Today’s Issue Cluster: F&B Update
Cuba – Hotel chains circle as visitors surge
Cyberwar – Insurance premiums rocket after high-profile attacks
Aluminum – Premium bubble over?
China – Sep: CPI Eases, Pressuring More Stimulus; 1.6% from 2.0% / WSJ / R / AFP / X *
China – Sep: PPI steady; -5.9% from -5.9% / X *
EZ – Aug: Industrial production down; -0.5%, +0.9% yr / eu *
US – Sep: Retail sales barely rise; +0.1% from +0.2% / R / WSJ / AP / B
US – Sep: PPI Down; -0.5%, -1.1% yr / WSJ / AP / B
US – Aug: Business inventories unchanged; flat from flat / R
Mexico – US recovery drives jump in remittances FT * * * *
Mexico – Crude slump takes toll B * *
Mexico – Strains to Lure World’s Oil Giants WSJ / NYT *
Cuba – Hotel chains circle as visitors surge R *
El Salvador – A crackdown on gangs has so far made things worse E * *
Peru – Rebirth illustrates the China effect ft / WSJ / AP *
Chile – Left push for free car parking FT *
Argentina – Spirits lifted by reform hopes FT * *
Brazil – ‘New middle class’ struggles as economy plunges R / B *
Brazil – Rousseff gains time to avert impeachment R / FT / WSJ
Brazil – Lawmakers Move to Oust House Speaker WSJ
F&B – SABMiller agrees to £68b takeover by AB InBev FT / WSJ / NYT / B / R * * *
F&B – AB InBev Takeover of SABMiller Would Realign Industry WSJ / WSJ *
F&B – Project Chart’s awkward route to Lima FT *
F&B – AB InBev May Have to Give up the World’s Best-Selling Beer B * *
F&B – AB InBev, SABMiller Merger Could Offer Rivals Opportunities WSJ *
F&B – Light Beer Gets in Touch With Serious Side WSJ *
F&B – Markets Where Local Beers Rule BW * *
F&B – New Diet Pepsi Leaves Some Loyalists With Bad Taste WSJ *
Cyberwar – Insurance premiums rocket after high-profile attacks R
Cyberwar – Ignites a New Arms Race WSJ *
Delivery – Drivers Reap Benefits of Trucking Boom WSJ *
Delivery – Online shopping boom leads to record increase in vans FT
Delivery – Fuel Prices Fall, but FedEx and UPS Boost Surcharges WSJ
Delivery – EU Seeking Concessions on FedEx-TNT Deal WSJ *
Metals – Moguls trade tales of a tough year FT *
Metals – Miners at a turning point? FT * * * *
Steel – China’s excess still a problem N *
Steel – Pouring out of China — but mostly towards the east FT *
Zinc – Prices Soar as Global Production Tightens WSJ / FT
Aluminum – Premium bubble over? R *
Sellers on eBay use round numbers as signals of impatience ev *
