Today’s Issue Cluster: Oil
EU – ECB Details Somber State of Banking System
PCs – Warnings from chipmakers point to wider slowdown
Platinum – Labor strife, safety concerns push South Africa mechanization
China – Sep: Fake Invoice Doubts Revived as Exports Skyrocket; +15.3% / B / R / WSJ / AP / FT *
Germany – Oct: ZEW Investor Confidence Drops With Economy Near Recession; -3.6 from 6.9 / B / AP / WSJ / AFP *
US – Sep: NFIB small business confidence declines; 95.3 from 96.1 / R *
Stocks – US: Dow Erases Gains for the Year WSJ *
Stocks – US: It’s Gut Check Time for Investors WSJ *
Stocks – EU: Analysts strike positive earnings note amid eurozone gloom FT / FT *
Stocks – World: The cheapest stock markets DT *
World – Hope and gloom clash at IMF meetings FT * *
World – Signs of Slowdown Vex Policy Makers WSJ *
Ukraine – Ruble Slide Worries Wealthy Russians WSJ / q *
Ukraine – Chinese lenders grow wary of Russia FT / WSJ
ECB – Draghi Sees No Bubble in Eurozone Government Bond Market WSJ
EU – ECB Details Somber State of Banking System NYT / b *
Retail – Stores See Winds Filling Holiday Sales WSJ / NYT *
Retail – Lines Blur on Outlet Stores WSJ *
Retail – Mounting global woes weigh on luxury industry FT / FT * *
PCs – Warnings from chipmakers point to wider slowdown R / WSJ / IBD / R *
PCs – Global Shipments Fell in Q3 WSJ / nyt / AP
PCs – Windows: Microsoft Offers First Peek of Version 10 WSJ / R / WSJ / ft *
PCs – Windows: Dwindling number of devices that run software r *
Rail – CP, CSX Merger Plan Remains Alive WSJ / WSJ / NYT / B / FT / WSJ / FP / G&M * *
Rail – Delays Mount for Other Goods and Passengers NYT
Iron – Ore Price Surge Sparks Talk of Market Bottom WSJ / FT / X
Steel – China Exports Hit Record High in September WSJ
Platinum – Labor strife, safety concerns push South Africa mechanization R
Nickel – Bear market belies outlook FT *
Gold – Rises As Worries About World Economy Spur Safety Buying WSJ *
Gold – Asian Market Hubs Move In WSJ *
Oil – OPEC Supply in September Highest Since 2013 WSJ / NYT / WSJ *
Oil – IEA says Opec unlikely to cut production target FT / WSJ / R *
Oil – Saudis avoid past mistakes to halt price slide R *
Oil – Lower Price Could Help Refiners WSJ
Oil – Price slump yet to hit US shale production R / FT *
Oil – Price Swoon Hits Energy Firms’ Shares WSJ *
Oil – Fall Engineers More Pain for Oil-Field Services WSJ
Oil – Fuel-Subsidy Cuts Threaten Energy Demand in Asia WSJ * *
Oil – Shale: Fracking Firms Get Tested by Oil’s Price Drop WSJ
Oil – Shale: ‘We’re Sitting on 10b Barrels of Oil! OK, Two’ B *
Ebola – Threatens state failure, WHO warns FT / NYT / R / WSJ
Ebola – The ominous math of the epidemic WaPo / fd *
Ebola – Nigeria’s hard-earned lesson FT * *
Ebola – Treatment Maker Takes New Steps to Increase Production WSJ
Ebola – Joins list of risks for financial markets FT * *
Global Life Expectancy at Birth gp *
