Today’s Issue Cluster: Mobiles
Fed – Bets on Negative Rates by End-2017 Jump Above 10% Chance
Insurance – Sees Opportunity As Tech Creates New Risks
Pharma – Drug shortages in US ERs have increased 400%
US – Dec: New single-family home sales jump; +10.8% / R / B *
US – ‘Worried about a recession? You shouldn’t be’ B *
Fed – Bets on Negative Rates by End-2017 Jump Above 10% Chance B *
Insurance – Faces driverless cars challenge FT *
Insurance – Sees Opportunity As Tech Creates New Risks IBD
Pensions – Despite Cuts, More Woes WSJ *
Pensions – States’ Woes Split Democrats and Union Allies WSJ *
Media – Apple plans to offer subscription content through News app R
Media – Apple News App Is Off to a Rocky Start WSJ *
Mobiles – iPhone Sales Grow at Slowest Rate WSJ / NYT / FT / R / B * *
Mobiles – What About Peak iPhone? WSJ *
Mobiles – Apple seeks app to change perceptions FT * *
Mobiles – China’s Smartphone Slump Bites Apple WSJ / R
Mobiles – Can Apple Keep the iPhone Buzzing in China? WSJ * *
Mobiles – Stock slide is perplexing B *
Mobiles – For Apple Suppliers That Track Its Stock, Look to Alps, TDK B *
Mobiles – Apple’s Slowing iPhone Sales Take Bite Out of Suppliers WSJ / R *
Mobiles – Apple Pushes to Bolster Market Share in India WSJ *
Mobiles – Search Deal with Apple Shows Google’s Vulnerability WSJ *
Mobiles – China’s smartphone makers fret as growth slows N * *
Mobiles – Xiaomi Under Pressure to Prove Value to Investors WSJ *
Mobiles – Phablet Popularity Soars / statista *
NatGas – Cheap Fuel Pinches Power Generators WSJ *
NatGas – East Coast Snowstorm Boosts Battered Producers WSJ *
NatGas – US exports to Mexico may reach 7 Bcfd by 2020 / b *
NatGas – Iran Seeks Rapid Reboot for Exports WSJ *
Pharma – Drug shortages in US ERs have increased 400% WaPo
Pharma – Superbugs from China now being found all over B *
Pharma – Scientists Try Old-Fashioned Killer for Superbugs WSJ *
How the world’s richest people built their fortunes MW *
