23 September 2015



Today’s Issue Cluster: UK Real Estate

Gaming – BRICS: Russia, Brazil look to gambling
Metals – VW scandal engulfs platinum
Coal – Collection of Appalachian pits just sold for nothing


MAJOR DATA POINTS

China – Sep: Markit PMI lowest in more than 6 years; 47.0 from 47.3 / AFP / AP / WSJ / FT *

US – Sep: Markit PMI unchanged from 22-month low; 53.0 / R *


MARKETS



ECONOMICS



POLITICS & FISCAL POLICY

UK – Corbyn tries to end confusion over Brexit FT / FT

UK – Research lays bare deep Brexit divisions among small businesses FT * *


MONETARY POLICY

ECB – Nears Limits of What Monetary Policy Can Do WSJ *

ECB – Focus shifts to further stimulus FT * *


FINANCE

EU – Banks on Track for Fifth Year of Staff Cuts / b *


REAL ESTATE

UK – Minister eyes 1m new homes over 5 years FT

UK – Housebuilding boosts construction industry FT *

UK – Housing market shows signs of reheating FT

UK – Rate Increase Could End Property Boom WSJ

UK – Britain’s bubbly housing market e * * * * *

UK – Housing policy leads to loss of 6msf of offices in year FT

UK – Foreign investors go on a commercial shopping spree E *


LABOR & EDUCATION



SERVICES

Gaming – Russia gambles on casino to revive fortunes of far east FT

Gaming – Brazil in talks on gambling legalization R *


MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES

Metals – VW scandal engulfs platinum R / FT / WSJ *

Metals – Zinc at five-year low as stocks rise FT

Metals – Beware the Christmas ghosts in the copper machine r *

Metals – China’s rising output deepens aluminum gloom R * *

Metals – Prices likely to remain weak amid rising supply B *


ENERGY & ENVIRONMENT

Coal – Funds worth $2.6t pledge to dump FT

Coal – BHP Billiton Sees Rocky Outlook WSJ

Coal – Collection of Appalachian pits just sold for nothing B *

Coal – Is it the end of Canada industry? CBC

Coal – Climate philanthropist Soros invests millions G


HEALTH

Biotech – New Weapon in Push to Lower Drug Prices WSJ

Biotech – How US valuations got stretched FT * * *


ENDNOTE

Geographically accurate map of London Underground motw *


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