Bz Nwz




---

Today’s Issue Cluster: NatGas

Payments – China to lead the world in plastic revolution
Crops – Lumber: Russia Is Running Out of Forest
Chikungunya – Mosquito Virus That Walloped Caribbean Spreads in US



---

MAJOR DATA POINTS

Japan – Sep: Tankan manufacturers’ sentiment up; 13 from 12 / B / FT / WSJ / K *

China – Sep: Official PMI Unchanged as Manufacturing Subdued; 51.1 / B / R *

EZ – Sep: Markit Manufacturing PMI Slows; 50.3 was 50.5 / FT / WSJ * *

US – Sep: ADP Private Payrolls Increased; +213k from +202k / B / WSJ / R / AP *

US – Sep: ISM factory activity growth slows; 56.6 from 59.0 / R / B * *

US – Sep: Construction spending posts surprise decline; -0.8% / R *



---

MARKETS

EM – Markets Diverging WSJ *

US – Investors See Reasons to Jump In WSJ *



---

ECONOMICS

World – Global imbalances remain a threat to stability, IMF warns FT * *

World – ‘Germany Replaces China as World’s Trade-Surplus Boogeyman’ wsj *



---

POLITICS & FISCAL POLICY

EU – Italy’s Economic Woes Highlight Dilemma for ECB WSJ / B *

EU – Hollande warns France of tough spending cuts FT * *

EU – France defiant on missed deficit target FT * *

EU – Approval ratings between Merkel & Hollande has never been so wide / b *



---

MONETARY POLICY




---

FINANCE

Payments – EBay to Split as Apple, Others Prepare to Challenge PayPal WSJ / FT / NYT *

Payments – Apple Pay Signals New Era at Cash Register NYT

Payments – China to lead the world in plastic revolution ft *



---

REAL ESTATE




---

SERVICES

Cable – Suddenlink to Drop Viacom TV Channels WSJ

Cable – More Companies Take TV Off Menu WSJ *

Cable – Comcast, TWC Blast Critics of Merger WSJ *



---

MANUFACTURING




---

TECH

Cameras – Out of focus FT *

Watches – What keeps Swiss makers up at night N *



---

TRADE & TRANSPORTATION

Rail – Firms Fight Some Crude-Train Rules WSJ

Rail – Industry Group Backs Testing of Crude Carried by Train WSJ

Rail – Reshapes Crude Market / *



---

COMMODITIES

Crops – Corn: Prices Fall to Five-Year Low on Higher-than-Expected Supplies WSJ

Crops – Soybeans: Low US stocks fail to halt price slide FT

Crops – Lumber: Russia Is Running Out of Forest MT

Crops – Cotton: Soft Market Leaves No Cushion WSJ *



---

ENERGY & ENVIRONMENT

NatGas – US: Rising shale output disrupts prices FT / bi * * *

NatGas – US: A U-Turn for a Terminal Built to Import NYT

NatGas – Canada: Among wild cards dictating LNG growth FT

NatGas – Australia: Bills Soar Amid Export Boom WSJ *



---

LABOR & EDUCATION




---

HEALTH

Ebola – First case diagnosed in US WSJ / FT / NYT / R / AP / B / vox *

Chikungunya – Mosquito Virus That Walloped Caribbean Spreads in US B



---

ENDNOTE

How people around the world snack wapo * * * * *



---




---

Today’s Issue Cluster: Asia




---

MAJOR DATA POINTS

Japan – Aug: Output Unexpectedly Slumps; -1.5% / WSJ / B / FT *

China – Sep: HSBC Factory PMI Falls From Initial Reading; 50.2 was 50.5 / WSJ / AP / R / B *

EZ – Sep: Inflation Falls to Five-Year Low; 0.3% from 0.4% / WSJ / NYT / B / R *

US – Jul: Case-Shiller Home Price Growth Slows Again; +5.6% from +6.3% / WSJ / R / B *



