13 August 2015



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


MAJOR DATA POINTS

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


MARKETS

World – Yuan Devaluation Boosts Investors Betting Against Asia WSJ *


ECONOMICS

World – Supercycle’s end ominous for resource-based economies N *


POLITICS & FISCAL POLICY



MONETARY POLICY



FINANCE



REAL ESTATE

US – Surge in Commercial Prices Stirs Bubble Worries WSJ *

US – Concerns That Senior Housing Supply Will Outpace Demand WSJ *


LABOR & EDUCATION

US – Coming Soon: Millennials, Married With Children WSJ *

US – Birthrate Hits Turning Point WSJ *


SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION

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 *


COMMODITIES

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 *


ENERGY & ENVIRONMENT

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 – A $4.4t Hole WSJ *

Oil – Majors’ Downstream Outlook Lacks Refinement WSJ *

Oil – The New Order FT * * * * * *


HEALTH

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 * *


ENDNOTE

10 Drugs That Have Been Around For a Long Time dv *


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