Today’s Issue Cluster: Defense
Argentina – ‘A century of decline’
Cable – Customers Chafe at Megamerger of Two Low-Rated Companies
Doctors – As US Health Care Shifts, A Switch to Salaried Jobs
EZ – Q4: Recovery gains traction; +0.3% from +0.1% / FT / WSJ / AP / B / R / q *
Germany – Q4: Beats Growth Estimates; +0.4% from +0.3% / B / AP
France – Q4: Returns to growth; +0.3% from -0.1% / FT / B *
Italy – Q4: Economy Registers First Quarterly Growth Since 2011; +0.1% from flat / B / WSJ
Portugal – Q4: Economy Grew at Faster Pace; +0.5% from +0.3% / B
China – Jan: CPI Steady; 2.5% from 2.5% / WSJ / FT / B / R / X *
China – Jan: PPI down; -1.6% / X
Canada – Dec: Factory sales hit by aerospace weakness; -0.9% / CBC / R
US – Jan: Factory Production Falls by Most Since 2009; -0.8% from +0.3% / WSJ / AP / R / B *
US – Feb: UMich consumer sentiment holds steady; 81.2 / R
US – Jan: Export prices rise for third straight month; +0.2% / R / WSJ
US – Malaise Mounts as Spending Slips WSJ / R *
US – Old Man Winter Taking a Toll, for Now, Economists Say WSJ *
Argentina – Revises ‘bogus’ inflation figures FT / B
Argentina – ‘A century of decline’ E * * *
BI – Indonesia Holds Key Rate as Narrower Deficit Aids Currency B
SR – Riksbank Keeps Key Rate Steady WSJ / r *
PBOC – Chinese-style “tapering” eclipses US taper in scale ft * *
EU – German Thriftiness Vexes Banks WSJ *
China – Shadow Lenders Turn to Property WSJ *
F&B – EM Slowdown Hurts European Consumer-Goods Sector WSJ *
F&B – Magnit keeps crown as Russia’s leading grocer FT *
Defense – World Spending to Grow After Years of Decline B
Defense – More Money, More Power for Asian Militaries wsj / afp / r * * *
Defense – Unassuming aircraft a drawcard at Asia’s arms bazaar R
Defense – US hears conflicting accounts on Lockheed’s $400b F-35 fighter FT
Defense – Boeing looks to Congress to fund fighters after Navy skips F-18 orders R
Defense – Rolls-Royce warns of flat profits as US defense spending cuts hit FT
Defense – US aerospace companies *
Cable – TWC Long Viewed Comcast as Preferred Partner WSJ / FT / R * * * *
Cable – Deal to Test Comcast CEO’s Washington Clout WSJ / FT / NYT / WSJ * * *
Cable – Customers Chafe at Megamerger of Two Low-Rated Companies B / q / q / q / q * * * * *
Cable – Tech Companies Push for Greater Wi-Fi Access WSJ
Cable – Apple in Talks to Revamp Set-Top Box WSJ
World – Fears grow over another bad year for global trade FT *
US – ‘Why trade deals remain on track’ WSJ / FT / FT
EU/China – ‘Trade frictions likely to grow’ CD
Soybeans – Offer Better Payoff for Farmers WSJ *
Cocoa – World’s Sweet Tooth Heats Up WSJ *
Rice – Thai Subsidy to Expire WSJ *
Alt – The $2.2b Bird-Scorching Solar Project WSJ / AP / NYT *
EU/US – Taking Stock of Labor Markets on Both Sides of the Atlantic WSJ *
Doctors – As US Health Care Shifts, A Switch to Salaried Jobs NYT
Doctors – US Patients’ Costs Skyrocket; Specialists’ Incomes Soar NYT * *
North American Highway Marker Shields motw / motw / motw * * *
