10 September 2014



Today’s Issue Cluster: Mobiles

Cocoa – As price soars, chocolate makers devour substitutes
Shale – Fracking Spurs a Rust Belt Rebound in Manufacturing
Internships – Have become major route to professional work


MAJOR DATA POINTS

Japan – Jul: Machinery Orders Rise for Second Month; +3.5% from +8.8% / WSJ / R

US – Jul: Wholesale inventories post smallest gain in a year; +0.1% from -0.2% / R *


MARKETS

Brazil – Market Gains as Politics Shift WSJ / FT / B *


ECONOMICS

EU – France misses its EU budget deficit target FT / WSJ / AFP *

EU – Berlin rejects spending splurge to boost recovery FT / S * *

EU – Germany’s growth threatened by creaking transport network FT * *

EU – Glut of Production Capacity Dogs Efforts to Spur Recovery WSJ *


POLITICS & FISCAL POLICY



MONETARY POLICY

ECB – Dip in inflation expectations blow to Draghi FT

ECB – Draghi pins hopes on ‘orphan child’ plan FT / WSJ / FT * *

ECB – Obstacles loom for loans plan FT *


FINANCE

eWallets – Apple Watch to Allow Mobile Payments WSJ / FT / WSJ / FT * *

eWallets – The Future of Payments / bi *


REAL ESTATE

EU – Spain: House prices rise for first time in 6 years FT / WSJ *

EU – Greece: Investors Returning to Market WSJ *


SERVICES



MANUFACTURING

Autos – Europe car parts makers rebel over China exclusivity deals FT / WSJ

Autos – Super Glues Are the Secret to Making Cars Lighter WSJ


TECH

Mobiles – Apple Shows Off Smartwatch, Larger-Screen iPhones WSJ / FT / NYT / B / R / AP * * * *

Mobiles – Apple Boss Makes His Boldest Bets Yet WSJ *

Mobiles – Reviews: ‘Apple Is Back and Better Than Ever’ NYT / WSJ / ft

Mobiles – Delayed iPhone Release Highlights Apple’s Challenges in China WSJ *

Mobiles – Apple’s Watch a boost for wireless charging R

Mobiles – US watchmakers are already feeling the pinch q *

Mobiles – New iPhone Faces Risk as Carriers Phase Out Subsidies WSJ *

Mobiles – Apple’s Next Big Focus: Your Health WSJ

Mobiles – Smartphones are getting bigger q *

Mobiles – Amazon Slashes Fire Phone to 99 Cents FT / WSJ / NYT

Mobiles – Mozilla Makes Asia Debut With $33 Smartphone in India B

Mobiles – Lenovo Takes On Apple, Samsung in Smartphones WSJ *

Mobiles – Coolpad Eyes Overseas Expansion, Considers Acquisitions WSJ *

Mobiles – Samsung Localizes Southeast Asia Strategy WSJ *

Mobiles – India next target for Chinese, Taiwanese smartphone makers N *

Mobiles – Asians are snapping up full-size tablets that can make calls q *

Mobiles – School Is Back and So Are Tablet Shoppers wsj *

Mobiles – Apple’s Next Act for the iPad WSJ / B *


TRADE & TRANSPORTATION



COMMODITIES

Cocoa – As price soars, chocolate makers devour substitutes R

Cocoa – Nigeria nurtures its once-unloved industry as prices flourish R

Coffee – Rally pauses despite crop concerns FT *


ENERGY & ENVIRONMENT

Shale – Fracking Spurs a Rust Belt Rebound in Manufacturing NYT

Shale – ‘Drillers Piling Up More Debt Than Oil Hunting Fortunes’ B * *


LABOR & EDUCATION

Internships – Have become major route to professional work E *


HEALTH



ENDNOTE

The logic of logos e *


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