11 May 2015



Today’s Issue Cluster: US Labor

China – Next Up: How to Get Loans to Small Firms
Power – ‘Time to Give Utility Stocks Another Look’
H5N2 – To claim 4m more egg-laying chickens


MAJOR DATA POINTS

China – Apr: CPI grows; +1.5% from +1.4% / B / AP / AFP / X *

China – Apr: PPI falls; -4.6% from -4.6% / X *


MARKETS

China – Investors Pay a Price for Caution WSJ *


ECONOMICS

China – Economy Isn’t Trading Away the Pain WSJ *

China – Exports collateral damage in currency wars / b *

China – Plan to deal with its debt mountain ft *

China – Asean countries to benefit from waning competitiveness FT * *


POLITICS & FISCAL POLICY



MONETARY POLICY

PBOC – China cuts rates for third time in six months FT / WSJ / NYT / R / AP *

PBOC – China rate cuts aim to hold line against deflation FT * *

PBOC – China’s Rate Cut Isn’t the Deepest WSJ *


FINANCE

China – Next Up: How to Get Loans to Small Firms WSJ *

China – ‘Rate cut more likely to cushion deleveraging than reignite loan growth’ b *


REAL ESTATE

China – Resurgent Property Market Isn’t So Grand WSJ *


LABOR & EDUCATION

US – Adds 223,000 Jobs; Jobless Rate Falls to 5.4% WSJ *

US – March Revisions Yield Sub-Par Jobs Report B * * * *

US – The April Jobs Report in Charts wsj * * * * *

US – Jobs Vie With Growth for Fed’s Attention WSJ / wsj *

US – Productivity Falls 1.9% WSJ * *

US – Low productivity alarms policy makers FT * * *

US – Productivity Is Sinking B * *

US – Labor vs. Capital, Workers Gain a Slight Edge WSJ / FT *

US – High Share of Part-Time Workers Helps Explain Weak Wage Growth wsj *

US – By One Measure, Wages for Most Workers Peaked in 1972 wsj *

US – High stakes on low pay FT * * *

US – The economics of low wages E * * *

US – Wage growth and shale wage growth totally different bi *

US – Companies Push Training to Close Skills Gap WSJ *

US – Personality Tests Raise the Bar for Job Seekers WSJ *

US – Robots Step Into New Planting, Harvesting Roles WSJ

US – Vocational education shortfall stifles mobility FT * * *


SERVICES



MANUFACTURING

F&B – Bottled water flies off shelves as fizzy drinks go flat FT * * *

F&B – PepsiCo to Drop Aspartame From Diet Pepsi WSJ *


TECH

Mobiles – China’s Smartphone Market Slows Down WSJ

Mobiles – Chinese market becomes increasingly core to Apple FT * * *


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

Power – ‘Time to Give Utility Stocks Another Look’ Bn *

Power – Utilities’ Profit Recipe: Spend More WSJ *


HEALTH

H5N2 – To claim 4m more egg-laying chickens AP

H5N2 – Outbreak Prompts State of Emergency in Iowa WSJ / R

H5N2 – Bird flu may take bite out of Thanksgiving R / AP


ENDNOTE

Manhattan Rents by Subway Stop thrillist *


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