17 June 2016



Today’s Issue Cluster: Coal



MAJOR DATA POINTS

US – May: Housing Starts Fell; -0.3%, permits +0.7% / WSJ


MARKETS



ECONOMICS

World – Economy Flashes Hint of 1937-38 Redux, Says Morgan Stanley B *

US – Risks Japanese-Style Growth Slump WSJ *


POLITICS & FISCAL POLICY



MONETARY POLICY

Fed – Inaction does not equate to paralysis FT *

Fed – Eyes lasting impediments to growth after rethink on outlook FT *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING

Robots – Fueled by Higher Asia Wages WSJ *

Robots – Inventor’s approach moving from C-3PO to R2-D2 FT

Robots – Revolution helps Adidas bring shoemaking back to Germany FT

Robots – 3 of the world’s 10 largest employers replacing workers bi *


TECH



TRADE & TRANSPORTATION



COMMODITIES

Hogs – The Hottest Commodity in China Is Feeding Half the World’s Pigs B *

Hogs – China’s Newest Bubble: Food for Pigs WSJ *

Hogs – Investors Bet Rally Has Legs on Rising China Demand B *


ENERGY & ENVIRONMENT

Coal – Production Plummets to Lowest Level in 35 Years NYT

Coal – Banks censured by environmental groups FT *

Coal – “World Nears Peak Fossil Fuels for Electricity” B *

Coal – Britain told to brace for power shortages FT

Coal – Unloved, rides commodities rebound FT

Coal – How To Make Money From a Long, Slow Demise IBD


HEALTH

Insurance – Get ready for big increases in Obamacare premiums nyt / AP

Insurance – In a Secret Meeting, Revelations on the Battle Over Health Care NYT

Insurance – UnitedHealth to Exit Key ACA Market WSJ

Insurance – How much Obamacare changed this year bi *


ENDNOTE

Results of the 2016 Democratic Party presidential primaries wiki *


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