26 August 2016



Today’s Issue Cluster: Metals



MAJOR DATA POINTS

US – Q2: GDP Revised Down; +1.1% from +1.2% / WSJ / FT / B *

US – Q2: GDP Consumer Spending Revised Up; +4.4% from +4.2% / R

US – Aug: Consumer sentiment dips; 89.8 from 90.0 / MW


MARKETS



ECONOMICS

US – More Datapoints Have Erased the Financial Crisis B * * *

US – Productivity Golden Compared With Global Peers B *

US – More bang for your buck / E *


POLITICS & FISCAL POLICY

US – Long-Awaited Infrastructure Spending Comes to Fruition B *


MONETARY POLICY

Fed – Yellen Says Rate-Hike Case Has Strengthened B / FT / NYT / R / WSJ

Fed – Another reason for obsession over Yellen’s speech yahoo *

Fed – September Bets Jump to 1-in-3 From Zero B *

Fed – Central bankers eye public spending to plug $1t investment gap R / FT

Fed – Years of Missteps Fueled Disillusion WSJ * * *


FINANCE



REAL ESTATE

US – Mortgage insurers step into the M&A light FT * *


LABOR & EDUCATION



SERVICES

Ads – Google Search Will Penalize Mobile Sites With Interstitials WSJ *

Ads – Facebook takes aim at blockers FT / WSJ / NYT *


MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES

Mining – Companies sweat the big and small stuff FT *

Metals – Prices Boost Miners’ Efforts to Unload Debt WSJ *

Gold – Rally Means Old Rings Are Headed to the Melting Pot B *

Gold – Losing appeal for investors retreating from rally bet B *

Gold – Miners Find South Africa Recovers Its Luster WSJ

Steel – China slowdown for G20 a risk for iron ore FT

Steel – A Rebound Is Accelerating at China’s Doorstop B * *

Steel – Destined to Cool Off Soon: Citigroup B *

Aluminum – China Crinkles Foil Makers WSJ *

Aluminum – Global production is falling r *

Lithium – Bolivia makes first shipment to China FT


ENERGY & ENVIRONMENT

Alt – Renewables: Jump 70% FT *

Alt – Renewables: Face backlash in Australia FT *

Alt – Storage: UK About to Take a Leap Forward B * *

Alt – Solar: Industry Braces For Looming Glut B * *

Alt – Wind: First US Offshore Farm May Power Up a New Industry NYT

Alt – Geothermal: These Projects Pollute More Than Coal B *


HEALTH



ENDNOTE

How to Stay Rich in Europe: Inherit Money for 700 Years B *


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