14 January 2015



Today’s Issue Cluster: Planes

TTIP – US-Europe trade deal stuck on launch pad
Oil – Iran Says Price Drop to Hurt Saudi Arabia More
Oil – Price parity threatens Canada’s pipeline projects


MAJOR DATA POINTS

EZ – Nov: Industrial Output Rose for Third Month; +0.2%, -0.4% yr / WSJ / AFP *

US – Dec: Retail sales post largest decline in 11 months; -0.9% from +0.4% / R / AP / B / NYT / WSJ *

US – Dec: Import Prices Fell 2.5%, -5.5% yr / WSJ / *


MARKETS



ECONOMICS

World – Bank Lowers Outlook for Global Economic Growth WSJ / WSJ / FT *

World – Every year the IMF starts optimistic / ft *


POLITICS & FISCAL POLICY



FINANCE

World – Investment Banking Review r *


MONETARY POLICY

ECB – Court decision could narrow QE options FT / B / B / NYT / R / AP / FT

ECB – Bond-Buying Plans Face Doubt WSJ / NYT / B *

ECB – Study suggests €500b bond buying program FT / WSJ / R

ECB – Five Banks Take 24% of Stimulus B *

ECB – Deflation fears blur interest rate outlook FT / WSJ * *


REAL ESTATE

EU – Fears of bubble rise as property investment volumes hit record FT


SERVICES



MANUFACTURING

Planes – Market: Boeing beats Airbus as largest jet maker in 2014 FT / WSJ / AP *

Planes – Market: Boeing Delivered Record 723 Commercial Jets in 2014 WSJ / R / R *

Planes – Market: US group sees 6% rise in sales in 2015 R *

Planes – Market: Old Models Get New Lease on Life as Fuel Prices Fall WSJ

Planes – Market: Airbus, Boeing in dogfight over small jets N *

Planes – Falling Oil Prices Pose a Challenge for Airbus and Boeing NYT

Planes – Trade: Europe Challenges Subsidies to Boeing in WTO Case NYT / WSJ

Planes – A320: Missing AirAsia Flight Thrusts Jet Into Spotlight WSJ

Planes – A350: Readies for take-off FT / WSJ / FT / R

Planes – A380: Qatar to match new A350 against superjumbo FT

Planes – A380: Big Plane Has a Small (Order) Problem BW / R *

Planes – 747: Boeing Nears Jumbo-Jet Sale After Order Drought in 2014 B

Planes – Embraer: Warns of negative cash flow in 2014 G&M

Planes – Bombardier: Finds Bigger Proves Far From Better WSJ / NYT * *

Planes – Pentagon Spreads Out F-35 Production, Repair Work to Get Orders WSJ *


TECH

TVs – TV Makers Set a New Strategy WSJ

TVs – Sony’s Business Mends, but Will It Be Enough? WSJ *


TRADE & TRANSPORTATION

TPP – Obama’s Trade Chief Undaunted by Odds NYT / R / N

TTIP – US-Europe trade deal stuck on launch pad FT / FT / FT / FT / FT

World – Fears are growing that trade’s share of the global GDP has peaked E *


COMMODITIES



ENERGY & ENVIRONMENT

Oil – Extends Selloff as OPEC Is Seen Standing Firm on Output WSJ / FT / NYT / B

Oil – Iran Says Price Drop to Hurt Saudi Arabia More B

Oil – Replays 1980s Bust WSJ * *

Oil – US Rig Counts Are Down At Faster Rate bi *

Oil – US production to rise FT

Oil – Canada Digs In for Long Haul WSJ *

Oil – Price parity threatens Canada’s pipeline projects G&M

Oil – Traders to store millions of barrels at sea as prices slump R *


LABOR & EDUCATION



HEALTH



ENDNOTE

Coffee shop geography: Starbucks vs. Dunkin’ Donuts in the US reddit *


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