12 November 2015



Today’s Issue Cluster: Mobiles

ECB – Mulls buying debt of cities and regions
Coal – A Glut of Plants Raises Doubts About China’s Energy Priorities
Drugs – Why Cocaine Farmers Are Getting Into Chocolate Instead


MAJOR DATA POINTS

EZ – Sep: Dip in production points to slowdown risks; -0.3% not -0.1% / FT / WSJ / B *

US – Sep: JOLTs Job Openings Up; 5.53m from 5.37m / cnbc

US – Week: Jobless claims unchanged; 276k / R / WSJ / R / B


MARKETS



ECONOMICS

Greece – Economy on ice as lenders battle capital shortfall FT * *


POLITICS & FISCAL POLICY



MONETARY POLICY

ECB – Draghi hints at expanding QE FT / AP / R / B / B / B *

ECB – Heads on opposite policy path of Fed R

ECB – Déjà Vu for Draghi on Debate Whether More Stimulus Needed B *

ECB – Running Out of Things to Buy? B *

ECB – Mulls buying debt of cities and regions R


FINANCE

Mobile – Apple, Banks in Talks on Person-to-Person Payment Service WSJ *


REAL ESTATE

UK – New housing supply surges by a quarter FT

UK – England needs to build 1.5m homes in five years FT

UK – London office construction reaches seven-year high FT / WSJ * *


LABOR & EDUCATION

Greece – Disrupted by First General Strike Under Syriza NYT / FT / B * *


SERVICES

Retail – Full Shelves May Force Holiday Discounts WSJ *

Retail – Split emerges among US holiday shoppers FT *

Retail – Warm Temperatures Can Also Hurt Sales B *

Retail – MasterCard Forecasts Strong Holiday Sales pymnts *

Retail – Inside Macy’s Downward Spiral WSJ / FT * *

Retail – Wal-Mart Shifts on Black Friday WSJ / R

Retail – Alibaba Tops Singles’ Day Sales Record WSJ *


MANUFACTURING

F&B – AB InBev makes bid for SABMiller official FT / WSJ / NYT / B / AP *

F&B – AB InBev-SAB Deal: Tastes Great But Will It Be More Filling? WSJ *


TECH

Mobiles – Apple to Start Selling iPad Pro WSJ *

Mobiles – Apple’s iPad Pro: Sizing Up the Challenge WSJ *

Mobiles – Entire tablet market is in decline / bi *

Mobiles – Apple’s Tim Cook sets out his case FT * * *

Mobiles – Apple’s Chinese miracle is over as rivals gain ground b *

Mobiles – Apple opens subsidiary in Vietnam R

Mobiles – Apple turns attentions to India FT * *

Mobiles – Google to Try Again With Low-Cost Smartphone for India WSJ

Mobiles – Facebook’s Growth Is Entirely Fueled by Mobile Ads statista *


TRADE & TRANSPORTATION



COMMODITIES

Salmon – Sinking stocks present a fishy whodunnit E *

Meat – Out of the frying pan FT * *

Meet – Cattle stock by country / am *


ENERGY & ENVIRONMENT

Coal – A Glut of Plants Raises Doubts About China’s Energy Priorities NYT *

Coal – Surviving US Power Plants Will Help Keep Demand Steady B *


HEALTH

Drugs – Why Cocaine Farmers Are Getting Into Chocolate Instead B * *

Drugs – Narcotic Drugs Can Be Coaxed From Yeast NYT


ENDNOTE

Europe’s National Liquors motw *


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