24 February 2014



Today’s Issue Cluster: Telecoms

BOJ – Likely to expand asset buying by summer
Livestock – Impact of deadly virus on hog supply, prices greater than expected
NatGas – Harsh US winter roils market, upends some strategies


DATA POINTS

China – Jan: New Home Prices Rise, But at Slower Pace; 8.98% from 9.17% / WSJ / FT / R / B / b *

EZ – Jan: Inflation stable at low level; 0.8% / AP / R / B

Germany – Feb: Ifo business morale reaches highest level in two and a half years; 111.3 from 110.6 / R / AP / WSJ

US – Feb: Markit services growth slows; 52.7 from 56.7 / R


MARKETS

Tech – Hunger for growth feeds 2014’s market appetite FT *


ECONOMICS

EU – Companies limp out of recession FT *

EU – Yearns to bridge gap on recovering economies and earnings FT *

EU – Euro Area Crawls in Recovery as Car Sales Hint at Growth B

EU – Economists Sound the Alarm on Deflation NYT

EU – Disappointing data curb enthusiasm on UK recovery FT *


POLITICS & FISCAL POLICY

Ukraine – EU ready to offer financial aid FT / WSJ / AP / NYT / WSJ / FT / WSJ / FT *

Venezuela – Protesters vow to turn Caracas into another Ukraine FT / AFP / WSJ / B / FT

Thailand – Vows to ‘deal with’ Bangkok protesters FT / B / AP / R / NYT / B


MONETARY POLICY

BOJ – Likely to expand asset buying by summer R / B *


FINANCE



REAL ESTATE

US – Cooling Home Sales Only Partly Due to Bad Weather B / WSJ *

US – Existing Home Sales vs. Mortgage Purchase Applications / b *

US – Fannie and Freddie pay back the taxpayer R / B / AP / FT / NYT / WSJ *

US – MBA National Delinquency Survey / cr *


SERVICES



MANUFACTURING

3D Printing – Next Big Thing Or No Big Deal? IBD


TECH

Telecoms – Netflix Agrees to Pay Comcast to End Traffic Jam WSJ / R / AP / NYT / B / WSJ

Telecoms – Groups blast EU net neutrality plans FT / WSJ *

Telecoms – US cell carriers look to new models AP

Telecoms – Dish’s Ergen Says ‘Nothing Positive’ About Comcast Deal WSJ *

Telecoms – Comcast and Time Warner Cable / r *

Telecoms – EU Firms Retreat on Roaming Fees WSJ *

Telecoms – EU Struggles to Catch Up With US on 4G Investment WSJ *

Telecoms – Austrian takeover is a touchstone for dealmakers FT *


TRADE & TRANSPORTATION



COMMODITIES

Livestock – WTO Dispute Looms as Russia Digs In on EU Pork Ban WSJ

Livestock – Impact of deadly virus on hog supply, prices greater than expected R

Livestock – Farmers see good times after lean years G&M

Livestock – NZ lamb goes to pot in China R *


ENERGY & ENVIRONMENT

NatGas – Harsh US winter roils market, upends some strategies R

NatGas – Mild winter makes EU less reliant on Russian gas via Ukraine R *

NatGas – Central Europe wants LNG to cut dependence on Russia FT * * *


LABOR & EDUCATION

LatAm – Revamped price index sets stage for tough Argentina pay talks FT *

LatAm – Unemployment / r *


HEALTH

Hospitals – Hit with shortage of intravenous saline in US R

Hospitals – Pediatrics Group Balks at Rise of Retail Health Clinics WSJ *

Hospitals – Address a Drug Problem WSJ

Hospitals – A Push for Less Testing in Emergency Rooms WSJ *

Hospitals – Focus on the Supply Chain WSJ *

Hospitals – Seek Tools to Save Money WSJ *


ENDNOTES

50 most popular tourist destinations jb *


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