Bz Nwz




---

Today’s Issue Cluster: Nuclear Power

Mobiles – Chinese phonemakers are preparing to take on the world
Gaming – Macau Gambling-Revenue Drop Divides Investors
Dairy – NZ Greens See Road to Ruin in Rivers of Milk



---

MAJOR DATA POINTS

Japan – Sep: Inflation Slows Again; 1.0% from 1.1% / WSJ / B *

EZ – Oct: Inflation edges up to dim chance of new ECB action; 0.4% from 0.3% / WSJ / NYT / R / AP / FT *

US – Sep: Consumer Spending Unexpectedly Drops; -0.2% from +0.5% / B / WSJ / R / AP *

US – Oct: UMich consumer sentiment at highest since July 2007; 86.9 from 84.6 / R / B *



---

MARKETS




---

ECONOMICS

US – Economy Grows at Steady Clip WSJ / FT *

US – Why Not to Get Too Excited About the Strong Third Quarter wsj / nyt / wapo *



---

POLITICS & FISCAL POLICY

Ukraine – Russia and Kiev reach gas deal FT / WSJ / NYT / R / RT

Ukraine – EU Projects Impact of Sanctions on Russian Economy WSJ / R

Ukraine – Russia Raises Interest Rates WSJ / FT / B / RT / B / AP / R

Ukraine – Hard choices facing the ruble’s defenders FT / B / WSJ * *

Ukraine – GDP Fell 5.1% in Third Quarter WSJ

Ukraine – A Border Takes Shape WSJ *



---

MONETARY POLICY

BOJ – Stuns investors by expanding monetary easing FT / WSJ / NYT / R / B * *

BOJ – Can Still Shock, but Can’t Save Japan Alone WSJ / B *



---

FINANCE

Mobile – Credit Cards Ride Wave of Electronic Payments WSJ / FT / WSJ *

Mobile – Wal-Mart and allies in face-off with Apple Pay R / WSJ / B



---

REAL ESTATE




---

SERVICES

Gaming – Macau Gambling-Revenue Drop Divides Investors WSJ *

Gaming – China anti-graft drive squeezes Wynn Resorts in Macau FT

Gaming – Macau Gamblers Find Best Odds with SJM WSJ *

Gaming – Japan lawmakers say open to limits on casinos R

Gaming – Casinos Put Up Hands for Sites Near Colleges WSJ

Gaming – Railroad Baron’s Heirs Fight NY Casinos B

Gaming – Massachusetts Reconsiders Bet on Legal Casinos WSJ



---

MANUFACTURING




---

TECH

Mobiles – Samsung, Apple Lose Ground to China Smartphone Makers WSJ / WSJ * *

Mobiles – Samsung’s Primacy Is Tested in China WSJ / FT * *

Mobiles – Lenovo Completes Motorola Acquisition WSJ

Mobiles – Chinese phonemakers are preparing to take on the world E *

Mobiles – Samsung’s China Problems Come to India BW *

Mobiles – Nokia hopes it is on cusp of its greatest transformation yet FT * *

Mobiles – Eating the World wsj * * * * * *



---

TRADE & TRANSPORTATION




---

COMMODITIES

Dairy – NZ Greens See Road to Ruin in Rivers of Milk B / FT

Dairy – Europe jostles for China foothold ahead of milk flood FT * *

Dairy – Crackdown on Raw-Milk Machines Steams Fans in Europe WSJ



---

ENERGY & ENVIRONMENT

Nuclear – Japan: 2 more reactors take step toward restarting N

Nuclear – Japan: Power switch weighs on Abe FT * * * *

Nuclear – Japan: Renewable energy curb could spark nuclear restart FT / NYT / B

Nuclear – China: Risky Renaissance WSJ *

Nuclear – US: Power Plants Seek to Extend Life of Reactors for Decades NYT *

Nuclear – EM: Plants Defy Japan Concern B

Nuclear – Fusion: Lockheed says makes breakthrough R / B / WaPo



---

LABOR & EDUCATION

HigherEd – For-Profit College Rules Not as Tough as Proposed WSJ

HigherEd – California Cracks Down on University of Phoenix’s Veteran Enrollments WSJ / B / WSJ *



---

HEALTH




---

ENDNOTE

The names Americans have given the night before Halloween q *



---




---

Today’s Issue Cluster: Oil

China – Property Prices May Decline Up to 10%, SouFun Says
Ship – Port squeeze threatens US retailers’ holiday stocking plans
Ebola – Slowing in Liberia, WHO Says



---

MAJOR DATA POINTS

EZ – Oct: Confidence Revives, Points to Growth; 100.7 from 99.9 / WSJ / B *

Germany – Oct: Unemployment Unexpectedly Drops Most in Six Months; -22k to 2.887m / B / AP / AFP *

