Archive for October, 2015

30 October 2015

Thursday, October 29th, 2015



Today’s Issue Cluster: China Demographics

EU – The Long Shadow of Europe’s Big Banks
Ship – Container lines bulking up to withstand a fresh downturn
Coffee – Vietnam is the world second-largest producer


MAJOR DATA POINTS

Japan – Sep: Consumer Prices Fall; -0.1% yr / B *

Taiwan – Q3: Shrinks for First Time Since 2009 on Export Slump; -1.01% from +0.52% / B

EZ – Oct: Creeps out of deflation; unch YTD from -0.1% / FT / eu *

Canada’s economy grows for third month; +0.1% from +0.3% / G&M / FP / CBC / R *

US – Sep: Consumer Spending Shows Caution; +0.1% from +0.4% / WSJ / R

US – Q3: Employment Costs Rise; +0.6% / WSJ


MARKETS



ECONOMICS

EU – Companies Find Some Comfort at Home WSJ *

UK – Economy still remains overly dependent on services WSJ *


POLITICS & FISCAL POLICY

Germany – Merkel opens door to opposition FT * *


MONETARY POLICY

ECB – On high alert until inflation expectations improve B *

ECB – ‘Whole menu’ bereft of new dishes r *

ECB – Signals Boost to Stimulus Program WSJ *

ECB – Triggers powerful market reaction FT * *

ECB – ‘Super’ Mario Swamps Everything B * *

BOE – Rate Rise Could Come Sooner Rather Than Later WSJ / B *

SR – Sweden reloads QE bazooka but investors are not impressed FT / AP *


FINANCE

EU – The Long Shadow of Europe’s Big Banks NYT

EU – Can cuts can turn tide for Deutsche Bank FT / WSJ / NYT * *

EU – Is HSBC Too Big to Stay in UK? WSJ *

EU – Bank lending sluggish despite tsunami of QE r *


REAL ESTATE

UK – London property struggles from stamp duty blow FT * *

UK – This is nuts. When’s the crash? ft * *


LABOR & EDUCATION

China – Scraps one-child policy FT * * *

China – Limit raised to two children WSJ / NYT / R * *

China – Investors Pile Into Baby-Formula Stocks WSJ / AP / B *

China – Baby Stocks Boom WSJ

China – Short of Workers and Consumers B / B * * *

China – Population pyramid to change dramatically by 2050 r *

China – Median age has been rising since before 1980 / bi *

China – Won’t help demographics ft * *

China – Noodles of longevity E *


SERVICES



MANUFACTURING



TECH

OSs – Google to Fold Chrome Operating System Into Android WSJ

OSs – Windows 10 Sees Faster Adoption Than Its Predecessors statista *


TRADE & TRANSPORTATION

Ship – Hitting the bottom E *

Ship – Container lines bulking up to withstand a fresh downturn E * *

Ship – Cosco Planning Regular Trans-Arctic Sailings WSJ *


COMMODITIES

Coffee – Tasting the Drop in Prices WSJ *

Coffee – Africa buzzing as next frontier FT *

Coffee – Vietnam is the world second-largest producer / ft * * *


ENERGY & ENVIRONMENT



HEALTH

Pharma – Large pill for Pfizer in Allergan deal FT / WSJ / NYT / FT / WSJ * *

Pharmacy – Walgreens-Rite Aid Deal Tests Regulators’ Appetite WSJ / FT *

Pharmacy – CVS Shares Are No Medicine Show WSJ *


ENDNOTE

Europe Back to 1890 la *


29 October 2015

Wednesday, October 28th, 2015



Today’s Issue Cluster: Oil

Japan – Are JGBs on the edge of extinction?
US – Homeownership Increases, Household Formations Rise
Autos – VW: EU failed to heed emissions warnings in 2013


