Today’s Issue Cluster: Oil
US – Productivity Soaring at Top Firms, Sluggish Elsewhere
US – Hotel Occupancy: 2015 on pace for Best Year Ever
Bird Flu – Vaccine Conditionally Approved, but Still Can’t Be Sold
China – Sep: Import slump widens; -17.7% from -14.3% / AFP / B / R / AP / FT / WSJ *
Germany – Oct: ZEW investor sentiment soured by VW scandal; 1.9 from 12.1 / AFP
US – Cracks Emerge in Bond Market WSJ *
US – Bond predators humbled by distressed bets FT * *
US – Eurozone high yield debt outperforms FT * *
US – Dollar strength is only part of earnings hit FT * * *
US – Profit Margins Take Spotlight in Earnings Season WSJ *
US – Profit Margins Could Be Pointing Towards a Recession b *
US – Productivity Soaring at Top Firms, Sluggish Elsewhere hbr *
US – Export Weakness Hampers Growth WSJ *
US – Is the slowdown for real? ft * *
US – A Recession Just Got a Little More Likely B *
US – Americans spend money saved at the pump FT / B / wsj / eb * * * *
US – Banks build defences against downturn FT *
US – Labor Shortage Pinches Home Builders WSJ *
US – Hotel Occupancy: 2015 on pace for Best Year Ever cr *
Media – New-Media Companies Shift Attention to TV WSJ *
Media – YouTube stars ride loyal fan base to film success FT * * *
Water – Commodities Heating Up on El Niño WSJ *
Water – Drought woes in California town highlight thirsty poultry industry R
Water – Conditions Sour for California’s Dairy WSJ *
Oil – US Output to Drop for First Time in Eight Years WSJ / FT *
Oil – Market glut will persist through 2016, says IEA FT / B *
Oil – Offshore output to plunge as producers scrap field upgrades R *
Oil – US turns to west Africa as shale output slows FT *
Oil – Saudi Arabia’s gambit for market share meets Yankee ingenuity ft * *
Oil – Miniature Heavy Sites Overcome Slump WSJ *
Oil – Crude crash and regional oversupply hit SK refineries FT *
Shale – A shakeout is finally hitting debt-strapped US producers E * * * *
Shale – New production and financing to have lasting impact FT
Sands – Boom Dries Up in Alberta NYT
Bird Flu – Readies for a Return WSJ *
Bird Flu – Vaccine Conditionally Approved, but Still Can’t Be Sold NYT
TB – Staff deaths at leading hospital put India’s battle in spotlight R *
Dengue – Concerns growing over spread of fever N *
Malaria – The end is in sight E * * *
Oil prices’ forecasts are often wrong, totally wrong b *