US – Q3: Economy Caps Best 6 Months in Over a Decade; +3.5% from +4.6% / B / NYT / AP / R / WSJ * *

US – Week: Jobless Claims Remain at Historically Low Levels; +3k to 287k / WSJ / B / R / AP / cr *



---

MARKETS

EMs – Stocks are cheap but not cheerful FT *

EMs – Currencies face uncertain future N / FT * *



---

ECONOMICS

World – Global Consumer Confidence Rises in Third Quarter wsj * *



---

POLITICS & FISCAL POLICY




---

MONETARY POLICY

BCB – Brazil Raises Selic Rate to 11.25% From 11% WSJ / FT / B

Fed – Eyes first rate rise after end to QE FT / WSJ / NYT / B / AP / R / B / WSJ *

Fed – QE3 and the Markets: Taking Stock WSJ / B / nyt *



---

FINANCE

China – Profit Growth Is Slowing at Biggest Banks WSJ / WSJ / B *

China – Eases Monopoly on Handling of Credit Card Payments WSJ / CD



---

REAL ESTATE

China – Property decline continues FT / WSJ * *

China – Property Prices May Decline Up to 10%, SouFun Says B



---

SERVICES

Cigs – More Cities Raise Tobacco Age to 21 WSJ *

Cigs – People smoking less in US and EU q *

Cigs – Smoking Rate By US City / bi * * *

Cigs – India steps up tobacco warnings ft * *

Cigs – Tobacco lobby aims to derail WHO on tax increases FT



---

MANUFACTURING

Ships – Chinese shipbuilder joins Carnival cruise venture FT

Ships – Philippines emerging as building hub N

Ships – Britain’s superyacht business is booming E *



---

TECH




---

TRADE & TRANSPORTATION

Ship – Arctic Cargo Shipping Volume is Rising as Ice Melts WSJ

Ship – Port squeeze threatens US retailers’ holiday stocking plans R *



---

COMMODITIES

Crops – Rice: Ebola Fears Slow Shipments From Asia to Africa WSJ

Crops – Coffee: Prices Soar at Online Auctions WSJ * *

Crops – Grain: No export bonanza this year from record US harvest R / r *

Crops – Wheat: Australia attracts Asian investment N *

Crops – Rapeseed: Japan meal prices swayed by Chinese policy N * *

Fertilizer – Farmers seen cutting use as crop prices slide R

Pesticides – EPA approves new weed killer for engineered crops AP

Pesticides – The Race Is On To Find Organics WSJ *



---

ENERGY & ENVIRONMENT

Oil – OPEC Chief Says Output Likely to Stay Unchanged WSJ / B *

Oil – Energy Boom Can Withstand Steeper Price Drop WSJ *

Oil – Why the Drop In Prices Caught So Many By Surprise WSJ *

Oil – As Abu Dhabi Sizes Up Partners, Western Firms Risk Being Left Out NYT

Oil – The ‘Russification’ of Exploration NYT

Oil – Russia: Between a rock and a hard place FT * * * *

Oil – Shale Boom Shines Light on Natural-Gas Liquids WSJ *

Oil – Gasoline Price Study to Fuel Debate on US Exports B

Oil – Opec expects fall in US shale output FT

Oil – Fracking: In the path of the ‘shale gale’ FT *



---

LABOR & EDUCATION




---

HEALTH

Ebola – Slowing in Liberia, WHO Says NYT / AFP *

Ebola – US health care unprepared AP / B

Ebola – Response Suits in Short Supply Amid Demand B

Ebola – Pharma’s race to develop a vaccine r *



---

ENDNOTE

End of QE3 Means Fed Statement Finally Shrinks wsj *



---




---

Today’s Issue Cluster: Drought

China – Fake Invoice Evidence Mounts as HK Figures Diverge
Mobile – Apple Pay Runs Afoul of MCX, a Group With a Rival Product
Cybersecurity – Russia said to have hacked White House



---

MAJOR DATA POINTS

Japan – Sep: Output Rise Most in Eight Months as Abe Weighs Tax; +2.7% from -1.9% / B / WSJ / AFP



---

MARKETS

Stocks – Global turbulence triggers flight from EM equities FT *

Stocks – What Can EMs Do to Protect Against Hot Money Flows? Not Much, Apparently WSJ *

