22 December 2015



Today’s Issue Cluster: Cybersecurity

EMs – Economies downgraded across the board
Crops – Demand for craft beers sparks surge in US hop production
NatGas – Moves to hedge Australia LNG exposure


MAJOR DATA POINTS

US – Q3: Economic Growth Tepid; +2.0% was +2.0% / NYT / WSJ / R / AP / B

US – Nov: Sales of Existing Homes Slump 10.5%; 4.76m from 5.32m / B / R


MARKETS

EMs – Feeling Junk-Bond Pressures WSJ *

EMs – Record gap opens between cyclical and defensive stocks FT *


ECONOMICS

EMs – Economies downgraded across the board FT *

EMs – Fed rate rise a threat FT / FT


POLITICS & FISCAL POLICY



MONETARY POLICY

EMs – US central bank policy and the spectre of 1998 FT * *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Cybersecurity – Iranian Hackers Infiltrated New York Dam in 2013 WSJ *

Cybersecurity – US power grid vulnerable to foreign hacks AP

Cybersecurity – Attack of the health hackers FT *

Cybersecurity – Banks Battle Staffers’ Vulnerability to Hacks WSJ *

Cybersecurity – Hotel sector faces ‘cyber crime wave’ FT

Cybersecurity – The terrorist in the data E * *

Cybersecurity – Sector struggles to fill skills gap FT * *

Cybersecurity – Universities brace for wave of cyber attacks FT

Cybersecurity – Cybercrime the second most common crime in the UK q *


TRADE & TRANSPORTATION



COMMODITIES

Crops – Demand for craft beers sparks surge in US hop production AP

Crops – Traders catch the natural foods bug FT * *

Crops – Weak consumption growth weighs on grains FT

Crops – Black Sea a fragile link for wheat FT * * *

Crops – Japan pinning hopes on new rice varietals N *

Crops – Reinvigorating Asia’s rice bowl n *


ENERGY & ENVIRONMENT

NatGas – Moves to hedge Australia LNG exposure FT *

NatGas – Surge helps Mexico manufacturers FT * *

NatGas – Industrial Demand to Slip for First Time in Six Years / b *


HEALTH



ENDNOTE

What people in your state want for Christmas vox *


Comments are closed.