September 14 – Wall Street Journal (Greg Ip): “For years, the world has looked to central banks to deploy whatever tools they had to prop up economic growth. Now, just as those tools reach their limits, governments are quietly stepping up.

Fiscal policy across the developed world is collectively turning more stimulative for the first time since the end of the recession…

While the scale of the stimulus is modest in dollar terms, it signals a more profound shift in the political winds. Globally, the rise of political populism has pushed deficits down the list of priorities while elevating tax cuts and benefits for the working class.”