16 September 2014



Today’s Issue Cluster: Beer

Mobiles – Why Apple Watch Doesn’t Have Wireless Charging
Oil Sands – Canada oil-train boom may thwart winter crude price slump
US – Tally of Uninsured Fell by 3.8m in Early 2014


MAJOR DATA POINTS

Germany – Sep: ZEW Investor Confidence Falls to Weakest Since 2012; 6.9 from 8.6 / B / AP / AFP *

US – Aug: Weak gasoline, food prices dampen producer inflation; flat from +0.1% / R / WSJ / AP *


MARKETS

Bonds – Fed Stimulus Has Led to $1t Rally BW *


ECONOMICS



POLITICS & FISCAL POLICY

EU – Protest Buffets Elites as Sweden Votes Anti-Immigrant B / R / FT / WSJ / NYT


MONETARY POLICY

Fed – World waits for white smoke R / FT / NYT / WSJ *

Fed – Yellen Seeks Interest-Rate Consensus WSJ *

Fed – A Dovish Market Has History on Its Side cfr *


FINANCE

eWallets – US banks race to gain Apple Pay card advantage FT

eWallets – Card Issuers Jump Onto Apple Pay Bandwagon WSJ *

eWallets – Apple Pay poised to do for payment companies what the iPod did for the music industry FT


REAL ESTATE



SERVICES

F&B – Heineken Rebuffs SABMiller Overture WSJ / R / NYT *

F&B – SABMiller’s Heineken approach pumps up takeover talk FT / WSJ / NYT / R * * * *

F&B – AB InBev Explores Financing to Buy SABMiller WSJ * *

F&B – Corona & Modelo are the only major ‘American’ beers WSJ *

F&B – US thirst for craft beers refreshes British hop growers FT

F&B – The Slow, Watery Death of Light Beer in America BW

F&B – Craft Beer Takes a Bigger Swig of the Shrinking Beer Market wsj * *

F&B – Is Sam Adams Too Big to Be Craft Beer? 538 *

F&B – What’s Making American Beer Great Again / b *

F&B – Hot New Job: Migrant Beer-Canning Expert WSJ

F&B – Bourbon production reaches high point since ’70s AP

F&B – Anatomy of American Alcohol Consumption wsj * *

F&B – Where the biggest drinkers live in the US wapo *

F&B – Venezuela Sips More Local Rum, Less Pricey Whiskey WSJ *

F&B – Argentina’s Wine Exports Get Squeezed by Inflation WSJ

F&B – Duty on wine in EU / t *

F&B – Which Country Drinks the Most? WSJ *

F&B – Worldwide alcohol consumption among adults / am *


MANUFACTURING



TECH

Mobiles – Should Watchmakers Be Worried? BW / NYT *

Mobiles – Why Apple Watch Doesn’t Have Wireless Charging nyt / R *

Mobiles – No sapphire on new iPhone R / vb *


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

Oil Sands – Canada oil-train boom may thwart winter crude price slump R

Oil Sands – Among riskiest energy plays in the world, report says CP

Oil Sands – Dream evaporates with bondholders facing 40% loss B

Oil Sands – Athabasca’s uneasy ‘dance’ with PetroChina leaves investors worried FP

Oil Sands – Cost-cutting fever grips players as economics called into question FP / FP

Oil Sands – New technologies are being used to extract bitumen E *


LABOR & EDUCATION



HEALTH

US – Is Another Health-Care Spending Shakeup Coming for GDP? wsj / WSJ *

US – Tally of Uninsured Fell by 3.8m in Early 2014 WSJ / NYT *

US – Cost of Employer Health Coverage Shows Muted Growth WSJ *

US – Fewer Uninsured Face Fines as Health Law’s Exemptions Swell WSJ *

US – ObamaCare Medicaid Expansion Hurdles Loom IBD *


ENDNOTE

Countries that don’t have a currency of their own q *


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