19 December 2014



Today’s Issue Cluster: Nuclear Power

Stocks – ‘A new tech bubble seems to be inflating’
Steel – How China data masks scale of glut
Pensions – Illinois risks default if it fails to tackle crisis


MAJOR DATA POINTS

Germany – Jan: GfK consumer confidence rising; 9.0 from 8.7 / WSJ


MARKETS

Currencies – Dollar: Strength set to resume in 2015 FT *

Currencies – Dollar: EMs view to a killing FT *

Currencies – Asia: No New Financial Crisis, Say Veterans of 1990s WSJ *


ECONOMICS

US – Oil Rout Spreads Across Markets WSJ *

US – Texas Could Be Headed for Recession, JP Morgan Economist Says wsj

US – Plunge in Oil Prices Brings Jitters to Texas City WSJ *

US – Good Times for Texas-North Dakota May Turn Bad B * *

US – Lower Oil Poses Bigger Risk for Workforce B *


POLITICS & FISCAL POLICY

Ukraine – Arguing over Russian reserves: $400b or half that? R *

Ukraine – Russia Expanded Gold Reserves for 8th Month Amid Ruble Rout B

Ukraine – Foreign banks retreat from crisis-hit Russia FT * *

Ukraine – Ruble Pressures Auto Makers to Rethink Russia Business WSJ

Ukraine – Signs of Russian Export Cut Lift Wheat WSJ *


MONETARY POLICY

SNB – Introduces Negative Interest Rates WSJ / FT / NYT / AP / B / R / WSJ / WSJ * * *


FINANCE



REAL ESTATE



SERVICES

Retail – Can Wal-Mart Clerks Ship as Fast as Amazon Robots? WSJ *

Retail – Luxury: Exclusively for everybody E / E / E / E * * * * *


MANUFACTURING



TECH

Stocks – ‘A new tech bubble seems to be inflating’ E * *


TRADE & TRANSPORTATION



COMMODITIES

Steel – China Capacity Transfer Is ‘Imaginary’ B *

Steel – How China data masks scale of glut R *


ENERGY & ENVIRONMENT

Nuclear – Uranium: Miners upbeat on China growth FT / FT * *

Nuclear – Uranium: Rallies as Asia Warms WSJ *

Nuclear – Japan: Puts Two More Reactors on Uncertain Restart Path WSJ / B

Nuclear – Japan: Ice wall failure sends Tepco back to drawing board N *

Nuclear – China: Will need many more plants, say researchers FT / B / E *

Nuclear – China: Moves to Keep Work Local WSJ *

Nuclear – India: Russia pledges 10 more reactors FT / N

Nuclear – US: Bill for shutting plants will reach $100b FT

Nuclear – US: Russian Concessions on Safety Put Focus on Reactors B

Nuclear – US: Can Government Revive It? WSJ * *

Nuclear – Germany: A power-producer is breaking itself up to face the future E *

Nuclear – France: Changing of the guard at the top of the sector FT * *

Nuclear – Ukraine: A proper tomb for Chernobyl is nearing completion E *

Nuclear – World: Energy Firms Raise Stakes in Projects WSJ *

Nuclear – World: Scientists Work on Lighter, Cleaner Technology NYT


LABOR & EDUCATION

Pensions – Illinois risks default if it fails to tackle crisis E *

Pensions – Bill Seen as Model for Further Cuts WSJ *


HEALTH



ENDNOTE

Deutsche Bank’s Top Economist Declares The ‘Chart Of The Decade’ bi *


Comments are closed.