17 July 2014



Today’s Issue Cluster: Nuclear

Ukraine – Russia’s Retaliation Over EU Deal Awaits Moldova
China – June Home Sales Rise 33% as Price Cuts Lure Buyers
Metals – Waste: Southeast Asian firms mine riches


MAJOR DATA POINTS

EZ – Jun: Inflation unchanged at low levels as expected; +0.1%, +0.5% yr / R *

US – Week: Jobless Claims Unexpectedly Decreased; -3k to 302k / WSJ / AP / R / B

US – Jun: Home construction drops; -9.3% from -7.3% / WSJ / R / B / AP * *


MARKETS

Bonds – Cautious banking drives growth FT *

Bonds – JGB rally bodes ill for a resurgent economy FT / WSJ * *

Bonds – China Plays a Big Role as US Treasury Yields Fall WSJ *


ECONOMICS

Russia – Retail Sales Grow Slowest Since 2010 on Sanctions B

Russia – Euro-Zone Trade Down Sharply WSJ

Russia – Wooing China runs into local difficulty in far east FT * *

Russia – Losing battle with stagflation q *


POLITICS & FISCAL POLICY

Ukraine – US sanctions target major Russian companies FT / WSJ / NYT / AP / R / B

Ukraine – EU Readies Russia Sanctions WSJ / AP / B

Ukraine – Russian Markets Hit by Fresh Sanctions WSJ / AP / AP / B / AP

Ukraine – Russia’s Retaliation Over EU Deal Awaits Moldova MT


MONETARY POLICY



FINANCE



REAL ESTATE

China – June Home Sales Rise 33% as Price Cuts Lure Buyers B

China – Housing Sales Fall in First Half of 2014 WSJ *

China – Property Looms Over Target WSJ *

China – Profit warnings highlight property threat FT

China – World’s ‘tallest’ tower now a watermelon field CD *


SERVICES

Media – Time Warner Rejects $80b Offer From Fox WSJ / FT / NYT / R / B * * * *

Media – Fox Sets stage for dramatic scene change FT / NYT / R / WSJ / FT *

Media – Fox Move Signals M&A Time WSJ / nyt *

Media – TV, Film Producers Seek Profits In Streaming Niches IBD

Media – Battle for the Bigger Screen NYT


MANUFACTURING



TECH



TRADE & TRANSPORTATION

Ship – US port strike fears hit supply chains FT

Ship – Great Lakes industry to inject $500m into infrastructure G&M *


COMMODITIES

Metals – Palladium: Buys Most Gold Since ’04 on Shortage B *

Metals – Gold: Time called on the London fix FT / WSJ

Metals – Gold: Global appeal / N *

Metals – Silver: New price is ‘improvement’ on fix FT *

Metals – Waste: Southeast Asian firms mine riches N *


ENERGY & ENVIRONMENT

Nuclear – Japan: Two Reactors Gain Safety Clearance FT / WSJ / AP

Nuclear – Japan: Tries Ice Wall to Stem Radiation WSJ / AFP * *

Nuclear – Japan: Costs mount for idled reactors R / FT / B *

Nuclear – Japan: ‘Ring of Fire’ volcano risk the last obstacle R / r * *

Nuclear – China: Industry needs public support to expand FT / B / CD *

Nuclear – China: Project points way ahead for EPR technology FT

Nuclear – Europe: Sector looks worldwide to keep skills sharp FT / am *

Nuclear – Germany: Utilities Look to Taxpayers S / FT *

Nuclear – France: To set nuclear power cap FT *

Nuclear – US: Industry Gains Carbon-Focused Allies in Push to Save Reactors NYT

Nuclear – US: Plants prepare long-term waste storage AP

Nuclear – Canada: The made isotope shortage facing medical scans CBC

Nuclear – World: ‘Uranium price collapse has made miners radioactive’ q * *

Nuclear – World: Thorium may soon contribute to the world’s electricity E

Nuclear – World: Tiny power plants hold promise AP

Nuclear – World: Researchers find advantages in floating power stations E *

Nuclear – World: The nuclear planet / N *

Nuclear – World: Power plants map / motw *


LABOR & EDUCATION



HEALTH



ENDNOTE

Gini Coefficiency of the US States reddit *


Comments are closed.