Today’s Issue Cluster: Uber
EMs – Currencies: Things Look to Get Worse
Brazil – Downgrade Leaves Firms With $270b Debt Hangover
Auto Parts – Retailers Enjoy Smooth Ride In Wild Market
Germany – Sep: ZEW investor sentiment slumped; 12.1 from 25.0 / AFP / B *
US – Aug: Industrial Production Fell; -0.4% from +0.9% / WSJ / R
US – Aug: Retail Sales Rise; +0.2% from +0.7% / WSJ / R / B / cr *
EMs – Stocks: Bargains Can Be Risky WSJ
EMs – Currencies: Turkish Lira Falls to Record Low WSJ *
EMs – Currencies: Tumble back to 2002 levels FT * *
EMs – Currencies: A tale of two emerging markets FT *
EMs – Currencies: Things Look to Get Worse WSJ * *
EMs – Slump raises fears of capital controls FT *
Brazil – Pitches Budget Cuts and Tax Hikes FT / B / WSJ / FT / FT / NYT * * *
Brazil – Recession, high rates doomed rating B * *
Brazil – Rejection, charted ft *
Brazil – Downgrade Leaves Firms With $270b Debt Hangover B *
Brazil – Moves to soothe downgrade jitters FT *
Brazil – Value investors call bottom to plunge FT *
EMs – Central bankers: ready for end of low-rate party? FT
Brazil – Some lenders could prosper though the economy struggles FT *
Luxury – Chinese Open Wallets in Europe WSJ *
Luxury – Talent flow reverses FT * *
Luxury – India Embraces as China Turns Cool WSJ *
Auto Parts – German Makers See Bigger Role in Technology WSJ
Auto Parts – Retailers Enjoy Smooth Ride In Wild Market IBD
Uber – Why It Can’t Conquer The Planet (Yet) Forbes * *
Uber – India: Resumes ride-hailing fight with vehicle leasing with Ola FT
Uber – China: Rethinks its playbook FT / WSJ / R / WSJ
Uber – Chinese Rival Quietly Backs Lyft WSJ / FT
Uber – US: ‘The great taxicab collapse’ cd * *
Uber – Asean: GrabTaxi holds ground in Southeast Asia N *
Democrats prefer Lennon; Republicans and Independents McCartney e *