16 September 2015



Today’s Issue Cluster: Alcoholic Beverages

EU – Plans for Euro-Zone Tax Take Shape
ECB – Economists expect QE expansion
Cloud – With abundant energy, Iceland woos power-hungry data centers


MAJOR DATA POINTS

US – Aug: Consumer Prices Fall, Muddling Fed Decision; -0.1% from +0.1% / R / WSJ / B / AP

US – Sep: NAHB Builder Confidence highest in decade; 62 from 61 / WSJ / cr *


MARKETS



ECONOMICS

EU – Port of Hamburg Shows Germany Is Vulnerable on China Trade WSJ *

EU – Public Debt with Credit Ratings / bm *


POLITICS & FISCAL POLICY

EU – Plans for Euro-Zone Tax Take Shape S

EU – Result of referendums on membership / reddit *


MONETARY POLICY

ECB – Asset Buying Slows to Weakest B *

ECB – QE: Failure to spark FT *

ECB – Many say it’s time to ramp up QE. But how? r * *

ECB – Economists expect QE expansion / b *

ECB – Outweighs Fed as fund flow influence FT *


FINANCE

EU – Banks could need €26b in extra capital FT *


REAL ESTATE

EU – Housing market is showing signs of recovery FT *


LABOR & EDUCATION

EU – Where population has increased (red) or decreased (blue) / la *


SERVICES



MANUFACTURING

F&B – AB InBev approaches SABMiller to explore $275b tie-up FT / WSJ / B / R / NYT * * * * * * *

F&B – Big Volumes Don’t Mean Big Profits in China’s Beer Market WSJ *

F&B – China is second in the world by area of vineyards ft *

F&B – Brewers ferment big plans in Southeast Asia FT * *

F&B – Kirin gains Southeast Asia foothold by buying Myanmar brewer N *

F&B – Asia beer battle bubbles up as Heineken launches in Myanmar FT * *

F&B – Brewers’ craft poised to tap more parts of the US FT / R / WSJ * *

F&B – Brewers Add Booze to Root Beer WSJ *

F&B – Moosehead sees bootlegging increase with import rules change G&M

F&B – Distilleries make a spirited return as boutique booze flourishes FT / R / WSJ *

F&B – Liquor Giant Taps African Market WSJ * *

F&B – People in rich countries are the ones imbibing less alcohol E *


TECH

Cloud – With abundant energy, Iceland woos power-hungry data centers R *

Cloud – Startups Dash Into Hot Data-Storage Sector WSJ

Cloud – Kingpins Slow to Adapt to Own Movement WSJ *


TRADE & TRANSPORTATION



COMMODITIES

Beef – Meaty Profits Slow Antibiotic-Free Production WSJ *

Beef – Canadians eating less meat G&M *


ENERGY & ENVIRONMENT

NatGas – Asia Inc. cooperating to secure cheaper LNG N *

NatGas – Iran Could Become Major Supplier to EU WSJ

NatGas – Eni plans east Mediterranean export hub R *

NatGas – Gazprom Banks on China WSJ

NatGas – Drillers Unleash ‘Super-Size’ Output WSJ *


HEALTH



ENDNOTE

Alcohol map of Europe; Blue=Vodka, Yellow=Beer, Red=Wine wiki *


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