13 January 2016



Today’s Issue Cluster: US Real Estate

US – 93% of Counties Haven’t Recovered From Recession
Retail – Macy’s Woes Cast Shadow Over Other Mall Retailers
NatGas – Tugboats Left Useless by Shale Boom Have Job to Do


MAJOR DATA POINTS

China – Dec: Exports fall less than forecast; -1.4% from -6.8% / R / WSJ / AP / b *

EZ – Nov: Industrial production falls; -0.7%, +1.1% yr / eu *


MARKETS

US – A Bad-News Stock Barometer Flashes Red WSJ *

US – Bond yields sound warning on economy FT *


ECONOMICS

US – 93% of Counties Haven’t Recovered From Recession wsj *


POLITICS & FISCAL POLICY



MONETARY POLICY



FINANCE

US – Big five investment banks hurt by China and oil FT *

US – There is less competition among banks than first meets the eye E *

US – Your Bank Is Going to Pay More for Your Savings Soon WSJ *


REAL ESTATE

US – The Return of the Affordable Starter Home B *

US – Apartment Rents Leap at Fastest Pace Since Crisis WSJ *

US – How to Profit From Rising Rents: Build Apartments WSJ *

US – Reis Apartment Vacancy Rate Increases / cr *

US – Reis Mall Vacancy Rate Declined / cr *


LABOR & EDUCATION

US – Retail using tech to meet higher demand with fewer workers WSJ


SERVICES

Retail – Holiday Sales Rise, but Not All Stores Are Cheery WSJ * *

Retail – Stores grapple with online rise and ways to fill quiet aisles FT * *

Retail – Macy’s Woes Cast Shadow Over Other Mall Retailers B *


MANUFACTURING

Planes – Airbus: Outsells Boeing WSJ / AP *

Planes – Airbus: Shrugs off China concerns R *

Planes – Boeing: Delivers Record Number of Commercial Jets WSJ / FT / R

Planes – A380: Airbus Wins All Nippon B

Planes – A350: Airbus pledges to increase output of new wide-body jet FT

Planes – A320: Strongly outselling rival 737 FT / B *


TECH



TRADE & TRANSPORTATION



COMMODITIES

Sugar – ‘New US diet rules would take 20% bite out of use’ R / AP / WSJ *

Sugar – Sudan Arises as Hub WSJ

Honey – EPA Says Insecticide May Pose Risk to Bees WSJ


ENERGY & ENVIRONMENT

NatGas – Cheniere Energy’s shipment turns US into exporter FT * * *

NatGas – Tugboats Left Useless by Shale Boom Have Job to Do B * *


HEALTH



ENDNOTE

Most Popular Bank by State motw *


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