Today’s Issue Cluster: Planes
Insurance – Asia is a cauldron of innovation, but also of competition
Pensions – Borrowing to Replenish Depleted Funds
Delivery – Uber is likely to disrupt industry
Germany – Jun: ZEW investor sentiment slips on Greece; 31.5 from 41.9 / AP / AFP *
US – May: Home Construction Cools; -11.1% from +22.1% / WSJ / R *
Bonds – Hunt for returns forces funds into EM debt FT * *
Bonds – Central Banks Scoop Up Treasurys WSJ
Bonds – Treasury volumes raise liquidity concerns FT * * *
Australia – Japan Set to Overtake China for Biggest Trade Surplus WSJ *
Australia – Cuts foreign aid in favour of budget repair FT * * * *
Australia – Property boom / r *
RBA – Australia Central Bank Kent: ‘Monetary Policy Is Working’ wsj
RBNZ – New Zealand cuts interest rates as dairy boom sours FT
World – Central banks stash cash for unwind shock FT
World – Central banks enter the unknown with sub-zero rates FT * *
Insurance – Foreign companies hit roadblock in India growth plans FT *
Insurance – Asia is a cauldron of innovation, but also of competition E *
Reinsurance – The market for risk is changing E *
Pensions – Net Outflows Befall 401(k) Plans WSJ * *
Pensions – Borrowing to Replenish Depleted Funds NYT *
Pensions – Japan is loosening rules WSJ *
Planes – Market: Airbus and Boeing notch up $30b of deals FT / WSJ / AP
Planes – Market: Airbus-Boeing Race Taking Place on the Ground WSJ / FT * *
Planes – Market: Supplier Urges Caution on Single-Aisle Production WSJ
Planes – Market: Mammoth task to clear backlog FT / R *
Planes – Market: Paris Air Show Refrain, Buy Our Older Jets WSJ *
Planes – Market: Aerospace Climbs Into A Supercycle IBD / WSJ
Planes – Airbus: Germanwings Plane Crash Heightens Pressure WSJ *
Planes – A400M: 3 of 4 engines failed in crash FT * * *
Planes – A320: Airbus Considers Another Boost in Output WSJ / R
Planes – A380: Airbus upbeat on bitter-sweet anniversary R / WSJ / B * *
Planes – A380: Used Superjumbos Threaten Drive for Sales B
Planes – Jumbos: Faces a make or break year at Boeing, Airbus R
Planes – 747: Boeing Sees Sales Reviving as Air Freight Rebounds B
Planes – 787: United Switches to 777 R / B
Planes – 7??: Boeing Believes Demand Exists for New Midrange Jetliner WSJ
Planes – Boeing: Innovation Means Small Steps WSJ *
Planes – CSeries: Bombardier insists jet will come good FT / FT / WSJ / B * *
Planes – Mitsubishi: Sets sights on niche in aircraft sector AP *
Planes – C919: China set to delay maiden flight of commercial jet R
Planes – Business: Jet makers eye revival led by North America R
Planes – Business: Honda Enters New Realm WSJ *
Delivery – UPS Plans to End Some Shipping Discounts for Holiday Season WSJ
Delivery – Uber is likely to disrupt industry E *
Delivery – The $50b Question: Can Uber Deliver? WSJ *
NatGas – Energy Industry Is Gassing Down WSJ *
NatGas – Asia’s LNG Buyers Get Sweeter Deals WSJ *
Boeing’s new overhead bins will hold 50% more bags q *