Stocks – US equity bulls need good earnings story FT * *



---

ECONOMICS

China – Fake Invoice Evidence Mounts as HK Figures Diverge B / b *

China – Inflated exports cast doubt on trade outlook FT *

China – Exaggeration of jewelry exports appears to be the distortion / b *

China – Outbound investment set to eclipse inbound FT *

China – ‘New normal’ for consumption FT *



---

POLITICS & FISCAL POLICY




---

MONETARY POLICY

SR – Sweden cuts rates to zero FT / WSJ / AP / B / WSJ / AFP / B / B * * *

SBV – Vietnam Cuts Key Interest Rate to Boost Lending B

Fed – Set to halt asset purchases FT / R *

Fed – Set to End QE3, but Not the QE Concept WSJ *

Fed – Inflation Shy of Goal Means Yellen Can Keep Rates Low B *

Fed – Timing of Rate Increases Is Still Unknown WSJ *

Fed – ‘Fears grow over QE’s toxic legacy’ FT * * *



---

FINANCE

Mobile – Alibaba-Apple Alliance Would Face Hurdles WSJ

Mobile – Apple Pay Runs Afoul of MCX, a Group With a Rival Product NYT

Mobile – Apple Pay Review: Easy to Use, but Still Hard to Find WSJ



---

REAL ESTATE




---

SERVICES

Media – Movie Chains Reel After a Summer of Few Hits WSJ *

Media – Netflix Carves Niche In Intensely Competitive Market IBD

Media – Streaming set to grow by nearly 30% during 2014 ft *



---

MANUFACTURING




---

TECH

Cybersecurity – Russia said to have hacked White House WaPo / R / NYT / AFP / pl

Cybersecurity – Hacking Trail Leads to Russia, Experts Say WSJ / NYT / FT / R

Cybersecurity – FBI warns US businesses of attacks, blames Beijing R

Cybersecurity – Poodle not seen as menacing as Heartbleed, Shellshock R / nyt



---

TRADE & TRANSPORTATION

TTIP – De Gucht Warns EU That US May Cut Off Talks B

TPP – Japan Market Access Still Hurdle WSJ / FT / AFP / AFP / N / WSJ



---

COMMODITIES

Water – US: California farmers are pulling crops FT *

Water – US: California’s Drought Changed How the State Produces Electricity wsj * * *

Water – US: In Wyoming, Fast Revival as Drought Ends WSJ *

Water – US: 47% of country is affected by drought / r *

Water – China: Concern mounts in China over Yangtze diversion project FT *

Water – China: Beijing to pipe from thousands of kilometers away R / r * * * * * * *

Water – China: The world’s biggest project will do little to alleviate scarcity E *

Water – World: The Risks of Cheap Prices nyt *



---

ENERGY & ENVIRONMENT

Refineries – Shale boom revives shuttered St. Croix facility B / WSJ

Refineries – Investors Await Clues to Outlook WSJ

Refineries – Venezuela Cancels Plan to Sell Citgo WSJ



---

LABOR & EDUCATION




---

HEALTH

Pharma – German Drug Companies Seek Edge by Targeting China WSJ *

Pharma – Icann, Regulators Clash Over Illegal Online Drug Sales FT * *

Pharma – New Costly Cancer Treatments Face Hurdles Getting to Patients WSJ *



---

ENDNOTE

How many times the French kiss one another when they greet rc *



---




---

Today’s Issue Cluster: Airlines

Germany – BASF, an Industrial Pillar, Leans Abroad
UK – Mansion Tax Cutting London Luxury Prices Before It Exists
Aluminum – Why China blurs the global picture



---

MAJOR DATA POINTS

US – Aug: Home-Price Growth Continues to Moderate; +5.1% from +5.6% / WSJ / B *

US – Sep: Durable Orders Fall; -1.3% from -18.3% / B / WSJ / R / AP *

US – Oct: Consumer Confidence Unexpectedly Jumps; 94.5 from 89.0 / WSJ / AP *



---

MARKETS




---

ECONOMICS

Germany – Gloomy forecasts sap hopes for economy FT *

Germany – BASF, an Industrial Pillar, Leans Abroad NYT

Germany – Bets on ‘Smart Factories’ to Keep Edge WSJ



---

POLITICS & FISCAL POLICY

Ukraine – Turning point as reformists celebrate poll victory FT / WSJ / B *

Ukraine – Ruble Faces New Wave of Pressure WSJ *

Ukraine – Sanctions, Oil Prices May Harm Russian Economy, Ministers Warn WSJ

Ukraine – Western analysts fear blowback from Russia sanctions FT

Ukraine – Russia’s Economy Stalls WSJ *



---

MONETARY POLICY




---

FINANCE

EU – Bank stress tests fail to tackle deflation spectre FT / NYT * *

EU – Stress-Test Results Have Isolated Errors, Inconsistencies WSJ *

EU – National differences loom in provisions banks will have to make FT *

EU – CoCo: Stress Tests Make Bonds Sweeter WSJ

EU – Italy: Rules out public money for banks that failed stress tests FT / WSJ / R *

