17 March 2015



Today’s Issue Cluster: Planes

China – Slowdown has suddenly become a “fiscal shock”
PBOC – Possible quantitative easing in China stirs US fears
China – Rare earths export duties expected to end as quotas removed


MAJOR DATA POINTS

EU – Feb: Deflation Threat Eased; -0.2% from -0.5% / WSJ *

Germany – Mar: ZEW investor confidence inches higher; 54.8 from 53.0 / AP / B / AFP *

US – Feb: Housing Starts Tumble 17%, -3% yr / WSJ / B *


MARKETS

China – Changes Afoot in Stock Market WSJ *


ECONOMICS

China – Signals Fresh Moves for Economy WSJ / FT / WSJ *

China – Slowdown has suddenly become a “fiscal shock” q * *

China – Local government debt: Defusing a bomb e *


POLITICS & FISCAL POLICY

China – Europeans defy US to join development bank FT / FT / WSJ *

China – Overtakes Germany as Third-Largest Arms Exporter WSJ / FT / nyt *


MONETARY POLICY

PBOC – Possible quantitative easing in China stirs US fears N *


FINANCE

China – On collision course with EU and US over bank IT rules FT / WSJ

China – Central bank looking to deregulate deposit rates N


REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING

Planes – A380: Emirates urges Airbus to take decision on relaunch FT / B / WSJ / WSJ * * *

Planes – A320: Airbus Boosting Output WSJ / FT

Planes – A400M: Germany’s defense minister criticizes Airbus over new delays R / FT / R / FT / r *

Planes – Boeing: Helped Craft Own Loan Rule WSJ *

Planes – Boeing: Points to robust aircraft orders FT

Planes – 757: Boeing Weighed Option to Reprise Aging Jet WSJ / B / R *

Planes – 777: Boeing to improve current jet, weighs up middle of market WSJ / R

Planes – 787: Boeing Has Sold Half of Production Scheduled for 2017 WSJ / B

Planes – 747: Obama could be final jumbo jet customer FT / R / q *

Planes – Bombardier: Struggles to break Airbus and Boeing duopoly FT / G&M / WSJ * * *

Planes – Bombardier: To cut 1k jobs as Learjet 85 halted CP / G&M / R / WSJ

Planes – Bombardier – New CS300 aircraft can seat 130 to 160 WSJ / G&M / WSJ *

Planes – Asia: Business aviation takes off N / WSJ *

Planes – Asia: Gulf banks helping to region’s boom R * *


TRADE & TRANSPORTATION

Air – Airlines Battling Gulf Carriers Cite Others’ Experience WSJ / R / FT / NYT *


TECH

Cloud – US Providers Face Backlash From China’s Censors WSJ *

Cloud – IBM says business enjoying ‘breakthrough year’ R

Cloud – Tech Titans Clash WSJ *

Cloud – Risks high as Microsoft passes milestone FT *


COMMODITIES

China – A Windfall as Commodity Prices Plunge WSJ *

China – Steel Exports Are Stirring Protests WSJ *

China – Rare earths export duties expected to end as quotas removed N *


ENERGY & ENVIRONMENT

Nuclear – Gains Traction in China WSJ

Nuclear – Aftershocks still rattle east Japan R *


HEALTH



ENDNOTE

Israel’s parliaments since 1949 *


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