20 April 2016



Today’s Issue Cluster: US Insurance

Africa – $30b Rail Renaissance Holds Ticket for Trade
Pot – Legalization in New England Is Stalled by Opiate Crisis
PCs – Global Market Shrinking Further


MAJOR DATA POINTS

US – Mar: Existing Home Sales UpL +5.1% from -7.3% / WSJ / R / AP


MARKETS

Africa – Discovers the downside of foreign borrowing E *

Africa – For outsiders in particular, investing is strewn with hurdles E *


ECONOMICS

Africa – GDP growth sliding towards 17-year low FT *

Africa – Market of 1.2b people still holds huge promise E *

Africa – The middle class: A matter of definition E *

Africa – Trade suffers from dismal infrastructure E * *

Africa – Manufacturing: Not making it E *

Africa – $30b Rail Renaissance Holds Ticket for Trade B *

Africa – Food Costs Soar Amid Worst Drought in Decades B *

Africa – Farms are prospering E * * *


POLITICS & FISCAL POLICY

Africa – Big Men Are Reverting to Type B *


MONETARY POLICY



FINANCE

Africa – Much hangs on mobile money E *


REAL ESTATE

Africa – Cement industry is expanding fast B *


LABOR & EDUCATION



SERVICES

Pot – Big Tobacco’s Pot of Gold b *

Pot – Legalization in New England Is Stalled by Opiate Crisis NYT

Pot – In CA, Marijuana Is Smelling More Like Big Business NYT

Pot – Wall Street banks not willing to go long the bong FT

Pot – World split in fight over drugs FT


MANUFACTURING



TECH

PCs – Intel Cuts 12k Jobs B / WSJ / FT * *

PCs – Global Market Shrinking Further statista *

PCs – How Thin, Pricey Laptops Compute WSJ *


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT



HEALTH

Insurance – UnitedHealth quits most ACA exchanges NYT / FT / WSJ / WSJ *

Insurance – Companies warn ACA losses are unsustainable Hill

Insurance – The short and chaotic life of an ACA darling Crain’s

Insurance – ACA Enrollee Spending Is Increasing WSJ

Insurance – Sales of Short-Term Policies Surge WSJ

Insurance – Immigrants, the Poor and Minorities Gain Under ACA NYT *


ENDNOTE

Americans stand out on religiosity pew *


Comments are closed.