1 June 2015



Today’s Issue Cluster:



MAJOR DATA POINTS



MARKETS

China – Stocks Still Too Hot to Handle? wsj *

China – Small Funds Stoke Stock Rally WSJ *

China – To Ease Limits on Overseas Investments WSJ *


ECONOMICS

SK – ‘Hard on the outside but soft on the inside’ R *


POLITICS & FISCAL POLICY



MONETARY POLICY

BOK – Korea’s central bank: which way next? FT * *


FINANCE

US – Business Lending by Banks on the Rise WSJ *

US – Shadow banks grab record loans share FT * *


REAL ESTATE

SK – Seoul struggles to provide midtier rooms N *


LABOR & EDUCATION



SERVICES

Media – Furious competition in China’s film industry FT * *

Media – DOJ Looking Closer Into Movie Distribution WSJ *


MANUFACTURING



TECH

Mobiles – Apps spearhead Google’s battle with Apple FT * * * *

Mobiles – IBM and Apple team up to launch iPad for the elderly in Japan FT *


TRADE & TRANSPORTATION

TPP – Obama’s Trade Deal Faces Bipartisan Peril in House NYT / AP

TPP – Obama Presses Currency Compromise WSJ / FT / NYT / B / WSJ *


COMMODITIES

Metals – Unseen Stashing Pays Off for Traders WSJ *

Metals – Molycorp Struggles to Survive Rare-Earths Bubble WSJ *


ENERGY & ENVIRONMENT

Oil – Easy Access to Money Keeps US Pumping WSJ *

Oil – US output, aided by capital markets, is looking resilient WSJ *

Oil – Eagle Ford Rigs Rise For 3rd Straight Week IBD *

Oil – Prices Are Down, but Saudis Keep Crude Flowing NYT

Oil – OPEC’s Pricing Leverage Is Weakening WSJ

Oil – Rare run of finds is little respite for explorers R *

Oil – ‘Peak Oil’ by Country / dca *


HEALTH

Pharma – Shortages Frustrate Doctors, Patients WSJ * *

Pharma – High Prices Attacked at Meeting WSJ

Pharma – Doctors hail new front in fight against cancer FT / NYT / FT / FT


ENDNOTE

The dramatic rise of life expectancy around the world wapo *


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