24 March 2014



Today’s Issue Cluster: EU Real Estate

China/Taiwan – Anger Grows Against Deal With Beijing
Metals – Russia’s leading role in the Indonesian mining revolution
Disasters – Cost More Than Ever, But Not Because of Climate Change


DATA POINTS

China – Mar: HSBC flash PMI falls for fifth month in row; 48.1 from 48.5 / R / AP / B / WSJ / X / b * *

EZ – Mar: Markit Composite PMI Stays Close to Three-Year High; 53.2 from 53.3 / B / AP / NYT / m *

Germany – Mar: Markit Composite PMI declined; 55.0 from 56.4 / B / m *

France – Mar: Markit Manufacturing PMI Unexpectedly Returns to Growth; 51.9 from 49.7 / B / WSJ / FT / m / r * *

US – Mar: Markit Manufacturing PMI slipped; 55.5 from 57.1 / R / B / m *


MARKETS

Currencies – Yuan Decline Raises Concerns Over Currency War WSJ *

Currencies – Venezuela Loosens Regulations WSJ *


ECONOMICS

EU – Greece Able to Call Its Own Tune WSJ *

EU – EZ Economic Health Is Better, but Not Good NYT *

EU – Periphery in fundraising rush FT *

EM – Held back by weak global recovery FT *


POLITICS & FISCAL POLICY

Ukraine – Kiev fears Russia ‘ready to attack’ AFP / FT / B

Ukraine – East rallies for own secession referendum AP

Ukraine – Belarus, a close Russia ally, criticises Putin’s Crimea grab FT

Ukraine – Moldova Fears Territory’s Tilt Toward Russia WSJ *

Ukraine – Putin feels the heat as sanctions target president’s inner circle FT / FT / WSJ / NYT / R / B / R / FT / R * * *

Ukraine – The World’s Riskiest Stock Market? WSJ *

Ukraine – Visa and MasterCard restart payments for Russian banks FT

Ukraine – Russian sanctions ripple through European boardrooms R / WSJ / R / r * * *

Ukraine – Wall Street’s Ties to Putin Threatened as Sanctions Bite B / WSJ

Ukraine – Renault, Kia Most Dependent on Russian Market B *

Ukraine – Palladium Soars on Russian-Export Worries WSJ

Ukraine – Russia sanctions: What comes next? ft * * * *


MONETARY POLICY

Fed – Policymakers spar over interest rates FT / WSJ / AP / B / R

Fed – Inside Statement Lurks Hint on Rates WSJ *


FINANCE

EU – Regulators warn as risky loans rise above bubble peak FT *


REAL ESTATE

EU – Germany’s property rush is based on concrete gold FT *

EU – Spain Shows Signs of a Property Revival WSJ *

EU – Property back in vogue FT

EU – UK Housebuilders: Policy proxy FT *

EU – London Home Prices Rise to Record Amid Focus on Stimulus B

EU – ‘Ghost gazumping’ haunts London housing market FT

EU – Osborne Told to Curb Housing Aid to Prevent Bubble B


SERVICES

Ads – AN Online ‘Crisis’: One-Third of Traffic is Bogus WSJ *

Ads – As Desktop Declines, Mobile Search Boosts Google Revenue wsj *

Ads – Google to charge only for viewed ads FT *


MANUFACTURING



TECH

Apple – In Talks With Comcast About Streaming-TV Service WSJ *

Apple – Chief turns up TV ambitions FT / R / q *

Apple – ‘Bigger Is Surely Better’ Bn *

Apple – The slow death of the iPod q *


TRADE & TRANSPORTATION

China/Taiwan – Anger Grows Against Deal With Beijing NYT / B

China/Taiwan – Washington tries to push wedge between Taipei, Beijing N *


COMMODITIES

Metals – Russia’s leading role in the Indonesian mining revolution R


ENERGY & ENVIRONMENT

Disasters – Cost More Than Ever, But Not Because of Climate Change 538 / 538 * *


LABOR & EDUCATION



HEALTH



ENDNOTES

Moon Metrics: Big Data Uncovers Some Weird Correlations WSJ *


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