Today’s Issue Cluster: US Labor
Insurance – Bracing for the Self-Driving Future and Fewer Accidents
Travel – Cruise Industry’s Big Three Could Steam to 20% Gains
Crops – Unwanted Piles of Corn, Soy Spur Most-Bearish Outlook Ever
China – Dec: CPI muted; 1.6% from 1.5% / FT / WSJ / R
US – Nov: Consumer Borrowing Rises at Slowest Pace in 10 Months; +$14.0b from +$15.6b B *
EMs – Cutting a Path Through Turmoil WSJ *
EMs – Coming under ‘even more pressure’ FT * * * *
EMs – A world without an engine N * *
EMs – Demographic dynamics reshaping emerging Asia N *
World – World Bank Cuts Growth Forecasts B * *
Fed – Robust Job Gains Should Reassure Officials to Continue Increases WSJ / R
Fed – Dilemma: Jobs vs. China WSJ *
Fed – Fed to raise rates again in March: Reuters poll / R *
Fed – Probability of March Fed Rate Hike Declines / b *
Insurance – Insurers Find Tracking Devices Are a Tough Sell WSJ * *
Insurance – Bracing for the Self-Driving Future and Fewer Accidents NYT
Insurance – Natural catastrophe losses total $90b in 2015: Munich Re AFP *
US – Jobs growth defies global pressures FT
US – How Much Slack Is Left in the Labor Market B * *
US – Payrolls in 2015 slower than 2014 / r *
US – Lower Jobless Claims Don’t Point to Robust Labor Market WSJ * *
US – Lincoln’s sub-3% jobless rate keeps companies on hunt for talent WSJ *
US – Job Growth Seen as Anemic as Workforce Ages WSJ
US – Immigrants make up 17% of the workforce NJ *
US – A Rising Share of Working Women Have Full-Time Jobs wsj *
US – Digital advances uneven across economy FT *
US – ‘As the Gig Economy Changes Work, So Should Rules’ WSJ *
Travel – Cruise Industry’s Big Three Could Steam to 20% Gains Bn *
Travel – Global ocean cruise passengers / ft *
Travel – US Hotels: 2015 is Best Year on Record / cr *
Crops – Unwanted Piles of Corn, Soy Spur Most-Bearish Outlook Ever B * *
Crops – Reforms drive Argentine grain export revival FT * * *
The book really is better than the movie wapo *
