Today’s Issue Cluster: US Real Estate
China – Capital Economic’s Activity Proxy shows growth at just 6%
US – Tax inversion crackdown hits drugmaker shares
Crops – Barley: Frozen crops to push craft beer prices higher
China – Sep: HSBC Manufacturing PMI Grows Modestly; 50.5 from 50.2 / WSJ / B / AFP *
EZ – Sep: Markit Private-Sector Activity Slows; 52.3 from 52.5 / WSJ / NYT / B / AP / R / AFP *
US – Sep: Markit manufacturing growth continues apace; 57.9 from 57.9 / R *
China – Beige Book Shows Economy Stuck in Low Gear B
China – Capital Economic’s Activity Proxy shows growth at just 6% b *
China – Markets Tremble on New Worries WSJ *
China – Risks ‘balance-sheet recession’ as stimulus impact wanes FT *
China – Shanghai Leads the Way in Revamp of SOEs WSJ *
China – SOE reform no fee bonanza for bankers FT *
China – Overseas Buying Increasingly Shifts to Private From State WSJ *
China – War on graft leads to drop in outbound investment FT *
US – Obama Issues New Rules to Combat Tax Inversions WSJ / FT / NYT / B
US – Tax inversion crackdown hits drugmaker shares FT
ECB – Weak loans demand paves way for ‘QE’ FT / WSJ / B * *
US – Home Sales Falter as Investors Pull Back WSJ *
US – If Builder Sentiment Is So Bullish, Why Are Housing Starts So Low? wsj *
US – Rate of Americans Starting Own Households ‘Disturbingly Slow’ wsj *
US – Should Mortgage Lending Standards Ease? WSJ *
US – Mortgage Lending Hit Six-Year High in 2013 wsj *
US – Cash Home Sales, While High, Are Falling wsj *
US – Affordable Homes Drive Rebound in Exurbia WSJ *
US – Apartment Construction Hits Highest Level Since 1989 wsj / B *
US – Student Debt Could Reduce Home Sales 8% This Year, Report Says wsj * *
EU/Canada – Discord in Europe Jeopardizes Trade Deal WSJ / DW / G&M *
Crops – Lemons: Bitter Price Shock From Drought B
Crops – Barley: Frozen crops to push craft beer prices higher R *
Crops – Coffee: Experts fear for Brazil harvest FT * *
Crops – Cocoa: Nigerian Minister Says Crop to More Than Double B
Crops – Cocoa: Market hit by Ebola fear factor FT / WSJ *
Oil – Prices Sink as World-Wide Supplies Rise WSJ *
Oil – Price Quirk Sends Crude Out to Sea WSJ *
Oil – Russia and OPEC slump only a phase q * * *
Oil – Fuelling Isis Inc FT * *
Hospitals – Cut Costs by Getting Doctors to Stick to Guidelines WSJ
Hospitals – AMA Urges Overhaul of Electronic Medical Records WSJ
9% of US Households Have No Car; NYC & Alaska Especially reddit *
