2 April 2014



Today’s Issue Cluster: US Health Insurance

US – Citi ‘too big to manage’
Air – China’s popular high-speed rail hurting airline industry
Nuclear – Japan may only be able to restart one-third of its reactors


DATA POINTS

EZ – Feb: Producer Prices Fall; -0.2% from -10.4% / WSJ

UK – Mar: House Prices Rise a 15th Month as London Extends Lead; +0.4%, +9.5% yr / B / b *

UK – Mar: Construction PMI remains high; 62.5 from 62.6 / m *

Spain – Mar: Number of jobless falls again; -0.35% / R / r *

Ireland – Mar: Unemployment at Lowest Since April 2009; 11.8% from 11.9% / WSJ

Botswana – Q4: GDP growth quickens; +3.6% from +0.3% / R

US – Mar: Private job growth accelerates; 191k from 178k / R / WSJ / AP / B *

US – Feb: Factory orders accelerate; +1.6% from -1.0% / R *


MARKETS

Stocks – EU Look to Even the Score Versus US Counterparts WSJ *

Stocks – US equity investors ignore warning signs FT *


ECONOMICS

US – Factory Activity Picks Up a Bit WSJ *

US – Consumer Confidence Rebounds, but Uncertainty Lingers WSJ / NYT * *

US – Business Finds New Reason for Optimism WSJ *

US – Designed in California, taxed in never never land ft *

US – Philly Fed: State Coincident Indexes increased in 48 states cr *


POLITICS & FISCAL POLICY

US Budget – Congress: Ryan Sees Budget Balancing WSJ / NYT *

US Budget – Obama: Deficit Outlook Relies on Above-Trend Growth WSJ / WSJ * * * *

US Budget – The Gimmicks Used in Washington A * * * *


MONETARY POLICY

RBI – Keeps interest rates steady but tone is hawkish ft / WSJ / R

RBA – Holds Rate at Record-Low 2.5% R / B


FINANCE

US – Citi ‘too big to manage’ nyt *

US – Overdraft Fees at Banks Hit a High, Despite Curbs WSJ *


REAL ESTATE

Dubai – Rides Boom With an Eye on Bubble WSJ

Dubai – Investment by Individual Chinese Investors Nearly Tripled Last Year WSJ *

Dubai – Eases Laws to Double Hotel Rooms Ahead of 2020 Expo B

Dubai – Optimism fails to mask concerns on overheating risk FT / AP / FT / B


SERVICES



MANUFACTURING

Autos – Spring brings growth for US car sales FT / NYT / AP / B / R / WSJ * *


TECH

Software – Windows XP: Old Platforms Die Hard, Security Risks Live On WSJ *


TRADE & TRANSPORTATION

Air – Southwest Airlines, Once a Brassy Upstart, Is Showing Its Age WSJ * *

Air – China’s high-speed rail is so popular, it’s hurting the domestic airline industry q *


COMMODITIES

Mining – Chile declares state of emergency after earthquake FT / R / q * * **

Metals – Auto Demand Is Liable to Drive Platinum and Palladium Higher WSJ / R

Metals – South African mining: Stuck in the past FT / R * * *


ENERGY & ENVIRONMENT

Nuclear – Japan may only be able to restart one-third of its reactors R*


LABOR & EDUCATION



HEALTH

Insurance – Obamacare numbers top 7m FT / NYT / AP / R / B / WSJ

Insurance – Worries Over Fines Aid Health-Insurance Sign-Ups WSJ

Insurance – ObamaCare’s Secret Mandate Exemption wsj / B

Insurance – Fear of backlash over new Obamacare rate increases R / hill

Insurance – Tax Experts: Brace for Tumult WSJ *

Insurance – Medicare Changes Prompt Enrollees to Reconsider Plans NYT

Insurance – Concerns about cancer centers under health law AP

Insurance – Deadline Looms for ‘High Risk’ Enrollees WSJ *

Insurance – Young ObamaCare Enrollees To Fall 50% Below Target IBD *

Insurance – Clinton Pollster: “Democrats Should Embrace Coburncare” Pol


ENDNOTES

20 Ways Stereotypes Can Slice Up Europe bi *


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