23 April 2014



Today’s Issue Cluster: Gaming

Crops – Corn: Grain Belt Shifts North
Oil – ‘Saudi America’: Mirage?
G7 – Most Still Trying to Recoup Lost Jobs


MAJOR DATA POINTS

China – Apr: HSBC PMI Signals Weakness Persists in Economy; 48.3 from 48.0 / WSJ / R / B / AP *

EZ – Apr: Markit PMI Shows Economic Growth Accelerates; 54.0 from 53.1 / WSJ / B / NYT / R / AP *

US – Apr: Markit PMI shows factory activity expands, pace stalls; 55.4 from 55.5 / R / m *

US – Mar: New home sales dive to eight-month low; -14.5%, -13.3% yr / R / WSJ / AP / B * * *


MARKETS



ECONOMICS

US – The Great Moderation Is Back nyt *

US – Big Manufacturers Are Upbeat, but More Worried about the World wsj *

US – Sluggish Economic Recovery Proves Resilient WSJ *

US – Towns Taxed by Shift to More Homes, Fewer Stores WSJ *


POLITICS & FISCAL POLICY

Ukraine – Russia looks for economic self-reliance FT * * *

Ukraine – How Much Russia Controls Of The World’s Commodities bi *


MONETARY POLICY

Fed – Looks Likely to Stick to Policy Path WSJ


FINANCE



REAL ESTATE

China – Smart Players Are Selling WSJ *

China – Gives Timetable for National Property Registry WSJ


SERVICES

Gaming – Russia Said to Weigh Plan to Introduce Gambling in Crimea B / RT / MT

Gaming – Consortium Led by Macau Mogul to Raise Stake in Russian Casino WSJ

Gaming – SK gives Caesars Entertainment go-ahead to open casino FT / FT *

Gaming – Macau Rides High on New Round of Casino Construction NYT

Gaming – Australian casinos bet on the Chinese FT * * * *

Gaming – US casinos gain from Chinese gambling appetite FT

Gaming – Adelson Tests His Influence in Push to Ban Online Gambling NYT

Gaming – Caesars Making Bid for Casino in Upstate New York NYT / WSJ *


MANUFACTURING



TECH

Cloud – Court Conflicted on Aereo Online Video Service WSJ / AP / NYT / R / B / BW / WSJ *

Cloud – A Price War Erupts WSJ *

Cloud – Amazon has big lead q *

Cloud – Beyond Amazon, Google and Microsoft WSJ *


TRADE & TRANSPORTATION



COMMODITIES

Crops – Coffee: Prices Hit 26-Month High WSJ / B *

Crops – Corn: China to become top importer in 2020 FT

Crops – Corn: Grain Belt Shifts North B *

Crops – Sugar: Mexican producers deny imports threaten US industry R *

Crops – Soybeans: Jump on inventory fears FT *

Crops – Wheat: Trends in the World’s Top Exporters b *

Crops – GMO: China rejections of US corn cost up to $2.9b R / WSJ / AP *

Crops – Bees: Dying faster in northern Europe q * *


ENERGY & ENVIRONMENT

Oil – ‘Saudi America’: Mirage? NYT

Oil – Iraq Output Exceeds Hussein Era WSJ * *

Oil – OPEC output / r *

Oil – China Inc joins the big league in services R *


LABOR & EDUCATION

G7 – Most Still Trying to Recoup Lost Jobs NYT *


HEALTH

Pharma – GSK chief quick to distance Novartis deal from megamerger mania FT / WSJ / WSJ / WSJ * * *

Pharma – Deals fever grips industry FT / WSJ / WSJ / WSJ * * *


ENDNOTES

The warmest month of the year in each country motw *


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