18 September 2014



Today’s Issue Cluster: Mining

Cigs – US tobacco growers brace for tougher competition
E-Cigs – Investors look ahead as Big Tobacco moves
Dengue – Japan Shows Global Spread Through Travel


MAJOR DATA POINTS

Japan – Aug: Exports hit by weak US shipments; -1.3% from +2.6% / R / B / WSJ *

US – Aug: Housing Starts Fall; -14.4% from +22.9% / WSJ / B / R / cr *

US – Week: Jobless Claims Fall; -36k to 280k / WSJ / B / R / cr *


MARKETS

EMs – Currencies Slump Puts 5 1/2-Year Low in Sight B / WSJ *

EMs – Stocks tumble on Fed rate rise fears FT / FT *


ECONOMICS

US – Household incomes stagnate despite economic recovery FT / R / WSJ *

US – Americans Earned Less, Spent Less in 2013 — But Spent More on Health Care and Housing wsj *

US – Where are Americans’ debts? ft * *


POLITICS & FISCAL POLICY

Isis – Obama Plans to Tightly Control Strikes on Syria WSJ *

Isis – Spiegel: ‘Dangerously Vague New War’ S *

Isis – The next war against global jihadism E * * *

Isis – Braces for western attack FT *

Isis – Where Foreign Fighters Come From / statista *

Isis – Saudi Arabia could fight with oil FP *


MONETARY POLICY

Fed – Cautious as It Maps Out Rate-Hike Strategy WSJ / FT / NYT / AP / R / B * * *


FINANCE

US – Auto lenders face tougher supervision FT / WSJ / B / NYT / B *


REAL ESTATE

Australia – House Prices Stir Worries WSJ / B / SMH


SERVICES

Cigs – US tobacco growers brace for tougher competition AP

E-Cigs – Coming Soon to Theaters Near You WSJ *

E-Cigs – Investors look ahead as Big Tobacco moves R *


MANUFACTURING



TECH



TRADE & TRANSPORTATION

Delivery – FedEx boosted by ecommerce growth FT / AP / WSJ / B *

Delivery – For UPS, E-Commerce Brings Big Business and Big Problems WSJ * *


COMMODITIES

Mining – Palladium: Price Falls as Dollar Gains WSJ

Mining – Gold: Rising Dollar Takes Shine Off WSJ *

Mining – Uranium: Rally in Prices Is Unlikely to Last WSJ *

Mining – Iron: Australia’s producers steel themselves for casualties FT *

Mining – Iron: Worst of Price Slide Should be Over WSJ

Mining – Nickel: ‘Proposed Philippines minerals ban spooks market’ r *

Mining – Lead: ‘Who cares about the market?’ r *

Mining – Diamonds: China propels sales to record $79b FT / WSJ *

Mining – Diamonds: Companies sparkle amid mining sector gloom FT / WSJ *

Mining – Rare Earths: Japan loosens China’s grip on supplies R / bi *


ENERGY & ENVIRONMENT



LABOR & EDUCATION



HEALTH

Dengue – Japan Shows Global Spread Through Travel B / B / N *


ENDNOTE

Countries tend to say yes to independence g *


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