EU – Spain: A Bigger Test Is Ahead WSJ

EU – France: Alternative stress tests find banks are weakest in Europe FT *



---

REAL ESTATE

UK – London Market Shows Signs of Cooling WSJ / B

UK – Mansion Tax Cutting London Luxury Prices Before It Exists B

UK – London’s luxury housing market freeze intensifies FT *

UK – Lenders warn Bank of England over risks to mortgage market FT



---

SERVICES

Media – Pandora Hits a Discordant Growth Note WSJ

Media – The Spotify effect FT

Media – Apple iTunes Sees Big Drop in Music Sales WSJ *

Media – Artists Press for Their Share FT / WSJ *



---

MANUFACTURING




---

TECH

PCs – Apple’s Surprising Growth Driver: the Mac WSJ *

PCs – Emerging Market Slump Prevents Growth / statista *



---

TRADE & TRANSPORTATION

Air – European Lines Miss Full Benefit of Lower Fuel Costs WSJ *

Air – Lines Post Strong Profits, Offer Bullish Outlooks WSJ

Air – Lines increasing load factors wapo * *

Air – Southwest Hangs Up Its Low-Cost Jersey BW *

Air – Dubai looks to cement its super-hub status with $32b investment FT * *

Air – Record claims to boost price of insuring planes against attack R *



---

COMMODITIES

Metals – LME taps China investors’ metals interest FT *

Nickel – Slides to Near Eight-Month Low as Stockpiles Climb WSJ

Aluminum – Why China blurs the global picture r * * *



---

ENERGY & ENVIRONMENT

Oil – Wall Street Reins In Bullish Calls WSJ *

Oil – Gas at $3 Carries Rewards—and Risks WSJ /

Oil – US and friends benefit from falling prices; its critics don’t E * *

Oil – Markets: break-even bad FT *

Oil – ‘Shale Producers Cramming Wells in Risky Push to Extend Boom’ B

Oil – India’s ONGC plans $180b spending spree FT *



---

LABOR & EDUCATION




---

HEALTH




---

ENDNOTE

In this linguistic map, the London tube becomes a window into ethnic diversity wapo *



---




---

Today’s Issue Cluster: Banks

Chips – Using Cash and Pressure, China Builds Its Industry
Copper – China’s strategic stockpiling sways global market
Carbon – EU Deal Falls Short of Expectations



---

MAJOR DATA POINTS

Germany – Oct: Ifo Business Confidence Falters Again; 103.2 from 104.7 / WSJ / AP / AFP / B

US – Sep: NAR pending home sales misses expectations; +0.3% from -1.0% / R / WSJ / B *



