17 November 2014



Today’s Issue Cluster: Net Neutrality

EU – Greece: Eurozone’s top Q3 performer
ECB – Warned euro zone inflation, growth to be lower than expected
China/Australia – Pact Set to Deliver Relief for Coal Mines


MAJOR DATA POINTS

Japan – Q3: GDP Falls Into Recession; -1.6% from -7.3% / WSJ / NYT / AP / R / FT / B / AP *

EZ – Sep: Exports Jump; +4.2% / WSJ / AFP

US – Oct: Industrial Production Slips; -0.1% from -0.8% / WSJ / B / R / ft *


MARKETS

EU – European Investors Show Faith in ECB WSJ *


ECONOMICS

EU – Eurozone GDP Shows Meager Expansion WSJ * *

EU – Inflation to Remain Low, ECB Survey Shows WSJ

EU – Takes Aim at Deals Created to Escape Taxes NYT *

EU – Germany: Merkel Coalition Unveils Balanced Budget in Snub to US B

EU – UK: Rising Fringe Threatens Leader in Vote WSJ *

EU – UK: Buoyant Alex Salmond eyes Westminster prize FT / B / FT * *

EU – Italy: Post-it premier hopes reforms stick FT / E * * * *

EU – Greece: Eurozone’s top Q3 performer FT / WSJ / e * * * *

EU – Central Europe: Still Playing Catch-Up WSJ *


POLITICS & FISCAL POLICY

Japan – Voters Choose Opponent of New US Base as Okinawa Governor WSJ / FT / B

Japan – Risks Credibility By Delaying Tax Rise, Bankers Say WSJ

Japan – Falls Into Recession WSJ / NYT / AP / R / FT / B *

Japan – Prepares Stimulus B / WSJ *

Japan – Abenomics’ direction uncertain after GDP shock FT * * *

Japan – ‘Megabanks’ Post Unsteady First-Half Results WSJ

Japan – Weak yen fuels industry FT *


MONETARY POLICY

ECB – Warned euro zone inflation, growth to be lower than expected R * * *

ECB – Unites on Possible Further Stimulus WSJ / B / NYT *


FINANCE



REAL ESTATE



SERVICES

Retail – US Consumers Get Pumped Up WSJ *

Retail – US Sales Poised for a Holiday Run WSJ *

Retail – Ho-Ho-Hopes Could Get Ahead of Reality WSJ *

Retail – US stores running on empty FT *

Retail – Low oil price energises consumer discretionary stocks in the US FT


MANUFACTURING



TECH

Net Neutrality – Cisco chief warns on Obama web plans FT

Net Neutrality – AT&T to pause fiber spending on uncertainty R / IBD

Net Neutrality – Could Give Comcast an Out in Time Warner Deal NYT / FT

Net-Neutrality – Debate Splits Telecom Industry WSJ / BW

Net Neutrality – FCC Chief Squeezed by Obama, Republicans WSJ

Net Neutrality – Strife in the fast lane FT * * *


TRADE & TRANSPORTATION

China/Australia – Pact Set to Deliver Relief for Coal Mines B / R / AP / B / WSJ / FT * * *

WTO – India, US Reach Agreement on Food Stockpiling WSJ / R / NYT / FT *

WTO – Breakthroughs fail to mask serious structural problems FT

TTIP – Merkel urges Europeans to speed up talks with US R

US – Obama Looks to Jump-Start Export Push WSJ *


COMMODITIES



ENERGY & ENVIRONMENT

Coal – Glencore to Temporarily Shut Australian Mines WSJ

Coal – India, China Growth Could Aid Rebound, Peabody CEO Says WSJ

Coal – Japanese tech breathing new life into resource N

Coal – China rolls out measures to lift sagging industry X


LABOR & EDUCATION

EU – UK Adds One Job for Each Lost in Euro Area B *


HEALTH

Dengue – Outbreaks Strike Asia WSJ

Dengue – Researchers in Military Weigh Infecting Volunteers WSJ *

Ebola – First treatment trials to start in west Africa AFP *

Ebola – The virus is claiming new victims—African tourism and football E *


ENDNOTE

Highest-ranked national sports teams by country reddit *


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