21 April 2016



Today’s Issue Cluster: Planes

Australia – Chinese buyers double property investments, again
F&B – US Soda Consumption Falls to 30-Year Low
Oil – Once a mainstay, Algerian crude returns to US East Coast


MAJOR DATA POINTS

US – Mar: ConfBd Leading Indicators Point to Slow Growth; +0.2% from -0.1% / WSJ

US – Week: Jobless claims hit 42 year low; -6k to 247k / R / B / WSJ


MARKETS



ECONOMICS



POLITICS & FISCAL POLICY



MONETARY POLICY

SNB – Swiss Franc Can Strengthen Before Bank Would Cut Rates B *

SNB – For Swiss Central Bankers, Mum’s the Word WSJ *


FINANCE

Switzerland – Cash Is Still King B *


REAL ESTATE

Australia – Chinese buyers double property investments, again B *

Australia – China-led consortium in vast farmland deal FT / WSJ / FT *


LABOR & EDUCATION

HigherEd – 40% of Student Borrowers Aren’t Making Payments WSJ

HigherEd – Colleges Drill Down on Job-Listing Terms WSJ *


SERVICES

F&B – Coke finds more fizz in still drinks FT *

F&B – US Soda Consumption Falls to 30-Year Low B *


MANUFACTURING

Planes – Market: Alaska Air Deal Sets Up Face Off for Aircraft Makers WSJ

Planes – Market: Employees Buffeted Despite Booming Orders WSJ

Planes – Boeing: To Cut More Than 4,500 Jobs WSJ / R / WSJ

Planes – Airbus: Undelivered jets hurt cash flow R

Planes – Airbus: Banks on China air travel FT / AFP

Planes – China: A Tarnished Turboprop Clouds Aviation Dream WSJ *

Planes – China: Utility trumps luxury as private jet buyers fly economy R

Planes – Bombardier: Near Major Deal With Delta WSJ

Planes – Bombardier: Bailout would take CSeries off the books R / G&M


TECH

Tech – Mobile, Cloud Shift Slams Old Guard WSJ *

Tech – China’s ‘Bants’ set to rival America’s ‘Fangs’ FT *

Tech – Startup Investors Hit the Brakes WSJ *


TRADE & TRANSPORTATION

Ship – China Shipping Group, CMA-CGM Form Ocean Alliance WSJ *

Ship – China reveals plans to use Canada’s Northwest Passage G&M *


COMMODITIES



ENERGY & ENVIRONMENT

Oil – What Glut? Outages Put Supply, Demand Close to Balance WSJ

Oil – Once a mainstay, Algerian crude returns to US East Coast R

Oil – Saudi’s Other Warning Makes Traders Sweat B *

Oil – In riposte to Riyadh, Russia says ready to ramp up output R

Oil – Shocker: Bulging Inventory Beats Scary Headlines WSJ

Oil – What Is the ‘Magic Number’ for the Price of Crude? WSJ *


HEALTH



ENDNOTE

Name of legislature by country reddit *


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