---

MARKETS

Bonds – Darker Global Outlook Has Bears Hibernating WSJ *

Bonds – Junk Rallies WSJ *



---

ECONOMICS

EU – US Gains From Good Deflation as Europe Faces the Bad and Ugly B / BW *



---

POLITICS & FISCAL POLICY

Brazil – Rousseff scores narrow victory FT / AP / R / NYT

Brazil – Currency, Shares Plummet WSJ / FT / WSJ / FT / t * *

Brazil – Rousseff faces scrutiny over her economic record FT * * *

Brazil – Poll prompts fresh thinking about a second Dilma term FT / e *

Brazil – Welfare State Takes Lead Role in Vote WSJ *

Brazil – Looking for change E * *

Brazil – Big banks look well placed to ride out economic downturn R



---

MONETARY POLICY




---

FINANCE

EU – ECB says banks overvalued assets by €48b FT / WSJ / NYT / R / B / AP *

EU – Bank test celebrations mask mounting challenges R / B *

EU – List of Failing Banks Shrinks If You Read Small Print B / WSJ *

EU – UK: Several Big Lenders Cut It Close in Stress Tests WSJ *

EU – Italy: Under pressure as 9 banks fail stress tests FT / WSJ / FT / NYT *

EU – Greece: Three out of four banks fail FT / NYT *

EU – Germany: Banks surprise after stress tests FT / B

EU – Bank Tests Could Bring Relief WSJ / FT / B * * * *

EU – Stress Tests Mark Step Closer Toward Banking Union WSJ / r * *

US – Fed lays out scenarios for 2015 bank stress tests WSJ / FT / R

China – Online financing squeezes profits at midsize banks R

China – Troubles Rattle Western Banks WSJ *

Australia – Big banks’ to crank out $29b in profit SMH

World – Big banks giving up on their global ambitions FT *

Mobile – 2 Drug Chains Disable Apple Pay, as a Rival Makes Plans NYT / B

Security – Banks Demand That Law Firms Harden Cyberattack Defenses WSJ

Security – Banks join wave of investors in start-ups FT



---

REAL ESTATE




---

SERVICES




---

MANUFACTURING




---

TECH

Chips – Using Cash and Pressure, China Builds Its Industry NYT

Chips – Specialisation and new technologies may put Europe on the map again E *



---

TRADE & TRANSPORTATION




---

COMMODITIES

Copper – Single Firm Holds More Than 50% in LME Warehouses WSJ *

Copper – China’s strategic stockpiling sways global market N *



---

ENERGY & ENVIRONMENT

Carbon – EU Deal Falls Short of Expectations NYT / R / AP / WSJ / B / NYT / FT *

Carbon – EU plans to revive lifeless market / FT * *

Carbon – Exxon, Shell Emissions Rise Though Pumping Drops WSJ *

Carbon – The 10 biggest energy users; US isn’t near the top r / op *

Carbon – Flooding Risk From Climate Change nyt / ld *



---

LABOR & EDUCATION




---

HEALTH




---

ENDNOTE

Pop Culture Mentions Of Global Warming Have Plummeted Since 2007 PopSci *



---




---

Today’s Issue Cluster: Natural Gas

Robots – Scientists Consider Repurposing for Ebola
Coffee – Asia’s cravings contribute to inflated bean prices
Ebola – Number of Wire Stories & the Vix



---

MAJOR DATA POINTS

SK – Q3: Economic Growth Picks Up on Consumption Rebound; +0.9%, +3.2% yr / B / FT / WSJ / AP / ft *

Germany – Nov: GfK consumer confidence stabilizes; 8.5 from 8.4 / AP

UK – Q3: Economy growth slows; +0.7% from +1.1% / FT / AP / R / WSJ / AFP *

US – Sep: Sales of New Homes Little Changed After August Revised Down; +0.2% from +1.7% ytd / WSJ / R / B *



---

MARKETS

Currencies – Rouble falls to new dollar lows FT / WSJ

Currencies – Dollar Bulls Slow the Stampede WSJ *



---

ECONOMICS

EU – France, Italy Take Austerity Fight to Brussels WSJ *

EU – The dangers of deflation E * *

EU – Euro-zone debts are looking increasingly unsustainable e *



---

POLITICS & FISCAL POLICY




---

MONETARY POLICY




---

FINANCE

Mobile – Apple Pay Rolls Out, With Holes in System WSJ / NYT / wsj *



---

REAL ESTATE




---

SERVICES

Retail – Lux: Gucci Luster Fades in Tough Climate WSJ *

Retail – UK: ‘Cheap Chic’ Chain Prepares to Make an Entrance in US WSJ *

Retail – Japan: Growing global sales isn’t as simple as opening more stores N *



---

MANUFACTURING

Robots – Scientists Consider Repurposing for Ebola NYT *

Robots – Company Introduces System to Help Machines Think for Themselves WSJ

Robots – Japan aims to turn technology into profit FT *

Robots – Use in Surgery Brings Higher Costs, More Complications WSJ *



---

TECH




---

TRADE & TRANSPORTATION

Delivery – UPS, FedEx seek ways to manage peak season R

Delivery – Free Shipping Is Going to Cost You More WSJ *



---

COMMODITIES

Coffee – Arabica extends decline on Brazil rains R *

Coffee – Asia’s cravings contribute to inflated bean prices N / R * * *

Cocoa – Nestle Says Ebola in Ivory Coast Would Hurt Output B

Cocoa – Latin American plantations – the future for chocolate FT *



---

ENERGY & ENVIRONMENT

NatGas – US: Better Luck Next Year WSJ *

NatGas – US: Prices Fall Even With Chill Nearing WSJ *

NatGas – US: Fracking Companies Become Victims of Their Own Success WSJ *

NatGas – Canada: British Columbia lowers tax in LNG push FT

NatGas – EU: Most prepared for winter; Ukraine Bulgaria at more risk / r *

NatGas – EU: Demand to stay weak until mid-2030, says IEA economist FT

NatGas – Japan: Expects 70% of its LNG to come from North America, Australia by 2020 N *



---

LABOR & EDUCATION

EU – Spain: Recovery boosts labour market FT * *

EU – UK: Public sector cuts worsen low-pay trap FT * *



---

HEALTH

Ebola – Industry response to Ebola quickens FT / AP / FT / NYT *

Ebola – Number of Wire Stories & the Vix / b *

HIV – Pharmaceutical companies, WHO help India in drug crisis R *

TB – Big strides made, says WHO AFP *



---

ENDNOTE

A color-coded map of the world’s most and least emotional countries wapo *



---




---

Today’s Issue Cluster: Asean

World – It takes $200b per quarter to feed the machine
Metals – Hopes for Ontario’s Ring of Fire doused
Coal – India eyes end to state monopoly



