24 December 2014



Today’s Issue Cluster: Alcoholic Drinks

Online – ‘Isn’t taking over any time soon’
China – Shadow banking adapts and grows as rules tighten
Air – US lines confront cheap oil’s flip side: costly hedges


MAJOR DATA POINTS

France – Nov: Strikes record unemployment high, again; +0.8%, +5.8% yr / AFP / B

US – Week: Jobless Claims Fall; -9k to 280k / WSJ / R / AP / B / cr *


MARKETS



ECONOMICS

Online – SK Bargain Hunters Push Retailers to Slash Prices WSJ *

Online – Alibaba’s Tmall Global Site Stumbles WSJ *

Online – ‘Isn’t taking over any time soon’ q * * * *


POLITICS & FISCAL POLICY

Ukraine – Russia on Verge of Junk as S&P Puts Rating on Negative Watch B

Ukraine – Russia Moves to Stave Off Panic Among Depositors B / WSJ / B *

Ukraine – Russia International Reserves / r *

Ukraine – Russia Crisis Makes East European Firms Fret Over 1998 Redux B / FT


MONETARY POLICY



FINANCE

China – Shadow-Banking Boom Is Over WSJ *

China – Shadow banking adapts and grows as rules tighten R * *


REAL ESTATE



SERVICES

F&B – A tough year for big name players in the global alcoholic drinks market FT * *

F&B – Asahi chief toasts future of Japan’s alcohol market FT *

F&B – All Hail King Whiskey A * *

F&B – Chinese Dreams of a Château Wither on the Vine WSJ *

F&B – Bud Crowded Out by Craft Beer Craze WSJ / wapo *

F&B – Microbreweries shake up Europe’s beer market FT *

F&B – Craft beer revolution makes cans cool again q *

F&B – Raising a mug to emerging markets N *

F&B – Heineken Seeks to Grow Global Brand Portfolio WSJ *

F&B – SABMiller Considers Best Route to a Global Beer Brand WSJ / FT / WSJ * *

F&B – Alcohol consumption / E *

F&B – Who drinks the most beer and wine / r *

F&B – The price of making a plastic bottle E *


MANUFACTURING



TECH



TRADE & TRANSPORTATION

Air – Budget Lines Fly Higher on Lower Oil WSJ

Air – US lines confront cheap oil’s flip side: costly hedges R *


COMMODITIES



ENERGY & ENVIRONMENT

Oil – Saudis dig in to protect Opec’s market share FT *

Oil – Firms’ Predicament: Who Should Cut Output? WSJ / FT *

Oil – China’s Dark Shadow Looms Over Future WSJ *


LABOR & EDUCATION

US – Things Are Looking Up for Employment NYT *

US – The Vanishing Male Worker NYT / motw *

US – The Rise of Men Who Don’t Work nyt / bp * * *

US – Women Are Leaving Jobs Behind nyt *

US – Key Differences in Being Out of Work for Men and Women nyt *

US – As Robots Grow Smarter, American Workers Struggle to Keep Up NYT * *


HEALTH



ENDNOTE

Most-played holiday songs mostly from ’40s & ’50s wapo *


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