19 February 2015



Today’s Issue Cluster: U.S.

Bangalore – Tech muscle has the world’s attention
Air – Private Jets Are Available to More
Iron – Has China’s steel juggernaut run out of road?


MAJOR DATA POINTS

Japan – Jan: Weak Yen Leads to Jump in Exports; +17% / R / WSJ / AP

US – Jan: ConfBd Gauge of economy posts slight gain; +0.2% from +0.4% / AP

US – Week: Jobless Claims Fall; -21k to 283k / WSJ / B


MARKETS



ECONOMICS

US – Economy’s Supply Side Sputters WSJ *

US – Americans Borrowing More, but Fissures Appear WSJ *

US – Cheap Energy Provides a Mixed Blessing WSJ *

US – RV sales point to modest GDP growth / b *

US – Dozen Regional Powerhouses Driving the Economy atlantic * *


POLITICS & FISCAL POLICY



MONETARY POLICY

Fed – Appears to Hesitate on Raising Interest Rate WSJ / FT / NYT / R / AP / B / WSJ *

Fed – Puts Focus on Alternate Price Measures wsj *

Fed – ‘Looming rate rise could spark dollar panic’ N *


FINANCE

US – Lenders Step Up Financing to Subprime Borrowers WSJ * *

US – US student and car loan delinquency rates rise FT

US – Goldman Sticks With Trading as Rivals Retreat WSJ * *


REAL ESTATE

US – After Boom, Bust Could Be Upon Apartment REITs WSJ *

US – Houses Keep Getting Bigger / bp *

US – AIA Architecture Billings Softens / cr *

US – Commercial transaction volume by quarter / cs *

US – Falling Oil Prices Threaten Houston Building Boom WSJ *

US – Texas Lenders Watch for Oil Fallout WSJ *


SERVICES

Ads – Cable TV Shows Are Sped Up to Squeeze in More WSJ *

Ads – Advertisers Pay Billions for Bogus Web Traffic WSJ / R / B / NYT

Ads – In China, a Rapid Jump to Mobile NYT

Ads – Targeted? TV Can Do That Now Too WSJ


MANUFACTURING



TECH

London – Tech investors look to mirror success of Silicon Valley FT / FT *

Bangalore – Tech muscle has the world’s attention N / N * *


TRADE & TRANSPORTATION

Air – Private Jets Are Available to More NYT

Air – Cheap Oil: Profits Set To Surge IBD

Air – US lines disclose bookings lost to Gulf carriers R / N *


COMMODITIES

Iron – Firing Up Japan’s Scrappy Steelmaker WSJ * *

Iron – Has China’s steel juggernaut run out of road? r *


ENERGY & ENVIRONMENT



LABOR & EDUCATION



HEALTH

Data – Doctors Find Barriers to Sharing Digital Medical Records NYT

Data – Cerner, Athenahealth And Veeva Chase Cloud-Based EHR IBD

Data – Diagnoses fraud FT / FT * *


ENDNOTE

This Fed Inflation Measure Is Skyrocketing B *


Comments are closed.