28 June 2016



Today’s Issue Cluster: Nuclear Power



MAJOR DATA POINTS

US – Q1: GDP Growth Revised Up; +1.1% from +0.8% / WSJ / R

US – Apr: Case-Shiller Home Prices Continued Strong Growth; +5.0% from +5.1% / WSJ

US – May: ConfBd Confidence Climbed; 98.0 from 92.4 / B


MARKETS

EZ – Traders Get Ready for More Volatility WSJ *

EZ – The euro struggles to escape Brexit shadow FT *


ECONOMICS

EMs – Risk-off sentiment hits emerging markets FT *

EMs – Brexit Effect Ripples Through Emerging Markets WSJ *

EMs – Emerging market multinationals eclipse competitors FT *


POLITICS & FISCAL POLICY

Brexit – Uncertainty weighs on global groups with UK assets FT * *

Brexit – Vote Casts Pall Over UK Businesses WSJ * *

Brexit – ‘The Norway option is the best available for the UK’ ft


MONETARY POLICY

World – Strengthening Currencies Bedevil Central Banks WSJ *


FINANCE

EU – Bank Shares Drop, as Analysts Weigh Brexit Impact WSJ *


REAL ESTATE



LABOR & EDUCATION



SERVICES

Retail – Stores Rethink Inventory Strategies WSJ *

Retail – Unleashed: A Wave Of Pet-Friendly Services & Innovations IBD *


MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

Nuclear – PG&E to Close CA’s Last Plant by 2025 WSJ / NYT / AP *

Nuclear – The CA `Duck Curve’ That Will Jolt Its Power Grid B *

Nuclear – What Will CA Do With Too Much Solar? KQED *

Nuclear – Environmental Groups Change Tune WSJ

Nuclear – Builders see new opportunities in India N *


HEALTH



ENDNOTE

Where Europe and Asia would fit in North America, climate-wise reddit *


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