23 July 2014



Today’s Issue Cluster: US Health Insurance

EU – ECB will disclose unprecedented data after bank stress tests
HK – Top Properties Resist Market Forces
Crops – Coffee: Almost half of the world actually prefers instant


MAJOR DATA POINTS



MARKETS

Bonds – Behind the Trading Burst That Shored Up Wall Street’s Bottom Line WSJ *

Bonds – Crunch time for Treasuries as end of QE looms FT * *


ECONOMICS

Asean – Long on optimism FT * *

Asean – Midnight feasters give businesses plenty to feed on N *

Asean – ‘Asia shifts away from Japan to China’ CD *


POLITICS & FISCAL POLICY

Indonesia – Widodo elected president FT / WSJ / NYT * * * *

Indonesia – Widodo Targets Growth Unseen Since 1990s Asia Crisis B / R / R / r * * * *


MONETARY POLICY



FINANCE

EU – NY Fed hits at Deutsche Bank’s ‘unreliable’ reports FT / WSJ / NYT / B

EU – Reality check for banks FT * *

EU – ECB will disclose unprecedented data after bank stress tests R *

EU – Credit crisis far from over for small businesses FT *


REAL ESTATE

HK – Top Properties Resist Market Forces NYT

Singapore – Property Market Continues Softening WSJ / FT


SERVICES

F&B – As Cereal Slips, a New Battle Over Breakfast Dollars WSJ * *

F&B – Meat Prices Rising More Than Fresh Fruits and Vegetables wsj *

F&B – Consumers Forgo Meals in Favor of Snacks Several Times a Day WSJ * *

F&B – China’s food scandal / r *


MANUFACTURING



TECH

Mobiles – Apple revenue lags Street view despite strong China growth R / FT / WSJ / NYT / NYT / B / R / wsj / q * * * * *

Mobiles – As Phone Growth Slows, Carriers Turn to Tablets WSJ *


TRADE & TRANSPORTATION

Rail – Train operators are cashing in on shale gas FT * * *

Rail – US Seeks New Rules for Transport of Fuel WSJ

Rail – Car Shortage in US Pushes Up Lease Rates WSJ


COMMODITIES

Crops – Grain: Huge supplies on tap, USDA says R / WSJ / FT *

Crops – Quinoa: Rides the ‘Superfoods’ Wave WSJ *

Crops – Coffee: Almost half of the world actually prefers instant wapo * *

Crops – Sugar: China imports set to lose sweet spot CD *


ENERGY & ENVIRONMENT

NatGas – Australian Coal-Seam Projects Blow Past Budgets WSJ *

NatGas – Prices Drop on Greater-Than-Expected Surplus WSJ * *

NatGas – Putin suggests ending Gazprom pipeline monopoly FT

NatGas – Pipeline Plan Roils Rural Massachusetts NYT *


LABOR & EDUCATION



HEALTH

Insurance – Subsidy Loss May Boost Premiums B / AP / FT / WSJ / NYT / B / R / wapo / a * * * *

Insurance – Some Governors Face Fallout Over Health Law Ruling WSJ *

Insurance – Sign-Ups Not the Only Way to Gauge Health Law’s Success WSJ * * *

Insurance – ‘ObamaCare Funding Cliffs Imperil Coverage, Access’ IBD *

Insurance – Sick Drawn to New Coverage in Health-Law Plans WSJ *

Insurance – Premiums Rise at Big Insurers, Fall at Small Rivals Under Health Law WSJ *

Insurance – ER Visits Rise Despite Law WSJ *


ENDNOTE

World map of rail gauges motw *


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