MAJOR DATA POINTS

Japan – Sep: Industrial Production Unexpectedly Rises; +0.6% not -0.6% / B / AFP

Germany – Oct: Unemployment drops; 6.0% from 6.2% / AP / AFP

Germany – Nov: GfK consumer confidence slipping; 9.4 from 9.6 / AP

US – Q3: Economic Growth Cools on Inventories WSJ / FT / R / NYT / AP / B *

US – Sep: NAR Pending Home Sales Index Down; -2.3% not +1.0% / WSJ / R

US – Week: Jobless claims rise; +1k to 260k / R / B


MARKETS

Japan – Are JGBs on the edge of extinction? N *


ECONOMICS

Japan – Price index shows inflation surge amid economic gloom FT

Japan – Finds ‘Abenomics’ Is Not an Easy Fix NYT

Japan – Credibility on the line FT * * *


POLITICS & FISCAL POLICY



MONETARY POLICY

BOJ – Faces Pressure to Act on Economy WSJ / B *

Fed – Signals Hike ‘at Next Meeting’ WSJ / R / AP / NYT / WSJ *

Fed – Drops warnings on global risks to US economy FT *

Fed – Sees ‘Moderate’ Expansion B / b *


FINANCE

Asia – Help Not Wanted: Investment Banks Turn Cool on Hiring WSJ *


REAL ESTATE

US – Home values and rents defying global slowdown AP

US – Crowdfunding deals gains momentum R

US – Homeownership Increases, Household Formations Rise nahb / hw * *


LABOR & EDUCATION



SERVICES

Media – Facebook’s Instant Articles Could Mean Less Traffic For Websites WSJ

Media – Magazines Try New Tactic: Money Back if Ad Fails to Deliver WSJ *


MANUFACTURING

Autos – VW: Slumps to first net loss in 15 years FT *

Autos – VW: Issues profit warning for full year WSJ *

Autos – VW: Analysts slash their earnings outlook WSJ *

Autos – VW: EU failed to heed emissions warnings in 2013 FT / FT *

Autos – VW: Europe’s Plans to Test Cars’ Emissions Are Criticized NYT


TECH

Social – Facebook goes slow with ‘2G Tuesdays’ for developers FT *

Social – Apple and Twitter: age before beauty FT *

Social – Survey Finds Teens Prefer Instagram, Twitter, Snapchat wsj *


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

Oil – After Years of Decline, US Imports Rise WSJ *

Oil – Crude Heads East, Leaving an OK Pipeline Unusually Empty B *

Oil – Pipeline problems hinder Canada exports FT / FT * * *

Oil – Canada patch woes deepen as spending cuts mount G&M *

Oil – Firms Face Reality of Sustained Low Prices WSJ *

Oil – Cash Crunch Clouds Future for Firms WSJ / FT *

Oil – BP Details Plans to Cope With Weaker Prices WSJ *

Oil – ‘Shale Profits Beating Big Rivals’ fb *

Oil – Central Asian importers hit the buffers FT * *

Oil – Exporters, Middle East and N. Africa / e *


HEALTH



ENDNOTE

Population of Tokyo, measured in US city equivalents reddit *


28 October 2015

Tuesday, October 27th, 2015



Today’s Issue Cluster: US Monetary Policy



MAJOR DATA POINTS



MARKETS

US – Treasury debt defies higher yield call FT * *


ECONOMICS

World – Economic Recovery Under Stress r *

World – Central banks urged to raise rates as asset bubble fears grow FT


POLITICS & FISCAL POLICY



MONETARY POLICY

Fed – Seen as Unlikely to Raise Rates NYT

Fed – Money markets cash threatens short-term interest rates WSJ *

Fed – The Most Important Developments Since September B * *

Fed – Strives for a Clear Signal on Interest Rates WSJ * *

Fed – Yellen Has Over 6m Reasons to Take Her Time B * *

Fed – Reverses traditional roles with ECB FT * *


FINANCE

eWallets – Apple Pay growth slows a year after launch R

eWallets – JPMorgan Chase says it is building a rival to Apple Pay R / FT


REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING

F&B – AB InBev and SABMiller to extend deal deadline FT / WSJ

F&B – Big Beer Merger Also Benefits Molson WSJ *


TECH

Mobiles – Apple investors worry the iPhone is losing its shine FT *

Mobiles – Apple Earnings Lifted by iPhone Sales in China WSJ *

Mobiles – iPhone Signal a Bit Fuzzy WSJ / NYT *


TRADE & TRANSPORTATION

Truck – Stocks Hit Reverse WSJ

Truck – Startups Accelerate Efforts to Reinvent Industry WSJ


COMMODITIES

Metals – Miners Keep Expanding as Prices Collapse WSJ

Metals – Big miners kick the empire building habit FT * * * *

Metals – Global steelmakers face cocktail of challenges FT * * *


ENERGY & ENVIRONMENT

Alt – Honeysuckle blooms help China solar industry flourish FT *

Alt – ‘Masala bond’ to fuel India’s green energy ambitions FT *

Alt – Renewable energy poses challenge for Tokyo FT *

Alt – Japanese companies eye algae N *

Alt – European industrial groups hit by push to renewable energy FT *

Alt – US clean energy suffers from lack of wind FT * *


HEALTH

Pharmacies – Walgreens, Rite Aid to Create Drugstore Giant WSJ / FT / NYT / R / B *

