Today’s Issue Cluster: E-Cigs
Fed – Who’s Who in the FOMC ‘Dot Plot’
India – Soon to be third largest oil consumer
Shale – US: ‘Small frackers face extinction’
US – Q1: Current account widens on weak exports; -$113b from -$103b / R / AP
US – May: Consumer Prices Rise; +0.4% from +0.1% / R / WSJ / AP / B
US – May: ConfBd posts solid advance; +0.7% from +0.7% / AP
US – Week: Jobless Claims Fall; -12k to 267k / WSJ / B
India – Domestic investors board equity run FT * *
India – Domestic Investors Add Fuel to Stocks WSJ *
India – Counts on ocean rim exports N * *
India – Soon to be third largest oil consumer q * *
Fed – Signals Rate Hikes at a Gradual Pace WSJ / NYT / AP / R / B *
Fed – First increase as soon as September FT / B / wsj / e * *
Fed – Who’s Who in the FOMC ‘Dot Plot’ B *
Fed – ‘Let the Economy Overheat’ WSJ / NYT *
Fed – Given Green Light by Pay Prospects WSJ *
Fed – Productivity Growth Could Change Rate Path wsj *
Fed – Yellen’s market-moving power on show FT *
India – Only slowly being repaired E *
India – A Glut of Mall Space WSJ *
US – Overtime Pay Push Sets White House, Businesses at Odds WSJ *
E-Cigs – Usage surges in past year R *
E-Cigs – Use Rises Sharply Among Teens NYT / R / WSJ / AP / R / st * *
E-Cigs – ‘A consumer-driven revolution born from a bad dream’ R*
E-Cigs – Maker Models Supply Chain on Electronics Industry WSJ
E-Cigs – Debate hots up in UK FT
E-Cigs – In China “Vaping” may not be a way to quit smoking E *
Ships – Scrapped as Freight Rates Fall WSJ *
Ship – Asia-Europe Freight Rates Fall Below Fuel Costs WSJ
Ship – The oil cash-and-carry trade does the tanker contango FT
Ship – El Niño’s Pacific typhoon link threatens lanes FT
Ship – Egypt says New Suez Canal to open Aug 6 R
Ship – Nicaraguan Canal Plan Riles Landholders WSJ *
Iron – Miners look beyond current price rebound with concern FT * *
Iron – China invests heavily to keep prices down WSJ *
Steel – Firms in US Scrap Old Methods to Compete WSJ *
Shale – US: ‘Small frackers face extinction’ R
Shale – US: ND production has peaked r * *
Shale – US: Lower breakeven prices / b *
Shale – UK: Lancashire gives go-ahead to Cuadrilla fracking FT / FT *
Sands – Leaner times for Canada’s ‘Fort McMoney’ FT * * *
Curviness of roads globally motw *
