20 February 2014



Today’s Issue Cluster: Nuclear Power

World – Emerging Nations Demand Western Support
Germany – House prices overheating, Bundesbank warns
UK – London Leads House Price Increases as Item Club Sees Bubble


DATA POINTS

China – Feb: HSBC flash PMI hits seven-month low; 48.3 from 49.5 / R / WSJ / AP / B / X *

China – Q4: Consumer confidence soars in Nielsen index; 111 from 110 / CD *

Japan – Jan: Trade Deficit Balloons to Record; -¥2.79t (-$27.3b) from -¥1.63t yr / WSJ / FT / R / B / K *

Japan – Feb: Reuters Tankan manufacturing mood down, seen sliding further; +18 from +19 / R *

Singapore – Q4: Economy Expanded After Production Pick-Up; +6.1% from +0.3% / B / WSJ

EZ – Jan: Markit factory gauge unexpectedly slipped; 53 from 54 / R / B * *

Canada – Jan: Number of home sales fall; -3.3% / CBC

US – Jan: ConfBd Leading Economic Indicators Rose; +0.3% / B

US – Feb: Markit factory activity growth hits nearly four-year high; 56.7 from 53.7 / R

US – Feb: Philly Fed Manufacturing Survey Indicates Contraction; -6.3 from +9.4 / cr *

US – Jan: Consumer prices rise marginally; +.01% from +0.2% / R / B / AP * *

US – Week: Jobless Claims Fell; -3k to 336k / WSJ / R / B / AP *


MARKETS

Munis – Boosted by tax breaks FT *


ECONOMICS

World – Emerging Nations Demand Western Support S * *


POLITICS & FISCAL POLICY

Ukraine – Kiev truce ends in violence and gunfire FT / WSJ / NYT / R / B / AP *


MONETARY POLICY

Fed – Strong support for tapering FT / WSJ / R / NYT / AP / B


FINANCE

China – Shadow banking loans are expanding — so is the risk N *

China – Swelling Debt Spreads Among Local Governments wsj *

China – At Risk of a Debt Crisis? Not Really, Bank Says wsj *

China – 2014 GDP Forecasts by Quarter Holding Steady, For Now / b *

China – Has the world’s biggest trade deficit—in services E *


REAL ESTATE

Germany – House prices overheating, Bundesbank warns FT / B

UK – London Leads House Price Increases as Item Club Sees Bubble B / r *

Canada – Seeks Soft Landing for Highflying Housing WSJ *


SERVICES

Media – The stars are aligned for Spotify’s IPO q *

Media – Music chiefs put faith in digital streaming power FT *

Media – FCC Plans Sweeping Changes to Bolster AM Radio NYT


MANUFACTURING

Firearms – Security Companies Target New Markets, Tech And Sales IBD


TECH

Internet – FCC to Try Again on ‘Net Neutrality’ WSJ / FT / NYT / AP / R / B / WSJ

Internet – Google eyes fibre expansion in metro areas FT / WSJ / R / bi *


TRADE & TRANSPORTATION

Rail – Roads and Mexican Government on Collision Course WSJ / R / B


COMMODITIES

Fish – ‘Peak salmon’ swims into view as supply slows FT / q * *

Fish – Catfish is going to be Made in the US once again q * *


ENERGY & ENVIRONMENT

Nuclear – Uneconomic US plants at risk of being shut down FT / R / B *

Nuclear – Supply cuts light up uranium prospects FT *

Nuclear – US Waste Solution Seen in NM Desert Salt Beds NYT *

Nuclear – EDF to extend life of its UK power plants DT / T / B *

Nuclear – Poland moves a step closer E * *

Nuclear – Japan re-start bogged down in safety checks and paperwork R / R *

Nuclear – SK approves $7b reactor plans in boost for power R *


LABOR & EDUCATION

EU – Unemployment equals US ft * *

EU – The Swiss Virus: Europe Gripped by Immigration Worries S / q / motw / motw * * * *


HEALTH

Stem Cells – Scientists Struggle to Replicate Research Breakthrough WSJ


ENDNOTES

LA’s Plan For a Massive Rail Transit System By 2040 bi *


Comments are closed.