27 August 2015



Today’s Issue Cluster:



MAJOR DATA POINTS



MARKETS

Currencies – Crisis takes toll N *

Currencies – South Africa rules out defense of rand FT * *

Currencies – Renminbi looms large behind latest China easing FT

Currencies – With Yuan Down, Dim Sum Debt Loses Favor WSJ *

Currencies – EM Risk Shifts to Lenders WSJ *


ECONOMICS

EMs – These Companies Are Being Stifled by $23b Worth of Debt B * *

EMs – Debt steers clear of turbulence FT

EMs – Rout ‘different’ from crises of 1997-98 FT / WSJ * * *


POLITICS & FISCAL POLICY



MONETARY POLICY

Fed – Bets On a Delay Could Be Premature NYT

Fed – Rate rise falls rapidly down the probability scale FT *


FINANCE

Insurance – UK searches for reasons behind surge in motor claims FT

Insurance – Confusion clouds EU efforts to bolster capital FT

Insurance – Cyber: trying to quantify risks b *


REAL ESTATE

Australia – Orders More Foreign Homeowners to Sell WSJ

NZ – Global investors beat path to property market N *

Canada – Chinese buyers making mark on Vancouver’s luxury housing G&M


LABOR & EDUCATION



SERVICES

Gaming – Online: Paddy Power and Betfair back ‘a winner’ FT / WSJ * *

Gaming – Macau: Profits at 6 biggest casino operators fall 40% FT / N

Gaming – Las Vegas: Viva again E *


MANUFACTURING

F&B – Water is on track to outsell soda by 2017 WSJ *

F&B – Beverage Companies Face Watered-Down Industry Trends IBD


TECH

Streaming – Netflix Viewership Finally Gets a Yardstick WSJ *

Streaming – Netflix Stars In TV Drama Vs. Old Media IBD


TRADE & TRANSPORTATION



COMMODITIES

Metals – Molycorp to Suspend Rare Earths Production at California Mine WSJ

Metals – Iron the Latest Victim of China’s Pollution Problem WSJ *

Metals – Tin stands out in the commodities rout r *

Metals – Aluminum, nickel production holding up N *


ENERGY & ENVIRONMENT

NatGas – US glut prompts price warning FT

NatGas – LNG Makes Qatar an Energy Giant NYT


HEALTH

Insurance – Companies Win Big Health-Rate Increases WSJ *

Insurance – Obama Urged States to Cut Big Rate Increases NYT


ENDNOTE

11 Of The World’s 20 Largest Hotels Are In Las Vegas dv *


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