---

MARKETS




---

ECONOMICS

China – One-Two Punch Threatens to Hit Economic Growth WSJ *

China – Consumption of Other Country’s Exports / b *

Japan – Signals second tax hike will go ahead FT *

Japan – Abenomics Spurs Record Wealth in Solace for Price Rises B

Japan – Investors in Stocks Still Confident in Abenomics WSJ

SK – Investors eye long-awaited dividend windfall FT / FT * *

SK – Unveils Tax Targeting Corporate Cash Hoarders WSJ *

Asean – Japan Inc. Goes Deeper Into Southeast Asia WSJ * *

Singapore – Seeking to Move Up Value Chain wsj *

Sri Lanka – Aims to be hub for pan-Indian Ocean trade N *

Philippines – No Longer ‘Sick Man of Asia’ WSJ / b *

Philippines – ‘Strained Infrastructure Erodes Growth Prospects’ NYT

Cambodia – Wave of discontent FT / R *

Myanmar – Phone Service Makes Leap WSJ *

Myanmar – Foreign Investors Rethink Enthusiasm of Aviation Sector WSJ *

Thailand – Military Rulers Look to Past For Answers on Economy WSJ / WSJ * *

Thailand/Vietnam – Unrest keeps holidaymakers away FT * *

Vietnam – Changes afoot in mobile phone market N *

Indonesia – Widodo faces daunting challenges E *

Indonesia – Finance minister urges Widodo to fast-track reform FT * *

Indonesia – Looks to retail investors of the future FT * *



---

POLITICS & FISCAL POLICY

HK – Status as Financial Hub Likely a Factor for Beijing WSJ / R *

HK – Protests Have Real-Estate Companies Worried WSJ *

HK – Protests May Hurt Retailers WSJ / WSJ *

HK – Banks Hit by Protests WSJ *



---

MONETARY POLICY

BOJ – Room to Run in Next Round of Easing WSJ *



---

FINANCE

China – Slowdown threatens timetable for financial reform FT

China – Bad Bank Fails to Turn Good WSJ



---

REAL ESTATE

China – PBOC Eases Mortgage Lending Rules WSJ

China – More Cities Relax Mortgage Policy as Property Sales Fall B / b *



---

SERVICES




---

MANUFACTURING




---

TECH




---

TRADE & TRANSPORTATION

Ship – China Gets One-Meter Edge in Race for Biggest Freighter B



---

COMMODITIES

Metals – Aluminum: To be used in Ford’s new Super Duty line of heavier pickup trucks WSJ / B / USAT

Metals – Aluminum: Threatens steel’s dominance of the car industry FT * * *

Metals – Aluminum: Smelter restarts seen undermining global deficit outlook R *

Metals – Platinum: Prices Skid on Car-Demand Worries WSJ

Metals – Iron: Heads for Record Run of Quarterly Losses as Glut Builds B

Metals – Iron: Collapse threatens an industry shakeout FT * * * * * *



---

ENERGY & ENVIRONMENT




---

LABOR & EDUCATION

Japan – ‘Paying price for halfhearted courtship of foreign workers’ N *



---

HEALTH

Demog – Japan: Collapse points to grim future N *

Demog – SK: Alarm over prospect of extinction by 2750 FT / B

Demog – SK: Elderly left behind by speed of change FT * * * *



---

ENDNOTE

Where do countries import the most from? am *



---




---

Today’s Issue Cluster: Ukraine

Cybersecurity – The Amazon.com of Stolen Credit Cards Makes It All So Easy
Cybersecurity – Shellshock bug threatens internet’s backbone, analysts warn
Crops – Harvest Time for Farming Shares



---

MAJOR DATA POINTS

EZ – Sep: Economic Confidence Falls in Sign ECB Plan Taking Time; 99.9 from 100.6 / B *

Germany – Sep: Inflation stuck at low level for third month in a row; 0.8% / AFP / B *

US – Aug: Consumer Spending Increased; +0.5% from flat / WSJ / FT / AP / R / B *

US – Aug: NAR pending home sales fall more than expected; -1.0% from +3.2% / R / WSJ *



---

MARKETS




---

ECONOMICS

India – Modi issues a plea to business FT * * *

India – Defense Deals Likely on Agenda as Modi Visits US WSJ *

India – ‘Modest policies will not bring back 9% growth’ E * *



---

POLITICS & FISCAL POLICY

Ukraine – Russia and Kiev near deal on gas supplies FT / WSJ / NYT *

Ukraine – Berlin rejects Moscow efforts to unpick EU-Kiev trade pact FT / WSJ / FT / R

Ukraine – NATO: Russia Has Withdrawn Many Troops WSJ / E *

Ukraine – Russia wages guerrilla warfare against western companies FT

Ukraine – From Bentleys to fish, Russia’s economy feels sanctions’ sting FT / WSJ * *

