29 December 2014



Today’s Issue Cluster: Nuclear Power

Russia – Germany Cools to Investment
Retail – Xmas spending may have hit a 7-year high
Water – US: Supply for Almonds in California May Run Dry


MAJOR DATA POINTS

Japan – Nov: Inflation Slows in Blow to Abe; 0.7% from 0.9% / WSJ / AP / R / B / FT

Russia – Nov: GDP falls for first time in five years; -0.5% / FT / R


MARKETS

Bonds – US Sentiment Is Worst Since Disastrous ’09 as Fed Shifts B

Bonds – US Muni Market Is on a Tear WSJ *

Bonds – Junk Market Turns Negative WSJ *

Bonds – Drought looms for EU bank investors FT * *


ECONOMICS

Japan – Abe Approves $29b Stimulus Package WSJ / B / AP

Japan – What will Abe do with his mandate? E *

Japan – Stocks count on Abe’s third arrow hitting home FT / B * *

Japan – The 94% Plunge That Shows Abenomics Losing Global Investors B

Japan – Abenomics Finally Gets Working for the Average Worker WSJ


POLITICS & FISCAL POLICY

Russia – Ruble’s Recovery Runs Out of Steam WSJ / WSJ / FT / R / B *

Russia – Central Bank Acts to Stabilize Financial Sector WSJ / FT *

Russia – Germany Cools to Investment NYT *


MONETARY POLICY



FINANCE



REAL ESTATE

Japan – Long property slump is ending E / B *


SERVICES

Retail – Bricks and mortar loses out in online rush FT / IBD *

Retail – Shoppers’ Late Rush Gives Hope to Stores WSJ *

Retail – Christmas returns hit new high FT

Retail – Xmas spending may have hit a 7-year high wapo *

Retail – Web Store Unloads Old Items Offline WSJ

Retail – Stores Save Discounts for Bargain Hunters WSJ *


MANUFACTURING



TECH

Uber – SK Officials Indict Uber CEO WSJ / R / FT

Uber – Chicago plans app so taxis can compete R / nyt

Uber – Rise of the car-sharing apps poses threat to auto sector R

Uber – Medallion company stock price been significantly dropping cd*

BlaBlaCar – Gains Traction WSJ *


TRADE & TRANSPORTATION



COMMODITIES

Water – US: Supply for Almonds in California May Run Dry NYT

Water – Brazil: Late response to drought in industrial heartland E *

Water – Brazil: Drought Worsening / b *

Water – China: Diversion starts to flow FT *

Water – Stress Maps wapo * *


ENERGY & ENVIRONMENT

Nuclear – SK: Plant Operator Hacked WSJ / B / R / WSJ / R *

Nuclear – Ukraine: Turns off reactor after ‘accident’ Ind

Nuclear – India: Ambitions Rattle Tsunami-Hit Coast WSJ * *

Nuclear – India: Looks to sway Americans with insurance plan R *

Nuclear – US: EPA Wrestles With Carbon Emission Rules NYT

Nuclear – Carbon Free, but Not Free of Unease NYT


LABOR & EDUCATION



HEALTH

Malaria – Real and present danger FT * *

Malaria – Deaths halved since 2000 AFP *


ENDNOTE

World’s Biggest Data Breaches iib *


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