Today’s Issue Cluster: China Real Estate
Ukraine – Germany Puts Curbing Russia Ahead of Commerce
E-Bikes – Sales Are Surging in Europe
Gold – Production rises to record despite industry cutbacks
US – Jul: Housing Starts Rise to Highest Level in Eight Months; +16% / B / R / WSJ *
US – Jul: Consumer Prices Rise at Slowest Pace in Five Months; +0.1% from +0.3% / B / R / WSJ * *
Bonds – Borrowing costs close to the edge in Europe FT * *
Bonds – Banks, Financial Firms Load Up on Cheap Debt WSJ *
Bonds – Leaky repo deals present new concerns FT *
Bonds – Big Investors Snap Up Junk WSJ / FT / WSJ / FT *
EU – Economy grinds to halt even before Russia sanctions bite R / FT / WSJ / FT / q * * * *
Ukraine – Investors Raise Their Shields Against Russia WSJ *
Ukraine – More Russian Oil Flows East as Relations With West Sour WSJ / FT / FT *
Ukraine – Russia tensions pushes palladium to $900 FT / q * *
Ukraine – Europe’s peach growers feel pain of Russian sanctions FT / WSJ * *
Ukraine – Germany Puts Curbing Russia Ahead of Commerce NYT *
BOE – Signals Rate Hike in Early 2015 if Wage Growth Picks Up WSJ / FT / AP / R * *
BOE – Wage growth feeble as UK economy recovers FT * *
Cards – Banks, Retailers Speed Up Drive to Add Chips WSJ *
e-Wallets – Amazon Unveils Mobile-Payments Service for Local Shops WSJ / FT / nyt *
China – Property slump gathers pace in July FT / WSJ *
China – July property investment slows R / X
China – Banks step up property lending FT
China – Property Owners Warm to the Rental Business WSJ
China – Anxiety Is Local in Property Woes WSJ *
China – ‘Return to rationality’ signals big shift in housing market FT * * *
China – Officials Rush to Sell Luxury Homes Amid Corruption Crackdown WSJ *
China – ‘Hard landing unlikely for property market’ X
Retail – US Sales Flat in July WSJ / FT / WSJ / R *
E-Bikes – Sales Are Surging in Europe NYT *
Telecoms – SoftBank’s US Cellphone Strategy Takes Shape WSJ *
Telecoms – For European Telcos, All Roads Lead to the Americas wsj *
Air – Safety: Flying blind FT * *
Air – Airports prepare for an influx of Southeast Asians N *
Gold – Loses shine as Chinese curb jewellery purchases FT / WSJ
Gold – Production rises to record despite industry cutbacks FP / B *
Coal – Dominoes hit BRICS wall, other skeptics R
Coal – India Runs Short, Despite Global Price Slump WSJ
Coal – Vietnam Imports Poised for Possible Early Start WSJ
Coal – US Imports Even More WSJ
Coal – Still Is Top Source of Electricity in US wsj *
Asia – Labor activists team up to press wage claims R *
Hospitals – Chinese medical demand fuels takeovers FT * *
How To Cross 5 International Borders In 1 Minute npr * *