Today’s Issue Cluster: Retail
UK – Dec: Retail Sales Post Surprise Surge; +2.6%, +5.3% yr / WSJ / B
US – Nov: JOLTS Job Openings Little Changed; 4.0m / cr *
US – Dec: Builders Begin Work on More Homes Than Forecast; -9.8% / B / R / WSJ *
US – Q4: NMHC Apartment Market Conditions Softer; 41 from 46 / cr *
US – Dec: Industrial output up; +0.3% / R / WSJ / B *
US – Jan: UMich consumer sentiment dips; 80.4 from 82.5 / R *
Treasuries – Poised for jump in foreign inflows FT / * *
Treasuries – China, Japan Boost Bond Buying to Record Highs WSJ
Munis – US urged to examine oversight of $4t bond market FT
World – Global growth outlook / r *
Thailand – Protests Wane Despite Calls to Shut Down Bangkok NYT / WSJ / FT / B
Thailand – Explosion hits Bangkok protesters, wounding dozens AP / FT
Thailand – Turmoil Bruising Economy Spurs Pressure for Second Rate Cut B
China – Shadow banks face major test FT
US – Competition for banking business lurks in the shadows FT
Canada – Record house prices and low interest rates fuel fears of a bubble FT *
Retail – Breaches: Neiman Marcus Intrusion Went Undetected From July to December NYT
Retail – Breaches: Target intrusion appears to be part of broader scam AP / WSJ
Retail – China: Lux Loses luster in China as wealthy flee R / FT * * * *
Retail – US: Shopping Spree Is Over For Investors in Stocks WSJ *
Retail – US: Stores Confront New World of Reduced Shopper Traffic WSJ *
Retail – UK: Brick-and-Mortar Legacies Weigh Heavily as Shoppers Surge to the Web R / WSJ
Retail – Japan: Will acquisitions dot the i’s for Seven & i? N *
Autos – EU Car Sales Continue to Decline WSJ / AP / NYT / q * *
Autos – Global Sales by Region / b *
Cloud – IBM plans rapid expansion FT / WSJ
Metals – Coins: Change for a Nickel? US Mint is Weighing It WSJ *
Metals – Aluminum: Premiums hit record high on tight physical market FT
Metals – Steel: Makers must step on gas to keep car work FT / WSJ *
Air – EU Climate Targets to Stop Short of Ambitions WSJ / NYT
Air – Pollution makes some ponder emigration CD *
Air – Here Are Some Great Things About Toxic Air According to China TV Time / q *
Air – Biggest Emitter China Best on Climate Because of Its Political System, UN Says B
Tech – Merrill Lynch: Long Robots, Short Humans ft *
Tech – Google zooms in on smart contact lenses FT / WSJ / AP *
Diet – US Eating Habits Take a Healthier Turn, Study Finds WSJ *
Eyeing the Academy Award nominees e *
