12 November 2014



Today’s Issue Cluster: Oil

US – Government Shows Growth, After Years of Shrinking
Ebola – Hospitals bleed money as they fight virus
Online – Shoppers Prefer Buying on PCs Over Mobile Devices


MAJOR DATA POINTS

EZ – Sep: Industrial Output Points to Weak Q3 Growth; +0.6% from -1.4% / WSJ *

US – Sep: Wholesale inventories rose; +0.3% from +0.6% / R *


MARKETS



ECONOMICS

US – Predictors of ’29 Crash See 65% Chance of 2015 Recession B

US – What Falling Exports Mean for Economic Growth wsj *

US – Why Rising Rents Haven’t Pumped Up Inflation wsj *

US – Corporate America starts to spend again FT

US – Government Shows Growth, After Years of Shrinking NYT

US – Democrats battled sour economic mood / FT *

US – State Coincident Indexes increased in 43 states / cr * *


POLITICS & FISCAL POLICY



MONETARY POLICY



FINANCE

US – Fewer Families Lack Bank Accounts WSJ *

US – Younger Generation Faces a Savings Deficit WSJ *

US – One Lesson People Increasingly Learn in College: Saving wsj * *


REAL ESTATE

US – Commercial property prices reach new high FT

US – Fannie, Freddie to send $6.8b to Treasury R / WSJ / NYT *


SERVICES

Online – Republicans signal demise of internet sales tax bill FT / WSJ

Online – Shoppers Prefer Buying on PCs Over Mobile Devices wsj *

Online – ‘Amazon isn’t a monopoly; it’s a behemoth fighting for its life’ a * *

Online – Alibaba breaks records FT / WSJ / R / NYT / B

Online – Customers’ desire for quality boosts shopping CD *


MANUFACTURING



TECH

Telecoms – Obama Net-Neutrality Stance May Spur Fight With GOP WSJ / NYT

Telecoms – AT&T suspends superfast broadband plans FT

Telecoms – Did Verizon’s Net Neutrality Win Backfire? WSJ

Telecoms – Fears raised over Comcast’s TWC bid FT

Telecoms – European groups enjoy strong run of results FT

Telecoms – Vodafone to battle for dominance of UK residential broadband FT / FT *


TRADE & TRANSPORTATION

Pipeline – TransCanada Files Application for C$12b Energy East Project WSJ

Pipeline – Trans Mountain expansion would be of less benefit to BC CP / G&M *

Pipeline – Enbridge Says Design is Safe CP / G&M *

Pipeline – Mergers Have Risen as Oil, Gas Production Has Surged / B *


COMMODITIES

Crops – Sugar: Price Surge Follows Brazil Output Drop WSJ *

Crops – Potatoes: Genetically Modified Version Is Approved by USDA NYT / WSJ *


ENERGY & ENVIRONMENT

Oil – OPEC Says Output Fell Sharply WSJ

Oil – Analysts sceptical Opec will halt fall in prices FT

Oil – Don’t panic, situation will fix itself: OPEC R / B *

Oil – OPEC has to cut—but it won’t q *

Oil – Price of crude: how low can it go? FT *

Oil – Transocean warns of offshore oil downturn FT

Oil – G20 states spend $88b in exploration subsidies AFP *

Oil – China Has Refined Taste WSJ / B *

Oil – IEA warns low prices threaten US shale investment FT / B / r *

Oil – US shale pioneers circle the wagons FT * *

Oil – US fracking firms stay in top gear despite oil price slump R / IBD

Oil – UK Plans for Future of Shale NYT

Oil – Cheaper Price Lifts Airlines, Other Industries WSJ / FT *


LABOR & EDUCATION



HEALTH

Ebola – NY doctor cleared, which means no known cases in US WaPo

Ebola – Hospitals bleed money as they fight virus crain’s

MERS – Virus Case Is Reported in Turkey NYT

HIV – Progress against Aids spurs GSK plan to float ViiV Healthcare FT *

Polio – The battle in Pakistan AFP *

TB – Multi-drug resistance / AFP *

Pandemics – G20 to consider plans to create fighting fund FT * *


ENDNOTE

The deadliest infectious disease by region gp*


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