11 September 2014



Today’s Issue Cluster: Gaming

Asean – Looking Beyond China, Some Companies Shift Personnel
Mobiles – Apple Watch Threatens Lower-Priced Swiss Timepiece Brands
Iron – Price collapse to cost big miners $10b


MAJOR DATA POINTS

China – Aug: CPI Softens; 2.0% from 2.3% / WSJ / B / X *

China – Aug: PPI down; -1.2% from -0.9% / X *

US – Week: Jobless Claims Rose; +11k to 315k / WSJ / B / R / cr *


MARKETS

Currencies – Markets Jolted After Months of Calm WSJ * *

Currencies – US economic recovery feeds yen bears FT * * *

Currencies – Asia Storms Higher Against US Dollar WSJ *


ECONOMICS

Turkey – Economic growth slower than expected FT * *


POLITICS & FISCAL POLICY



MONETARY POLICY

World – Fed and ECB drive market divergence FT / B * * * *


FINANCE



REAL ESTATE

Asean – Looking Beyond China, Some Companies Shift Personnel NYT

Asean – Wealthier Southeast Asians moving into richer digs N *


SERVICES

Gaming – NJ: Three Atlantic City Properties Closed WSJ / WSJ * *

Gaming – NJ: Trump Casinos Lawyer Sees ‘Significant Possibility’ of a Shutdown WSJ / R / q * *

Gaming – NJ: Atlantic City’s Big Bet on Gambling Sours WSJ *

Gaming – NJ: Considers Ending Atlantic City’s Gambling Monopoly B / NYT / FT

Gaming – NY: As Casinos Close in Atlantic City, a Push for More, Closer to City NYT / NYT *

Gaming – NY: Albany Doubling Down as Casino Boom Fades NYT *

Gaming – MA: May Shut Down Casinos Before Even One Opens NYT *

Gaming – Macau: Wary High-Rollers Shy Away From Casinos WSJ *

Gaming – Macau: China’s housing down, and taking casinos with it q * *

Gaming – Macau: Gambling revenue posts first decline in more than four years R / WSJ / C *

Gaming – Macau: Casinos Lose to Lottery During World Cup B *

Gaming – Macau: Casino workers demand bigger share of the winnings R *

Gaming – Macau: Luck runs out for gaming stocks FT / B *

Gaming – HK: Gambling Companies Bet on Stock Market WSJ *

Gaming – Japan: How Casinos Could Save $187b Pinball Pastime B / R / BW / B

Gaming – Vietnam: Casinos May Get Local Gamblers in State Revenue Push B

Gaming – Australia: Multibillion-Dollar Bet Hits Snag WSJ

Gaming – Vegas: Australian Billionaire James Packer Bets Again WSJ


MANUFACTURING



TECH

Mobiles – Apple Watch Threatens Lower-Priced Swiss Timepiece Brands B / R / AFP / bi / FT *

Mobiles – ‘Why Apple’s Tap-to-Pay Beats Credit Cards’ WSJ

Mobiles – Retailers seen unlikely to warm up to Apple Pay R / WSJ

Mobiles – With New Apple Products, a Privacy Challenge NYT


TRADE & TRANSPORTATION



COMMODITIES

Iron – Price collapse to cost big miners $10b Aus / SMH / FT * *

Iron – Asian Investors’ Bets in Australia Fail to Pay Off WSJ *

Iron – China’s Global Mining Play Is Failing to Pan Out WSJ * *

Iron – China Scraps Demand for Ore WSJ *

Iron – ‘Collapsing steel prices another ominous sign’ r * *


ENERGY & ENVIRONMENT



LABOR & EDUCATION



HEALTH



ENDNOTE

What sells and why at the very top of the global art market e *


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