12 April 2016



Today’s Issue Cluster: Health Tech

Yen – Surge Could Be a Good Thing for Japan’s Economy
Cloud – Billing by Millionths of Pennies, Giants Take In Billions
Shale – Feels credit squeeze as banks grow cautious


MAJOR DATA POINTS

US – Mar: Import Prices Up; +0.2% from -0.4% / WSJ

US – Mar: NFIB small business confidence hits new two-year low; 92.6 from 92.9 / R


MARKETS

Yen – Surge piles pressure on Tokyo FT *

Yen – Ceiling Appears Political WSJ *

Yen – Why the It Is Causing Headaches in Tokyo WSJ / WSJ *

Yen – Strength is scary on many levels FT *

Yen – Surge Could Be a Good Thing for Japan’s Economy B *


ECONOMICS

India – Mystery $9b in Extra Cash Perplexes B *

India – Modi’s rural income promise leaves farmers, experts cold R *


POLITICS & FISCAL POLICY



MONETARY POLICY

RBI – India Policy Might Finally Be Paying Off WSJ / FT / WSJ *

RBI – Rajan supercharges rate cut by easing bank funding squeeze B *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Cloud – Billing by Millionths of Pennies, Giants Take In Billions NYT

Cloud – Google’s Ambitions / statista *


TRADE & TRANSPORTATION

AVs – Car gadgets expected to crunch insurers FT

AVs – A fleet of trucks just drove themselves across Europe q / FT *

AVs – Experts tell regulators to slow down AP


COMMODITIES



ENERGY & ENVIRONMENT

Shale – Oil Advances to Four-Month High as US Production Slides B *

Shale – As US drillers suffer, even the bankrupt keep pumping oil R

Shale – Feels credit squeeze as banks grow cautious R *


HEALTH

Tech – Healthcare ripe for disruption B *

Tech – IBM Positions Itself as Large Data Broker WSJ / nyt

Tech – Medical Records Still Entering Digital Age 538 *

Tech – Mobile health apps are becoming more capable E * *

Tech – Healthcare apps battle to be taken seriously FT *

Tech – Data security threat scars digital healthcare FT

Tech – Big pharma seeks digital solution to productivity problem FT

Tech – Digital technology pushes out frontiers of healthcare FT

Tech – Sober reality disrupts digital healthcare boom FT

Tech – Whole-genome breakthrough promises tonic for healthcare FT


ENDNOTE

Ice cream and IQ e *


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