10 October 2014



Today’s Issue Cluster: Europe Economy



MAJOR DATA POINTS



MARKETS

Currencies – Euro swings making investors wary of “carry trade” R *

Currencies – Inflation-seekers welcome dollar rally FT *

Currencies – Bitcoin has burst, but could still revolutionise banking FT / q * *


ECONOMICS

EU – Drop in Exports Adds Fuel to Worries Germany Is Falling Into Recession WSJ *

EU – Germany Considers Remedies for Slowing Growth WSJ / NYT *

EU – France tells Europe it must focus on growth rather than deficits FT / B / r *

EU – Renzi Seeks to Break Italy’s Hiring Logjam WSJ *

EU – Chinese investors surged at height of debt crisis FT *

EU – Sea, sun and easy visas lure China buyers FT * *

EU – Portugal: Chinese investors play key role in recent success FT / FT *

EU – Italy: China swoops in on power grids and luxury brands FT * * *

EU – Spain: Chinese race up economic ladder FT *

EU – Behold the Euroglut ft / FT *

EU – Public worried about inflation zh *

EU – Not much recovery in industrial output / b *


POLITICS & FISCAL POLICY

EU – Valls heads the most reformist government France has seen for many years B / E * * *


MONETARY POLICY

NBP – Poland Cuts Interest Rates Sharply to Lowest Level on Record WSJ / FT


FINANCE

EU – IMF questions fitness of eurozone banks FT * *

UK – Banks shun packaged UK mortgage deals FT * *

UK – Banks under pressure on ringfencing plans FT *


REAL ESTATE

EU – Office Buildings Go Up on Spec WSJ *

UK – London Home Prices Set for First Annual Drop Since 2009 FT / B *

UK – Developers Look to the Stars to Sell Lavish London Homes WSJ *

UK – House price heatmap: it’s still winter in the regions DT *

UK – Farmland prices are outperforming prime London property E *

UK – Buyers of expensive Scottish homes face big tax rise FT *


SERVICES

Retail – Amazon to Open First Brick-and-Mortar Site WSJ / NYT *

Retail – Holiday Retail Sales Expected to Rise 4% WSJ / R / R


MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

Coal – China tariff throws Australian talks into turmoil WSJ / FT / SMH / ABC / Aus

Coal – China’s Tariff Prolongs the Pain WSJ / FT *

Coal – Indian import growth outstrips China FT

Coal – Cheap natural gas and emission rules darken future FT *

Coal – Blamed for US Methane Hot Spot B *


LABOR & EDUCATION



HEALTH

Demog – UK: London is emptying the North of 20-somethings tony *

Demog – UK: Multiple family households rise FT *

Demog – UK: Migrants set up one in seven companies FT *

Demog – EU: Germans Head Back East WSJ *

Demog – EU: Confronts Its Roma Problem WSJ * *

Demog – EU: GDP per person by region / motw *

Demog – EU: Share of young people still living with their parents / motw *

Demog – EU: Percentage Muslim population (estimated) / am *

Demog – EU: Obesity rates in Europe / am *

Demog – EU: Number of women per 100 men / motw*


ENDNOTE

In 126 Years, English Football Has Seen 13,475 Nil-Nil Draws 538 * *


Comments are closed.