11 April 2014



Today’s Issue Cluster: China Economy

France – Conservative and Centrist Notes in Premier’s Blend of Socialism
Security – Hackers Lurking in Vents and Soda Machines
Alt – Solar: Birds going up in smoke at Ivanpah


DATA POINTS

China – Mar: Consumer Prices Rose; +2.4%, -0.5% mo / WSJ / B / X *

Japan – Mar: Wholesale prices up; 1.7% / K

Spain – Mar: Deflation not as great as first thought; -0.1% was -0.2% / AP

US – Mar: Wholesale Prices Rise More Than Forecast on Services; +0.5% from -0.1% / B / WSJ / AP / R *

US – Apr: UMich consumer sentiment hits nine-month high; 82.6 from 80.0 / R / B / r / b * *


MARKETS

EU – Greece: Trouble Brews Despite Good News on Bond Sale WSJ / FT / FT / E * * *

EU – Fears grow over scale of eurozone bond rally FT *


ECONOMICS

China – Bond auction failure reinforces slowdown concerns FT / WSJ

China – Rules out short-term stimulus despite weak trade figures FT / WSJ / WSJ * *

China – Fake Data to Skew More Export Numbers B

China – Auto Sales Slow as Economy Cools WSJ

China – Asia’s anti-corruption battle produces unofficial austerity wsj *

China – New Central Bank Chief Economist Pushes Liberalization Plan WSJ *

China – Railways and public housing aren’t going to fix economy q * *

China – Opens Door Wider to Its Stock Markets WSJ *

China – Central Bank Adds Liquidity to Banking System WSJ

China – Bank regulators caught in turf war FT

China – Home Price Growth in Five Largest Cities Decelerating b *

China – First global “megatrader” since the British empire ft * *

China – Australia Stock Rally Shows Link Waning B *


POLITICS & FISCAL POLICY

Ukraine – Russian Military on Border in High State of Readiness WSJ / NYT / B / WSJ * *

France – Conservative and Centrist Notes in Premier’s Blend of Socialism NYT / WSJ / B / AP / B / E * *


MONETARY POLICY

BOK – Lifts Growth Forecasts as Keeps Rate Unchanged B

BI – Holds Benchmark Rate as Inflation Pressure Eases B

RBI – Raghuram Rajan Criticizes Fed WSJ / FT / R

BCRP – Peru Keeps 4% Key Rate as Reserve Measures Spur Recovery B

BOE – Holds Key Rate at 0.5% FT / B / NYT / WSJ / R / E *

ECB – Seen easing by June b *

SR – Sweden Delays Rate Hikes to Push Up Inflation wsj / q r * * *


FINANCE

World – Boutique banks FT * * * * *


REAL ESTATE



SERVICES

Ads – A Middling Outlook for the TV ‘Upfronts’ WSJ *

Ads – US internet spending surpasses broadcast TV FT / FT *


MANUFACTURING



TECH

Security – Heartbleed Bug Found in Cisco Routers, Juniper Gear WSJ / FT / WSJ

Security – Flaw Could Reach Beyond Websites to Digital Devices, Experts Say NYT

Security – Hackers Lurking in Vents and Soda Machines NYT


TRADE & TRANSPORTATION

TPP – Critics fight back on Pacific trade plan FT / WSJ / N / FT


COMMODITIES

Nickel – Jumps above $17,000 in wake of Indonesia export ban FT

Nickel – Surge Squeezes Smelters WSJ

Nickel – ‘Bull narrative accelerates; too fast?’ r *

Nickel – An icebreaker heads to the mines of northern Canada E *


ENERGY & ENVIRONMENT

Alt – Solar: EU backs duties on Chinese glass imports R

Alt – Solar: Birds going up in smoke at Ivanpah DesertSun

Alt – Solar: ‘Global dominance in sight as science trumps fossil fuels’ DT *


LABOR & EDUCATION

EU – Many Jobless See Little Light Yet From Glimmers of a Recovery NYT

EU – French Workers Turn On ‘Out of Office’ WSJ / BBC


HEALTH



ENDNOTES

How many times people kiss when they meet in Regions of France am *


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