Ukraine – Former Putin Aide Reinforces Dangers of Sanctions NYT / R / WSJ / WSJ *

Ukraine – The arrest of Yevtushenkov has rattled oligarchs FT *

Ukraine – GM Slashes Jobs and Output in Russia WSJ *

Ukraine – Russian car industry facing lacklustre two years R *

Ukraine – Russia Wealth Fund at Risk on Sanctions Relief B *

Ukraine – Economic Flip Shields East EU From Russia Row B *



---

MONETARY POLICY




---

FINANCE

Cybersecurity – The Amazon.com of Stolen Credit Cards Makes It All So Easy BW * *



---

REAL ESTATE




---

SERVICES

Gaming – Macau’s high-rolling casinos suffer amid China anti-graft storm FT / WSJ / B / WSJ * * * *

Gaming – Costs, politics erode chances for a Tokyo casino by 2020 R

Gaming – Atlantic City: The end of a casino monopoly wapo / wapo *



---

MANUFACTURING

Drones – Hollywood leads way for wider use FT / WSJ / NYT

Drones – Widespread Commercial Flights ‘Years Away’ WSJ



---

TECH

Cybersecurity – Shellshock bug threatens internet’s backbone, analysts warn FT / NYT / R / FT / R / FT



---

TRADE & TRANSPORTATION

WTO – India’s tough trade talks stance wins few friends in poor nations FT * *

WTO – China’s Use of Antimonopoly Law May Violate Pact, US Group Says WSJ



---

COMMODITIES

Crops – Harvest Time for Farming Shares Bn *



---

ENERGY & ENVIRONMENT

Oil – Shale, Saudi Arabia and Islamic State Leave Bulls Sweating WSJ *

Oil – Why Predictions Haven’t Come True WSJ *



---

LABOR & EDUCATION




---

HEALTH

Demog – Russia: Voting with their feet q * *

Demog – Russia: Population changes between the 1989 and 2010 census motw *



---

ENDNOTE

US government to its people: Stay away from these countries gp *



---




---

Today’s Issue Cluster: European Labor

ECB – Draghi’s Trillion-Euro Pump Finds Blockage
UK – London Home Prices Post First Fall Since 2012 on Demand Drop
Ecigs – Trend for trying may be leveling off



---

MAJOR DATA POINTS

Japan – Aug: Inflation slips to 10-month low; 1.1% from 1.3% / WSJ / FT / B *

Germany – Oct: Conflicts weighing on consumer confidence; 8.3 from 8.6 / AP *

US – Q2: Revised Up; +4.6% was +4.2% / WSJ / B / FT / AP / R * *

US – Sep: UMich Consumer Sentiment at 14-Month High; 84.6 from 82.5 / R / B *



---

MARKETS




---

ECONOMICS




---

POLITICS & FISCAL POLICY

EU – ECB thinks Germany needs to start spending more wapo *



---

MONETARY POLICY

ECB – To keep loose policy ‘for long time’: Draghi R / FT *

ECB – Euro weakness strengthens hand of policy makers FT *

ECB – Draghi’s Trillion-Euro Pump Finds Blockage B

ECB – Private Sector Lending Lags / r *

ECB – ‘Draghi gap’ widening to €1.1t / b *



---

FINANCE




---

REAL ESTATE

UK – London Home Prices Post First Fall Since 2012 on Demand Drop B

UK – House prices jump 11.7% in year to July FT *

UK – Home Value Rally Seen Stalling by Property Brokers B *

UK – Tokyo on Thames ft * *

UK – ‘London real estate prices remain deeply silly’ q * *



---

SERVICES

Ecigs – France to restrict use FT / WSJ / NYT / R

Ecigs – Trend for trying may be leveling off AP



---

MANUFACTURING




---

TECH

Mobiles – Apple Pulls iOS Software Update WSJ / FT *

Mobiles – Apple Rebuts Complaints of Bending iPhones WSJ / FT

Mobiles – iPhone sales / r *

Mobiles – Apple share price performance after new product unveilings r *

Mobiles – Samsung looks to steal China march on Apple FT

Mobiles – BlackBerry launches square phone in push for business users FT / WSJ / NYT / G&M *