Pharmacies – Valeant troubles cast light on specialty murky side FT / R / NYT *


ENDNOTE

Sinners’ Bible available at auction bonhams *


27 October 2015

Monday, October 26th, 2015



Today’s Issue Cluster: China Economy



MAJOR DATA POINTS

UK – Q3: Economy Slows; +0.5% from +0.7% / WSJ / AP / B *

US – Aug: Case-Shiller home prices rise faster; +5.1% from +4.9% / R / WSJ / B / AP / *

US – Sep: Durable Orders Down; -1.2% from -3.0% / WSJ / R / B *

US – Oct: Markit Flash Composite PMI Down; 54.5 from 55.0 / m *

US – Oct: ConfBd consumer confidence at 5-month low; 97.6 from 102.6 / AP *


MARKETS

Yuan – IMF Said to Give China Strong Signs of Reserve-Currency Nod B *


ECONOMICS

China – Communist Party is about to set its goals for 2020 E / WSJ / B *

China – Premier says 7% goal never set in stone R / FT

China – ‘To miss growth forecasts without innovation’ FT * *

China – Credibility of official data under scrutiny N * * *

China – Slowing Hard, Just Not Officially r *

China – Deleveraging delayed E *

China – New Economy Stocks Find Success in Middle Class WSJ *

China – Dwindling demand forces manufacturing price cuts FT

China – Pessimism Is Overblown, IMF says wsj

China – ‘Deflationary boom’ in prospect FT

China – Slowdown May Help Solve One of EU’s Problems B


POLITICS & FISCAL POLICY



MONETARY POLICY

PBOC – Why It’s Not So Easy for China to Ease WSJ *


FINANCE

China – Underground Banks Move Money WSJ *


REAL ESTATE

China – Why are malls closing if consumption is rising? R / R

China – Bid to Prop Up Property Investment Challenged Amid Glut B *


LABOR & EDUCATION



SERVICES

Gaming – Macau: Investors bet on Batman for rescue FT / WSJ / B / AP

Gaming – Reno: Sees Future, and It Isn’t Casinos WSJ *

Gaming – Tribes: Look Beyond Casinos for Income NYT


MANUFACTURING



TECH



TRADE & TRANSPORTATION

TPP – China communist party paper says country should join R

TPP – Indonesia “going to join” WSJ / FT / R / AP / NYT / AFP

TPP – Deal is bad for the auto sector, Ford Canada chief says G&M

TPP – Surprising Vote of Confidence in Globalization WSJ *


COMMODITIES

Gold – Asia Demand Shows Rare Divergence WSJ *

Diamonds – Canada’s once-booming Arctic sector loses luster R *

Diamonds – Inside De Beers’s Hunt in Africa WSJ *


ENERGY & ENVIRONMENT

Nuclear – UK: China seeks to build chain of plants FT / NYT

Nuclear – UK: Britain Says It Will Aid Plant FT / NYT

Nuclear – US: TVA Cleared for First Plant in Nearly 20 Years WSJ / AP


HEALTH

Carcinogens – Industry to reject WHO meat ruling FT / WSJ / B / AP / R / B *

Carcinogens – Experts attack claims that bacon is ‘as big a cancer threat as smoking’ DT / CRUK *


ENDNOTE

World Map in the manner of Piet Mondrian bm *


26 October 2015

Sunday, October 25th, 2015



Today’s Issue Cluster: US Economy



MAJOR DATA POINTS

Germany – Oct: Ifo business optimism resilient after VW scandal; 108.2 from 108.5 / AP / B / AFP