---

MAJOR DATA POINTS

China – Oct: HSBC Manufacturing PMI Rises; 50.4 from 50.2 / WSJ / B *

EZ – Oct: Markit composite PMI rose; 52.2 from 52.0 / WSJ / B / AP / AFP *

Spain – Q3: Economy Grew; +0.5%, +1.6% yr / WSJ *

US – Oct: Markit factory activity growth slips; 56.2 from 57.5 / R *

US – Week: Jobless Claims Rise; +17k to 283k / WSJ / AP / R / cr *



---

MARKETS

Currencies – Oil price slide hits commodity countries FT * *

Currencies – ‘Wars’ Evolve With Goal of Avoiding Deflation B

Currencies – Dollar Weighs Heavily on the Commodities Market BW *




---

ECONOMICS

Asean – The risks of Southeast Asian households’ debt habit N * *

Asean – Big borrowing could hobble growth N * *

Indonesia – Now for the hard part WSJ / AP / FT * * *

Thailand – Economic tsar has one year to deliver FT *

Thailand – Leaders risk policy backlash among country’s elite FT

Thailand – Indebted consumers can’t keep doing the heavy lifting N

Malaysia – Heavy borrowing leaves region at the mercy of fickle rates N *

Vietnam – Kicks up privatization, again, as growth slows N * *

Myanmar – ‘Let a million factories rise’ E *

Philippines – Love of loans has some worried, but not banks N * *



---

POLITICS & FISCAL POLICY




---

MONETARY POLICY

World – Central bankers placate rates fears FT *

World – It takes $200bn per quarter to feed the machine ft *

World – Interest rates do not seem to affect investment as economists assume E *



---

FINANCE

Cards – Half of US Terminals Seen as Chip-Enabled by 2015 B

Cards – Issuers Are Charging Higher Rates WSJ / WSJ *



---

REAL ESTATE

US – Mortgage Giants Set to Loosen Lending WSJ

US – Agencies Approve Relaxed Mortgage-Lending Rules WSJ

US – Younger Adults Opting to Rent NYT *

US – AIA Billings: “Robust Construction Conditions Ahead” cr *



---

SERVICES




---

MANUFACTURING

Three-Wheelers – Lose luster in Asia N * *

Bikes – Wheels come off China’s sharing schemes FT * *



---

TECH




---

TRADE & TRANSPORTATION




---

COMMODITIES

Nickel – Slide Extends Roller-Coaster Ride WSJ * *

Copper – Hopes ‘bright despite volatility’ FT

Gold – Demand in India, China on the Rise WSJ

Gold – Swiss fight to block public vote FT * *

Rare Earths – China’s grip over market wanes FT

Palladium – Stands out from commodities crowd FT *

Metals – Hopes for Ontario’s Ring of Fire doused as mining companies grow wary G&M *



---

ENERGY & ENVIRONMENT

Coal – Miners Shovel Into Flooded Market WSJ

Coal – Australians divided over policy FT * *

Coal – US plans to plug coal royalty loophole padding export profits R

Coal – Miners Fired in Appalachia Getting Hired in Wyoming B

Coal – China intimates tariff may be waived on Australian imports SMH

Coal – Poland’s miners dig in for struggle over restructuring FT / FT * *

Coal – India eyes end to state monopoly FT *

Coal – India imports to jump after court scraps concessions R / AFP * *



---

LABOR & EDUCATION




---

HEALTH




---

ENDNOTE

Sprawl Madness: Two Houses Share Backyard, Separated by 7 Miles of Roads streetsblog *



---




---

Today’s Issue Cluster: Oil

US – The Dental Index Suggests Economic Pain Ahead
Pipeline – Opposition builds to Energy East
Aluminum – China’s ‘Aggressive’ Electric Car Ambitions to Boost Metal



---

MAJOR DATA POINTS

Japan – Sep: Exports Rise Most in Seven Months; +6.9% / B / AP / WSJ / AFP

US – Sep: Inflation Pressures Modest; +0.1% from -0.2% / WSJ / R / B * *



---

MARKETS




---

ECONOMICS

US – Global Growth Woes Threaten to Beset Economy WSJ *

US – The Dental Index Suggests Economic Pain Ahead BW *



---

POLITICS & FISCAL POLICY

China – GDP Growth Bolsters Case for Stimulus Restraint B

China – Slowdown Raises Pressure on Beijing to Spur Growth WSJ *

China – Not clear Beijing would do stimulus even if it wanted to FT * *

China – Climb of debt continues, now at 209% of GDP / b *



---

MONETARY POLICY

PBOC – Speculation grows of early interest rate cut CD *



---

FINANCE

US – Fed to Banks: Shape Up or Risk Breakup WSJ / NYT



---

REAL ESTATE




---

SERVICES




---

MANUFACTURING




---

TECH




---

TRADE & TRANSPORTATION

Pipeline – Opposition builds to Energy East G&M / B

Pipeline – Beyond Energy East: The great push to get Alberta’s crude to market FP *

