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
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 *
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 *
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 *
Swiss – Vote to curb immigration roils Europe FT / AP / NYT / q / afp * * *
BOE – Set to Change Its Guidance on Rate Policy WSJ / R
Cards – October 2015: The End of Swipe-and-Sign in US wsj *
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
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
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
Crops – Coffee to Soybean Wagers Climb on Brazilian Drought B
Crops – Brazil water project, long delayed, gets election year boost R *
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 *
Canada – Underemployment rising as labor market moves sideways G&M *
Pharma – US, India Clash Over Generic Drugs WSJ
Pharma – Actavis, Valeant, Jazz: New Roles For Specialty Firms IBD
Map of the original 86 area codes colour-coded by ease of dialing on a rotary phone motw *