16 July 2014



Today’s Issue Cluster: Oil

Cigs – US tobacco’s future emerges through the vapor
Appliances – China’s market running out of steam
Ebola – Fear, cash shortages hinder fight against outbreak


MAJOR DATA POINTS

China – Q2: GDP Ticks Up; +7.5% from +7.4% / WSJ / R / B / NYT / FT / AP *

US – Jun: Producer prices rise more than expected; +0.4% from -0.2% / R / AP / B / WSJ

US – Jun: Industrial production edges higher; +0.2% from +0.5% / R / AP / WSJ / B / cr *

US – Jul: NAHB Home-Builder Optimism Hits 6-Month High; 53 from 49 / WSJ / AP *


MARKETS

EMs – Central banks rebuild hard currency reserves FT / R * * * *


ECONOMICS



POLITICS & FISCAL POLICY

US – CBO Sees Medicare’s Financial Picture Improving WSJ * *

US – Medicare Payments to Individual Providers Per Enrollee / B *


MONETARY POLICY

Fed – Yellen Says Weak Job Market Shows Economy Still Needs Stimulus WSJ / R / B / AP / NYT / wsj *

Fed – Yellen is redefining the Federal Reserve NYer / bi * *


FINANCE

BRICs – Brazil Hosts Talks On New Development Bank WSJ / WSJ / AP / B / R / NYT * * *


REAL ESTATE



SERVICES

Cigs – Reynolds American to Buy Lorillard for $25b WSJ / FT / NYT *

Cigs – America’s Smokers: Still 40m Strong WSJ *

Cigs – US tobacco’s future emerges through the vapor FT / NYT * *


MANUFACTURING

Appliances – Whirlpool Expands Its Presence in Europe WSJ

Appliances – China’s market running out of steam N


TECH



TRADE & TRANSPORTATION

WTO – US loses case against China and India FT

WTO – India threatens deal over food security dispute FT

TPP – Japan says talks agree broadly on labor, health issues R / NYT

TTIP – US and EU unions criticise transatlantic trade deal FT / NYT


COMMODITIES

Metals – Steel: Beijing Fights Losing Battle to Rein In Factory Production WSJ * *

Metals – Nickel: Miners Emerge From Slump WSJ *


ENERGY & ENVIRONMENT

Oil – US: Shale revolution has averted the threat of a global crisis FT * * * *

Oil – US: The Fight to Export BW * *

Oil – US: ‘Shale Boom fizzling out?’ N

Oil – US: Shale Seen Shifting Flows at America’s Biggest Oil Port B

Oil – US: Tankers caught in cross-currents of changing flows FP

Oil – Canada: Booming US output elbowing out Alberta’s crude FP

Oil – Iran: Exports Dropped to Lowest Level Since October WSJ

Oil – Iraq: Kurds take over 2 northern fields AP / WSJ / N * * *

Oil – Libya: Cracks Start Showing in Recovery WSJ

Oil – UK: Watchdog cuts North Sea forecast FT *

Oil – UK: Companies welcome North Sea tax review FT * * *

Oil – Norway: Arctic prospects lure explorers FT / FT *


LABOR & EDUCATION

Pensions – Japan’s Private Funds Eye Riskier Assets WSJ * *

Pensions – Detroit Rolls Out New Model: A Hybrid Plan NYT

Pensions – Illinois fund lowers investment return rate R *

Pensions – OECD spending projections show consolidation needed / b *


HEALTH

Ebola – Crisis in West Africa deepens NYT / AP

Ebola – Fear, cash shortages hinder fight against outbreak R / AFP *

Ebola – Hemorrhagic Fever Outbreak / CDC *


ENDNOTE

General naming formats/customs across Eurasia and North Africa motw *


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