Today’s Issue Cluster: Mobiles
SK – China’s New Economy Is Hitting Asia’s Exports
Metals – Lost and found; 4m tons of aluminum
Alt – Solar: Boom Is Starting to Look like a Bubble
Japan – Jan: Core CPI keeps policymakers under pressure; flat from +0.1% / R
EZ – Jan: Inflation revised down, bolstering stimulus case; +0.3% was +0.4% / AP / B *
US – Q4: GDP revised higher on inventories; +1.0% was +0.7% / R / AP / B / WSJ / FT *
US – Jan: Core PCE price index increased; +1.7 from +1.5% / R
US – Jan: Consumer Spending Accelerated; +0.5% / WSJ
Stocks – European and Japanese equities lag behind rivals FT *
Stocks – Worries grow for US economy as small-caps languish FT *
Stocks – Investors Carry A Torch For Utilities IBD
SK – Won feels the force of China worries FT *
SK – Global funds retreat from shares FT *
SK – China’s New Economy Is Hitting Asia’s Exports B *
SK – Export woes pummel production N *
SK – Parliamentary polls a dry run for Park Geun-hye’s successors N *
SK – Impasse delays labor market shake-up FT
Garments – TPP could help Vietnam sew up clothing exports FT *
Garments – Maker Succumbs to Shift in China’s Policy WSJ *
Mobiles – Smartphone Makers Look Beyond the Device WSJ
Mobiles – Wireless Industry Tends to Its Plumbing WSJ / NYT / WSJ
Mobiles – Groups look to reclaim role at core of consumers’ lives FT * *
Mobiles – Tech Firms Push Toward a Future Without Passwords WSJ *
Mobiles – Huawei sets out third stage of European strategy FT *
Mobiles – Percentage of people who own smartphones / pew *
Mobiles – Smartwatches Push Past Swiss Watches statista *
Metals – A Big Bet on Gold Is Getting Crowded WSJ *
Metals – Gold Miner Bets on Platinum’s Comeback WSJ *
Metals – Lost and found; 4m tons of aluminum r *
Metals – Suffering Miners Narrow Down WSJ *
Alt – Solar: Boom Is Starting to Look like a Bubble MITtr
Alt – Solar: Rooftop Providers Face a Cloudier Future NYT
Most popular burger chains in US thrillist *
