Today’s Issue Cluster: Tobacco
China – As PBOC pushes cash through front door, capital escapes out the back
Oil – US drivers put market on road to recovery
Demog – China: Fewer than expected apply to have second child
China – Jan: HSBC Manufacturing Sector Still Weak; 49.8 from 49.6 / WSJ / AP / B / AFP *
SK – Q4: Growth lowest in more than two years; +0.4%, +2.7% yr / AP / AFP
EZ – Jan: Markit PMI Shows Pickup in Activity; 52.2 from 51.4 / WSJ / NYT / AFP
US – Jan: Markit factory activity expands at lower rate; 53.7 from 53.9 / R *
US – Dec: ConfBd Leading Indicators Climb for Fourth Month; +0.5% from +0.4% / AP / B
US – Dec: Existing-Home Sales Rose; +2.4%, +3.5% yr / WSJ / B / R *
China – Funds become new force in global commodity trade FT * *
China – Companies, Investors Move Money Back Home WSJ *
China – Shares Fall Most in Six Years on Regulatory Crackdown WSJ / NYT *
China – Shanghai rally faces stress test after market tumble FT * *
China – Stimulus Kicks in to Help Keep 2014 Growth Near Target B
ECB – Draghi’s bond-buying plan outstrips expectations FT / R * * * *
ECB – Aggressive Stimulus Ushers in New Era WSJ / NYT / B *
China – Injects $8b Into Banking System WSJ
China – As PBOC pushes cash through front door, capital escapes out the back R *
China – December Housing Prices Fall at Slower Pace WSJ / FT *
China – Property market no longer ‘red hot but deep cold’ AFP / FT
China – Dalian Wanda changes property strategy after IPO FT *
China – Kaisa default risks waking property bears FT / WSJ / B / WSJ * *
China – Outlet Malls Expected to Outperform WSJ *
China – Hunt for Trophy Properties Pushing Up NYC, London Prices B
HK – Embattled leader falls short on housing promises R *
Cigs – UK Plans to Outlaw Branding on Packs WSJ / FT / FT * * * *
Cigs – The Big Easy contemplates banishing smokers to the pavement E *
E-Cigs – NY Joins Regulation Push as Cuomo Backs Bans B
E-Cigs – Lab tests imply formaldehyde risk in some vapor AP / R
E-Cigs – The smoke around the science R
Pot – Growers struggle with glut in Washington state AP
Pot – Sellers Lobby Against Medical Marijuana in Washington State BW *
Pot – Odd Byproduct of Legal Marijuana: Homes That Blow Up NYT
Pot – The American marijuana industry is maturing E *
Pot – Cannabis in the US / e * *
Pot – Cannabis in the World / motw *
Oil – Saudi: Death of King Unlikely to Alter Policy WSJ / B
Oil – North America: Impact of oil price rout starkly evident FT * * *
Oil – Statoil Tightens Its Belt as Prices Plunge WSJ *
Oil – North Sea: Crude realities E *
Oil – Russia, OPEC Jostle to Meet China Demand WSJ *
Oil – As Gasoline Heads Toward $2, the Benefits Start to Trickle Down WSJ * * * *
Oil – US drivers put market on road to recovery r * *
China – Opaque jobs picture poses hidden threat to ‘new normal’ FT * * *
China – Slower Economy Still Working for Jobs WSJ *
Demog – China: Fewer than expected apply to have second child FT
Demog – China: Tapping ‘Silver Hair Industry’ WSJ *
Real-time Air Quality Index Visual Map aqicn *
