Today’s Issue Cluster: Asean
World – It takes $200b per quarter to feed the machine
Metals – Hopes for Ontario’s Ring of Fire doused
Coal – India eyes end to state monopoly
China – Oct: HSBC Manufacturing PMI Rises; 50.4 from 50.2 / WSJ / B *
EZ – Oct: Markit composite PMI rose; 52.2 from 52.0 / WSJ / B / AP / AFP *
Spain – Q3: Economy Grew; +0.5%, +1.6% yr / WSJ *
US – Oct: Markit factory activity growth slips; 56.2 from 57.5 / R *
US – Week: Jobless Claims Rise; +17k to 283k / WSJ / AP / R / cr *
Currencies – Oil price slide hits commodity countries FT * *
Currencies – ‘Wars’ Evolve With Goal of Avoiding Deflation B
Currencies – Dollar Weighs Heavily on the Commodities Market BW *
Asean – The risks of Southeast Asian households’ debt habit N * *
Asean – Big borrowing could hobble growth N * *
Indonesia – Now for the hard part WSJ / AP / FT * * *
Thailand – Economic tsar has one year to deliver FT *
Thailand – Leaders risk policy backlash among country’s elite FT
Thailand – Indebted consumers can’t keep doing the heavy lifting N
Malaysia – Heavy borrowing leaves region at the mercy of fickle rates N *
Vietnam – Kicks up privatization, again, as growth slows N * *
Myanmar – ‘Let a million factories rise’ E *
Philippines – Love of loans has some worried, but not banks N * *
World – Central bankers placate rates fears FT *
World – It takes $200bn per quarter to feed the machine ft *
World – Interest rates do not seem to affect investment as economists assume E *
Cards – Half of US Terminals Seen as Chip-Enabled by 2015 B
Cards – Issuers Are Charging Higher Rates WSJ / WSJ *
US – Mortgage Giants Set to Loosen Lending WSJ
US – Agencies Approve Relaxed Mortgage-Lending Rules WSJ
US – Younger Adults Opting to Rent NYT *
US – AIA Billings: “Robust Construction Conditions Ahead” cr *
Three-Wheelers – Lose luster in Asia N * *
Bikes – Wheels come off China’s sharing schemes FT * *
Nickel – Slide Extends Roller-Coaster Ride WSJ * *
Copper – Hopes ‘bright despite volatility’ FT
Gold – Demand in India, China on the Rise WSJ
Gold – Swiss fight to block public vote FT * *
Rare Earths – China’s grip over market wanes FT
Palladium – Stands out from commodities crowd FT *
Metals – Hopes for Ontario’s Ring of Fire doused as mining companies grow wary G&M *
Coal – Miners Shovel Into Flooded Market WSJ
Coal – Australians divided over policy FT * *
Coal – US plans to plug coal royalty loophole padding export profits R
Coal – Miners Fired in Appalachia Getting Hired in Wyoming B
Coal – China intimates tariff may be waived on Australian imports SMH
Coal – Poland’s miners dig in for struggle over restructuring FT / FT * *
Coal – India eyes end to state monopoly FT *
Coal – India imports to jump after court scraps concessions R / AFP * *
Sprawl Madness: Two Houses Share Backyard, Separated by 7 Miles of Roads streetsblog *
