Today’s Issue Cluster: Retail
US – Recession May Loom for Next President
Tech – ‘Bust is probably here’
Platinum – Bulls Wager on Automaker Demand
Russia – Q1: Economy Shrank Less Than Forecast; -1.2% from -3.8% / B
US – May: NAHB Index Unchanged; 58 from 58 / WSJ
US – May: Empire State Manufacturing Survey Tumbles; -9.0 from +9.6 / cr
US – Recession May Loom for Next President B * * *
US – Banks sound caution on commercial property loans FT
US – Banks Are Falling Back in Love With Mortgages WSJ *
US – Beijing clampdown slows China spending spree FT *
US – Rising Rents Squeeze the Middle Class WSJ
US – Affordable Starter Homes Prove Elusive WSJ
US – Home Builders Say Squeezed by Rising Compliance Costs WSJ *
US – Canadian share of home purchases shrinks B *
US – Canadian lumber producers reject rumored return to quotas CP
Retail – Sales Rise Most in a Year B / R / FT * *
Retail – Consumers Turn Out to Be Lifeline After All B * *
Retail – Sales Gain Is Fueled By Web WSJ *
Retail – Troubles Aren’t Just About Amazon WSJ *
Retail – Ecommerce is hardly a pot of gold FT *
Retail – Amazon to Expand Private-Label Offerings WSJ
Retail – Amazon, eBay Climb Into Grease Pit With Chains Like AutoZone IBD
Retail – E-Commerce Drives Surge in US Warehouse Rental Prices WSJ
Retail – Amazon Proves Infertile Soil for Unions, So Far NYT
Retail – Wal-Mart Bets on Free Two-Day Shipping WSJ
Retail – Home Depot Withstands Ill Winds WSJ *
Tech – Apple’s ‘most valuable’ crown at risk FT *
Tech – ‘Bust is probably here’ b *
Tech – Owning US shares no longer a quick route to big returns FT *
Ship – Operators Set to Strike Vessel-Sharing Deal WSJ *
Ship – CMA CGM pulls mega ship from US-Asia route FT *
Ship – Port-Trucking Firms Run Into Labor Dispute WSJ *
Ship – Coastal Communities Fight to Slow Seaports Surge WSJ
Platinum – Bulls Wager on Automaker Demand B *
Platinum – North American appetite for jewelry flourishes R *
Palladium – Norilsk Nickel buys to lower market volatility FT
Gold – Demand breaks first-quarter record FT
Silver – Solar power driving new demand FT *
NatGas – Big Oil’s Big Plans for New Markets WSJ *
NatGas – Firms Rally on Signs Glut Is Easing WSJ *
NatGas – Goldman Sachs emerges as growing player FT *
NatGas – Pipeline fireball fuels shale critics FT *
NatGas – Fracking accounts for 67% of output, was 7% in 2000 / b *
NatGas – Russian Project Gets Funding from China WSJ
The Cities Where Rent Swallows Your Salary statista *
