Today’s Issue Cluster: Oil
Truck – Plan to expand capacity by buying more trailers
Ag – Worst El Nino in 30 Years Hits South American Crops
World – Supercycle’s end ominous for resource-based economies
US – Jul: Strong inventories signal upward revision to Q2 growth; +0.8% from +0.3% / R *
US – Jul: Retail Sales Rise; +0.6% from flat / WSJ / R / AP / B
US – Jul: Oil, Dollar Push Import Prices Lower; -0.9%, -10.4% yr / WSJ
US – Week: Jobless Claims Rose; +5k to 274k / WSJ / R
World – Yuan Devaluation Boosts Investors Betting Against Asia WSJ *
World – Supercycle’s end ominous for resource-based economies N *
US – Surge in Commercial Prices Stirs Bubble Worries WSJ *
US – Concerns That Senior Housing Supply Will Outpace Demand WSJ *
US – Coming Soon: Millennials, Married With Children WSJ *
US – Birthrate Hits Turning Point WSJ *
Auto – Tire Manufacturers a Winner From Oil Collapse B *
Truck – Plan to expand capacity by buying more trailers B * *
Truck – Energy Bust Triggering Consolidation WSJ / WSJ
Truck – Tonnage by Mode and Route on US Infrastructure / motw *
Ag – Feels the bite of weaker demand FT * *
Ag – Worst El Nino in 30 Years Hits South American Crops B
Ag – On US Farms, Fewer Hands for the Harvest WSJ *
Oil – Global supply grows at ‘breakneck speed’, says IEA FT / WSJ * *
Oil – Opec production rises even as Saudi cuts back FT / WSJ / B *
Oil – Futures Signal Weak Prices Could Last Years WSJ *
Oil – Move to Allow US Exports Accelerates WSJ *
Oil – Energy Firms Struggle to Turn Off the Tap WSJ
Oil – Majors’ Downstream Outlook Lacks Refinement WSJ *
Oil – The New Order FT * * * * * *
Drugs – Potent New Stimulant Flakka Ravages Florida WSJ *
Drugs – Colombian Coca Crop Increased in 2014 WSJ
Drugs – Opium at a new high in Afghanistan E *
Drugs – How They Move Around the World B * *
10 Drugs That Have Been Around For a Long Time dv *