22 July 2014



Today’s Issue Cluster: Mobiles

Ukraine – Sanctions on Russia Hit German Economy Hard
Livestock – Roosters’ fertility problem hits US chicken supply
Coal – US Power Plant Turns to Russia for Shipment


MAJOR DATA POINTS

US – Jun: Consumer Prices Rose; +0.3% from +0.1% / WSJ / AP / R / B * *

US – Jun: NAR home resales rises to eight-month high; +2.6% / B / WSJ / R / AP * *


MARKETS

Private Placements – US faces competition from Europe FT * *


ECONOMICS

BRICs – Critics warn the group is bound by frustration FT *

BRICs – Hurling BRICS at the World Bank and the $ cfr *


POLITICS & FISCAL POLICY

Ukraine – European Businesses Could Be Forced to Act WSJ / FT / R / B / WSJ

Ukraine – European sanctions on Russia seen limited for now, despite tough talk R / FT

Ukraine – Sanctions on Russia Hit German Economy Hard S *

Ukraine – EU threatens Russia with more sanctions, but words ring hollow R / FT / WSJ / S / q *


MONETARY POLICY



FINANCE

US – Dodd-Frank has made banks safer but slowed economy, data show FT *

US – Top banks see loan losses fall amid stricter lending standards FT

US – For Banks Near Cutoff, Bigger Isn’t Necessarily Better WSJ *

US – Wall Street Adapts to New Regulatory Regime WSJ

US – House Republicans Take Aim at Dodd-Frank WSJ / WSJ *


REAL ESTATE



SERVICES

Ads – Mobile Spending Leaps, but Trails User Growth WSJ *

Ads – Facebook clicks on the ‘buy’ button to measure effectiveness FT * * *


MANUFACTURING



TECH

Mobiles – Next iPhone Will Offer Bigger Screens WSJ *

Mobiles – Intel’s Answer to iPad: Cheap Prices WSJ * *

Mobiles – Revenue from Google Play set to overtake Apple’s app store in 2018 q *

Mobiles – Sprint, T-Mobile Could Raise $10b for Spectrum Auction WSJ

Mobiles – Wireless Operators’ Growing Pains WSJ *

Mobiles – Slim Owns TracFone That Could Serve as Building Block WSJ / R *

Mobiles – China Mobile to build 500,000 4G base stations X

Mobiles – Huawei gains from China telecoms spending FT

Mobiles – China on the verge of becoming saturated q *

Mobiles – China’s Xiaomi Targets India in Smartphone Sales Push B / R


TRADE & TRANSPORTATION



COMMODITIES

Livestock – China Meat Supplier ‘Appalled’ by Allegations WSJ / FT

Livestock – Worries Over Meat Supplier Spread to Japan WSJ / FT

Livestock – Rising Prices, Exports Have Meat Producers On A Roll IBD

Livestock – Roosters’ fertility problem hits US chicken supply R *

Livestock – Beef pollutes more than pork, poultry, study says AP *


ENERGY & ENVIRONMENT

Coal – US Power Plant Turns to Russia for Shipment B

Coal – Fuels Brewpubs in Wyoming as Kentucky Mines Misery B *

Coal – Project at KY plant to catch CO2 AP / NYT


LABOR & EDUCATION



HEALTH



ENDNOTE

Consumption Spreads Faster Today: The 100-Year March of Technology a *


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