Today’s Issue Cluster: Health Insurance
Retail – Consumers may have extra money, but they’re not spending it
EMs – Currencies Rallied in October; Debt pile starts to shrink
BOJ – Reruns inflation downgrade script
Japan – Oct: Manufacturing PMI hits one-year high; 52.4 from 51.0 / R
China – Oct: Official PMI unchanged shrinks for third month; 49.8 / R / WSJ / FT / B / AP
China – Oct: Caixin factory PMI shrinks at slower pace; 48.3 from 47.2 / R / B / WSJ
US – Oct: ISM manufacturing sector growth slows; 50.1 from 50.2 / R / WSJ
EMs – Currencies Rallied in October WSJ
EMs – Debt pile starts to shrink FT * *
EMs – Asian stocks extend dominance of index FT * * * *
EMs – Is growth slowdown stabilizing? FT * *
SK – As China Cools, Exporters Feel Chill WSJ *
SK – Seoul’s Warming Ties With China Isolate NK WSJ *
NK – Cash Crunch Hits Elite WSJ *
Turkey – Ruling AKP Regains Parliamentary Majority WSJ / FT / R / WSJ *
Turkey – Election Only Answers One Question for Investors WSJ / B *
Turkey – Erdogan sweeps to victory FT / FT *
Turkey – Erdogan kicks off coalition talks FT / WSJ *
Pakistan – Disdain over IMF’s rosy view FT * *
Pakistan – Lower oil prices prove to be a boon E *
Kazakhstan – Faces oil dilemma as prices plunge FT * *
Central Asia – After the strongmen FT * *
BOJ – Fears Overstimulation WSJ / WSJ / NYT *
BOJ – Holds course despite deepening gloom FT / B / FT *
BOJ – Reruns inflation downgrade script r * *
US – Banks face $120b shortfall under Federal Reserve plan FT / R / B
US – Fed Rule Would Ease Strain From Dying Banks NYT / AP / WSJ
EU – ECB says Greece’s banks need €14b FT / WSJ / NYT / R / FT *
Retail – Consumers may have extra money, but they’re not spending it B *
Retail – QVC: The unlikely juggernaut of mobile shopping WaPo
Retail – Wal-Mart Shrinks the Big Box, Vexing Vendors WSJ *
NatGas – Crashes to lowest level since 2012 FT / FT *
NatGas – Hopes for Golden Age Evaporate WSJ *
Insurance – Health Law’s Strains Show WSJ *
Insurance – Businesses, Patients Feel Marketplaces’ Ripple Effect WSJ *
Insurance – ObamaCare Rates Rise WSJ / IBD *
Insurance – More Health Co-ops Face Collapse WSJ / NYT
Insurance – Health Care Companies in Merger Frenzy NYT
Insurance – Health Care Now Relatively Cheap B *
