29 July 2015



Today’s Issue Cluster: US Real Estate

World – Consumer Sentiment Is Souring, Except Where You’d Expect
Cybersecurity – A Veil of Secrecy Aids Surge in Attacks in Asia
Oil – ‘The Crash Could Be the Worst in More Than 45 Years’


MAJOR DATA POINTS

Germany – Aug: GfK consumer climate index unchanged; 10.1 / AP

US – Jun: Pending home sales fell; -1.8%; +8.2% / R *


MARKETS

China – Behind Latest Collapse: a Government Retreat WSJ / WSJ * *

China – Stems equity rout with state buyers FT / FT / FT

China – Tumble Calls Into Question Beijing’s Effort WSJ / FT * *

China – Understanding The Market in Charts WSJ / * * * *

China – Roller-Coaster Stock Market / WSJ * * * * *

China – Key factors behind investment rout FT * *

China – Relistings of Tech Firms Are in Limbo WSJ

China – Omitting mainland stock from MSCI index spares EM investors FT *

China – Brokerages report surging profits FT *


ECONOMICS

World – Consumer Sentiment Is Souring, Except Where You’d Expect wsj *


POLITICS & FISCAL POLICY



MONETARY POLICY



FINANCE



REAL ESTATE

US – Existing-Home Prices Hit Record: $236,400 WSJ

US – Architecture Billings Index Increases / cr *

US – Housing outlook dims AP

US – Condos Left Behind in Housing Rebound WSJ *

US – Homeownership hits 35 year-low R / cd *

US – Rent-to-Own Homes Make a Comeback WSJ

US – A short supply of available units is pushing up rents B *

US – Rental Demand Supplies Home-Building Opportunity WSJ *

US – Rising Rents Outpace Wages WSJ *


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Cybersecurity – When 95% isn’t good enough FT * * * *

Cybersecurity – Hacking back FT * *

Cybersecurity – A Veil of Secrecy Aids Surge in Attacks in Asia B

Cybersecurity – Are Shares Too Hot? WSJ *


TRADE & TRANSPORTATION



COMMODITIES

World – Growth Worries Pummel Commodities WSJ / N *

World – The States Hurt Most After Commodities Meltdown B * *


ENERGY & ENVIRONMENT

Oil – Majors rein in spending FT / WSJ / FT *

Oil – ‘The Crash Could Be the Worst in More Than 45 Years’ B *

Oil – Western Firms Will Find Tough Competition in Iran WSJ / R *

Oil – ‘US SPR sale before strategic review would be a mistake’ r *

Oil – Increased Iran output puts other exporters under pressure FT *

Oil – Kurdistan cash squeeze tests western groups FT * *


HEALTH



ENDNOTE

Share & Scare – US Singles, 18-64 bm *


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