11 December 2015



Today’s Issue Cluster: Streaming

Germany – Trade imbalance with EZ has largely disappeared
Beef – Fattest-Ever US Cattle Herd Signals End to Record Prices
Sands – Alberta Premier facing backlash over emissions cap


MAJOR DATA POINTS

US – Nov: Consumer spending gauge rises strongly; +0.6% from +0.2% / R / WSJ / B / AP

US – Dec: UMich Sentiment Ticks Higher; 91.8 from 91.3 / WSJ

US – Oct: Business inventories excluding autos rise; +0.4% from +0.5% / R

US – Nov: Producer prices increase, but trend weak; +0.3% from -0.4% / R / WSJ / AP


MARKETS

EU – Investors Keep Faith in Southern Bonds WSJ *

EU – Banks Ease Expectations of Euro-Dollar Parity WSJ *

EU – Covered bonds advance FT * *


ECONOMICS

EU – Tax and spend in differs after crisis FT * *

Germany – Trade imbalance with EZ has largely disappeared ft *

Denmark – Hit as tax-to-GDP ratio soars above 50% FT *

Ireland – Irish stay wary of Celtic Tiger 2.0 FT *


POLITICS & FISCAL POLICY

France – Le Pen’s landslide sends shockwaves through France FT / WSJ *

France – National Front stuns Europe’s political elites FT *

France – Parties scramble to halt rise R / B / q *


MONETARY POLICY

ECB – Lowered stimulus ambitions after hitting opposition R / FT


FINANCE



REAL ESTATE

France – Paris real estate price per square meter pdep *


LABOR & EDUCATION

Spain – Job Growth Buoyed by Short-Term Contracts WSJ *


SERVICES

Streaming – Cord-Cutting Is Accelerating WSJ *

Streaming – Battle Over TV Rights WSJ *

Streaming – Hulu in spotlight as expansion beckons FT * * *

Streaming – The Netflix Problem: Which Media Company Will Solve It? WSJ *

Streaming – Netflix: Such a Thing as Too Much Information WSJ *

Streaming – Netflix accounts for a third of internet traffic q *

Streaming – Cable Still Able To Fend Off Netflix, Apple — For Now IBD

Streaming – TV Stock Mauling May Have Been Overdone WSJ *

Streaming – Alibaba’s Ma wants to be a media mogul too E *


MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES

Beef – WTO Grants Canada, Mexico $1b in Tariffs Over US Labels WSJ / AFP

Beef – Fattest-Ever US Cattle Herd Signals End to Record Prices B *


ENERGY & ENVIRONMENT

Sands – Alberta Premier facing backlash over emissions cap FP

Sands – Secret deal spurred by NDP’s concern over liability FP *


HEALTH

Pharma – The Art of Setting a Drug Price WSJ *

Pharma – Gene in ‘last resort’ antibiotics resistance found in Denmark AFP *

Pharma – Antibiotic resistance in Europe / motw *


ENDNOTE

Population by latitude for US, Canada and EU am *


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