23 February 2015



Today’s Issue Cluster: Pharma

India – Set for Consumption Spurt as Oil Drops
Net Neutrality – 11th-hour push against vague rule
Ship – Wage flap over, but US-Asia still snarled


MAJOR DATA POINTS

EZ – Feb: Markit composite PMI highest for seven months; 53.5 from 52.6 / WSJ / FT / AFP *

Germany – Feb: Ifo Business Confidence Rises; 106.8 from 106.7 / WSJ / AP / AFP / B *

US – Jan: NAR existing home sales hit nine-month low, supply weak; -4.9% / R / WSJ / cr *


MARKETS

Bonds – Japan: Govt Volatility Raises Anxiety WSJ *

Bonds – Japan: Foreign currency issues hit 23-year high last year N *

Bonds – Corporate EMs: Emerging bubble FT * *


ECONOMICS

India – Changes GDP Calculation Method WSJ / FT *

India – Growth Rate Set to Rival China WSJ / NYT *

India – Really Growing Faster Than China? WSJ *

India – Set for Consumption Spurt as Oil Drops B *


POLITICS & FISCAL POLICY

India – Readier to admit to a tilt towards US Under Modi E *


MONETARY POLICY



FINANCE



REAL ESTATE



SERVICES

TV – Broadcasters fear on-demand FT * * *

TV – Sports rights: Show them the money FT *

TV – Internet is for ‘cord nevers’ not ‘cord-cutters’ FT *


MANUFACTURING

Defense – Islamic State Fight Spurs Demand for Precision Weapons WSJ

Defense – German Gunmaker Looks to South African Exports WSJ *

Defense – Goldman: A surge in spending on military robots bi *


TECH

Net Neutrality – 11th-hour push against vague rule R / FT

Net Neutrality – US internet providers fear EU-style rules FT / WSJ / WSJ

Net Neutrality – Internet Taxes, Another Window Into the Debate nyt

Net Neutrality – Netflix & FCC / r *


TRADE & TRANSPORTATION

Ship – Labor deal avoids US ports shutdown FT / WSJ

Ship – Container Volumes, Long Beach & Oakland / b *

Ship – Freight prices sink on oversupply, China slowdown AFP

Ship – Freight Wagers Have Yet to Carry Their Weight WSJ *

Ship – Wage flap over, but US-Asia still snarled N *


COMMODITIES

Coffee – Prices slide as Brazilian rainfall worries recede FT / N *

Coffee – Consumption Expected to Jump WSJ / FT *


ENERGY & ENVIRONMENT



LABOR & EDUCATION



HEALTH

Pharma – New Cancer Technology Gives Investors a Shot in the Arm WSJ

Pharma – Molecule Shows Ability to Block AIDS Virus WSJ / WSJ

Pharma – The race to cure rising drug costs FT * * *

Pharma – Toxic Ganges adds to spread of drug-resistant bacteria FT / FT *

Pharma – Counting the cost of cancer FT * * *

Pharma – Drug Stocks Viewed as ‘Deflation Immunization’ b *

Pharma – Ebola Drug Trial Is Halted for Lack of Patients NYT / WSJ / AP / NYT / WSJ / B

Pharma – Drug Distributors Build Strength In An Era Of Change IBD


ENDNOTE

Hollywood Gender Gini wapo *


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