Today’s Issue Cluster: Retail
LatAm – Populist Collapse Cheered With Foreign Inflows
China – Chips away at US, Taiwan semiconductor dominance
Alt – ‘What Happened in Solar Is Bigger Than Oil Exports’
Japan – Nov: Trade account returns to deficit as exports fall; -3.3% not -1.5% / AP / R
NZ – Q3: Economy Grew More Than Forecast; +0.9% from +0.3% / B
EZ – Q3: Wage Growth Slows; +1.4% from +2.0% / WSJ
US – Week: Jobless Claims Fell; -11k to 271k / WSJ / R
Brazil – Fitch Downgrades to Junk, With Negative Outlook WSJ / B
Brazil – Gloom on Finances Deepens WSJ *
Brazil – Farm barter is back R *
Brazil – Waxing and waning e *
Argentina – Investors await Macri reforms FT / WSJ *
Argentina – Macri lifts capital controls FT / WSJ *
Ecuador – Cheap Oil and Strong Dollar: Twin Troubles WSJ *
Caribbean – Struggles to attract investment FT *
Puerto Rico – Warns of Looming Default Without Bankruptcy Plan NYT
Brazil – Rousseff Administration Popularity Falls To 9% WSJ / R
Venezuela – On edge of political crisis FT
LatAm – Populist ‘Pink Tide’ Ebbing? WSJ / E *
LatAm – Populist Collapse Cheered With Foreign Inflows B * * *
Fed – Expects ‘Gradual’ Tightening Path WSJ / FT / NYT / R / B *
Fed – Turns to new tool to lift US interest rates FT *
US – Banks raise prime rates after Fed move FT *
Retail – Lower end of the market adds to China’s mass appeal FT *
Retail – Stores Feel the Heat of Lost Winter Clothing Sales NYT
Retail – Amazon Is Capturing Bigger Slice B *
Retail – Web Sales Hum, but With Smaller Orders WSJ *
Retail – “How is the economy hitting your holiday haul?” / B *
Retail – Walmart square footage per person by US state / motw *
Retail – UK shops buy into ‘Small Business Saturday’ FT *
China – Tries to Influence Fight Over Internet Control NYT / FT
China – ‘Robolution’ Looms Over Foxconn IBD
China – Aims to Build Its Own Secure Smartphones WSJ *
China – Chips away at US, Taiwan semiconductor dominance R
China – Tsinghua Criticizes Opposition to Chip Ambitions in Taiwan WSJ
China – Tough times in store for PC makers in Chongqing N *
China – Becoming aggressive in LCD panel, microchip production N *
Delivery – FedEx Is Poised to Deliver WSJ / WSJ *
Delivery – Holiday Online Orders Taking Longer WSJ *
Delivery – Amazon’s instant gratification service aims to disrupt FT * *
Delivery – UPS Struggles to Keep Up With Surge in Web Orders WSJ *
Alt – Wind, Solar Companies Get Boost From Tax-Credit Extension WSJ
Alt – Wind and solar groups cheer US budget tax breaks FT
Alt – ‘What Happened in Solar Is Bigger Than Oil Exports’ B / pvm * *
Alt – Solar Industry battles ‘white privilege’ image problem R *
Pharma – Groups turn to asset swaps to boost growth FT *
Pharma – Combination drugs engulf India R *
Santa Shaming: Toronto mall has younger, thinner ‘Fashion Santa’ UPI *
