20 April 2015



Today’s Issue Cluster: Cable & Streaming

EMs – Stocks seen lagging developed countries for fifth straight year
EU – A surge in asylum-seekers is testing Germany’s tolerance
Gold – Production may peak in 2015


MAJOR DATA POINTS

EZ – Feb: Construction Falls Sharply; -1.8%, -3.7% yr / WSJ *


MARKETS

EMs – Investors Grow Wary of Debt WSJ *

EMs – Stocks seen lagging developed countries for fifth straight year R *

EMs – Lagging Growth Plagues Economic Policy Makers WSJ *

EMs – India gains reserves, bucking trend of fellow BRICS R * *

EMs – Central banks: doves into hawks FT *


ECONOMICS

China – Beijing moves again to boost growth FT / WSJ / WSJ / NYT / AP / R *

China – Raises Red Flag on Its Stock Markets WSJ / WSJ *

China – Yuan as a Rival to the US Dollar Closer Than You Think wsj / FT *


POLITICS & FISCAL POLICY

Greece – IMF Sees Bailout Needing Several More Weeks WSJ / FT / NYT / FT

Greece – Main Creditors Said to Be Unwilling to Allow Euro Exit B / B / WSJ *

Greece – Binary Outlook Gives Markets a Headache WSJ *


MONETARY POLICY

ECB – Draghi Says Stimulus Is Working WSJ / FT / NYT / AP / B / R * *

ECB – Economic upturn unlikely to curb bond-buying FT * *

ECB – German Yields Tumble Toward Zero Amid Stimulus, Greece Jitters WSJ *


FINANCE

EMs – HSBC speeds up exit FT *


REAL ESTATE



LABOR & EDUCATION

EU – German wage rises lift hopes of eurozone recovery FT * *

EU – Under pressure after hundreds of migrants feared dead FT *

EU – Promises to act over migrant crisis R / WSJ * * *

EU – A surge in asylum-seekers is testing Germany’s tolerance E *


SERVICES

Cable – Comcast Deal Is Said to Raise Concerns WSJ / FT / NYT / B

Cable – Verizon Breaks Pay-TV Bundle WSJ / NYT / IBD / c|net *

Cable – Behind Time Warner Chief’s ‘Cord-Cutter’ Pitch WSJ / NYT * *

Streaming – Video Streaming Geo-Blocking Gets Workaround WSJ

Streaming – Netflix subscriber growth won’t come cheaply WSJ / NYT *

Streaming – Disruptors are shaking up the TV business G&M * *


MANUFACTURING



TECH

Chips – Moore’s Law Runs Out of Gas WSJ / e * * * *

Chips – TSMC: Moore or less? FT *

PCs – Global Shipments Fall in First Quarter WSJ / statista *


TRADE & TRANSPORTATION

TPP – Fast Track Bill Triggers Democratic Discord WSJ / R / FT / WSJ / B / NYT / R / AP *

TPP – Momentum Bolsters Efforts to Counter China WSJ / R / N / N *

TTIP – Thousands in Germany protest against trade deal R


COMMODITIES

Tin – Myanmar Exports Send Prices Lower WSJ *

Gold – Production may peak in 2015 N *

Mining – Companies Face Dangers From Criminal Gangs in Mexico WSJ


ENERGY & ENVIRONMENT

Coal – World: ‘Fueling conflicts around the globe’ AP

Coal – US: Obama’s EPA Rule Is Redrawing the Map B * *

Coal – Japan: New Plants Threaten Emission Cuts, Enviro Group Says B

Coal – India: Modi says will strike own path in climate battle R

Coal – Myanmar: Set to raise generating capacity fivefold N *


HEALTH



ENDNOTE

Which of the BRICS countries each country searches most for reddit *


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