Today’s Issue Cluster: Rail Transit
World – A slowdown in trade growth is bad news for many EMs
Fed – In Bond-Market Irony, Inflation Is Lower Now Than When Eased
Metals – A wave of cheap Chinese steel exports hits Asia
US – Aug: ConfBd leading indicators inch up; +0.1% from flat / CNBC
Currencies – Optimists foresee bottom for EM FT * *
Currencies – Renminbi may be risk that wags the tail FT *
Currencies – US farmers held back by dollar’s rise FT * *
Currencies – Weaker Russian rouble boosts agricultural trade with China FT *
World – Worries Rise Over Trade Slump WSJ / WSJ *
World – A slowdown in trade growth is bad news for many EMs E * *
EMs – 5 straight weeks of portfolio outflows FT *
Fed – Holds fire FT / WSJ / NYT / R / B / AP * * *
Fed – Dovish Tone Surprises Economists NYT / FT / R / B *
Fed – Rate Decision Keeps Debate Raging WSJ / b *
Fed – Investors focus on FOMC outlook FT * *
Fed – In Bond-Market Irony, Inflation Is Lower Now Than When Eased B *
Fed – Easy Money Alone Isn’t a Growth Salve WSJ *
Rail – US: Agreement on CA/NV High-Speed Line Before Xi Visit B
Rail – US: China Inroads With Factory and Boston Transit Deal NYT
Rail – US: CA Eyes Plan to Speed Bullet Train WSJ *
Rail – US: TX Group Races for High-Speed Line WSJ / N *
Rail – US: FL Private Freight Operator Takes a Gamble WSJ *
Rail – US: $11b Later, High-Speed System Is Inching Along NYT / FT / R
Rail – US: ‘Betting big on bullet trains’ fortune * * * * * * * * *
Rail – US: The sorry state of Amtrak’s on-time performance wapo * *
Metals – Operations suspended at two big Chile copper mines R / FT *
Metals – Ford, Alcoa Expand Aluminum Deal WSJ
Metals – Glencore inventory sale could sink zinc prices further R *
Metals – A wave of cheap Chinese steel exports hits Asia E *
Metals – Why Prices Are Likely to Remain Weak for a While wsj *
Metals – China Consumes Enormous Amounts of Raw Materials bp *
Carbon – US, China Build on Plan to Cut Emissions WSJ *
Carbon – China’s coal consumption higher than thought FT
Dengue – Delhi hospitals warned over crisis FT / nyt
Malaria – Deaths fall 60% since 2000 AFP *
The logistics of the haj E * *
