21 September 2015



Today’s Issue Cluster: LatAm

US – The Rent Crisis Is About to Get a Lot Worse
Ridesharing – Uber prompts rethink at NY taxi licence group
Insurance – Bipartisan Effort Fights Rule That Could Raise Premiums


MAJOR DATA POINTS

US – Aug: Existing home sales fall more than expected; -4.8% not -1.1% / WSJ / R *


MARKETS

EMs – Fed Rate Decision Roils Currencies WSJ / NYT

EMs – Fed doves turn managers cold on stocks FT / FT * *

EMs – Investors damn Fed with faint praise FT / FT *

Asia – Fed Holds Fire, Shares Gain WSJ / WSJ *


ECONOMICS

LatAm – Andean economies prove resilient FT *

Brazil – Recession’s sharp bite E * *

Brazil – Bargains beckon after S&P downgrades to ‘junk’ FT * *

Brazil – 4 charts that put Rousseff’s job on the line FT * * * *

Venezuela – Seeking scapegoats E *

Argentina – Bonds buoyed by political hopes FT *

Chile – Keeps Nurturing Seeds for ‘Chilecon Valley’ WSJ

Colombia – Shows how to cope with tumbling oil prices FT *

Mexico – Structural problems hold country back FT * *

Mexico – Still a long way from wealth and modernity E * *


POLITICS & FISCAL POLICY

Greece – Unexpectedly decisive win for Tsipras FT / WSJ / AP / B / R / FT * *

Greece – Businesses Hope for Post-Election Stability WSJ *


MONETARY POLICY

Fed – Reins In the Dollar WSJ *

Fed – Look to China for clues on when rates will rise FT *


FINANCE

US – Fed Squeezes Bank Profits WSJ / B *


REAL ESTATE

US – The Rent Crisis Is About to Get a Lot Worse B * *

US – Yellen Sees a ‘Very Depressed’ Housing Market B *

US – Mortgage borrowing is back B * *


LABOR & EDUCATION

US – Retailers, Delivery Struggle to Find Holiday Workers WSJ *


SERVICES

Delivery – FedEx cuts 2016 forecast on weak demand FT / WSJ


MANUFACTURING



TECH

Ridesharing – Uber prompts rethink at NY taxi licence group FT

Ridesharing – Uber Meets Its Match in France WSJ *

Ridesharing – Uber competitors form global alliance FT / WSJ / NYT

Ridesharing – BlaBlaCar zooms ahead with $200m investment FT / WSJ *

Ridesharing – Uber pushed into Europe but misjudged the regulators FT *


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT



HEALTH

Insurance – Bipartisan Effort Fights Rule That Could Raise Premiums NYT

Insurance – Health Cooperatives Find the Going Tough NYT

Insurance – Americans without fell to 10.4% WSJ / NYT / B / wsj * * *


ENDNOTE

5000 years of interest rates ft *


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