Today’s Issue Cluster: Planes
Air – Low-cost lines posed to revolutionize longer routes
Net Neutrality – Obama plan bid divides civil rights groups
Super Cycle – Is it over?
Japan – Oct: Machinery Orders Fall; -6.4% from +2.9% / WSJ
US – Nov: Retail Sales Biggest Jump in Eight Months; +0.7% from +0.5% / WSJ / R / B / AP *
US – Nov: Import Prices Down; -1.5%, -2.3% yr / WSJ *
US – Oct: Businesses boost stockpiles modestly; +0.2% from +0.3% / AP *
US – Week: Jobless Claims Fall; -3k to 294k / WSJ / AP / B *
Canada – Is export rotation finally gaining traction? FP *
Canada – Grain Train Runs Away From Farmers WSJ *
BOC – Canada retreats from forward guidance FT * *
Canada – New housing prices in post largest gain in 7 months / r *
Canada – BOC Says Housing Market as Much as 30% Overvalued WSJ / B / ft * * *
Canada – Poloz: Housing-market crash not in the cards R / WSJ
Planes – Market: Boeing Sees Rising Demand for Jet Financing WSJ / R
Planes – Market: Asian Companies Flock Into Aircraft Leasing WSJ *
Planes – Market: Airbus Forecasts $4.6t Airliner Market WSJ / R / AFP / q * * * *
Planes – Market: Airbus deepens carmaker thinking to drive jet output R
Planes – Market: Record IndiGo jet order fails to stem Airbus share slide R *
Planes – Market: Budget airlines eye rich seam of leasing R
Planes – 737: Boeing to raise monthly production R / WSJ
Planes – 737: Boeing plans new airplane by 2030 R
Planes – 747: Boeing to Cut Production WSJ / R / B
Planes – 787: Report on Batteries Assigns Some Blame for Flaws NYT / WSJ / B / AP / NYT
Planes – A320: Airbus begins test flights on revamped neo FT / R / AP / WSJ
Planes – A321: Airbus offers long-range version, targets Boeing 757 R / B
Planes – A330: Airbus to cut production rate WSJ / R
Planes – A350: Airbus wins European approval R / FT
Planes – A380: Airbus Faces Investment Conundrum as Orders Vanish B / SMH / WSJ / R / R
Planes – A380: Expected to Stop Losing Money Next Year WSJ / R / B
Planes – A400M: Airbus Worried About Costs as Profit Drops WSJ / FT / NYT
Planes – Japan: First Airliner in 50 Years WSJ / AP / R / B / R / FT / BW * * *
Planes – China: Comac accelerates passenger plane project FT / WSJ / B / FT / N *
Planes – China: Regional jet takes flight with future up in the air N *
Planes – Business: Embraer admits to being bruised in Chinese market FT *
Planes – Business: Gulfstream Unveils New Jet WSJ / WSJ / G&M
Planes – Business: Recovering Market Faces Headwinds WSJ / NYT
Planes – Business: Honeywell Forecasts $280b Market WSJ / R
Air – Profit Outlook Rises on Plunging Oil Prices WSJ / FT / NYT
Air – Japan Airlines Flies on More Than Cheap Oil WSJ *
Air – Challenges Await Year Two of American Airlines Merger WSJ
Air – Budget lines: load up FT *
Air – Hainan Elbows Its Way Into China’s Skies WSJ *
Air – Asian lines welcome oil price slump but rue overcapacity ft * * *
Air – Low-cost lines posed to revolutionize longer routes E *
Air – Why luxury travel is taking off again FT * * *
Net Neutrality – Internet Suppliers Warn Stricter Rules Could Stunt Investment WSJ / cnet
Net Neutrality – Germany Emerges as Antagonist wsj
Net Neutrality – Obama plan bid divides civil rights groups NYT
Super Cycle – Is it over? N / N / N / N *
Super Cycle – Dilemmas at the wrong side N * * *
Lima – ‘Global Accord to Fight Climate Change Is in Sight’ NYT / WSJ / FT
Lima – China Blocks Review Sought by US at UN Talks B / FT / FT
Lima – Market chief denounces European policy FT
Lima – ‘Talks call future of energy majors into question’ FT
Most popular stock picks across the US … excluding Apple sigfig *
