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
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
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 – Brexit is the new Grexit / b *
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 *
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 *
Payments – How Mobile Reshapes Lifestyles WSJ *
Payments – Tech, Fed, Security Lift Sector IBD
Telecoms – Two European Carriers to Adopt Ad-Blocking WSJ / FT
Telecoms – Battle Heats Up Over Mobile Ad Blocking WSJ
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 *
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