Mobiles – BlackBerry reviews weak WSJ / FT

Mobiles – Most people aren’t downloading apps anymore q * *

Mobiles – Microsoft and Intel need China’s help N *



---

TRADE & TRANSPORTATION




---

COMMODITIES

Crops – Commodity Outliers Attract Investors WSJ * *

Crops – Global grain supplies are soaring FT * * * *



---

ENERGY & ENVIRONMENT




---

LABOR & EDUCATION

EU – Alliance pushes to create jobs for young FT * *

EU – Working pensioners offer Germany a boost FT * *

EU – IMF backs Renzi reforms of Italy’s labour market FT * *

EU – Falling Wages Hit Youth Hardest B *

EU – Job Protections for Old Are Barriers for Young WSJ *

EU – Unemployment rate among adults and young people afp / ft *

EU – Unemployment By Region / t *

EU – Minimum Wage Disparity / statista *

EU – Germany: “Wage gap” B / AFP *

EU – France: New economy minister sparks storm over ’35-hour’ law AFP

EU – UK: Much of employment growth has been low skill, depressing overall wage growth / dt *

EU – Spain: The labour market is recovering at last E *

EU – Greece: Older Men May Never Work Again WSJ

EU – Influx pushes net migration to highest level since 2011 FT * * *

EU – ‘Illegal migration is causing strains across the continent’ E *

EU – Routes to a better life r *

EU – ‘Shameful Immigration Policy’ S *

EU – Germany: The new land of opportunity for immigrants wapo / B *



---

HEALTH




---

ENDNOTE

Colors of passports around the world reddit *



---




---

Today’s Issue Cluster: Student Debt

China – To Open Stock Trading; Investors Lay Groundwork
Cybersecurity – New ‘Bash’ software bug may pose bigger threat than ‘Heartbleed’
Demog – China: Baby Boom Wagers Go Bust on Child Cost Burden



---

MAJOR DATA POINTS

US – Aug: Durable Goods Orders Fall on Planes; -18.2% from +22.5% / WSJ / R / B / AP

US – Week: Jobless Claims Rise; +12k to 293k / WSJ / B / R / cr *



---

MARKETS

Bonds – Junk Investors Start to See Warning Signs WSJ * *

Bonds – Europe’s Junk Market Gets a Risk Reminder WSJ

Bonds – Chinese borrowers break new ground FT



---

ECONOMICS

China – Ponders Slow-Growth Dilemma WSJ

China – To Open Stock Trading; Investors Lay Groundwork NYT

China – Tech Factories Turn to Student Labor WSJ *



---

POLITICS & FISCAL POLICY




---

MONETARY POLICY

PBOC – China Considers Replacing Central Bank Head WSJ *



---

FINANCE

China – PBOC Struggles as Borrowers Hold Back WSJ *

China – Big Four Banks May Ease Mortgage Policies B / WSJ



---

REAL ESTATE

China – Home Prices Weaken Further WSJ / R *

China – Property Investors Make Big Bets Overseas WSJ *



---

SERVICES

Retail – Chinese Are Traveling More, Shopping Less WSJ *



---

MANUFACTURING




---

TECH

Cybersecurity – Home Depot Was Hacked by Previously Unseen ‘Mozart’ Malware WSJ

Cybersecurity – New ‘Bash’ software bug may pose bigger threat than ‘Heartbleed’ R



---

TRADE & TRANSPORTATION

Delivery – Postal Service Seeks to Extend Grocery Service WSJ

Delivery – Deutsche Post DHL to Ship Medicine via Drone WSJ / R *



---

COMMODITIES

Salmon – Top Chefs, Grocers Choose Farmed Fish WSJ * *

Salmon – Mitsubishi to Buy Producer for $1.39b NYT



---

ENERGY & ENVIRONMENT




---

LABOR & EDUCATION

HigherEd – Student Debt: Defaults on Federal Student Loans Decline WSJ *

HigherEd – Student Debt: Takes a Bite Out of More Paychecks WSJ *

HigherEd – Student Debt: Takes a Toll on Some Home Buyers WSJ *

HigherEd – Student Debt: Student-Loan Straitjacket WSJ *

HigherEd – Student Debt: Families Borrow Less for College WSJ *

HigherEd – Student Debt: Smaller Share Working Their Way Through School wsj * * *

