Today’s Issue Cluster: China Economy & Real Estate
Online – Video leads to cord cutting
Defense – Iraq conflict brings stocks in focus
Mobiles – ‘Net neutrality’ faces new day of reckoning at FCC
US – May: Industrial Production Rises; +0.6% from -0.3% / WSJ / R / AP / r *
US – Jun: NAHB Home Builders’ Confidence Index Posts First Gain Since December; 49 from 45 / WSJ / r *
Stocks – Central banks shift into shares as low rates hit revenues FT
Stocks – Banks cash in on global listings surge FT *
China – Capital Flows Slow Sharply WSJ
China – Tops US in Corporate Debt Issuance WSJ
China – Reserve-Ratio Cut Extended to Merchants, Industrial B
China – Data Show Mixed Picture of Economy WSJ / FT *
China – Ramps up spending to spur economy R / FT / AFP
China – Real-Estate Slump Threatens Li’s Economic Rebound B
Ukraine – Russia cuts gas supply AP / FT / WSJ / NYT / R / B / r *
Ukraine – In Germany, Anti-US Sentiment Fuels Push to Tread Softly WSJ *
Fed – ‘Yellen Index’ flashes imminent tightening FT
Fed – Interest-Rate Puzzle Confronts Officials WSJ / FT *
Fed – Confirmations May Strengthen Yellen’s Hand NYT / B
Fed – Dove-hawk tradeoff could mean earlier rate rise R / B
Fed – Solid Jobs Report Likely to Intensify Debate on Rate-Hike Timing WSJ / WSJ *
China – Precarious shadow banking system FT * * *
China – Commodity Loans Add to Surge in Offshore Borrowing WSJ * *
China – Risky Business in Financial System wsj *
China – Asia-Pacific takes top place for property investment FT
China – ‘Low living space per capita means room to build’ b *
China – Used more cement in 3 years than US did in a century / gates *
China – Real estate sales down 37% in May according to CRIC / b *
China – City Axes Some Curbs on Home Purchases WSJ / AP / X
China – More Than 1 in 5 Homes Are Empty, Survey Says WSJ
Online – For People Watching Video, It’s YouTube and Then Everyone Else wsj *
Online – Video leads to cord cutting wsj *
Defense – Iraq conflict brings stocks in focus R
Defense – UK spending to fall below Nato target, says research FT
Defense – Commercial Aerospace Rises; Defense Losing Altitude IBD
Defense – German Arms Exports to Non-Allies Soar WSJ / FT *
Mobiles – ‘Net neutrality’ faces new day of reckoning at FCC R
Mobiles – EU, South Korea to Ally on Faster Mobile Access WSJ / FT / R
Mobiles – Data Revenue Tops Voice in the US BW *
TPP – EU threatens to cut financial services from trade deal FT / FT
Metals – Chinese Steel Game Changer ‘Good News’ Says World’s Biggest Mill B / FT
Metals – Palladium, Platinum Sink After Tentative Wage Deal WSJ
Oil – Russia: Flood of diesel inflicts pain on European refiners FT
Oil – US: Petroleum production hits 44-year high FT
Oil – Iraq: Industry Faces Setback to Revival NYT
Oil – Libya: Two Fields Resume Production WSJ
Oil – Kazakhstan: To extend contract for $50b Kashagan project FT *
World Cup’s Most Pessimistic Country: England? nyt *
