11 February 2014



Today’s Issue Cluster: Mobiles

EMs – Reserves growth slowing, reversing in some countries
Cards – October 2015: The End of Swipe-and-Sign in US
Crops – Coffee to Soybean Wagers Climb on Brazilian Drought


DATA POINTS

India – Jan: Logs Sluggish Export Growth; +3.8% / WSJ / ET

US – Dec: Wholesale stockpiles rise; +0.3% / AP / R *

US – Jan: NFIB Small Business Optimism Index Increases; 94.1 from 93.9 / cr *

US – Dec: JOLTS Job Openings Decrease; 3.99m from 4.03m / B / AP / b *

US – Dec: Consumer credit jumped; +$18.8b / wsj *


MARKETS

Bitcoin – Plunges on Japan exchange halt FT / WSJ / R

Bitcoin – Russia prepares crackdown FT / WSJ

Bitcoin – Which countries are friendly wapo *

Loonie – Weakening Currency Is Growing Puny WSJ *


ECONOMICS

EMs – Corrosive Inflation Eats at Developing World WSJ *

EMs – Reserves growth slowing, reversing in some countries R * *

EMs – Credit growth presents risk of “systemic global financial markets shock” warns JP Morgan ft *

EMs – As Fragile Five fight back, markets train sights on other emerging economies R * *

EMs – Indonesia: One member of the fragile five is looking surprisingly sturdy FT / FT *

EMs – Latin Countries Forge Trade Accord With Eyes on Asia WSJ *


POLITICS & FISCAL POLICY

Swiss – Vote to curb immigration roils Europe FT / AP / NYT / q / afp * * *


MONETARY POLICY

BOE – Set to Change Its Guidance on Rate Policy WSJ / R


FINANCE

Cards – October 2015: The End of Swipe-and-Sign in US wsj *


REAL ESTATE



SERVICES



TECH

Mobiles – Facebook looks to cut smartphone cost FT

Mobiles – Nokia Releasing First Android Phone WSJ *

Mobiles – HTC counts on cheaper smartphones R / WSJ / q / WSJ *

Mobiles – Samsung Challenge to Apple and Google Stumbles WSJ *

Mobiles – New Smartphone and Software From Finland Aims at Android NYT

Mobiles – Lenovo Takes on Apple and Samsung in Smartphone Market BW *

Mobiles – Will Apple find enough consumers in China to buy its iPhone? q * *

Telecoms – Sprint Rethinks Acquiring T-Mobile After Public Antitrust Opposition WSJ


MANUFACTURING

Planes – Boeing sees Asia-Pacific fleet nearly tripling over 20 years R / WSJ / q * * * *

+ Planes – Airbus Forecasts $1.8t of Sales in Asia Next 20 Years WSJ / R

+ Planes – Boeing struggles with 787 production bottlenecks R

+ Planes – Boeing Considering 787-Size Medium-Range Jetliners WSJ

+ Planes – Boeing Ponders Transcontinental Plane to Replace 757 B


TRADE & TRANSPORTATION

Air – Starry-eyed budget carriers in Southeast Asia stare at overcapacity R

Air – IATA chief says weak cargo remains biggest airline worry R

Air – Small aviation businesses say pilot shortage could drive industry into the ground WaPo


COMMODITIES

Crops – Coffee to Soybean Wagers Climb on Brazilian Drought B

Crops – Brazil water project, long delayed, gets election year boost R *


ENERGY & ENVIRONMENT

NatGas – The deep freeze has demonstrated shortcomings of the US energy infrastructure FT *

Alt – US issues new challenge to India over solar power FT / R / AP / WSJ

Alt – Weak Returns Cripple German Renewables S / R *

Alt – Indonesia looks to biofuels to tame trade deficit N *


LABOR & EDUCATION

Canada – Underemployment rising as labor market moves sideways G&M *


HEALTH

Pharma – US, India Clash Over Generic Drugs WSJ

Pharma – Actavis, Valeant, Jazz: New Roles For Specialty Firms IBD


ENDNOTES

Map of the original 86 area codes colour-coded by ease of dialing on a rotary phone motw *


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