19 November 2015



Today’s Issue Cluster: Retail

Steel – China’s Industry Peers Into Abyss as Output to Plunge
NatGas – Northeast Only Place Still Burning More From Canada
Insurance – UnitedHealth May Quit Obamacare


MAJOR DATA POINTS

US – Oct: ConfBd Leading Indicators Increase; +0.6% from -0.1% / B

US – Week: Jobless claims fall; -5k to 271k / R / WSJ / AP / B


MARKETS

Tech – US Tech Startups Head to Australia for IPOs WSJ *

Tech – China’s US-Listed Firms Hurry Homeward WSJ *


ECONOMICS



POLITICS & FISCAL POLICY



MONETARY POLICY

Fed – Tipping Toward December WSJ / FT / NYT / B / R / AP * *

Fed – Faces the risk of waiting too long FT * *

Fed – In Seeking Policy Clues, Not All Are Equal WSJ *

Fed – EM currencies in thrall to strong dollar FT *

Fed – It’s Lower for Bond Yields WSJ *

Fed – Utilities Trading Like Rates Raising Tomorrow B *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES

Retail – Warming US economy leaves stores cold FT * *

Retail – Wal-Mart US Sales Strengthen WSJ *

Retail – Sales should heat up ahead of the holiday season WSJ *

Retail – Cheaper Oil Fails to Yield Holiday Cheer for Stores WSJ *

Retail – Chinese Baby-Goods Market Grows Up Fast WSJ *

Retail – 7-Eleven Expands Online Locker Space WSJ *

Online – US consumers favor Amazon for holiday shopping R *

Online – Amazon’s Holiday Shopping Target: The Procrastinator B *

Online – Global internet retailing / ft *


MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES

Steel – China’s Industry Peers Into Abyss as Output to Plunge B

Steel – UK’s suppliers gird themselves against fallout FT * *

Steel – Miners cling to long term demand predictions FT * *

Steel – Poster Child For Oversupplied Commodity Markets B *


ENERGY & ENVIRONMENT

NatGas – China Cuts Prices to Spur Demand WSJ

NatGas – China Can’t Save the Global LNG Market WSJ *

NatGas – Northeast Only Place Still Burning More From Canada B *


HEALTH

Insurance – UnitedHealth Lowers Forecast, Blaming Affordable Care Act NYT / AP / R / FT / WSJ

Insurance – UnitedHealth May Quit Obamacare B *

Insurance – Obamacare Sign-Ups Top 1m After Strong Second Week B

Insurance – Rising Rates Pose Challenge to Health Law WSJ

Insurance – Many Say High Deductibles Make Their Plan All but Useless NYT

Insurance – Health Care Law Forces Businesses to Consider Growth’s Costs NYT

Insurance – In Many Obamacare Markets, Renewal Is Not an Option nyt *


ENDNOTE

Most Profitable Movies in History di *


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