25 September 2015



Today’s Issue Cluster: HigherEd

Japan – Abe airs Abenomics 2.0
BOJ – ‘Should brace for Chinese quantitative tightening’
Water – The Next Hot Commodity


MAJOR DATA POINTS

Japan – Aug: Inflation flat, weighed by low oil prices; +0.2% from +0.2% / AP / FT *

US – Q2: GDP Revised Up; +3.9% was +3.7% / WSJ / AP / R / B / FT *

US – Sep: UMich Consumer Sentiment at 11-month low; 87.2 from 91.9 / B *


MARKETS

EMs – Markets Go From Bad to Worse WSJ *

EMs – Brazil’s real worst hit in forex ‘bloodbath’ FT / WSJ *

EMs – Flows turn sharply positive in spite of dire warnings FT *

EMs – Suppliers nervous over China’s woes FT *


ECONOMICS

Japan – Abe airs Abenomics 2.0 AP / FT / AFP / WSJ


POLITICS & FISCAL POLICY

Japan – China’s angry reaction to new security laws is echoed at home E *


MONETARY POLICY

BOJ – How the Fed Waiting Game Pushes Japan to Ease WSJ *

BOJ – Weak Wages Put More Easing on the Table WSJ *

BOJ – ‘Should brace for Chinese quantitative tightening’ N * *


FINANCE



REAL ESTATE



LABOR & EDUCATION

HigherEd – Debt Relief Snarls Market for Loans WSJ *

HigherEd – Student Debt Payback Lags WSJ *

HigherEd – ‘Student Loans Could Use Some Market Discipline’ WSJ *

HigherEd – Zillow: Student Loans Don’t Restrain Young Home Buyers WSJ

HigherEd – China’s Woes Could Hurt US Universities qz * *


SERVICES

Ads – Apple Propels a Blocking Cottage Industry WSJ *

Ads – Blocking in Apple’s iOS 9 Prompts Backlash NYT / FT / FT


MANUFACTURING



TECH

Streaming – Live Video Is the New Mobile Data Hog WSJ * *

Streaming – Cable companies given walking papers at intensifying pace CNBC * *


TRADE & TRANSPORTATION



COMMODITIES

Water – The Next Hot Commodity NYT

Water – Severe Droughts Leave Africans Hungry WSJ *

Water – El Nino Impact Won’t Show Up in US for Weeks B

Water – Looming La Niña cheers commodity bulls FT *


ENERGY & ENVIRONMENT

Carbon – China to Announce Cap-and-Trade Program NYT / FT / B

Carbon – Cap-and-Trade Presents Challenges Under China’s System NYT / WSJ

Carbon – Companies accelerate use of pricing FT / B *


HEALTH

Pharma – Value over volume FT * * * *

Pharma – America’s supplement industry looks healthy E *

Pharma – US regulators accept ‘chip in a pill’ application FT *


ENDNOTE

UBS: NY most expensive city wsj *


Comments are closed.