18 December 2014



Today’s Issue Cluster: Latin America

Ukraine – Merkel says Russia sanctions remain ‘unavoidable’
Air – Discount carriers take off in Southeast Asia
Sands – Canadian exporters narrowly survive EU ‘dirty oil’ vote


MAJOR DATA POINTS

China – Nov: Home Prices Fall at Slower Pace; -0.6% from -0.8% / WSJ / NYT / B *

Germany – Dec: Ifo Business More Bullish as Euro Weakens; 105.5 from 104.7 / WSJ / B / AFP *

US – Week: Jobless Claims Fall; -6k to 289k / B / WSJ / R / AP / cr *


MARKETS



ECONOMICS

Cuba – US Companies Consider the Possibilities of Trade WSJ / FT / NYT / WSJ / WSJ *

Cuba – As economy stagnates, economists press for deeper reforms R *

Mexico – Offers First Oil Blocks to Private Firms WSJ / FT / AP

Mexico – Oil price plunge raises energy reform concerns FT * *

Mexico – Security woes threatening Nieto’s record of success FT / WSJ

Panama – Building Boom Leaves Glut of Hotels, Offices WSJ / WSJ

Venezuela – Default risks spike R *

Venezuela – Fears grow amid falling oil prices FT * *

Venezuela – ‘On borrowed time’ E *

Venezuela – Investors weigh debt default FT *

Venezuela – Why it’s looking at a world of pain gp * *

Venezuela – Trims Oil Diplomacy WSJ

Venezuela – Loses faith in socialist government FT * *

Brazil – Investors Cheer Next Economic Czar WSJ *

Brazil – Braces for austerity FT * *

Brazil – Rousseff back on path to economic orthdoxy FT / FT * *

Brazil – Dilma changes course E *

Brazil – Drought Unleashes Flood of Sales for Some Firms WSJ

Brazil – Gherkin acquisition shows growing appetite for M&A FT * *

Argentina – Stocks Get Boost From Investors With Taste for Risk WSJ *

Argentina – Seeks its own shale boom FT

Chile – Economy still ‘moribund’ as growth remains weak R *

Chile – Rethinks its free market experiment FT * * *

LatAm – The great deceleration E *

LatAm – Pacific pumas E *


POLITICS & FISCAL POLICY

Ukraine – Putin’s Year of Defiance and Miscalculation WSJ / FT / AP / NYT / R / B / WSJ *

Ukraine – Merkel says Russia sanctions remain ‘unavoidable’ AFP / AFP

Ukraine – Russians Quit London Luxury Homes as Only Super-Rich Stay B

Ukraine – Ruble Strengthens After Central Bank Acts WSJ / FT / NYT / FT

Ukraine – Foreign ‘speculators’ say it wasn’t us R *

Ukraine – Russian Controls Would Risk Capital Chaos WSJ *

Ukraine – Traders Betting Russia’s Next Move Will Be to Sell Gold B / WSJ

Ukraine – Ruble collapse hits Asian carmakers’ ambitions in Russia R * *

Ukraine – Major country exports to Russia are of ‘negligible importance’ bi *


MONETARY POLICY

Fed – Signals tightening by mid-2015 FT / WSJ / R / B / AP / NYT *

Fed – What Did Greenspan Do with “Considerable Time” Pledge in ’04? cfr *


FINANCE



REAL ESTATE



SERVICES

Delivery – Amazon Confirms Rollout of One-Hour Service WSJ / B

Delivery – Port Delays Leave Retail Goods Stuck in Transit WSJ

Delivery – FedEx breaks run of better results FT


MANUFACTURING



TECH



TRADE & TRANSPORTATION

Air – The low-frills, long-haul gamble FT * * *

Air – Discount carriers take off in Southeast Asia N *


COMMODITIES



ENERGY & ENVIRONMENT

Sands – Canadian exporters narrowly survive EU ‘dirty oil’ vote CP

Sands – Fort McMurray yields to caution R / G&M *

Sands – Canada’s US Oil Imports Dwarf Saudis’ Share B *


LABOR & EDUCATION



HEALTH



ENDNOTE

Currency names around the World reddit *


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