11 August 2014



Today’s Issue Cluster: Mobiles (?)



MAJOR DATA POINTS




MARKETS



ECONOMICS

EU – Italy: Rome’s Problem Is Europe’s Problem WSJ / FT / FT *

EU – Portugal: Bank failure knocks recovery FT * * *

EU – UK: Weak wages in focus ahead of BOE forecast FT *


POLITICS & FISCAL POLICY

Turkey – Erdogan takes presidency FT / WSJ / B / S *


MONETARY POLICY

Fed – Decline in ‘Slack’ Helps Gauge Recovery WSJ *


FINANCE



REAL ESTATE



SERVICES

Online – Google and Barnes & Noble Unite to Take On Amazon NYT

Online – India’s e-retailers gear up for turf war FT


MANUFACTURING



TECH

Mobiles – Smartphone camera makers see next opportunity in cars R

Mobiles – Arrival of Chinese Phone Brands Sets Stage for Price War in India WSJ

Mobiles – Samsung’s next reinvention challenge: itself R *

Mobiles – Samsung suffers at the hands of Chinese upstarts N / N * * * *

Mobiles – Japan working to get in the game N *

Mobiles – Smartphone market share / r *


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

Shale – US: ND Considers Requiring Treatment of Bakken Crude WSJ

Shale – US: What a row about fracking says about politics in CO E *

Shale – US: Permian Basin Leads In TX Oil Resurgence IBD *


LABOR & EDUCATION



HEALTH

Primary Care – Walmart Seeks Foothold NYT


ENDNOTE

Watch how the centers of Western culture migrated over 2,000 years q * *


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