21 January 2015



Today’s Issue Cluster: Streaming

Greece – Tourism Industry Unsettled by Talk in Election Campaign
Oil – Demand weakness persists despite lower prices
Ebola – New cases have somewhat stabilised


MAJOR DATA POINTS

US – Dec: Single-family starts hit 6-1/2-year high; +4.4%, +8.8% yr R / WSJ / B / AP *


MARKETS



ECONOMICS

World – Lagarde warns of ‘lopsided’ global growth FT / R / B *

World – Global Economic Outlook / wsj * * * *

World – Global growth outlook r *

World – Declining Population Could Reduce Economic Growth By 40% wsj * *


POLITICS & FISCAL POLICY

Greece – Fitch Revises Long-Term Outlook to Negative WSJ

Greece – Banks Ask ECB for Emergency Aid FT / NYT / WSJ *

Greece – Merkel Said to See Tsipras Ready to Deal on Debt Demands B

Greece – Property tax backlash underpins Syriza’s poll prospects FT / NYT / WSJ * * *

Greece – Tourism Industry Unsettled by Talk in Election Campaign NYT

Greece – Politics Risk Tripping Debt Relief WSJ *

Greece – Size of debt limits scope for solutions FT / B *

Greece – Spain’s politicians keep a nervous watch FT * *

EU – Who votes in 2015? / t *


MONETARY POLICY



FINANCE



REAL ESTATE



SERVICES

Streaming – TV Viewing Slips WSJ

Streaming – Cord-cutting is starting to accelerate in the US q *

Streaming – Research Shows Netflix Is Upending TV Business NYT

Streaming – Netflix Steps Up Foreign Expansion WSJ / FT / NYT *

Streaming – Netflix and YouTube Are America’s Biggest Traffic Hogs statista *


MANUFACTURING



TECH

Internet – Europe vs. US Tech Giants: Round Two WSJ / WSJ

Internet – Tech giants at risk of reputation collapse, warn business leaders FT

Internet – US Tech Firms Face Showdown With Russian Censors WSJ

Internet – Beijing spells out control ambition R


TRADE & TRANSPORTATION



COMMODITIES

Guar – Rise of synthetic substitutes means the bubble may be over FT

Soybeans – Glut adds to deflation fears FT *

Olive Oil – Demand falls in Europe homelands FT * *


ENERGY & ENVIRONMENT

Oil – Demand weakness persists despite lower prices FT * *

Oil – IEA Slashes 2015 Forecast Increase in Non-Opec Supply WSJ / FT / R

Oil – Opec sees 2015 supply surplus rising R / FT / NYT / AFP / r *

Oil – Iran says industry could withstand $25 crude R

Oil – Output Will Grow Even When Rigs Are Idle B *

Oil – Prices wreaking havoc on the drilling industry wapo *

Oil – Energy bondholders at risk as bank loans ebb FT * *

Oil – North Sea Pays the Price WSJ

Oil – Collapse of 1986 Shows Rebound Could Be Years Away B *

Oil – Tank in price fuels US petrol demand FT * *


LABOR & EDUCATION



HEALTH

Ebola – Study of Experimental Drug ZMapp Could Start Next Month WSJ

Ebola – New cases have somewhat stabilised e *

Ebola – Is this the beginning of the end? gp *


ENDNOTE

123456 Again: The Most Popular Passwords Aren’t Changing wsj *


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