US – Sep: New-Home Sales Fall 11.5%, +/- 11.3% WSJ / AP / B / R


MARKETS

Stocks – Tech Stalwarts Drive Market Surge WSJ *

Stocks – Anxiety Lies Beneath Advance WSJ *


ECONOMICS

US – Companies Warn of Slowing Economy WSJ

US – Economists are starting to warn about a new recession wapo * *

US – GDP statistics are becoming less reliable E *

US – No benefit hike for Social Security next year AP / WSJ *



POLITICS & FISCAL POLICY

Argentina – Heads for Presidential Runoff in Shock Result WSJ / FT

Argentina – Election Won’t Make Investors Rush In WSJ

Argentina – No Easy Economic Options for Next President WSJ *

Argentina – Economy a poisoned chalice for president’s successor FT *


MONETARY POLICY

Fed – Economists still see rate rise before year-end FT * *

Fed – Betting Against a Fed Rate Rise WSJ *

Fed – CPI Fall Clouds Rate Decision WSJ *

Fed – What if rates never rise? FT *

Fed – Problem in Finding the Neutral Rate B * *


FINANCE

US – Emerges as potential headquarters for HSBC FT / FT / FT

US – Big Banks to Firms: We Don’t Want Your Cash WSJ *

US – S&Ls Adapting To Flatter Yield Curve IBD


REAL ESTATE

US – Existing Home Sales Surge WSJ *

US – Tech money causes waves on Silicon Beach FT * *

US – Framing Lumber Prices down Sharply cr *

US – Building Materials Are Riding Real Estate’s Rebirth IBD

US – NMHC Apartment Market Slightly Tighter / cr *

US – Strong Rebound for Architecture Billings / cr *


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Cloud – Google + Microsoft + Amazon = Cloud Burst WSJ *

Cloud – H-P Winds Down Project WSJ

Cloud – Optical Gear Makers Groom Products IBD


TRADE & TRANSPORTATION

Ship – US Port Exports Are Coming Up Empty WSJ

Ship – LA area Port Traffic declines / cr *


COMMODITIES

Water – The Strongest El Nino in Decades B *

Water – California’s Growers Bear Brunt of Drought Woes WSJ *


ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

Which names were number one in 2014 by state huffpo *


23 October 2015

Thursday, October 22nd, 2015



Today’s Issue Cluster: Argentina Election

X


MAJOR DATA POINTS

SK – Q3: Growth Hits Five-Year High; +1.2% from +0.3% / WSJ / FT / AP / AFP

EZ – Oct: Markit PMI lifted by service sector; 54.0 from 53.6 / FT


MARKETS



ECONOMICS

Spain – Recovery position FT / NYT * * * * *

Italy – Uptick in bank lending boosts recovery FT * *

Germany – Reunification 25 years on e *


POLITICS & FISCAL POLICY

Argentina – Late drug allegations cloud poll FT *

Argentina – Handover fears FT * *

Argentina – The end of kirchnerismo E * *

Argentina – Curses Haunting Next President B * * * * *

Argentina – Scioli Expected to Resolve Standoff With Hedge Funds NYT

Argentina – ‘The dangers of a Scioli win’ B * *

Brazil – Rousseff faces new budget probe FT * *

Chile – Gloom becomes self-fulfilling FT * *


MONETARY POLICY

PBOC – China cuts rates a sixth time FT / WSJ / NYT / B / R / AP *


FINANCE



REAL ESTATE

UK – Stocks show signs of housing market slowdown FT

UK – Signs of slowdown for builders’ suppliers FT

UK – Cameron signals home ownership ‘crusade’ at expense of rent FT


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Mobiles – In China, Huawei Catches Up to Xiaomi WSJ *

Mobiles – Microsoft Lowers Its Expectations for Phones WSJ *


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

Coal – US leads industrialized nations in shift from coal: study R

Coal – Who Wants to Buy a Mine? WSJ

Coal – Less shut down in TX under revised clean power plan AP


HEALTH



ENDNOTE

Which NFL Team Are You Stuck Watching? 538 * *


22 October 2015

Wednesday, October 21st, 2015



Today’s Issue Cluster: Oil

ECB – Draghi Signals New Stimulus May Come This Year
F&B – Can AB InBev’s brewing behemoth find growth in Asia?
Steel – The benefits of bargain-basement iron ore are wearing out


