19 August 2015



Today’s Issue Cluster:



MAJOR DATA POINTS

X


MARKETS

Bonds – Market’s $2.46t Dilemma May Not Be So Serious B

Bonds – Long rally as deflation fears stir FT * *

Bonds – Countries flock to sell long-term debt FT *

Bonds – Case for holding UK corporates FT * * *


ECONOMICS

SK – Rivals tighten squeeze on South Korea Inc FT *

SK – Chaebol model at risk after Samsung’s narrow defeat of Elliott FT * *

SK – Listings approach record high FT * * *


POLITICS & FISCAL POLICY

Brazil – Mass Protests Against Rousseff WSJ / FT *


MONETARY POLICY

BCB – Brazilian interest rates to remain higher for longer FT * *


FINANCE

US – Regional banks benefit in absentia FT

US – Big banks extend lead over European counterparts FT *

US – Auto Lending Surpasses $1t for First Time WSJ *


REAL ESTATE



LABOR & EDUCATION

HigherEd – Grad-School Loan Binge Fans Debt Worries WSJ *

HigherEd – College debt: More is less E / FT *


SERVICES

E-Cigs – Study Finds Ninth-Grader Users More Likely to Smoke WSJ / AP *

E-Cigs – With feds slow to act, states target sales to minors R

E-Caff – Disposable vapes let you huff your caffeine engaget *


MANUFACTURING



TECH

Streaming – Comcast Raises Its Bet on New Media WSJ *

Streaming – Summer-TV Watchers Abandon Cable Shows WSJ * *


TRADE & TRANSPORTATION

Air – Dark Clouds Loom for Lines Even as Profits Take Off WSJ *

Air – Canadian Low-Cost Carrier Departs From No-Frills Model WSJ *

Air – Myanmar airline to spread its wings in SE Asia FT * *

Air – The Cities That Have Lost the Most Flights WSJ *


COMMODITIES

Dairy – As boom turns to bust, global milk prices slump E *

Dairy – Fonterra chief bullish on prices FT *

Dairy – French farmers reap a harvest of strife FT * *


ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

Where should you go to watch the best football in Europe? ft *


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