17 July 2015



Today’s Issue Cluster: UK Real Estate

Air – What Does It Take to Prove Airline Collusion?
Cocoa – N. American grind falls to 2-1/2-year low
Nuclear – Plant Closing Reflects Overhaul of German Energy Production


MAJOR DATA POINTS

US – Jul: UMich Consumer Sentiment decreases; 93.3 from 96.1 / cr *

US – Jun: Consumer Prices Rose; +0.3%, +0.1% yr / WSJ / R

US – Jun: Housing Starts Rose; +9.8% from -10.2% / WSJ / R / cr *


MARKETS

Biotech – US bull run sets scorching pace FT / FT * * *

Venture Capital – Investments Hit $19b in Q2 WSJ *


ECONOMICS

Brazil – Retail sales shine light on economy’s decline FT * *

Brazil – The End of the Road for Mortgage Boom b * * *

Brazil – Budget axe falling too heavily on us, say businesses FT * *


POLITICS & FISCAL POLICY

Brazil – Jolted by Probe of Ex-Leader ‘Lula’ WSJ / FT


MONETARY POLICY



FINANCE



REAL ESTATE

UK – House prices rise with few properties on market FT / ft / FT * *

UK – Residential prices rise e * *

UK – London’s luxury homes bubble loses air FT * * *

UK – Mortgages cheapest on record FT *

UK – Mortgage approvals signal pick-up in housing activity FT * *

UK – Osborne plans ‘non-dom’ tax crackdown FT / FT / FT

UK – London faces council housing wipeout FT / FT * *

UK – Church of England and Crown Estate Braced for Cooling London WSJ *

UK – Lack of brownfield data hampers London housebuilding FT

UK – Housebuilding on protected greenbelt soars FT

UK – Planning system faces shake-up in productivity drive FT / FT / FT

UK – The £24b Property puzzle FT * * *


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Chips – Gear Makers Coming Back Into Season WSJ

Chips – Intel chief raises doubts over Moore’s Law FT / WSJ / FT

Tech – Silicon Valley Doesn’t Believe US Productivity Is Down WSJ *


TRADE & TRANSPORTATION

Air – What Does It Take to Prove Airline Collusion? B *

Air – India’s Biggest Airline May Carry a Go-Go Price WSJ *

Air – On Asia’s Flights, Potentially Dangerous Mistakes Go Unreported WSJ * *

Air – New Normal: More Seats, Fewer Flights WSJ *


COMMODITIES

Cocoa – Ghana expects recovery in output to follow shortfall FT

Cocoa – Ageing farmers pose risk for Ghana industry FT *

Cocoa – N. American grind falls to 2-1/2-year low R *


ENERGY & ENVIRONMENT

Nuclear – Long-delayed plant in Tennessee nears completion AP

Nuclear – France moves to salvage key reactor sector AFP / FT

Nuclear – Plant Closing Reflects Overhaul of German Energy Production NYT

Nuclear – UK industry confident over long-term prospects FT *

Nuclear – Japan’s Plutonium Stockpile Creates a Headache WSJ *

Nuclear – Emissions goal may help Japan advocates N *


HEALTH



ENDNOTE

The Most Nightmarish Patent for Plane Seating Ever wired / bi * *


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