28 October 2015



Today’s Issue Cluster: US Monetary Policy



MAJOR DATA POINTS



MARKETS

US – Treasury debt defies higher yield call FT * *


ECONOMICS

World – Economic Recovery Under Stress r *

World – Central banks urged to raise rates as asset bubble fears grow FT


POLITICS & FISCAL POLICY



MONETARY POLICY

Fed – Seen as Unlikely to Raise Rates NYT

Fed – Money markets cash threatens short-term interest rates WSJ *

Fed – The Most Important Developments Since September B * *

Fed – Strives for a Clear Signal on Interest Rates WSJ * *

Fed – Yellen Has Over 6m Reasons to Take Her Time B * *

Fed – Reverses traditional roles with ECB FT * *


FINANCE

eWallets – Apple Pay growth slows a year after launch R

eWallets – JPMorgan Chase says it is building a rival to Apple Pay R / FT


REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING

F&B – AB InBev and SABMiller to extend deal deadline FT / WSJ

F&B – Big Beer Merger Also Benefits Molson WSJ *


TECH

Mobiles – Apple investors worry the iPhone is losing its shine FT *

Mobiles – Apple Earnings Lifted by iPhone Sales in China WSJ *

Mobiles – iPhone Signal a Bit Fuzzy WSJ / NYT *


TRADE & TRANSPORTATION

Truck – Stocks Hit Reverse WSJ

Truck – Startups Accelerate Efforts to Reinvent Industry WSJ


COMMODITIES

Metals – Miners Keep Expanding as Prices Collapse WSJ

Metals – Big miners kick the empire building habit FT * * * *

Metals – Global steelmakers face cocktail of challenges FT * * *


ENERGY & ENVIRONMENT

Alt – Honeysuckle blooms help China solar industry flourish FT *

Alt – ‘Masala bond’ to fuel India’s green energy ambitions FT *

Alt – Renewable energy poses challenge for Tokyo FT *

Alt – Japanese companies eye algae N *

Alt – European industrial groups hit by push to renewable energy FT *

Alt – US clean energy suffers from lack of wind FT * *


HEALTH

Pharmacies – Walgreens, Rite Aid to Create Drugstore Giant WSJ / FT / NYT / R / B *

Pharmacies – Valeant troubles cast light on specialty murky side FT / R / NYT *


ENDNOTE

Sinners’ Bible available at auction bonhams *


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