MAJOR DATA POINTS

US – Sep: Existing Home Sales Surge; +4.7% / WSJ / R / AP

US – Week: Jobless claims up slightly; +3k to 259k / R / WSJ / cr *


MARKETS



ECONOMICS

Switzerland – Offers Counterpoint on Deflation’s Ills WSJ *

Switzerland – Avoids recession despite steep rise in franc FT * *


POLITICS & FISCAL POLICY



MONETARY POLICY

ECB – Prepares to consider options for QE expansion FT * *

ECB – Resilient euro casts doubt on ‘Super’ Mario’s policy aims FT * *

ECB – Draghi Signals New Stimulus May Come This Year B / WSJ / FT


FINANCE

UK – BOE to Toughen Stress Tests for Large Banks WSJ / FT


REAL ESTATE



LABOR & EDUCATION

HigherEd – Problems Mount for the ‘Other’ College Debt WSJ *

HigherEd – US Colleges Woo Foreigners, Despite Fraud Risk WSJ *


SERVICES

Streaming – Google to Launch Ad-Free YouTube Subscription Service WSJ

Streaming – Content creators join race to keep pace with consumers FT *


MANUFACTURING

F&B – Champagne on ice for Megabrew domination plan FT * * * * * *

F&B – Can AB InBev’s brewing behemoth find growth in Asia? N *


TECH

Uber – Legal troubles, market realities threaten global push R

Uber – Rise Presses Taxi Lenders WSJ *


TRADE & TRANSPORTATION



COMMODITIES

Steel – China Delivers More Problems WSJ / AFP *

Steel – Global makers labor under a flood from China N *

Steel – The benefits of bargain-basement iron ore are wearing out N *


ENERGY & ENVIRONMENT

Oil – Shale firms hit productivity wall R *

Oil – ‘Opec Is About to Crush the US Boom’ B * *

Oil – Saudis Risk Draining Assets in 5 Years, IMF Says B / WSJ / FT *

Oil – Russia overtakes Saudi Arabia R

Oil – Opec Brings Price War Home B * *

Oil – North Sea producers face a perfect storm FT / FT * *

Oil – China Probes Graft in Angola Deals WSJ *

Oil – US Investigates Venezuelan Giant WSJ * *

Oil – Refinery outage report released EIA *

Oil – Bull Run for Refiners Is Showing Signs of Slowing B *


HEALTH

Pharmacies – Wal-Mart’s drug problem R

Pharmacies – Retail Drug Stores Cut Costs, Merge IBD


ENDNOTE

Form for Drug Dealers to Snitch on Competitors Results in an Arrest NYT *


21 October 2015

Tuesday, October 20th, 2015



Today’s Issue Cluster: Canada

Australia – ‘Hang in There, Your Exports to China Will Double’
ECB – QE, But Not as We’ve Known It
Diamonds – Industry Dragged Into Slump as China Demand Ebbs Away


MAJOR DATA POINTS

Japan – Sep: Exports Grow Slowest in More Than a Year; +0.6% not +3.4% / B / R / B *


MARKETS



ECONOMICS

Australia – State Pivots As Mining Drops WSJ *

Australia – Developers Roll Out Red Carpet for Wealthy Chinese WSJ *

Australia – ‘Hang in There, Your Exports to China Will Double’ B * *


POLITICS & FISCAL POLICY

Canada – Trudeau Elected Prime Minister WSJ / FT / R / e / WSJ / G&M / CBC / FP * * * *

Canada – Liberals go from 3rd place to 1st in two months / B *

Canada – New Government, Some Nasty Old Problems B * *

Canada – Trudeau win signals gains for building and marijuana stocks B / G&M

Canada – Trudeau victory means uncertain future for pipeline projects CBC / B / G&M

