17 December 2014



Today’s Issue Cluster: Tobacco

World – US, China Economic Role Reversal Roils EMs
Aluminum – US Primary Imports Surge
Oil – Asian Consumers See Little Trickle-Down


MAJOR DATA POINTS

Japan – Nov: Exports Slow Despite Weak Yen; +4.9% from +9.6% / R / WSJ / B / ft *

US – Nov: Oil Drives Decline in CPI; -0.3% from flat / AP / WSJ / B * *


MARKETS

Currencies – Ruble: State Media Says Crisis Under Control B / WSJ / FT / R / NYT / AP *

Currencies – Ruble: Markets Take Wild Ride WSJ *

Currencies – Ruble: Russia Takes Ukraine’s Spot in Currency Abyss / B *

Currencies – Ruble: Picking Through the Ruble with Banks WSJ *

Currencies – Ruble: EMs grapple with crisis FT *

Currencies – Ruble: EM sell-off claims bigger scalps FT * *


ECONOMICS

World – Oil Dragging Down Prices Faster Than Official Price Index Can Capture wsj * *

World – Oil plunge sparks credit market fears FT

World – Bond Investors Are Skittish Over EMs NYT *

World – US, China Economic Role Reversal Roils EMs B

World – Saudis punishing two rivals, Russia and Iran r


POLITICS & FISCAL POLICY

Ukraine – Ruble Drop Sparks Broader Russian Worry WSJ / FT / NYT / AP / R / B / IBD / RT *

Ukraine – Central bank accused of doing too little to halt ruble crisis FT *

Ukraine – The Politics of IMF Crisis-Country Growth Projections cfr *

Ukraine – New Russia Sanctions Bill Will Be Signed by Obama, White House Says NYT / AP / FT / B / AP / WSJ

Ukraine – Decline in Ruble Starting to Hurt Western Multinationals WSJ / WSJ


MONETARY POLICY



FINANCE

UK – Stress Test Gives Major Banks Clean Bill of Health WSJ / FT / FT *


REAL ESTATE



SERVICES

E-Cigs – Surpass regular cigs in teen use AP / NYT / WSJ

E-Cigs – Have not been a gateway to traditional smoking – ONS g * *

E-Cigs – Tech takes off as regulation looms AP

E-Cigs – Contain up to 10 times the carcinogens: Japan research AFP

Cigs – China’s tobacco monopoly gasps over smoking curbs plan FT / NYT / FT *

Cigs – A Growing Trend: Graphic Warnings statista *

Snus – A Lesser Warning? Maybe NYT *


MANUFACTURING



TECH



TRADE & TRANSPORTATION

Air – Shortage of pilots grounds China general aviation CD

Air – Single-Pilot Cockpit Idea Floated in NASA Study WSJ


COMMODITIES

Aluminum – US Primary Imports Surge R * *

Aluminum – Dominant holder highlights problems in market FT * *


ENERGY & ENVIRONMENT

Oil – Price falls below $60 FT / WSJ / WSJ * *

Oil – Price fall threatens $1t of projects FT

Oil – The squeeze on ‘supertankers’ FT *

Oil – Prices Need More Than a Crisis WSJ *

Oil – Early slowdown signs emerge for US producer states R

Oil – Past price slumps show US drillers’ inertia r *

Oil – Industry twitches ears in anticipation of potential deals FT

Oil – Winners and losers of price plunge FT *

Oil – Asian Consumers See Little Trickle-Down WSJ *

Oil – Cheap Price Won’t Drive China’s Sluggish Cars WSJ *


LABOR & EDUCATION



HEALTH



ENDNOTE

Geography of Top-Level Domain names nesensa *


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