23 October 2015



Today’s Issue Cluster: Argentina Election

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MAJOR DATA POINTS

SK – Q3: Growth Hits Five-Year High; +1.2% from +0.3% / WSJ / FT / AP / AFP

EZ – Oct: Markit PMI lifted by service sector; 54.0 from 53.6 / FT


MARKETS



ECONOMICS

Spain – Recovery position FT / NYT * * * * *

Italy – Uptick in bank lending boosts recovery FT * *

Germany – Reunification 25 years on e *


POLITICS & FISCAL POLICY

Argentina – Late drug allegations cloud poll FT *

Argentina – Handover fears FT * *

Argentina – The end of kirchnerismo E * *

Argentina – Curses Haunting Next President B * * * * *

Argentina – Scioli Expected to Resolve Standoff With Hedge Funds NYT

Argentina – ‘The dangers of a Scioli win’ B * *

Brazil – Rousseff faces new budget probe FT * *

Chile – Gloom becomes self-fulfilling FT * *


MONETARY POLICY

PBOC – China cuts rates a sixth time FT / WSJ / NYT / B / R / AP *


FINANCE



REAL ESTATE

UK – Stocks show signs of housing market slowdown FT

UK – Signs of slowdown for builders’ suppliers FT

UK – Cameron signals home ownership ‘crusade’ at expense of rent FT


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Mobiles – In China, Huawei Catches Up to Xiaomi WSJ *

Mobiles – Microsoft Lowers Its Expectations for Phones WSJ *


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

Coal – US leads industrialized nations in shift from coal: study R

Coal – Who Wants to Buy a Mine? WSJ

Coal – Less shut down in TX under revised clean power plan AP


HEALTH



ENDNOTE

Which NFL Team Are You Stuck Watching? 538 * *


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