17 August 2015



Today’s Issue Cluster: X



MAJOR DATA POINTS

X


MARKETS

Currencies – Investors feel the pinch as strong dollar hits dividends FT * *

Currencies – EMs Extend Longest Selloff Since Turn of Century B *

Currencies – War heating up for yen and euro FT *

Currencies – China’s Move Rattles African Economies WSJ / FT *

Currencies – Fears of instability keep demand for banknotes FT *


ECONOMICS

US – Economy Slogs Through Global Woes, So Far WSJ *

US – China’s Woes Echo in Earnings WSJ *

US – Business Investment Changes Its Stripes WSJ *


POLITICS & FISCAL POLICY

India – Mood changes as Narendra Modi’s shine fades FT / FT

India – Politics Trip Up Modi’s Agenda WSJ *


MONETARY POLICY

Fed – China puts September rate lift-off in doubt FT / B *

Fed – Signs of pushback on interest rate rise call FT *

Fed – Devaluation could help blunt trajectory WSJ *

Fed – Move Is No Sure Thing for Bank Profits WSJ * *


FINANCE

India – Bad Loans Impede Economic Growth WSJ


REAL ESTATE



LABOR & EDUCATION

India – Robot Invasion Undercuts Modi’s Quest to Put People to Work B

India – The world’s biggest country E *


SERVICES



MANUFACTURING



TECH

Streaming – Unplug From Media Stocks? Maybe Not WSJ *

Streaming – Big Media Must Reverse Netflix WSJ *

Streaming – Apple gains ground FT


TRADE & TRANSPORTATION



COMMODITIES

Metals – Caught in Federal Reserve crossfire FT

Metals – Yuan Devaluation Adds to Export Competition WSJ *


ENERGY & ENVIRONMENT

Oil – US Loosens Longtime Ban on Exports WSJ

Oil – Canada storage tanks filled to levels not seen in 80 years CBC *

Oil – Optimistic Experts Still See Rally B *

Oil – Majors’ $Make $60b In Cuts B * *


HEALTH



ENDNOTE

The Midwest, Home of the Supermodel A *


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