14 December 2015



Today’s Issue Cluster: Emerging Markets



MAJOR DATA POINTS



MARKETS

EMs – Set to feel pain of US rate rise FT

EMs – Stoical ahead of expected US rate rise FT *


ECONOMICS

EMs – Recovery set to gather pace in 2016 FT * * * *

EMs – The problems of banks are more chronic than acute E * *


POLITICS & FISCAL POLICY

South Africa – Sprinting towards a bail-out E *

South Africa – Banks Extend Plunge as Zuma Turmoil Drives Up Costs B *

South Africa – Slips onto the junk chute B

South Africa – Finance minister’s sacking undermines fiscal reputation FT * *

South Africa – Zuma faces backlash over sacking of FM FT / FT * * *

South Africa – Gordhan back as finance minister FT


MONETARY POLICY

Africa – Fed Has Central Bankers in Tight Spot WSJ


FINANCE

Insurance – China valuations double those of banks as premiums soar FT / FT *

Insurance – Deals Gather Momentum Amid Cost Squeeze WSJ *


REAL ESTATE



LABOR & EDUCATION

HigherEd – Economists call for standards for federal aid WSJ *

HigherEd – Half Of People Who Went To College In The Recession Haven’t Graduated 538 *


SERVICES

Restaurants – Are Salad Days Over? IBD *

Restaurants – Spending on going out has uptick in November / b *


MANUFACTURING



TECH

Tech – 8 Trends to Watch in 2016 bhr

Tech – FANGs: FB AMZN NFLX & GOOG have gained $440b YTD / vc *

Tech – FANGs: Too Late to Invest? / bp *


TRADE & TRANSPORTATION

TPP – House Passes Trade Component, but Deal Still in Doubt WSJ

Doha – US calls time on negotiations FT


COMMODITIES

Chemicals – DuPont/Dow: Agree to Merge, Then Break Up WSJ / R / NYT / B *

Chemicals – Deal Cements Activists’ Rise WSJ *


ENERGY & ENVIRONMENT



HEALTH

Pharma – This pill may be a cure for radiation poisoning ted

Pharma – Dietary Supplements Lead to 20k ER Visits Yearly, Study Finds nyt / bp *


ENDNOTE

NZ picks Silver Fern for battle of the flags AFP *


Comments are closed.