15 May 2015



Today’s Issue Cluster: Coal

Asean – Majority of companies weathering slower growth
Planes – Bombardier: To slash 1,750 jobs, cut business jet production
H5N2 – Egg Farms Hit Hard


MAJOR DATA POINTS

Russia – Q1: Economic contraction ‘less than feared’; -1.9% / AFP

Ukraine – Q1: Economy contracts as conflict takes toll; -17.6% / AP

US – Apr: Industrial output falls for 5th month; -0.3% from -0.3% / B / WSJ / R / AP *

US – May: UMich consumer sentiment falls; 88.6 from 95.9 / R / B *


MARKETS

China – Bull run sparks foreign investor scramble FT * *

China – Investors Are Staying on the Risky Margins WSJ *

China – Perfect Storm breaks FT *


ECONOMICS

Asean – Hard economics hit Southeast Asia consumer dream FT * * *

Asean – Majority of companies weathering slower growth N *

EMs – Don’t expect a quick recovery FT * * *


POLITICS & FISCAL POLICY



MONETARY POLICY



FINANCE

Cards – High-income Canadians using cash the least G&M *

Cards – Visa, MasterCard Get Credit Where Due WSJ *


REAL ESTATE



LABOR & EDUCATION

Asean – Rising wages send companies in search of cheaper workers N * *

Asean – Aging Asia scrambling for nursing workforce N *


SERVICES

Ads – Mobile operators plan to block online advertising FT *

Ads – Advertisers Turn TV Back On WSJ *


MANUFACTURING

Planes – Bombardier: To slash 1,750 jobs, cut business jet production G&M / WSJ *

Planes – Bombardier: Flies into jet set turbulence FT *

Planes – Bombardier: Investors wary of enthusiasm for regional jets G&M *

Planes – Embraer: Tugged by Brazil’s Economic Woes WSJ

Planes – China: Anti-corruption drive grounds private jet sales FT *


TECH



TRADE & TRANSPORTATION



COMMODITIES

Gold – Global Demand Falls 1% in Q1 WSJ *

Platinum – Tarnished FT

Manganese – Augurs ill for steel outlook FT

Aluminum – Tumbling premiums put LME queues back in spotlight r *

Zinc – Traders dig in as price rebounds / FT * * *


ENERGY & ENVIRONMENT

Coal – India: Modi Prods Monopoly WSJ *

Coal – Japan: Struggles to Find Balanced Energy Strategy WSJ *

Coal – China: Fires Away WSJ *

Coal – US: Rising demand for natgas from pivoting power generators WSJ *

Coal – Glencore Under Fire on Colombia Mines WSJ

Coal – Duke Energy will be in federal court for ash crimes AP


HEALTH

H5N2 – Bird flu outbreak hits Nebraska poultry farm: USDA R / AP

H5N2 – Egg Farms Hit Hard NYT / AP / B / AP *

H5N8 – Different bird flu strain detected in Indiana backyard flock AP


ENDNOTE

Regional Giraffe Patterns wiki *


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