11 May 2016



Today’s Issue Cluster: Automated Vehicles

EU – Germans Fret Rate Cuts Are Fueling a Housing Bubble
Mobiles – Smartphone Downturn Going From Bad to Worse
Gold – Singer Says Rally Just Beginning as Goldman Sees Losses


MAJOR DATA POINTS




MARKETS



ECONOMICS

EU – Robust growth, falling prices: a contradiction explained FT *


POLITICS & FISCAL POLICY

EU – Eurozone May Avoid a Greek Crisis This Summer WSJ *

EU – Rosy Budget Outlook Tries to Tame Greek Debt B *

EU – Italy Migrant Route Now Busier Than Path Through Greece B *

EU – German Refugee Decline Shows Merkel’s Reliance on Turkey B *

EU – AfD Wedge: Bavarian CSU Weighs Split from Merkel’s CDU S

EU – AfD is already the 2nd party in east Germany / b *

EU – Podemos-IU up in Spain poll; majority reachable with PSOE / eldiario *


MONETARY POLICY

BOE – Doves Could Vote for a Rate Cut, Bank of America Says B *


FINANCE



REAL ESTATE

EU – Germans Fret Rate Cuts Are Fueling a Housing Bubble B *

UK – Do British housing markets suffer from market failure? e *

UK – London Home Prices See Parents Risking Finances to Help Kids B *

UK – Downbeat construction survey fuels fears for recovery FT *

UK – London Is Building More Offices Than Ever B / WSJ *


LABOR & EDUCATION



SERVICES



MANUFACTURING

AVs – Driverless cars could save lives, kill businesses R / R *

AVs – May lead to more crashes, says UK insurance group FT

AVs – Billions Are Being Invested in Unwanted Robot B *

AVs – GM, Lyft to Test Self-Driving Electric Taxis WSJ

AVs – Google, Chrysler In Deal WSJ / FT / R

AVs – Ford and GM split on the right road to self-driving cars FT

AVs – Internet-linked cars face hack threat, warns security expert FT

AVs – Google and car companies to spend billions mapping roads vox

AVs – ‘Cities Aren’t Ready for the Driverless Car’ wsj *

AVs – Innovators Summon The Spirit Of Steve Jobs IBD

AVs – Musk’s Secret Plan for a Self-Driving ‘Bus’ B

AVs – Rio Tinto’s driverless trains are running late FT


TECH

Mobiles – Smartphone Downturn Going From Bad to Worse B *

Mobiles – Are Smartphones Doomed to the Same Fate as PCs? B *


TRADE & TRANSPORTATION

EU/US – German Protests Threaten TTIP S *

EU/Mercosur – France leads revolt against trade talks FT *


COMMODITIES

Gold – Singer Says Rally Just Beginning as Goldman Sees Losses B


ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

Every European exit covered t *


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