14 April 2014



Today’s Issue Cluster: Retail

Air – Faster Wi-Fi on flights leads to battle in the sky
Rubber – As Vietnam stretches output, risk of price war grows
World – Total Taxes on Wages Are Rising


DATA POINTS

EZ – Feb: Industrial Output Rises Slightly; +0.2%, +1.7% yr / WSJ / m *

Singapore – Q1: GDP rises slightly; +0.1%, 5.1% yr / N

US – Feb: US businesses increased stockpiles; +0.4% from +0.4% / AP / b * *


MARKETS

EU – The Tide Is Turning for Greece—and the Euro Zone WSJ / NYT *


ECONOMICS

World – IMF Warns on Low Inflation WSJ / B * *

World – Slowdown puts 1bn middle class at risk FT / FT *


POLITICS & FISCAL POLICY

Ukraine – Orders Troops East WSJ / FT / NYT / R / B

Ukraine – Businesses hit hard by Russian moves FT

Ukraine – US faces reluctant partners in sanctioning Russia AP / WSJ


MONETARY POLICY

ECB – Draghi steers towards negative rates FT / FT / WSJ / B / FT / WSJ


FINANCE

EU – Banks win backing of US money market funds FT *


REAL ESTATE

Spain – Banks Push Own Properties WSJ * *


SERVICES

Retail – US Sales Surge as Consumers Rev Up Growth WSJ / R / B / AP *

Retail – ‘Figures won’t mean as much for Q1 as for Q2’ / b *

Retail – Rise of US online sales continues…nearly 1 in 10 / b *

Retail – Some stores see shoppers pull back WSJ / FT / R / WSJ / AP *

Retail – Bargain retail lifts US shopping centers as big names stumble R *

Retail – Hundreds of Stores Closing bi *

Retail – Ow, Canada: US retailers get the cold shoulder AP

Retail – Walgreens urged to leave US to gain tax benefit FT

Retail – Wal-Mart Cries Foul on China Fines WSJ *

Retail – Wal-Mart plans big wholesale store push into India FT

Retail – Stores chase reward in booming but volatile Africa R

Retail – Soaring Luxury-Goods Prices Test Wealthy’s Will to Pay WSJ

Retail – Made-in-USA Luxury Brands Win Fans in China BW *

Retail – Google Tests a Way to Follow You to the Mall WSJ *

Retail – The rise of man-shopping q * * * * *


MANUFACTURING



TECH

Stocks – Current bout of dotcom fever appears less virulent FT / R *

Stocks – Spending billions on odd bets will inspire investors to revisit fundamentals FT *

Stocks – Riding the Tech Roller Coaster WSJ * * *

Stocks – Tech insiders dumped shares ahead of slide FT

Stocks – Flying Too High: LinkedIn, Twitter, NetSuite Bn *


TRADE & TRANSPORTATION

Air – Faster Wi-Fi on flights leads to battle in the sky R

Air – Backlash Stirs Against Lufthansa Pilots S *

Air – Small Airports Are in Big Trouble WSJ *


COMMODITIES

Rubber – As Vietnam stretches output, risk of price war grows R *


ENERGY & ENVIRONMENT

Oil – China shifts to oil product exporter FT

Oil – US exports are about to be a factor in geopolitics q *

Oil – Petrobras new refinery costs off the map R *


LABOR & EDUCATION

World – Total Taxes on Wages Are Rising NYT / q / r / WSJ / wapo * * * *


HEALTH

MERS – Deadly Virus’s Spread Raises Alarms in Mideast WSJ *

H5N8 – Bird flu virus detected in Kumamoto, 112,000 chickens to be culled K

H7N9 – Bird flu set to dent China demand for soy FT


ENDNOTES

The Decimal Mark Across The World im *


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