10 September 2015



Today’s Issue Cluster: Fed

Mobiles – Apple Chipmakers Slip; Who Wins In IPhone, IPad, TV?
Pipeline – Russian gas projects clogged
Pharma – New Cholesterol Drugs Are Vastly Overpriced, Group Says


MAJOR DATA POINTS

China – Aug: CPI edges up; +2.0% from +1.6% / FT / AP / WSJ / X *

China – Aug: PPI tumbles most in six years; -5.9% from -5.4% / R / X *

US – Aug: Import Prices Fall; -1.8%, -11.4% yr / WSJ

US – Week: Unemployment applications dropped; -6k to 275k / AP / B


MARKETS



ECONOMICS

India – Strongest of the Weak WSJ *

India – ‘Warned to beware gloating’ FT / WSJ * *

India – Indicators That Contradict GDP Figures wsj * * *


POLITICS & FISCAL POLICY



MONETARY POLICY

RBI – Growth already within range of full-year target b *

Fed – US employers post record job openings FT / wsj / R * *

Fed – Agreement on September Rate Increase Eludes WSJ

Fed – Era of low interest rates fails to generate expected growth FT

Fed – EMs say lift rates and end uncertainty FT

Fed – Switzerland prays for US rate rise FT

Fed – Leaves Margin for Error WSJ *

Fed – Economic indicators mean hard choices FT / B * *

Fed – Turning point looms for debt binge FT * * * *

Fed – Asia: What history teaches us B *

BOE – Will the UK follow if US raises interest rates? FT * *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Mobiles – Apple Unveils iPhones, iPads, Apple TV WSJ / FT / NYT / R *

Mobiles – Apple TV Focuses on Games NYT / IBD / WSJ

Mobiles – Apple Watch Gets First Major Updates B

Mobiles – Apple’s Ad-Blocking Feature Is Sending Publishers Scrambling B

Mobiles – iPhone: The Biggest Change Is How You’ll Pay for It WSJ / WSJ * *

Mobiles – Apple’s fiercest rival: itself WSJ *

Mobiles – Apple Chipmakers Slip; Who Wins In IPhone, IPad, TV? IBD

Mobiles – Rivals Try to Reinvent Xiaomi Business Model WSJ *

Mobiles – Samsung, Huawei fight it out in Europe N *


TRADE & TRANSPORTATION

Pipeline – Boom Ebbs WSJ

Pipeline – Russian gas projects clogged N *


COMMODITIES

Coffee – Rallies on fears over Brazilian crop B / FT *

Coffee – Disconnect Is Brewing WSJ *

Coffee – Robusta ‘squeeze’ takes traders by surprise FT *


ENERGY & ENVIRONMENT

Carbon – Capture: Miracle machine or white elephant? FT

Carbon – CA Climate-Change Push Heats Up WSJ / NYT / NYT *

Carbon – The race to find transformative strategies is on G&M *


HEALTH

Pharma – New Cholesterol Drugs Are Vastly Overpriced, Group Says NYT

Pharma – Indian drugs: not what the doctor ordered FT * * * *


ENDNOTE

The 2,229 Paintings At MoMA 538 *


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