13 November 2015



Today’s Issue Cluster: US Monetary Policy

Robots – Threaten 15m UK jobs, says BOE chief economist
TPP – Crucial Ally Is Now Its Main Hurdle
Oranges – Juice Futures Jump to Nine-Month High


MAJOR DATA POINTS

EZ – Q3: Economy Slows as Exports Weaken; +0.3%, +1.6% yr / WSJ / FT / AP / B *

Germany – Q3: Economic growth eases; +0.3% from +0.4% / AFP

France – Q3: Returns to growth; +0.3% from flat / AFP

Greece – Q3: Economy contracts; -0.5% from -0.4% / AFP

Russia – Q3: Crisis-hit economy slumps; -4.1% / AFP

US – Oct: Retail Sales Inch Up; +0.1% from flat / WSJ / R / B

US – Oct: Producer Prices Stymied; -0.4%, -1.6% yr / WSJ


MARKETS

Bonds – Boom times for US corporates FT * * * *

Bonds – US dealers’ net positions turn negative FT *


ECONOMICS

EMs – Credit crunch threatens moves to kick-start growth FT * *

EMs – Slowdown is third and last wave of crisis FT / E * *


POLITICS & FISCAL POLICY



MONETARY POLICY

Fed – Economists Expect Hike in December WSJ *

Fed – Officials Stress Gradual Rate-Rise Pace After Liftoff B / R / AP / B *

Fed – Should wait with liftoff to see firm inflation signs: IMF R

Fed – Beveridge Curve / r *

Fed – Wage Conundrum WSJ *

Fed – Job Openings Rise, But Hiring Rate Remains Little Changed wsj *

Fed – How the Bank Will Read Copper’s Diagnosis WSJ *

Fed – Goldman Sachs: Health-Care to Push Inflation Higher B *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING

Robots – A Supply Chain Reinvented WSJ *

Robots – Some roles more vulnerable than others FT *

Robots – Threaten 15m UK jobs, says BOE chief economist G *


TECH

Chips – Aren’t Getting Much Smaller, and That Stinks for Intel BW *

Chips – Spate of Deals Reshape Industry WSJ *


TRADE & TRANSPORTATION

TPP – Crucial Ally Is Now Its Main Hurdle NYT

TPP – Opposition to Trade Deals Is Entrenched WSJ *


COMMODITIES

Oranges – Juice Futures Jump to Nine-Month High B *

Oranges – Juice Prices Surge for Second Straight Day B *


ENERGY & ENVIRONMENT

Carbon – Emissions fall in 11 of G20 members R

Carbon – Kerry: Paris climate deal will not be a legally binding FT

Carbon – Hollande: Yes it will FT

Carbon – High pressure in Paris FT *

Carbon – War Erupts Between States Over Obama Plan / b *

Carbon – Canada’s Oil Producers Brace for Latest Test: Higher Taxes WSJ *


HEALTH



ENDNOTE

North America Before Colonization motw *


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