26 February 2014



Today’s Issue Cluster: Mobiles

US – Housing recovery uneven across markets, study finds
Crops – Number of US farms declines, farmers getting older
MERS – Camels Linked to Spread of Virus in People


DATA POINTS

Germany – Mar: GfK consumers increasingly confident; 8.5 from 8.3 / AP

UK – Q4: Growth unrevised; +0.7% was +0.7% / R / B / r *

South Africa – 2014: Cuts growth forecast; +2.7% was +3.0% / R

Mexico – Jan: Biggest trade deficit since the recession; -$2.2b / R *

US – Jan: New home sales hit five-and-a-half year high; +9.6%, +2.2% yr / R / B / AP * * * *

US – Week: MBA mortgage applications slip; -8.5% / R / b * *


MARKETS

Currencies – Long winter leaves dollar bulls shivering FT *

Currencies – Renminbi slides to six-month low against the dollar FT / WSJ * *

Currencies – PBOC Engineered Yuan’s Decline WSJ

Currencies – Rupiah recovers despite Indonesia’s fragile economy N *

Currencies – Bitcoin exchange fears $400m theft FT / WSJ / R / B *


ECONOMICS

EU – Forecasts Weak Growth, Warns About Debt WSJ *


POLITICS & FISCAL POLICY

Ukraine – Moscow puts armed forces on alert FT / WSJ / B / AP

Ukraine – Crimean Leader to Fight for Autonomy WSJ / FT / B / NYT / ft * * * *

Ukraine – Was Country Tapered? CFR *

Ukraine – GNI per capita motw *

Turkey – Flee or Resign, Opposition Tells Erdogan Over Tape FT / WSJ / R / B

Thailand – Boycott Bites Shares of Companies Tied to Prime Minister WSJ *

Venezuela – Protest Ranks Grow Broader NYT / FT / ft *


MONETARY POLICY

BOJ – Kuroda: Japan getting on track towards reaching price target R / ft *


FINANCE

China – $12t corporate debt pushes up refunding costs, drives mergers R *


REAL ESTATE

US – Home Prices in 2013 Notch Biggest Annual Gain Since 2005 WSJ *

US – Housing recovery uneven across markets, study finds R

US – Foreign appetite for properties remains strong FT


SERVICES

Online – P&G’s Pact With Amazon Angers Target WSJ *


MANUFACTURING



TECH

Mobiles – Smartphone Makers Aim at EMs With Low-End Devices WSJ / WSJ

Mobiles – For Smartphones, Price Is the New X Factor WSJ *

Mobiles – Samsung Unveils Latest Galaxy Phone WSJ / FT / AP / nyt / B *

Mobiles – Samsung Builds Retail Clout in Europe, North America WSJ *

Mobiles – BlackBerry to offer BBM to Windows Phone and Nokia X platforms FT / R / AP / CBC / G&M / WSJ

Mobiles – Ford To Swap BlackBerry For Microsoft WSJ

Mobiles – Microsoft Broadens Number of Makers of Windows Phones WSJ / R

Mobiles – Nokia Unveils Its First Android Phone WSJ / R / FT

Mobiles – Sony Tries to Crack Smartphone Market WSJ *

Mobiles – HTC Unveils New Mid-Tier Device WSJ

Mobiles – Flagship smartphones compared / r *

Mobiles – Chip Makers Vie to Power Faster Networks WSJ / R

Mobiles – AT&T Eyes Flexibility, Cost Savings With New Network Design WSJ / FT

Mobiles – Ericsson Expands on IBM’s Turf With Services Push B

Mobiles – WhatsApp in voice threat to telecoms sector FT / WSJ / FT


TRADE & TRANSPORTATION

Ship – Two Chinese Companies Form Alliance WSJ


COMMODITIES

Crops – Monsanto at centre of intensifying debate on food FT

Crops – Big Data Comes to the Farm, Sowing Mistrust WSJ * *

Crops – Grain traders’ profits hit as US farmers hoard corn FT

Crops – Australia offers aid to farmers as drought bites FT * *

Crops – Thailand’s rice mountain offers grain of hope to neighbors FT *

Crops – Oats Stuck in Canada Clog the Market WSJ * *

Crops – Number of US farms declines, farmers getting older AP *


ENERGY & ENVIRONMENT

Nuclear – Japan Sees Key Role WSJ / FT / NYT *


LABOR & EDUCATION



HEALTH

MERS – Camels Linked to Spread of Virus in People NYT / AP / mers * *


ENDNOTES

Age Distribution for Scientific Genius plotly / ilc *


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