Canada – Trudeau win raises doubts on TPP N

Canada – What Election Means for Investors, Carbon, US B *

Canada – Slumping Economy WSJ *

Canada – Trouble ahead FT *

Canada – An economy renowned for sobriety has binged on debt E *


MONETARY POLICY

ECB – QE, But Not as We’ve Known It B *


FINANCE

EU – ECB sees signs of thaw in bank lending FT


REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING

AVs – Apple sees ‘massive’ tech-led upheaval FT

AVs – Toyota Aims to Make Self-Driving Cars by 2020 WSJ

AVs – China Rolls Out Driverless Bus At *

AVs – Rio Tinto shifts to driverless trucks FT *


TECH



TRADE & TRANSPORTATION

TPP – China lays out ‘countermeasures’ to offset exclusion FT

TPP – Pressures farmers into cost cuts N *

TPP – ‘Hillary risk looms over financial markets’ N *

TTIP – US, EU negotiators to meet AFP


COMMODITIES

Diamonds – Industry Dragged Into Slump as China Demand Ebbs Away B * *

Gold – Role as Safe-Haven Investment Wanes WSJ *


ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

The magical Brassica oleracea plant kottke *


20 October 2015

Monday, October 19th, 2015



Today’s Issue Cluster: China

X


MAJOR DATA POINTS

US – Sep: Apartments drive home construction gains; +6.5% / WSJ / AP / R / cr *


MARKETS

China – The Stock Boom Is Back, Depending on Where You Look B *

China – Little-Known Beijing Stock Market Sees Surge of IPOs WSJ *

China – Investors play numbers game FT * *

China – Bond Investors Move Offshore WSJ *

China – Investors voice concern on forex reserves FT *

China – Capital outflows top $500b FT

China – Selling US Debt B *

China – Still less terrifying ft *


ECONOMICS

China – GDP slowest since 2009 FT / AP / R / NYT / B / WSJ *

China – GDP Prompts Skepticism From Economists WSJ *

China – Another quarter of remarkably precise GDP data r *

China – ‘Deflategate Comes to Beijing’ WSJ * *

China – ‘Official growth rate is not substantially exaggerated’ B / e * * *

China – ‘Growth data buoy Beijing at pivotal moment’ FT * *

China – ‘Is London putting money over principles in wooing Beijing?’ N *

China – It’s Not All Bad News WSJ *


POLITICS & FISCAL POLICY

China – Discordant Financial Messages Spur Global Unease NYT / NYT


MONETARY POLICY

PBOC – China Expands New-Style Easing WSJ *


FINANCE

HK – Banks Post Drop in Overseas Loans WSJ *


REAL ESTATE



LABOR & EDUCATION



SERVICES

Travel – Cruise lines set sail for China FT / WSJ *

Travel – Cruise-Liner Shares Leave Many Stocks in Their Wake WSJ *


MANUFACTURING



TECH



TRADE & TRANSPORTATION

Ship – Cosco, China Shipping Group In Advanced Merger Talks WSJ *


COMMODITIES

Metals – Chinese Copper-Trading Surge Shakes Up Market WSJ *

Metals – Troubled Chinese exchange bodes ill for rare metals investors N *


ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

First day of week used in different countries wiki *


19 October 2015

Sunday, October 18th, 2015



Today’s Issue Cluster: Natural Gas

World – Slowdown in real danger of persisting
World – Central Bankers Are Failing to Generate Inflation
Retail – Why ‘big in Europe’ doesn’t always fly in Asia


MAJOR DATA POINTS

US – Oct: NAHB Home Builder Optimism Hits 10-Year High; 64 from 61 / WSJ / cr *


MARKETS

World – Pegs under pressure E *


ECONOMICS

World – Slowdown in real danger of persisting R *


POLITICS & FISCAL POLICY

Russia – Foreign groups eye scaling back operations FT

Russia – ‘Putin’s Economic Might Is Withering Away’ B * * *

Ukraine – Still a Breadbasket, but Weak Currency Hammers Farmers WSJ

Belarus – Tries to bring its economy in from the cold FT *


MONETARY POLICY

World – Central Bankers Are Failing to Generate Inflation B *


FINANCE

Greece – Big Challenge: Fix Bad Loans Without Destroying Banks NYT / FT

Greece – Banks anxious as bailout finally nears FT * *


REAL ESTATE



LABOR & EDUCATION



SERVICES

Retail – Federation Sees US Sales Increasing 3.7% Over Holiday Season WSJ *

Retail – Uniqlo’s US struggles at the root of profit woes FT * *

Retail – Why ‘big in Europe’ doesn’t always fly in Asia N *

Retail – Walmart’s woes stem from need to invest FT * * * *


MANUFACTURING



TECH

Chips – Makers Swept by Wave of Consolidation WSJ *

Chips – 48 and counting: Samsung still top dog in 3-D flash memory N *


TRADE & TRANSPORTATION



COMMODITIES

Lobster – Maine Boom Continues, Feeding Expanding Market WSJ

Salmon – Australia Looks to Scale Up Exports to China WSJ *


ENERGY & ENVIRONMENT

NatGas – Putin Bets on Germany as Ties With Turkey Sour on Syria B *

NatGas – Australia LNG projects go from bonanza to break-even ABC

NatGas – Taking Off In the Heart of the Texas Oil Patch B * *

NatGas – US inventories pushing the top of 5-year range / r *

NatGas – Global LNG Market Oversupplied Through 2025 B * *

NatGas – Some Terminal Projects Dying on the Vine B *

NatGas – More Than 60 BCFD to Leave US in 2015 B *

NatGas – Supply boost from Iran and Egypt may exacerbate glut B *

NatGas – Hot Commodity Asset Is a 35,000-Ton Steel Ship B *

NatGas – LNG-Powered Ships Gain B *


HEALTH



ENDNOTE

Highest & Lowest Taxi Fares statista *