10 August 2016



Today’s Issue Cluster: Mining



MAJOR DATA POINTS

Germany – Jun: Trade surplus in slight decline; exports +0.3%, imports +1.0% / AFP

UK – Jul: Retail Sales Defy Brexit Vote; +1.1% from -0.5% / WSJ

US – Jun: JOLTS job openings tick higher; 5.6m from 5.5m / CNBC / R


MARKETS



ECONOMICS

EU – Spain: Enjoys tourism boom as terror fears stifle rival regions FT *


POLITICS & FISCAL POLICY



MONETARY POLICY



FINANCE

EU – Bank shares: a bargain or poison for investors? FT *

EU – Investment banks sharply underperform US rivals FT * *

UK – Fintech sector seeks light at end of Brexit tunnel R *


REAL ESTATE

UK – Brexit fears drive fall in land prices FT *


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES

Metals – Investors Look Past Gloomy View of the Economy B *

Metals – Zinc, Nickel and Copper still being imported by China R / FT *

Metals – Anglo American Just Scratching Surface to Slim Down WSJ *

Steel – China Said to Mull Mergers to Create Two State Giants B *

Lead – Has risen just 2% while sister Zinc has jumped 38% B *

Copper – Goldman Warns of ‘Supply Storm’ B *

Copper – Wins Fans in Health Care WSJ *

Tin – Britain Goes Back to Bronze Age With Plans to Revive Mining B * *

Aluminum – Heats up for want of cold metal r *

Aluminum – A Poor Man’s Steel When It Comes to Fighting China B *

Lithium – FMC contract underlines rising battery demand FT

Lithium – Australia miners find themselves in a sweet spot N *

Platinum/Palladium – Chase down gold’s stellar showing FT

Gold – Near 2016 high on haven demand FT / WSJ

Gold – At ‘Rich Level’ as Fed May Hike Three Times B *

Potash – What’s next after China contract FT * *


ENERGY & ENVIRONMENT

Nuclear – US Customers Could Pay $2.5b Plants That Never Get Built B * *

Nuclear – China Cracks Down on Protests WSJ / NYT

Nuclear – Chinese City Backs Down on Fuel Plant After Protests NYT / FT

Nuclear – China warns UK over £18b deal FT

Nuclear – When the facts change… E *


HEALTH



ENDNOTE

The nudge that is toast mr *


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