24 December 2015



Today’s Issue Cluster: Mobiles

US – ‘Millennials Are Finally Leaving Their Parents’ Basements’
Ship – Quick retreat of East African pirates
El Niño – It’s already fading


MAJOR DATA POINTS

Brazil – 2015: Inflation rate double the government target; 10.8% / AFP

US – Week: Jobless claims near 42-year low; -5k to 267k / R / WSJ / B


MARKETS



ECONOMICS

US – Gas Windfall Fails to Stoke Consumers WSJ *

US – The New Digital Divide wsj * *

US – Coincident Indexes increased in 40 states / cr *


POLITICS & FISCAL POLICY



MONETARY POLICY

Fed – Yellen’s “tightening” promises a slow crawl higher R *

Fed – Seen raising again in March FT *


FINANCE

US – Big Winners as Fed Raises Rates: Foreign Banks WSJ *


REAL ESTATE

US – ‘Millennials Are Finally Leaving Their Parents’ Basements’ B *

US – Fannie Mae Revival Hopes Are Withering on Capitol Hill WSJ *

US – AIA Billings Index Hits Bump / cr *


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Mobiles – Apple supplier’s light forecast exacerbates iPhone jitters R

Mobiles – Apple Kremlinology: Why Operations Got a Promotion WSJ / WSJ *

Mobiles – Apple’s in-house chip design unit gives it smartphone edge FT

Mobiles – Have iPhone Sales Peaked in 2015? statista *

Mobiles – Analysts Predict iPhone Slump Ahead B / IBD *

Mobiles – Apple Claims 92% of Global Smartphone Profits statista *

Mobiles – Huawei Hopes to Connect With US Market WSJ *

Mobiles – Xiaomi launches new phone to counter Huawei FT

Mobiles – ZTE Cheap Phones Quietly Winning the US BW *

Mobiles – BlackBerry turnround plan gains traction FT *

Mobiles – Tablet Shipments Seen Falling 8% in 2015 WSJ

Mobiles – ‘Auto infotainment more valued than driving performance’ bi *


TRADE & TRANSPORTATION

Ship – US Ports See Imports Rebound WSJ / cd *

Ship – 2015 has been a tale of two sectors FT * *

Ship – Doldrums offer opportunities FT

Ship – Quick retreat of East African pirates q * *

Ship – A year after work starts, little sign of Nicaragua canal AFP *


COMMODITIES

El Niño – It’s already fading R *

La Niña – Poised to Storm the Markets WSJ *


ENERGY & ENVIRONMENT



HEALTH

Dengue – Spreads around the world AFP

Ebola – Survivors still suffer months after discharge AFP *

Zika – Spreading Virus Adds to Brazil’s Woes WSJ *

TB – Rare case shows diagnosing, treating children is tough AP *


ENDNOTE

World’s Most Exclusive Addresses statista *


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