Today’s Issue Cluster: Autos
China – Equity bubble has echoes of Nasdaq in 2000
Iran – Oil exports could jump by 60% in a year
Air – China’s aviation boom drives airport building frenzy
US – May: Factory orders fall on transportation; -1.0% from -0.7% / R / AP
US – Jun: Jobs Market Continues Fitful Recovery; +223k from +254k (was +280k) / WSJ / R / NYT / FT *
US – Week: Jobless Claims Rise; +10k to 281k / WSJ
China – Weighs Options to Stem Market Rout WSJ / FT *
China – Firms Discover Margin Lending’s Downside WSJ *
China – Equity bubble has echoes of Nasdaq in 2000 FT / FT *
Iran – Eyes $100b of investment in oil industry FT / FT *
Iran – European oil majors hold Tehran talks FT / WSJ
Iran – Oil exports could jump by 60% in a year R *
Iran – Maps out plans to revive economy when sanctions are lifted FT *
Iran – European groups rev up for return to Tehran FT / WSJ * *
Iran – Should Russia and China expect an arms bonanza? E *
Fed – Looming Problem: Too Little Debt WSJ *
Fed – Inflation Undershoots 2% Target for 37th Month wsj / WSJ *
Autos – US: Chrysler Hits Retail Milestone, Tops Ford WSJ *
Autos – US: Industry Develops a Weak Spot WSJ *
Autos – US: Fuel Economy Targets May Be Less of a Stretch NYT
Autos – Asia: Car Makers Out-Earn US Rivals WSJ *
Autos – World: Profits of Manufacturers / dv *
Autos – China: Europe’s premium makers warned ‘cash cow is dying’ FT
Autos – China: Car Sales Slow in the West WSJ *
Autos – India: Eicher Motors unveils truck that doubles as a generator FT *
Autos – Russia: Lada revs up as sales reverse off a cliff FT *
Autos – EVs: Electric car sales ready to move out of the slow lane FT *
Air – Justice Department Probes Airlines for Collusion WSJ / FT / NYT / R *
Air – The Next Frontier in Baggage: Digital Bag Tags WSJ *
Air – China’s aviation boom drives airport building frenzy R
Air – Airports Commission recommends third Heathrow runway FT / WSJ *
Crops – Corn, Soybeans Rise on Smaller-Than-Expected Stockpiles WSJ *
Crops – Wheat Prices Up Nearly 6% on Heavy Rains WSJ / FT *
Crops – Meat eating set to drive growth in grain demand FT
Crops – Deere, Potash Face a Glutted Market WSJ
Different US regions favor different types of stocks bi *