HigherEd – Student Debt: Causes and consequences ft *

HigherEd – Student Debt: States with highest levels wapo *

HigherEd – Student Debt: Obama Takes Steps to Ease Burden NYT / AP / R / B

HigherEd – Student Debt: College Tuition Costs Soar B *

HigherEd – Student Debt: For Some Graduates, College Isn’t Worth It WSJ *

HigherEd – Student Debt: A Tough Lesson for College Textbook Publishers WSJ *

HigherEd – Student Debt: Efforts to Curb College Costs Face Resistance WSJ *

HigherEd – Student Debt: ‘Business bout to experience a welcome earthquake’ E * *

HigherEd – Student Debt: Law Schools Boost Enrollment After Price Cuts WSJ *

HigherEd – Student Debt: A College Degree Pays Off Far Faster Than It Used To wsj *



---

HEALTH

Demog – China: Baby Boom Wagers Go Bust on Child Cost Burden B



---

ENDNOTE

World median ages gp *



---




---

Today’s Issue Cluster: Planes

US – Walmart to Offer Checking Accounts
Rail – CN to be fined for failing to move enough grain
Metals – Nickel: ‘China throws cold water on bulls’



---

MAJOR DATA POINTS

Germany – Sep: Ifo business confidence drops for 5th month; 104.7 from 106.3 / AP / B / WSJ *

US – Aug: New home sales race to six-year high; +18.0% from +1.9% / R / WSJ / B *



---

MARKETS

Bonds – Treasury-Bill Yield Tips Into Negative Territory WSJ * *

Bonds – Robertson Says Bubble to End in ‘Very Bad Way’ B



---

ECONOMICS

Australia – Luck runs low as Chinese economy cools FT / SMH * *

Australia – Aussie Falls to Seven-Month Low vs. U.S. Dollar WSJ *



---

POLITICS & FISCAL POLICY




---

MONETARY POLICY




---

FINANCE

US – Walmart to Offer Checking Accounts NYT



---

REAL ESTATE




---

SERVICES




---

MANUFACTURING

Planes – Market: Battle triggers warnings of oversupply WSJ / R / R / R / bi *

Planes – Market: Aerospace groups voice concerns over supply chain FT

Planes – Market: Airbus sales chief cautious on output increases R / WSJ / FT

Planes – Market: Boeing exec says will only hike output if sustainable R

Planes – Market: Airlines Want New Narrowbody Designs, Manufacturers Reluctant WSJ

Planes – Market: Aircraft lessors wary as new rivals crowd into aviation R

Planes – Market: Boeing tips China to be biggest aviation market FT / WSJ / R / AFP

Planes – Market: China’s jet lessors shoot for the top N *

Planes – A350: Set to Complete Final Tests WSJ / WSJ

Planes – A380: Airbus Shrugs Off Canceled Plane Orders WSJ / NYT / B / FT

Planes – A400M: Germany pushes Airbus for cost cuts R

Planes – 737: Boeing feels strong pressure to increase output R / FT / R

Planes – 787: Boeing Struggles to Find Buyers for Early Version Dreamliners WSJ

Planes – 787-10: Boeing to make longest Dreamliner exclusively in SC R / WSJ / NYT

Planes – Boeing: Faces a Future Without Fighter Jets WSJ *

Planes – Rolls-Royce: Seeks to catch up with rivals on margins FT / R / FT * *

Planes – Embraer: Pushes deeper into Bombardier territory with Republic Airways deal G&M / WSJ

Planes – Business Jets: Sales take off again in better climate FT



---

TECH

Silicon Valley – EU antitrust chief says Google case may be bigger than Microsoft FT / R / WSJ



---

TRADE & TRANSPORTATION

Rail – Companies in Bakken Shale Fight Limits on Oil Trains WSJ

Rail – Dangers Aside, Trains Reshape Crude Market WSJ / R *

Rail – CN to be fined for failing to move enough grain CP / WSJ / G&M / G&M



---

COMMODITIES

Metals – Iron: Glut Too Much Even for China WSJ *

Metals – Steel: Big Chinese Companies Hit by Slowing Economy WSJ / FT *

Metals – Nickel: ‘China throws cold water on bulls’ r * *

Metals – Copper: Easy to Lose and Expensive to Produce: Is the Penny Worth It? WSJ *



---

ENERGY & ENVIRONMENT




---

LABOR & EDUCATION




---

HEALTH

Ebola – Cases could reach 1.4m in 4 months, CDC estimates NYT / WSJ / AP / FT / B *



