19 October 2015



Today’s Issue Cluster: Natural Gas

World – Slowdown in real danger of persisting
World – Central Bankers Are Failing to Generate Inflation
Retail – Why ‘big in Europe’ doesn’t always fly in Asia


MAJOR DATA POINTS

US – Oct: NAHB Home Builder Optimism Hits 10-Year High; 64 from 61 / WSJ / cr *


MARKETS

World – Pegs under pressure E *


ECONOMICS

World – Slowdown in real danger of persisting R *


POLITICS & FISCAL POLICY

Russia – Foreign groups eye scaling back operations FT

Russia – ‘Putin’s Economic Might Is Withering Away’ B * * *

Ukraine – Still a Breadbasket, but Weak Currency Hammers Farmers WSJ

Belarus – Tries to bring its economy in from the cold FT *


MONETARY POLICY

World – Central Bankers Are Failing to Generate Inflation B *


FINANCE

Greece – Big Challenge: Fix Bad Loans Without Destroying Banks NYT / FT

Greece – Banks anxious as bailout finally nears FT * *


REAL ESTATE



LABOR & EDUCATION



SERVICES

Retail – Federation Sees US Sales Increasing 3.7% Over Holiday Season WSJ *

Retail – Uniqlo’s US struggles at the root of profit woes FT * *

Retail – Why ‘big in Europe’ doesn’t always fly in Asia N *

Retail – Walmart’s woes stem from need to invest FT * * * *


MANUFACTURING



TECH

Chips – Makers Swept by Wave of Consolidation WSJ *

Chips – 48 and counting: Samsung still top dog in 3-D flash memory N *


TRADE & TRANSPORTATION



COMMODITIES

Lobster – Maine Boom Continues, Feeding Expanding Market WSJ

Salmon – Australia Looks to Scale Up Exports to China WSJ *


ENERGY & ENVIRONMENT

NatGas – Putin Bets on Germany as Ties With Turkey Sour on Syria B *

NatGas – Australia LNG projects go from bonanza to break-even ABC

NatGas – Taking Off In the Heart of the Texas Oil Patch B * *

NatGas – US inventories pushing the top of 5-year range / r *

NatGas – Global LNG Market Oversupplied Through 2025 B * *

NatGas – Some Terminal Projects Dying on the Vine B *

NatGas – More Than 60 BCFD to Leave US in 2015 B *

NatGas – Supply boost from Iran and Egypt may exacerbate glut B *

NatGas – Hot Commodity Asset Is a 35,000-Ton Steel Ship B *

NatGas – LNG-Powered Ships Gain B *


HEALTH



ENDNOTE

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