Pipeline – Kinder Morgan plans hits a mountain of opposition R

Pipeline – Grand Rapids line approved by Alberta Energy Regulator CBC *

Pipeline – Rail boss says worst ever gridlock looms FT / WSJ / G&M

Pipeline – EU approval of South Stream would be a move against Ukraine R / bi *

Pipeline – Russia and China may agree on Western gas line in 2015 RT *



---

COMMODITIES

Aluminum – Will Cheap Gas Hurt Sales of Ford’s New Pickup? WSJ *

Aluminum – China’s ‘Aggressive’ Electric Car Ambitions to Boost B

Steel – China’s record exports have global implications FT *

Steel – Ebola fears causing mining shares to plummet faster than iron / b *



---

ENERGY & ENVIRONMENT

Oil – Growth in Chinese demand buoys Brent FT

Oil – Non-Gulf OPEC Nations Push for Output Cut WSJ

Oil – Yergin: A surplus of risk in the world, but a greater surplus of crude ft

Oil – Industry observers sticking with $100 forecasts q *

Oil – Saudi Arabia tests US ties FT / B / FT

Oil – Saudi Arabia keeps the market guessing FT * *

Oil – Rival Governments Dispute Control of Libyan Output WSJ / e *

Oil – Mexican Oil Giant Pemex Looks to Reverse Decline WSJ *

Oil – Price fall triggers fears of Venezuela default FT / WSJ * *

Oil – Price fall offers mixed blessings for Japan FT *

Oil – Offshore drillers’ sales to fall in oversupplied market R *

Oil – Low prices do not ensure shale output cuts FT / FT / B / B / WSJ *

Oil – $80 Level Muffles Forecasts for US Shale Boom B

Oil – No End in Sight for US Production Boom NYT

Oil – ‘Not So Cheap That US Won’t Profit From It’ B *

Oil – Producers Cramming Wells in Risky Push to Extend Boom B

Oil – Falling price to cut shale costs FT * *

Oil – North Dakota to overtake the fourth largest OPEC producer / b *

Oil – Farmers, Hedge Fund Strike Deal Over Payments for Guar WSJ

Oil – US Exports Would Lower Gas Prices, Government Report Says WSJ

Oil – Why Canada’s energy boom remains on course despite sliding prices FP

Oil – Shelved and supersized: Paradox as Joslyn project expanded FP

Oil – Does this man have the solution Canada’s oil sands has been waiting for? FT



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LABOR & EDUCATION




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HEALTH




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ENDNOTE

The world, mapped by countries’ greatest fears q *



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Today’s Issue Cluster: Europe

Mobiles – Apple’s appeal falters in China as iPhone 6 fails to impress
Stevia – Steals demand from artificial sweeteners
Mobiles – Tablets: The Hype is Over



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MAJOR DATA POINTS

China – Q3: Growth slows, near six-year low; +7.3% from +7.5% / R / NYT / AP / FT / WSJ / B *

China – Q3: Housing Sales Fall; -10.8% / WSJ

China – Q3: Industrial production grows; +8.5% from +6.9% / X / WSJ *

China – Q3: Fixed asset investment rises; +16.1% from +16.5% / X *

China – Sep: Growth in retail sales continues to ease; +11.6% from +11.9% / X *

US – Sep: Existing-Home Sales Rise; +2.4%, -1.7% yr / WSJ / R *



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MARKETS

Currencies – ‘Euro’s demise exaggerated, old lessons show’ r / r *



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ECONOMICS

EU – Companies’ Earnings Show Business Weakened WSJ *

EU – Hollande’s reform road is long, slow and tortuous FT / AFP

EU – German stimulus measures could backfire: Bundesbank AFP / AP

EU – Italian Economic Minister Urges Patience WSJ *

EU – The Eurozone’s Problems Are Based in Politics WSJ / NYT / B / WSJ / AP / FT *

EU – ‘Berlin and Paris Undermine Euro Stability’ S * *



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POLITICS & FISCAL POLICY

Ukraine – Russia Rating Cut by Moody’s B / WSJ

Ukraine – Bargains Are Found in Russian Markets WSJ *

Ukraine – Russia takes EU to court over sanctions FT

Ukraine – EU Flags Possible Gas Shortages if Russia Halts Supply WSJ

Ukraine – Russia, Kiev Edge Closer to Natural-Gas Deal WSJ / AP / RT *

Ukraine – Baltic security: Tensions on the frontier FT *

Ukraine – China Embraces a Russia Cut off From Western Capital BW *



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MONETARY POLICY

ECB – Starts buying covered bonds FT / WSJ / FT * * *

ECB – Looking at corporate bond buys, could act as soon as December R / WSJ / r *