---

ENDNOTE

All the Drug References In Hip-Hop, Visualized ilc * * * *



---




---

Today’s Issue Cluster: US Real Estate

China – Capital Economic’s Activity Proxy shows growth at just 6%
US – Tax inversion crackdown hits drugmaker shares
Crops – Barley: Frozen crops to push craft beer prices higher



---

MAJOR DATA POINTS

China – Sep: HSBC Manufacturing PMI Grows Modestly; 50.5 from 50.2 / WSJ / B / AFP *

EZ – Sep: Markit Private-Sector Activity Slows; 52.3 from 52.5 / WSJ / NYT / B / AP / R / AFP *

US – Sep: Markit manufacturing growth continues apace; 57.9 from 57.9 / R *



---

MARKETS




---

ECONOMICS

China – Beige Book Shows Economy Stuck in Low Gear B

China – Capital Economic’s Activity Proxy shows growth at just 6% b *

China – Markets Tremble on New Worries WSJ *

China – Risks ‘balance-sheet recession’ as stimulus impact wanes FT *

China – Shanghai Leads the Way in Revamp of SOEs WSJ *

China – SOE reform no fee bonanza for bankers FT *

China – Overseas Buying Increasingly Shifts to Private From State WSJ *

China – War on graft leads to drop in outbound investment FT *



---

POLITICS & FISCAL POLICY

US – Obama Issues New Rules to Combat Tax Inversions WSJ / FT / NYT / B

US – Tax inversion crackdown hits drugmaker shares FT



---

MONETARY POLICY

ECB – Weak loans demand paves way for ‘QE’ FT / WSJ / B * *



---

FINANCE




---

REAL ESTATE

US – Home Sales Falter as Investors Pull Back WSJ *

US – If Builder Sentiment Is So Bullish, Why Are Housing Starts So Low? wsj *

US – Rate of Americans Starting Own Households ‘Disturbingly Slow’ wsj *

US – Should Mortgage Lending Standards Ease? WSJ *

US – Mortgage Lending Hit Six-Year High in 2013 wsj *

US – Cash Home Sales, While High, Are Falling wsj *

US – Affordable Homes Drive Rebound in Exurbia WSJ *

US – Apartment Construction Hits Highest Level Since 1989 wsj / B *

US – Student Debt Could Reduce Home Sales 8% This Year, Report Says wsj * *



---

SERVICES




---

MANUFACTURING




---

TECH




---

TRADE & TRANSPORTATION

EU/Canada – Discord in Europe Jeopardizes Trade Deal WSJ / DW / G&M *



---

COMMODITIES

Crops – Lemons: Bitter Price Shock From Drought B

Crops – Barley: Frozen crops to push craft beer prices higher R *

Crops – Coffee: Experts fear for Brazil harvest FT * *

Crops – Cocoa: Nigerian Minister Says Crop to More Than Double B

Crops – Cocoa: Market hit by Ebola fear factor FT / WSJ *



---

ENERGY & ENVIRONMENT

Oil – Prices Sink as World-Wide Supplies Rise WSJ *

Oil – Price Quirk Sends Crude Out to Sea WSJ *

Oil – Russia and OPEC slump only a phase q * * *

Oil – Fuelling Isis Inc FT * *



---

LABOR & EDUCATION




---

HEALTH

Hospitals – Cut Costs by Getting Doctors to Stick to Guidelines WSJ

Hospitals – AMA Urges Overhaul of Electronic Medical Records WSJ



---

ENDNOTE

9% of US Households Have No Car; NYC & Alaska Especially reddit *



---




---

Today’s Issue Cluster: India

Online – Five million iPhones are about to be smuggled into China
Silicon Valley – China Clamps Down on Web, Pinching Companies Like Google
Cotton – India will oust China as top producer this year



---

MAJOR DATA POINTS

EZ – Sep: Consumer Confidence Falls for Fourth Month; -11.4 from -10.0 / WSJ / b *

US – Aug: Existing-Home Sales Fall; -1.8%, -5.3% yr / WSJ / R / *



---

MARKETS

Currencies – Bond Losses Wiped Out for Treasuries With Dollar Beating All B

Currencies – Pressure on Sterling May Continue Despite Scottish ‘No’ Vote WSJ / B *



