2 February 2016



Today’s Issue Cluster: Tech Giants

Stocks – Quarter of World’s Equity Now in Less-Than-Zero Land
Lighting – GE to Phase Out CFL Bulbs
NatGas – A fragmented market is on the verge of going global


MAJOR DATA POINTS

EZ – Dec: Unemployment falls to 4-year low; 10.4% from 10.5% / AFP / eu *


MARKETS

Stocks – US Join Slump in Global Shares Amid China, Oil Concerns B *

Stocks – DB: If You Think the US Is in Recession, Buy Now B *

Stocks – JPM: The Window to Buy Has Shut for Now B *

Stocks – Equities vs. the Economy: Which Ruins Which? WSJ

Stocks – Quarter of World’s Equity Now in Less-Than-Zero Land B *


ECONOMICS

US – Economists see 20% chance of recession FT *

US – State Coincident Indexes Increased in 39 States cr *


POLITICS & FISCAL POLICY



MONETARY POLICY



FINANCE

US – Time to Buy Bank Stocks Bn *

US – Bank shares look oversold FT *


REAL ESTATE

US – ‘Glimmer of Hope’ That Homeownership Rate Is on the Upswing wsj *

US – Millennials caught in the parent trap FT * *

US – The Surge in Mansion Prices Is Now Over B * *


LABOR & EDUCATION



SERVICES



MANUFACTURING

Lighting – GE to Phase Out CFL Bulbs NYT

Lighting – Industrial giants caught in LED headlights FT * *


TECH

Google – Rising Profits at Core Businesses WSJ / FT / R / WSJ *

Google – Passes Apple as World’s Most Valuable Company B / NYT *

Google – Investors await details of ‘moonshot’ ventures FT *

Google – Hearing Facebook’s Footsteps WSJ *

Facebook – Shares surge as mobile ads muscle grows FT *

Facebook – Cashes in on digital advertising FT * *

Amazon – Reports Best-Ever Earnings But Still Disappoints WSJ / FT *

Amazon – Shipping Costs Swell in Holiday Crunch wsj *

Microsoft – Earnings Show Vitality in Old and New Lines WSJ / FT / WSJ *

Yahoo – Mayer to Unveil Cost-Cutting Plan WSJ / B *

Yahoo – Last Roundup Could Lasso a 35% Gain Bn *

GAFAM – Strong Dollar Batters Earnings for Tech Firms WSJ *

GAFAM – Volatile earnings season point to big shifts FT *

GAFAM – Taxing Google and Other US Giants Is Dividing Europe NYT / FT

Unicorns – Corralling billion-dollar start-ups N *


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

NatGas – A fragmented market is on the verge of going global E *

NatGas – The Growing Ranks of LNG Importers / b *


HEALTH



ENDNOTE

Religions of the members of the US House of Representatives reddit *


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