Today’s Issue Cluster: Shale
Japan – National finances face a dark future
Insurance – EU watchdog warns on low interest rate threat
Online – Wal-Mart Cites Strong Cyber Monday Orders
EZ – Oct: Factory Gate Prices Resume Fall; -0.4%, -1.3% yr / WSJ / R *
US – Oct: Construction spending posts biggest gain in five months; +1.1% from -0.1% / R / AP *
US – Oct: CoreLogic home prices accelerated; +6.1% from +5.6% / AP / cr *
Currencies – Ruble: Suffers worst fall since 1998 crisis FT / WSJ / AP *
Currencies – EMs: Oil slide brings pain and gain FT
Currencies – Dollar: Dangers of the bull consensus FT *
Currencies – Naira: Nigeria devalues as oil prices drop R / FT * *
Japan – Moody’s downgrades credit rating FT / WSJ / B
Japan – Survey Points to Upward GDP Revision WSJ / B
Japan – Early Results of Economic Program Are Disappointing NYT *
Japan – When will stock market growth trickle down? N *
Japan – National finances face a dark future N *
Japan – Abenomics faces an electoral test N / WSJ / AFP *
Japan – Abe is bound to return as PM / t * *
BOJ – Four Members Challenged Kuroda Easing Move WSJ / FT / R
BOJ – How long can JGB buying keep a lid on interest rates? N * *
Insurance – EU watchdog warns on low interest rate threat R
Insurance – Revolution changes landscape of risk management FT / WSJ * * *
Online – Cyber Monday sales start slow as early discounts hurt R / AP / B / IBD / FT / WSJ *
Online – Wal-Mart Cites Strong Cyber Monday Orders WSJ
Online – To Gain the Upper Hand, Amazon Disrupts Itself NYT
Online – US retailers warn of Chinese giant Alibaba’s impact R / FT
Security – Hackers Target Biotech NYT / FT / WSJ / R / B / wsj
Security – FBI warns of ‘destructive’ malware in wake of Sony attack R / WSJ
Pipeline – Russia to abandon South Stream FT / WSJ / NYT / R / AP / B / WSJ
Guar – As shale dream fades, India’s growers chase new markets R
Shale – US: Despite Glut, Firms Aren’t Likely to Slash Oil Output WSJ / WSJ / WSJ * *
Shale – US: Lenders caught in energy sell-off FT
Shale – US: October permits drop: is the slowdown here? R / B * *
Shale – US: Even After Selloff, Energy Stocks Find Few Buyers WSJ *
Shale – US: 19 regions will no longer be profitable at $75 B
Shale – US: ‘The Downside of the Boom’ NYT / NYT
Shale – US: ‘Oil in Arcadia’ r * *
Shale – UK: Ineos announces $1b push FT / FT
Shale – Poland: Dreams put on hold FT / AP
Shale – Hungary: Looks to develop gas production AP
Shale – Bulgaria: Sees Russian hand in protests FT
Shale – Romania: Russian Money Suspected Behind Fracking Protests NYT
Shale – Market: ‘Numerous other commodities have been tumbling’ bi * * * *
Japan – Waiting for economywide wage hikes N *
Japan – There’s No Recession With Companies WSJ *
The 10 Tallest Buildings That Were Never Finished bi *
