29 May 2014



Today’s Issue Cluster: Mobiles

US – Wal-Mart and Google could take young customers from banks
Ads – Mobiles Eating Global Attention
Milk – NZ’s Fonterra sees milk prices near historical highs next season


MAJOR DATA POINTS

Japan – Apr: Retail sales tumble after tax hike; -4.4% / R / B / FT

US – Q1: Economy Shrinks for First Time Since 2011; -1.0% was +0.1% / WSJ / NYT / R / AP / FT / B / r / b * * *

US – Apr: NAR Pending Home Sales Edge Up Slightly, But Miss Expectations; +0.4% not +2.0% / WSJ / B / R / r / b * *

US – Week: Applications for jobless aid near 7-year low; -27k to 300k / AP / WSJ / R / B / r *


MARKETS

Bonds – EZ wobbles send stability warning FT *

Bonds – Spain dives into linkers FT *

Bonds – EMs Bounce Back WSJ * *

Bonds – Green credentials under scrutiny FT / FT *


ECONOMICS

Brazil – Hope Fades for a World Cup Economic Boost WSJ / B / FT * *

Brazil – Death knell sounds for economic strategy FT / r *

Brazil – Workers are gloriously unproductive E *


POLITICS & FISCAL POLICY

EU – Braced for prolonged tussle over new Commission president FT / q * *


MONETARY POLICY



FINANCE

US – Big Profit Engines for Banks Falter WSJ *

US – Wal-Mart and Google could take young customers from banks wapo * *

US – Banking sector jobs / r *


REAL ESTATE

Spain – Mortgage Lending Rises for First Time in Four Years B

Spain – Sees Embers Glow in Wreckage of Property Crash B / WSJ / r *


SERVICES

Ads – Online Video Blurs Picture for Marketers WSJ *

Ads – