Today’s Issue Cluster: Retail
China – IMF warns on ‘high and rising’ debt risk
Oil – Majors: $1tn spending cut raises fears over future supply
Oil – US: Billions in Proven Shale Reserves Suddenly Became Unproven
US – May: Industrial Output Fell, Auto Production Plummeted; -0.4% from +0.6% / AP / R / WSJ
US – May: Producer Prices Climbed on Energy; +0.4% from +0.2% / WSJ / R
China – MSCI Delays Adding Shares to EM Index WSJ / FT / NYT / FT * *
China – Investors see heavy hand behind recent market tranquility WSJ *
China – Spent $470b to maintain confidence in renminbi FT *
China – Corporate Bonds Too Murky for Many Investors WSJ *
China – IMF warns on ‘high and rising’ debt risk FT / ft *
China – Sputtering Sound Returns WSJ *
China – How Fixing Problems Can Make Them Worse WSJ *
China – Fears that Shenzhen property boom will hurt tech boom R
Retail – Strength Gives Fed Some Clarity on Growth Outlook WSJ
Retail – Attention Shoppers: Yoga in Aisle 3 WSJ *
Retail – Online Gives Industrial REITs a Lift WSJ
Retail – UK stores struggle with global move away from physical shops FT *
Retail – Alibaba Expects 48% Revenue Growth WSJ *
Retail – Alibaba Says fakes are better than originals FT
Retail – India ecommerce growth found in translation FT *
Telecoms – FCC’s Net-Neutrality Rules Upheld by Appeals Court WSJ / FT / NYT
Telecoms – Wireless Providers Bid On FCC Spectrum IBD
Oil – Market: IEA sees no sustained balance until 2017 FT / B *
Oil – Market: Opec points to demand exceeding production R
Oil – Market: Opec spare capacity forecast to fall this year & next b *
Oil – Majors: $1tn spending cut raises fears over future supply FT / B *
Oil – Majors: Find virtue in integration FT *
Oil – Exporters: Learn to Live with Lower Prices imf *
Oil – Venezuela: Production Drops Sharply WSJ
Oil – China: Output Cut by Most in 15 Years B *
Oil – US: Billions in Proven Shale Reserves Suddenly Became Unproven B
Oil – US: Shale producers evolve in survival of the fittest FT
Oil – US: Rising Prices Encourage Shale Producers B *
Oil – US: Drillers Add Rigs for Two Straight Weeks / b *
Map Of The Town of Springfield From The Simpsons bm *