---

ECONOMICS

India – Economy expands at fastest rate in two years FT * *

India – Modi tackles ‘Licence Raj’ with a thousand cuts FT

India – Baulks at state sell-off FT * *

India – New Poverty Formula Proves Test WSJ *

India – New Delhi Courts ‘Neo Middle Class’ With Incentives WSJ *

India – Economy Looks Much Like China’s in 2001 WSJ *



---

POLITICS & FISCAL POLICY

India – Concern grows as power crisis looms FT * * *

India – Coal shortage eases slightly R * *

India – ‘Power deficit isn’t as dire as thought’ q *



---

MONETARY POLICY

RBI – Ignoring Doubters, Indian Central Bank Chief Tackles Inflation WSJ / wsj / wsj / wsj *



---

FINANCE

India – Modi seeks bank accounts for 75m poor households FT / WSJ



---

REAL ESTATE

India – Luring Investors Again WSJ / WSJ



---

SERVICES

Online – Five million iPhones are about to be smuggled into China q / WSJ

Online – Chinese shoppers fuel US retail sales CD *



---

MANUFACTURING




---

TECH

Silicon Valley – China Clamps Down on Web, Pinching Companies Like Google NYT

Silicon Valley – The big stick behind Google’s soft power approach to Europe FT



---

TRADE & TRANSPORTATION




---

COMMODITIES

Cotton – Hits snag as China restricts imports FT / X

Cotton – India will oust China as top producer this year R / r *



---

ENERGY & ENVIRONMENT

Carbon – China’s emissions outstrip EU plus US FT / AP / NYT

Carbon – China debates how to impose caps FT *

Carbon – China plans to reduce coal reliance to 65% from 66% q * * *

Carbon – Australian Electricity Emissions rising again / t *

Carbon – Economist’s guide to various actions E * *



---

LABOR & EDUCATION




---

HEALTH




---

ENDNOTE

Flags that can be made accurately with LEGO reddit *



---




---

Today’s Issue Cluster: Alibaba




---

MAJOR DATA POINTS




---

MARKETS

Currencies – Falling Yen Is Weaker Tonic for Japan WSJ / WSJ * *

Currencies – The Return of the Wars wsj *



---

ECONOMICS

EU – Germany skids closer towards deflation FT * * *

EU – French president rules out further spending cuts FT

EU – Italy to Remain in Recession This Year, Says IMF WSJ / wsj / E * *

EU – Ireland’s Economy Surges Ahead of Eurozone WSJ / FT / b *

EU – Brussels seeks billions of euros to revive economy R / FT *

EU – Total investment 22% below pre-crisis levels b *

EU – Public debt in France inexorably rising to 100% of GDP / b *

EU – Germany: ‘A Nation Slowly Crumbles’ S * * *



---

POLITICS & FISCAL POLICY

UK – Scotland Votes No as London Vows Extra Powers FT / WSJ / NYT / B / R *



---

MONETARY POLICY

ECB – Europe shows negative interest rates not absurd – and might work FT

ECB – Draghi Stimulus Drives Wedge Through Scandinavian Rates B / WSJ



---

FINANCE

EU – ECB First Four-Year Loan Uptake Disappoints WSJ / FT / R * *

EU – Capital shortfalls likely to emerge from unprecedented ECB probe FT * * *

EU – German Savers Turn to Foreign Banks WSJ *



---

REAL ESTATE




---

SERVICES




---

MANUFACTURING




---

TECH

Alibaba – Said to Raise $21.8b in Record US IPO WSJ / FT / B / NYT / R *

Alibaba – ‘Mania Isn’t Built to Last’ WSJ / NYT *

Alibaba – ‘IPO to end US dominance in technology sector: expert’ X

Alibaba – Hugely profitable group enjoys a dominant position FT * * * * *

Alibaba – All of these companies rolled into one / q *

Alibaba – Gives More Details About Internet Business WSJ / WSJ * *

Alibaba – From bazaar to bonanza E * *

Alibaba – Founder’s Recent Deals Raise Flags WSJ / R / nyt *

Alibaba – Faces growing competition E / R / IBD / WSJ * *

Alibaba – Ma urges war against Tencent FT *

Alibaba – Taking battle with Rakuten global N *

Alibaba – Draws Brazilian Bargain Shoppers WSJ *

Alibaba – Takes on Amazon and eBay with US e-commerce website FT / R / WSJ / NYT / R *

