17 October 2014



Today’s Issue Cluster: Mobiles

Bonds – Fears That Pimco Could Be Unable to Unload Junk
Wool – Declining Demand Forces Scramble to Adapt at NZ Farms
Lighting – A 21st century standard


MAJOR DATA POINTS

US – Sep: Housing Starts Up; +6.3% from -12.8% / WSJ / B / R *

US – Oct: UMich consumer sentiment gains; 86.4 from 84.6 / R / B / cr *


MARKETS

EZ – Greek PM’s pledge to exit bailout backfires FT / FT / r *

EZ – Growth Fears Grip a Divided Europe WSJ / FT / WSJ * *

Bonds – Fears That Pimco Could Be Unable to Unload Junk NYT / B *

Bonds – Junk challenge bigger for Europe than US FT * *


ECONOMICS

World – Risk of Deflation Feeds Fears WSJ / FT *

World – EMs enter era of slow growth FT *


POLITICS & FISCAL POLICY

EU – Bloc Starts to Balk Over Austerity NYT / FT / B / WSJ *


MONETARY POLICY

ECB – To Start Asset Purchases Within Days WSJ


FINANCE



REAL ESTATE

EU – Italy: Reforms pave way for property renaissance FT * *


SERVICES

Cable – HBO standalone product risks alienating cable, satellite cos R / IBD

Cable – Pay TV’s New Worry: ‘Shaving’ the Cord WSJ *


MANUFACTURING

Lighting – A 21st century standard N / N * *


TECH

Mobiles – New iPads sport modest upgrades but short on ‘wow’ R / WSJ / NYT / FT / B / WSJ / FT / NYT *

Mobiles – Review: Refreshed but Not Reinvented WSJ *

Mobiles – Tablet demand slows in wake of larger phones, cheaper notebooks cnet *

Mobiles – Tablets set to overtake PCs in 2015 / r *

Mobiles – Apple Looks for Big Screen Boost as IPhone 6 Hits China B / NYT *

Mobiles – Google Unveils Nexus 6 Phone to Rival iPhone 6 WSJ


TRADE & TRANSPORTATION

WTO – Begins talks to break deadlock over ‘consensus’ principle FT

TPP – US accuses Japan of jeopardising trade pact FT

ISDS – Trade deals: Toxic talks FT *


COMMODITIES

Wool – Declining Demand Forces Scramble to Adapt at NZ Farms NYT

Cotton – Loan Program Adds Uncertainty to Market WSJ

Rubber – Thailand to aid farmers after price slump R / WSJ


ENERGY & ENVIRONMENT



LABOR & EDUCATION



HEALTH



ENDNOTE

College Football Fans Largely Follow State Lines nyt *


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