Today’s Issue Cluster:
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 *
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 * * *
Fed – Bets On a Delay Could Be Premature NYT
Fed – Rate rise falls rapidly down the probability scale FT *
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 *
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
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 *
F&B – Water is on track to outsell soda by 2017 WSJ *
F&B – Beverage Companies Face Watered-Down Industry Trends IBD
Streaming – Netflix Viewership Finally Gets a Yardstick WSJ *
Streaming – Netflix Stars In TV Drama Vs. Old Media IBD
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 *
NatGas – US glut prompts price warning FT
NatGas – LNG Makes Qatar an Energy Giant NYT
Insurance – Companies Win Big Health-Rate Increases WSJ *
Insurance – Obama Urged States to Cut Big Rate Increases NYT
11 Of The World’s 20 Largest Hotels Are In Las Vegas dv *