Alibaba – Sees Mobile Games as Latest Trove WSJ / NYT *

Alibaba – Cleans Up ‘Gray Market’ for Some Prestigious Brands WSJ / WSJ * *

Alibaba – Disturbing elements ahead of IPO FT * * *

Alibaba – Is Going Hollywood WSJ / WSJ / WSJ / FT / wsj * *

Alibaba – Flops in Accounting for Acquisition Binge WSJ / FT / nyt *

Alibaba – Now Taking On China’s Banks NYT * *

Alibaba – A challenge to turn mobile into money R *

Alibaba – The new face of finance in China R / q *



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TRADE & TRANSPORTATION

Ship – Maersk, MSC Urge US Watchdog to Approve Alliance WSJ

Ship – Big Is Beautiful Says French Ocean Cargo Firm WSJ

Ship – After standoff, Vale and China’s Cosco both claim victory R



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COMMODITIES




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ENERGY & ENVIRONMENT




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LABOR & EDUCATION




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HEALTH

Biotech – Europe struggles to catch US bulls FT * * *



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ENDNOTE

What Europe would look like if every separatist movement got its own country gp *



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Today’s Issue Cluster: Mining

Cigs – US tobacco growers brace for tougher competition
E-Cigs – Investors look ahead as Big Tobacco moves
Dengue – Japan Shows Global Spread Through Travel



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MAJOR DATA POINTS

Japan – Aug: Exports hit by weak US shipments; -1.3% from +2.6% / R / B / WSJ *

US – Aug: Housing Starts Fall; -14.4% from +22.9% / WSJ / B / R / cr *

US – Week: Jobless Claims Fall; -36k to 280k / WSJ / B / R / cr *



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MARKETS

EMs – Currencies Slump Puts 5 1/2-Year Low in Sight B / WSJ *

EMs – Stocks tumble on Fed rate rise fears FT / FT *



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ECONOMICS

US – Household incomes stagnate despite economic recovery FT / R / WSJ *

US – Americans Earned Less, Spent Less in 2013 — But Spent More on Health Care and Housing wsj *

US – Where are Americans’ debts? ft * *



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POLITICS & FISCAL POLICY

Isis – Obama Plans to Tightly Control Strikes on Syria WSJ *

Isis – Spiegel: ‘Dangerously Vague New War’ S *

Isis – The next war against global jihadism E * * *

Isis – Braces for western attack FT *

Isis – Where Foreign Fighters Come From / statista *

Isis – Saudi Arabia could fight with oil FP *



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MONETARY POLICY

Fed – Cautious as It Maps Out Rate-Hike Strategy WSJ / FT / NYT / AP / R / B * * *



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FINANCE

US – Auto lenders face tougher supervision FT / WSJ / B / NYT / B *



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REAL ESTATE

Australia – House Prices Stir Worries WSJ / B / SMH



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SERVICES

Cigs – US tobacco growers brace for tougher competition AP

E-Cigs – Coming Soon to Theaters Near You WSJ *

E-Cigs – Investors look ahead as Big Tobacco moves R *



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MANUFACTURING




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TECH




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TRADE & TRANSPORTATION

Delivery – FedEx boosted by ecommerce growth FT / AP / WSJ / B *

Delivery – For UPS, E-Commerce Brings Big Business and Big Problems WSJ * *



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COMMODITIES

Mining – Palladium: Price Falls as Dollar Gains WSJ

Mining – Gold: Rising Dollar Takes Shine Off WSJ *

Mining – Uranium: Rally in Prices Is Unlikely to Last WSJ *

Mining – Iron: Australia’s producers steel themselves for casualties FT *

Mining – Iron: Worst of Price Slide Should be Over WSJ

Mining – Nickel: ‘Proposed Philippines minerals ban spooks market’ r *

Mining – Lead: ‘Who cares about the market?’ r *

Mining – Diamonds: China propels sales to record $79b FT / WSJ *

Mining – Diamonds: Companies sparkle amid mining sector gloom FT / WSJ *

Mining – Rare Earths: Japan loosens China’s grip on supplies R / bi *



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ENERGY & ENVIRONMENT




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LABOR & EDUCATION




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HEALTH

Dengue – Japan Shows Global Spread Through Travel B / B / N *



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ENDNOTE

Countries tend to say yes to independence g *



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