13 February 2014



Today’s Issue Cluster: China Economy

Autos – China growth slows sharply in January
Mobiles – China smartphone shipments shrink after two years of growth
Canada – Clamps Down on Rich Chinese Migrants


DATA POINTS

Australia – Jan: Unemployment Jumps to 10-Year High; 6.0% from 5.8% / B / FT / WSJ / ABC / Aus / SMH

Japan – Jan: Wholesale prices up; +2.4% / K

UK – Jan: RICS House Prices Continue to Rise; +53 from +56 / WSJ

Greece – Nov: Jobless Rate Hits Record High; 28.0% from 27.7% / WSJ / q *

US – Jan: Retail Sales Unexpectedly Fell; -0.4% from -0.1% / R / AP / WSJB *

US – Dec: Business inventories rose; +0.5% from +0.4% / R / AP *

US – Week: Jobless Claims Increased; +8k to 339k / AP / B *


MARKETS

Bitcoin – Hackers force withdrawals freeze FT *


ECONOMICS

China – Strong trade data sparks doubts WSJ / FT / R / WSJ / N / WSJ / wsj / q / b * * * *

China – Said to Target 7.5% Export Growth in 2014 B

China – Developing & Advanced Economies’ Dependency for Exports / b *

China – Industrial profit growth eases CD *

China – External imbalances are as nothing compared with its internal ones E *

China – Notches up record imports of key commodities FT / wsj / B

China – Demand Still Buoys Global Producers WSJ

China – Trust Assets Surge to $1.8t Amid Default Risks B / WSJ

China – Central Bank Moves to Limit Risk in Interbank Market WSJ / R

China – Rising Borrowing Costs Pose Risks WSJ / CD *

China – Faces obstacles on road to consumer society AP

China – Squeeze is hampering Asian growth FT / AP

China – Credit crackdown felt overseas FT

China – Loan sharks circle in murky shadow bank waters R

China – Coal miner’s $50m loan default fuels shadow banking fears FT

China – Where is hidden art money? TAN *

China – Navy makes more waves in the Pacific FT / BBC * *


POLITICS & FISCAL POLICY

Italy – Awaits ‘demolition man’ Renzi FT / FT / R / FT *


MONETARY POLICY

BOE – Drops jobs link with interest rates FT / WSJ / NYT / AP / R / B / FT / WSJ / wsj * * *


FINANCE

Accountancy – PwC, Deloitte, KPMG and EY face taming moves FT / WSJ *


REAL ESTATE

China – Land sales pull in record $672b FT / CD


SERVICES

Media – Nielsen Feels Digital Heat From Rivals WSJ *


MANUFACTURING

Autos – China growth slows sharply in January R / AP / WSJ

Autos – Year of Horsepower: China car industry shifts gears CD *

Autos – China vehicle sales accelerate to record CD * *


TECH

Mobiles – China smartphone shipments shrink after two years of growth R / WSJ

Mobiles – Apple Says Suppliers Forgo a Disputed Metal WSJ / FT / NYT

Mobiles – Samsung Push Into US Government Sector Threatens BlackBerry WSJ

Mobiles – Samsung’s future on the line N * * *


TRADE & TRANSPORTATION



COMMODITIES

Crops – Rival Industries Sweet-Talk the Public NYT

Crops – USDA Projects US Net Farm Income to Decline 27% in 2014 WSJ *

Crops – Falling US Property Values Hint at Trouble on the Farm WSJ *

Crops – Peso plunge forces Argentine soya hoarding FT *

Crops – Wheat Crop Seen Third-Biggest by Australia on Western Supply B / r * *

Crops – Thailand to end rice subsidy scheme FT / B / N / WSJ *

Crops – China scythes grain self-sufficiency policy FT *

Crops – China’s Demand For New Zealand Dairy Soaring wsj

Crops – Not enough local feed for China dairies CD *


ENERGY & ENVIRONMENT

Fusion – US Scores Breakthrough WSJ / NYT / AP *


LABOR & EDUCATION

Canada – Clamps Down on Rich Chinese Migrants WSJ / G&M / CBC / q *


HEALTH

Tech – Study disputes value of routine mammograms NYT / AP / R *


ENDNOTES

The Geography of European Surnames geo / ilc *


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