Today’s Issue Cluster: Telecoms
US/China – To Drop Tariffs on Range of Tech Products
Gold – Speculation Points to Lasting Bear Market
Nuclear – Uranium miners soar as Japan moves to restart reactors
Japan – Sep: Posts Unexpectedly Large Current Account Surplus; +¥963b (+$8.1b) WSJ / ft *
Bonds – Party mood eludes Europe’s debt bankers FT * *
Bonds – Junk rebound follows end of QE FT / B *
Bonds – Returns on Munis Soar WSJ / B *
Japan – Abe Will Raise Sales Tax as Planned, Economists Say B
Japan – Abe Adviser Strongly Resists Second Sales-Tax Increase WSJ / NYT
Japan – Some see a way out for Abe on tax hike: an early election N / FT / B / R
Japan – Abenomics Pushes Corporate Earnings Toward Record B
Japan – Okinawa candidate vows to block Futenma base transfer K / Jiji / AS
Japan – Eyes on a compromise with China FT / WSJ / AP / R / NYT / FT * *
BOJ – Stimulus Gives Bank Huge New Role in Markets WSJ *
BOJ – How Kuroda Won the Vote for Stimulus Expansion WSJ *
BOJ – Shifts gears to keep 2% inflation target within reach N *
BOJ – Offers Lessons in Easing Deflation WSJ *
World – New bank rules proposed to end ‘too big to fail’ WSJ / R * *
World – Shadow banking nears pre-crisis peak FT / ft
Media – Swift, Spotify and an industry unsure how to make money FT / WSJ *
Media – Music streaming: secret harmonies FT *
Telecoms – Slide after Obama calls for net neutrality ft / IBD / WSJ * *
Telecoms – Investors in Cable Deal Fret Over Broadband Regulation WSJ *
Telecoms – Sprint’s Subscriber Losses Keep Mounting WSJ / NYT *
Telecoms – AT&T to take on Slim’s empire FT / WSJ / B
Telecoms – Europe Shifts on Priorities NYT
Telecoms – High hopes for EU deals FT *
Telecoms – Mexico Plans Broadband Overhaul WSJ *
US/China – To Drop Tariffs on Range of Tech Products WSJ / FT / NYT / B / AP / R
Metals – Miners Pressured by Falling Prices WSJ *
Gold – Bears take charge of bullion FT * *
Gold – Speculation Points to Lasting Bear Market B *
Gold – Swiss Vote Approval Would Boost Reserves B *
Nuclear – Japan governor approves first reactor restart WSJ / AFP / AP / N
Nuclear – Uranium miners soar as Japan moves to restart reactors B
Insurance – Estimated Enrollees for 2015 Health Care Decrease WSJ / B / NYT
Insurance – Companies Try to Escape Health Law’s Penalties WSJ
Insurance – Health-Law Coverage Expansion Gets Tougher WSJ *
Z Is For Zebra — 90 Percent Of The Time 538 *
