220204&utm_medium=email&utm_source=thomas_i
ndustry_update&tinid=221763045
Here is my work - https://www.slideshare.net/paulyoungcga/transportation-sector-analysis-and-commentary-
december-2021
34. REOPENING
• Growing protests to restriction of freedoms - https://www.theguardian.com/world/2022/feb/13/protests-grow-across-canada-as-
police-struggle-to-reopen-key-bridge
• Vietnam - https://www.reuters.com/business/healthcare-pharmaceuticals/vietnam-end-covid-curbs-international-flights-feb-15-
2022-02-13/
• Germany - https://www.reuters.com/world/europe/germany-lift-some-restrictions-next-week-covid-peak-sight-2022-02-11/
• USA and the world - https://fortune.com/2022/02/12/us-europe-rolling-back-covid-restrictions/
• Shots - https://www.bloomberg.com/graphics/covid-vaccine-tracker-global-distribution/
• Travel - https://www.taipeitimes.com/News/editorials/archives/2022/02/13/2003773028
• Trudeau - https://www.dailymail.co.uk/news/article-10505489/Bill-Maher-says-Freedom-Convoy-truckers-right-pissed-elitists.html
• Lockdowns - https://www.dailyrepublic.com/all-dr-news/solano-news/local-features/local-lifestyle-columns/ask-dr-scott-john-
hopkins-study-criticizes-lockdowns-for-covid-19/
• Inflation - https://www.dailyrepublic.com/all-dr-news/solano-news/local-features/local-lifestyle-columns/ask-dr-scott-john-
hopkins-study-criticizes-lockdowns-for-covid-19/
• Healthcare - https://edmontonjournal.com/news/politics/david-staples-our-lack-of-icu-capacity-shows-health-care-system-is-
broken
• Crisis Management - https://www.oecd.org/coronavirus/policy-responses/first-lessons-from-government-evaluations-of-covid-19-
responses-a-synthesis-483507d6/
Blog – How to Mitigate the Impact of Future Variants and Pandemics – February 13, 2022
covid19-daily-monito
r.pdf
Protests grow across
Canada as police struggle to reopen key bridge Canada The Guardian.pdf
Vietnam to end
COVID curbs on international flights from Feb 15 Reuters.pdf
Germany to lift some
restrictions next week as COVID peak in sight Reuters.pdf
COVID restrictions
are being rolled back in the U.S. and Europe. Here's where that's happening. Fortune.pdf
More Than 10.3
Billion Shots Given Covid-19 Vaccine Tracker.pdf
As the world
reopens, China faces tough COVID-19 choices - Taipei Times.pdf
Bill Maher says
Freedom Convoy truckers have a right to be 'pissed off' at the 'elitists' Daily Mail Online.pdf
Ask Dr. Scott Johns
Hopkins study criticizes lockdowns for Covid-19.pdf
What Surging
Inflation Could Mean for Insurers - Events S&P Dow Jones Indices.pdf
David Staples Our
lack of ICU capacity shows health-care system is broken Edmonton Journal.pdf
First lessons from
government evaluations of COVID-19 responses A synthesis.pdf
35. SUMMARY
• More needs to be done to open up the economy in a safe way - https://www.slideshare.net/paulyoungcga/how-can-both-the-
public-and-private-sectors-mitigate-geopolitical-risks
• The new normal is here to stay as both public and private sector cannot afford another shutdown that happen with COVID19 -
https://www.slideshare.net/paulyoungcga/what-is-next-for-the-global-economy-january-2021
• Accounting associations around the world need to push for mandatory audits of risk and crisis management -
https://www.slideshare.net/paulyoungcga/interna-audit-operational-and-performance-audit-outlook-2021-and-beyong
• The world is heading for a debt crisis - https://www.slideshare.net/paulyoungcga/debt-issues-global-debt-crisis-analysis-and-
commentary
• Macro/Micro Indicators for the United States - https://www.slideshare.net/paulyoungcga/key-macro-and-micro-indicators-
united-states-february-2021-245192755
• All levels of government need to work together to better support the private sector -
https://www.slideshare.net/paulyoungcga/how-to-fix-competitiveness-through-government-policy
• Trudeau and vaccines-” The doses from India were available due to the generosity of the Indian government and the
cancellation of contracts by countries like South Africa. These American doses aren’t being released out of true friendship with
Canada and Mexico, the Biden administration has been as protectionist on the vaccine front as the Trump administration.” -
https://torontosun.com/opinion/columnists/lilley-canada-gets-extra-doses-but-it-aint-due-to-trudeau
36. TRAINING AND DEVELOPMENT
• If you like to learn more
about trade and/or other
subjects as part of your
professional learning, and
development then feel
free to review my material
on
https://www.udemy.com/
(search Paul Young CPA
CGA)
• These subjects address
how to fixed issues with
housing and/or systemic
issues related to economy
including government
policies
https://economics.bmo.com/en/publications/detail/a2d1bf0a-4d9d-40e2-a521-581fb185508d and https://economics.bmo.com/en/publications/detail/0ba5a9c9-1fbf-4605-8121-d9fb63ec72ca/
Source - https://economics.bmo.com/en/publications/detail/16dd19f0-44e1-45e1-891b-4d75a5735140/ or https://www.bea.gov/news/2021/gross-domestic-product-second-quarter-2021-advance-estimate-and-annual-update GDP – Canada by Industry – May 2021 - https://www.slideshare.net/paulyoungcga/gdp-canada-naics-may-2021