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FINANCE

EU – Leans on big banks to finance bailout fund FT



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REAL ESTATE




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SERVICES




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MANUFACTURING




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TECH

Mobiles – Apple Profit Jumps 13% on iPhone 6 Boost WSJ / R / NYT / B / FT / WSJ * * * * *

Mobiles – Apple’s appeal falters in China as iPhone 6 fails to impress N

Mobiles – Tablets: The Hype is Over statista *

Mobiles – Chinese Smartphones Lift Japan’s Electronics Business WSJ * *

Mobiles – Google Takes the Wrapper off Android Lollipop BW *



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TRADE & TRANSPORTATION

Rail – CP, CSX Exploratory Merger Talks End WSJ / NYT / FT / G&M / CP

Rail – CSX CEO Warns About Railroad Mergers WSJ *

Rail – CSX takeover would a ‘step back’ for shippers G&M *

Rail – Struggle to get North Dakota crops from the fields FT *

Rail – Geopolitics cast shadow over New Silk Road FT *



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COMMODITIES

Sugar – Africa’s Ambitions Turn Sour WSJ *

Stevia – Steals demand from artificial sweeteners r / r *



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ENERGY & ENVIRONMENT




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LABOR & EDUCATION

EU – German companies tread unfamiliar territory with job cuts FT



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HEALTH

Ebola – Nigeria Declared Virus-Free by WHO WSJ *

Ebola – Study Projects Spread of Virus WSJ / wsj *

Ebola – ‘Why A Flight Ban Wouldn’t Work’ 538 *

Ebola – ‘Much worse to come’ E / e * * * *

Ebola – Economic impact of the epidemic WSJ / B / r * *

Ebola – Drug Race Ramps Up in Earnest WSJ *



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ENDNOTE

Apple is America’s favorite stock—except in five states q *



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Today’s Issue Cluster: China




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MAJOR DATA POINTS




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MARKETS




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ECONOMICS

China – Growth Seen Slowing Sharply Over Decade WSJ *

China – Summers says the world is too optimistic q *

China – The economy has everyone worried—except the Chinese q *

China – Low Inflation Hampers Debt Escape WSJ *

China – Shrinking Growth Target Gives Room to Tackle Debt B

China – Halts Bond Sales From State Companies WSJ *

China – Is the renminbi set to slump? ft * *

China – To Impose Quota on Local Government Debt FT / WSJ / B

China – Asian corporations increase their US dollar shorts ft *

China – Once a Symbol of Power, Farming Now an Economic Drag NYT



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POLITICS & FISCAL POLICY

HK – Unrest puts focus on fading growth FT *

HK – Forecasts for 2014 GDP growth edge down / b *



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MONETARY POLICY

PBOC – First Rate Cut Since 2012 Signaled in Swaps B



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FINANCE

China – To Inject More Funds Into Banks WSJ / B *

China – Banks Boost Lending WSJ / b *

China – Credit Growth Climbs as Targeted Easing Kicks In B / b *

China – Debt risks zombifying the financial system E *



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REAL ESTATE

China – Challenged by Deepening Property Slump WSJ *

China – Banks Relax Mortgage Rules WSJ

China – Buy one, get free chickens; developers resort to gimmicks FT

China – Ping An Offers to Finance Down Payments WSJ *

China – Agile Property Scraps Share Sale WSJ / WSJ / FT / WSJ / WSJ * *

China – Developers park bulldozers in slack market FT *

China – Real Estate Buyers Turn to Tokyo WSJ *



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SERVICES




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MANUFACTURING




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TECH

Telecoms – New iPad Lets Users Swap Data Plans WSJ / FT / WSJ

Telecoms – European Providers Gear Up for Connected Wireless Fight WSJ *

Telecoms – EU and China end row as EU drops threats against Huawei R / WSJ



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TRADE & TRANSPORTATION




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COMMODITIES

Copper – China imports set to plunge FT / WSJ

Copper – Chinese Stimulus Fuels Hope for Prices WSJ

Rare Earths – China’s exchange feeding price spikes N *



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ENERGY & ENVIRONMENT




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LABOR & EDUCATION

Demog – China: To Broaden Two-Child Policy in 2 Years B



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HEALTH

China – Digital doctors: Beijing sees tech cure for healthcare woes R / r *



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ENDNOTE

Rabbit vs Duck, Charted t *



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