25 February 2016



Today’s Issue Cluster: Nuclear

India – Bonds turning Asia’s worst
Canada – Credit Cycle Has Never Been This Desynchronized From US
Rail – 2nd golden age drawing to a close; consolidation may follow


MAJOR DATA POINTS

US – Jan: Orders for capital goods rebounded; +4.9% from -4.6% / WSJ / B

US – Week: Jobless Claims Rise in Holiday Week; +10k to 272k / B / R / WSJ


MARKETS

UK – Pound poised for extended weakness on Brexit fears FT / WSJ / B *

UK – Cost of sterling insurance rises steeply FT *

UK – Brexit: Banks Plan Much, Do Little WSJ *

UK – Pound vs. Brexit / b *

UK – Brexit is the new Grexit / b *


ECONOMICS

India – Bonds turning Asia’s worst B *

India – Hopes of accelerating growth require bigger changes FT * *

India – Newest unicorn targets price-conscious FT *

India – IKEA’s Bet Runs Into Thicket of Rules WSJ *


POLITICS & FISCAL POLICY

Canada – Trudeau Drops Campaign Promises on Deficits B / B / FT *

Canada – Credit Cycle Has Never Been This Desynchronized From US B *

Canada – ‘Relying on a frothy real estate market’ B *


MONETARY POLICY



FINANCE

Payments – How Mobile Reshapes Lifestyles WSJ *

Payments – Tech, Fed, Security Lift Sector IBD


REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Telecoms – Two European Carriers to Adopt Ad-Blocking WSJ / FT

Telecoms – Battle Heats Up Over Mobile Ad Blocking WSJ


TRADE & TRANSPORTATION

Rail – Number of crude oil trains declined last year AP

Rail – Train groups derailed by commodities slump FT / WSJ

Rail – 2nd golden age drawing to a close; consolidation may follow E *


COMMODITIES



ENERGY & ENVIRONMENT

Nuclear – China Inc.’s Push WSJ * *

Nuclear – Beijing’s power play FT *

Nuclear – China Advances Global Ambitions With Argentina Deal WSJ

Nuclear – Japan governor supports more nuclear restarts AFP

Nuclear – Japan, France and China in three-way dance N *

Nuclear – France’s industry on back foot over new energy law FT *

Nuclear – India prime target N

Nuclear – Median age of US reactors is 28.8 years / vc *

Nuclear – Mixed Fortunes NYT


HEALTH



ENDNOTE

Former European Capitals am *


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