Today’s Issue Cluster: Telecoms
Canada – Growth is shifting away from the oil-producing west
Gold – Russia buys record amounts
Oil – US Shale Boom Warps Production Cost Curve
Japan – Dec: Core inflation slows further; +0.5% / FT / B / AFP *
Japan – Dec: Industrial production rose; +1.0% / WSJ *
Taiwan – Q4: Growth Slows; +1.17%, +3.17% yr / WSJ / B / AFP
EZ – Jan: Falls deeper into deflation; -0.6% from -0.2% / FT / WSJ / NYT / AP / AFP *
Spain – Q4: Grows at fastest rate in seven years; +0.7% from +0.5% / WSJ / FT *
Canada – Nov: GDP shrank; -0.2%, +1.9% yr / CBC / G&M / B / R
US – Q4: Economic Growth Slows; +2.6% from +5.0% / WSJ / FT / AP / R / NYT / B *
US – Q4: Personal consumption spending rose; +4.3% from +3.2% / ft *
US – Q4: Labor Costs Inch Up; +0.6% from +0.7% / WSJ / R / AP / B
US – Jan: UMich consumer sentiment rises to best since 2004; 98.1 from 93.6 / R / WSJ / cr *
Currencies – Tumult Stokes Big Bets WSJ *
Currencies – Renminbi not immune from emerging market outflows FT * *
Currencies – Google Revenue Hurt by Rising Dollar WSJ *
Canada – Growth is shifting away from the oil-producing west E *
Canada – Diversifying Alberta’s economy away from oil won’t be easy CBC * *
Canada – Will oil’s big drop pop housing bubble? b * * * *
Prisons – Grapple With Aging Population WSJ *
Prisons – Serco demonstrates the perils of doing governments’ dirty work E *
Prisons – What To Expect Now That California Passed Prop 47 538 *
Prisons – Institutionalisation in the US ft *
Prisons – Profit by stopping family visits E *
Telecoms – Comcast-TWC $45b deal faces new hurdle FT * *
Telecoms – US spectrum auction raises record $45b FT / WSJ / WSJ / E *
Telecoms – Give the Government an Unexpected Gift: $44b BW *
Telecoms – Google Lobbies for Cheaper Airwaves WSJ *
Telecoms – Industry Readies for a Net-Neutrality Fight WSJ / WSJ / WSJ / WSJ
Telecoms – Europe’s heavyweights call for lighter net neutrality rules R
Telecoms – Net Neutrality: To be continued E *
Telecoms – Google on a gambit to raise US internet speeds FT / WSJ *
Telecoms – Hit by Cellphone Cost Worries WSJ *
Telecoms – AT&T losing war on mobile battleground FT / FT / WSJ * *
Telecoms – AT&T and Verizon’s appeal to value investors at risk FT *
Telecoms – Thailand’s industry racked by politics, legal battles N *
Gold – Russia buys record amounts FT
Gold – Tarnishes as US Economy Strengthens WSJ *
Oil – Plunge Sours Big-Budget Energy Projects WSJ / WSJ *
Oil – Smaller explorers’ borrowing costs soar as crude prices fall FT * *
Oil – Price Slide Hits LNG Markets WSJ *
Oil – US Shale Boom Warps Production Cost Curve / bi *
Data – Cerner, Athenahealth And Veeva Chase Cloud-Based EHR IBD
Data – Doctors Find Barriers to Sharing Digital Medical Records NYT
Data – Diagnoses fraud FT / FT * *
The religious beliefs of Europe’s leaders q *