11 September 2015



Today’s Issue Cluster: Streaming

China – Media coverage of potential hard landing has gone parabolic
China – Beijing struggles to lure investors in local projects
China – A Forceful Crackdown in Response to Stock Market Crisis


MAJOR DATA POINTS

US – Sep: UMich Sentiment Lowest Level in a Year; 85.7 from 91.9 / B *

US – Aug: Producer prices tame; flat from +0.2% / R / WSJ / AP


MARKETS

China – Beijing’s market invasion comes at a cost FT * *

China – Investors Make Their Case for Buying Stocks Now WSJ *

China – ‘Market Volatility Nearing End, Says Official’ B / WSJ / FT *

China – Forex reserves in record fall R / WSJ / FT / NYT / WSJ *

China – How Long Can Beijing Keep Up Fragile New Exchange Rate? B * *

China – ‘Debt Crisis? The Other Side of the Ledger Suggests Not’ B * *


ECONOMICS

China – No Hard Landing, Premier Says WSJ / FT

China – Media coverage of potential hard landing has gone parabolic B *

China – Cuts 2014 Growth Estimate to 7.3% From 7.4% WSJ / FT *

China – `New Normal’ Growth Model Is Starting to Get Expensive B *

China – Beijing struggles to lure investors in local projects E *

China – Capital flight now a concern FT

China – Record number of listed companies in red N *

China – To face tough economic conditions for up to 10 yrs: minister K

China – HK PMI hits new low N *

China – ‘Turmoil Could be Just a Blip, If 1960s Japan Is a Guide’ B * *

China – Slowdown Could End Up Being Good News for US WSJ *

China – The world’s most dynamic consumer market E * *


POLITICS & FISCAL POLICY

China – A Forceful Crackdown in Response to Stock Market Crisis NYT

China – Where it gets its oil / motw *


MONETARY POLICY

World – Current monetary policies / bi *


FINANCE

World – New rules change risks and rewards of bank debt FT * *


REAL ESTATE



LABOR & EDUCATION



SERVICES

Gaming – Macau: GDP plunges FT *

Gaming – LV: Gains Unable To Offset Macau Losses IBD

Gaming – World: Industry set to win a bit less money this year e *


MANUFACTURING



TECH

Streaming – Apple TV wants viewers to change channel FT *

Streaming – How a Silicon Valley Project Became a Verizon App WSJ *

Streaming – Verizon launches free video service FT *

Streaming – Local TV Creates Hurdle WSJ

Streaming – Hulu Starts a Commercial-Free Option NYT / WSJ

Streaming – Can Netflix Become Must-See TV in Japan? BW / FT *


TRADE & TRANSPORTATION



COMMODITIES

Beef – Prices Sizzle WSJ *

Pork – Prices Sizzle B *


ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

Pancakes vs waffles wapo *


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