25 February 2015



Today’s Issue Cluster: Pipeline

Australia – Surge in Chinese housebuying spurs global backlash
Mobiles – Japan’s old flip-phones soldier on while smartphones shrink
Oil – Norway faces North Sea slowdown, bulks up on real estate


MAJOR DATA POINTS

China – Feb: HSBC PMI at 4-month high but export orders contract; 50.1 from 49.7 / R / WSJ / AP *

US – Jan: New home sales dip, but remain high; -0.2%, +5.3% yr / R / WSJ / AP / B *


MARKETS



ECONOMICS

Australia – Economy ‘sliding down the precipice’, says JP Morgan SMH * *


POLITICS & FISCAL POLICY



MONETARY POLICY

Fed – Lays the ground for end of zero rates FT / WSJ / AP / NYT / B / R / WSJ * *


FINANCE

Mobile Payments – Google Tries to Wrangle Unruly Partners WSJ / FT / nyt / R / AP / B

Mobile Payments – Samsung Makes Move WSJ / FT / nyt / R / B


REAL ESTATE

Australia – To clamp down on foreign property buyers FT * *

Australia – Surge in Chinese housebuying spurs global backlash FT * *


SERVICES



MANUFACTURING



TECH

Mobiles – Xiaomi Mi Note Review: Apple and Samsung better pay attention WSJ *

Mobiles – Alibaba invests $590m in smartphone maker Meizu FT / WSJ / WSJ / B * *

Mobiles – Xiaomi Takes the Lead in China / statista *

Mobiles – Japan’s old flip-phones soldier on while smartphones shrink R *

Mobiles – Apple eyes trillion-dollar market cap FT * *

Mobiles – Tablet shipments decline for the first time statista *


TRADE & TRANSPORTATION

Pipeline – Obama vetoes Keystone AP / R / NYT / B / G&M

Pipeline – Enbridge Considering New Project to Eastern Gulf Coast WSJ

Pipeline – TransCanada Plans to Seek US Approval for New Upland Project AP / WSJ / FP

Pipeline – Is Northern Gateway quietly being shelved? CBC *

Pipeline – Gazprom Threatens NatGas Deliveries to Ukraine WSJ / RT *

Pipeline – Gazprom faces up to reality FT / NYT

Pipeline – EU courts Azerbaijan and Turkmenistan gas FT * *


COMMODITIES

Cotton – Prices Waver on Road to Recovery WSJ

Cotton – Egypt in decline as farmers at mercy of world market FT * *

Cotton – India’s production r *


ENERGY & ENVIRONMENT

Oil – Winter’s Fuel Prices Are Heating Up WSJ * *

Oil – Rivals Hit Exporter That Opened US Spigot WSJ *

Oil – US Refiners Enjoy a Snow Day WSJ *

Oil – Plunge Can’t Crack European Refiners’ Woes WSJ *

Oil – Plunge Could Help Send Its Price Back Up WSJ *

Oil – Norway faces up to prospect of North Sea slowdown FT * * *

Oil – Norway Fund Bulks Up on Real Estate WSJ


LABOR & EDUCATION

Australia – Weighs Whether Its Minimum Wage Is Too High WSJ *


HEALTH



ENDNOTE

The most Democratic and Republican industries in America wapo *


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