2 October 2015



Today’s Issue Cluster: Autos

AVs – Cars shift insurance liability toward manufacturers
Auto – Traffic deaths spike in first 6 months of this year
Silver – Coin shortage shows bright side of collapse


MAJOR DATA POINTS

US – Sep: Jobs Report Is Lackluster; +142k from +136k (R+173k) / NYT / WSJ / FT / AP / B *

US – Aug: New orders capital goods fell; -0.8% was -0.2% / R *


MARKETS

Currencies – Weakness still drive export growth, says IMF FT *

Currencies – Sterling’s bright plumage begins to fade FT * *


ECONOMICS

Canada – How much longer can consumers underpin economy? r * *


POLITICS & FISCAL POLICY

Australia – Treads water as commodities bite N / BW * *


MONETARY POLICY

World – Central banks’ growth challenge R *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING

Autos – World: Braced for end to record run FT * * *

Autos – World: Carmakers borrow heavily to finance sales E *

Autos – World: Makers may be in their Lehman moment N *

Autos – US: Wage Strife Clouds Car-Sales Boom WSJ / FT / NYT / AP *

Autos – US: Will Fed Tap the Brakes? WSJ * * *

Autos – US: Sleek ‘Euro Style’ Vans Reignite Sales WSJ *

Autos – US: China’s Strategy: Make Parts First WSJ *

Autos – China: Can’t Keep Market’s Pedal to the Metal WSJ / FT *

Autos – EU: Taking the stage despite feeling unwell is an apt metaphor FT *

Autos – EU: GM, Ford Keep Chins Up WSJ *

Autos – UK: Car dealers a nice little runner FT *

Autos – UK: JLR aims to turbo charge Jaguar’s sales FT *

Autos – China: Sales Driven Lower by Slowing Economy WSJ / FT *

Autos – China: Will Have Trouble Shifting Into Lower Gear WSJ *

Autos – Vietnam: Sales accelerating FT *

Autos – VW: The Other Victims: Dealers NYT

Autos – VW: New market may leave Asian air behind N * *

Autos – Apple: Aims For First Electric-Car Vehicle in 2019 WSJ *


TECH



TRADE & TRANSPORTATION

AVs – Carmakers see tech rivals in rear-view mirror FT * *

AVs – Automakers, Google take different roads R / FT / AP

AVs – Google Tries to Make Its Cars Drive More Like Humans WSJ *

AVs – Cars shift insurance liability toward manufacturers R *

AVs – Toyota to Finance $50m ‘Intelligent’ Car Project NYT / AP / FT

AVs – Driverless Taxi Experiment to Start in Japan wsj *

Auto – US Vehicle Miles Driven Increases 4.2% / cr *

Auto – Crashes Are On the Rise WSJ *

Auto – Traffic deaths spike in first 6 months of this year / AP *


COMMODITIES

Gold – Suffers biggest quarterly loss in a year on Fed outlook R *

Gold – South Africa’s Miners Turn to Machines to Stay Afloat WSJ *

Silver – Coin shortage shows bright side of collapse R *

Platinum – Volkswagen Fallout Sees a Drop Below $900 WSJ

Copper – Cuts critical for Glencore revival FT *


ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

Separated at Birth: DC and South Australia sm *


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