1 October 2014



Today’s Issue Cluster: NatGas

Payments – China to lead the world in plastic revolution
Crops – Lumber: Russia Is Running Out of Forest
Chikungunya – Mosquito Virus That Walloped Caribbean Spreads in US


MAJOR DATA POINTS

Japan – Sep: Tankan manufacturers’ sentiment up; 13 from 12 / B / FT / WSJ / K *

China – Sep: Official PMI Unchanged as Manufacturing Subdued; 51.1 / B / R *

EZ – Sep: Markit Manufacturing PMI Slows; 50.3 was 50.5 / FT / WSJ * *

US – Sep: ADP Private Payrolls Increased; +213k from +202k / B / WSJ / R / AP *

US – Sep: ISM factory activity growth slows; 56.6 from 59.0 / R / B * *

US – Sep: Construction spending posts surprise decline; -0.8% / R *


MARKETS

EM – Markets Diverging WSJ *

US – Investors See Reasons to Jump In WSJ *


ECONOMICS

World – Global imbalances remain a threat to stability, IMF warns FT * *

World – ‘Germany Replaces China as World’s Trade-Surplus Boogeyman’ wsj *


POLITICS & FISCAL POLICY

EU – Italy’s Economic Woes Highlight Dilemma for ECB WSJ / B *

EU – Hollande warns France of tough spending cuts FT * *

EU – France defiant on missed deficit target FT * *

EU – Approval ratings between Merkel & Hollande has never been so wide / b *


MONETARY POLICY



FINANCE

Payments – EBay to Split as Apple, Others Prepare to Challenge PayPal WSJ / FT / NYT *

Payments – Apple Pay Signals New Era at Cash Register NYT

Payments – China to lead the world in plastic revolution ft *


REAL ESTATE



SERVICES

Cable – Suddenlink to Drop Viacom TV Channels WSJ

Cable – More Companies Take TV Off Menu WSJ *

Cable – Comcast, TWC Blast Critics of Merger WSJ *


MANUFACTURING



TECH

Cameras – Out of focus FT *

Watches – What keeps Swiss makers up at night N *


TRADE & TRANSPORTATION

Rail – Firms Fight Some Crude-Train Rules WSJ

Rail – Industry Group Backs Testing of Crude Carried by Train WSJ

Rail – Reshapes Crude Market / *


COMMODITIES

Crops – Corn: Prices Fall to Five-Year Low on Higher-than-Expected Supplies WSJ

Crops – Soybeans: Low US stocks fail to halt price slide FT

Crops – Lumber: Russia Is Running Out of Forest MT

Crops – Cotton: Soft Market Leaves No Cushion WSJ *


ENERGY & ENVIRONMENT

NatGas – US: Rising shale output disrupts prices FT / bi * * *

NatGas – US: A U-Turn for a Terminal Built to Import NYT

NatGas – Canada: Among wild cards dictating LNG growth FT

NatGas – Australia: Bills Soar Amid Export Boom WSJ *


LABOR & EDUCATION



HEALTH

Ebola – First case diagnosed in US WSJ / FT / NYT / R / AP / B / vox *

Chikungunya – Mosquito Virus That Walloped Caribbean Spreads in US B


ENDNOTE

How people around the world snack wapo * * * * *


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