Today’s Issue Cluster: Alcohol Update
EU – Political surprise in eurozone – austerity is a vote-winner
Germany – ‘Das bubble?’
Shale – US: Output Refuses to Collapse
Japan – Q3: Tankan corporate sentiment worsening; 12 from 15 / AP / FT
China – Sep: Offical factory PMI contracts 2nd month; 49.8 from 49.7 / AP / NYT / FT / WSJ / R
China – Sep: Markit Composite PMI at 80-month low; 48.0 from 48.8 / m *
US – Sep: ISM manufacturing eases; 50.2 from 51.1 / R
US – Sep: Markit factory PMI inches higher; 53.1 from 53.0 / R *
US – Week: Jobless claims rise modestly; +10k to 277k / R / B
World – Stocks Head for Worst Quarter in Four Years B / B * * *
World – With only 2 of 21 benchmarks up, leanest year since 2008 R *
World – 2015 Is Turning Out to Be a Terrible Year for Investors B * *
World – Chinese Domino Effect Still Threatens Markets WSJ
World – After Rough Quarter, Investors Buckle Up WSJ / FT *
World – Markets: Can they really be tamed? FT * * * *
World – WTO slashes outlook for global commerce FT
World – IMF chief warns of ‘disappointing’ growth FT / AP / B / AFP
EU – Political surprise in eurozone – austerity is a vote-winner R
ECB – EZ deflation stokes talk of QE boost FT
ECB – Draghi cautious on need for more QE FT *
Germany – ‘Das bubble?’ B
F&B – Potential AB InBev Takeover of SABMiller Has Pitfalls WSJ / FT *
F&B – Creating the OPEC of Beer B / FT / WSJ / B * *
F&B – Beer’s Long-Term Decline Inspires Merger Talks BB *
F&B – Merger Faces Obstacles NYT / WSJ / FT / IBD * *
F&B – Drinking competition FT *
F&B – AB InBev brews opportunity for Molson Coors FT
F&B – Heineken, Carlsberg Unlikely to Benefit From Megadeal WSJ *
F&B – Big Beer has a reason to ponder its own mortality FT / ft *
F&B – A Brewing Giant May Stir Up Japan’s Beer Market WSJ *
F&B – Chinese beer loses its froth FT * *
F&B – In Chinese Beer Battle, Tsingtao’s Froth May Go Flat WSJ *
F&B – Will self-serve beer render bartenders obsolete? LAT
F&B – ‘AB InBev could eventually buy Coca-Cola’ R
F&B – Sodas, Health Officials Duke It Out City by City WSJ *
Pipeline – Keystone Aims to Delay Review Process WSJ / G&M
Pipeline – Native leaders divided on oil-sands projects G&M *
Pipeline – Big Investors Lose Fight With Norway WSJ *
Shale – US: Court Blocks Obama Fracking Rule WSJ / FT / NYT
Shale – US: Output Refuses to Collapse B *
Shale – US: So far, less pain than feared as firms renew loans R *
Shale – US: Towns are overbuilt B
Shale – UK: Fracking produces low-carbon gas, Lord Smith argues FT
Sands – Athabasca may face severe water shortages CBC
Sands – No long-term future, says Alberta’s premier G
Sands – Slumping prices have pushed Alberta to the margins FP / FP * *
1975 Report: US Oil Will All Be Gone by 2015; ‘Solution is not increased production’ UPI *
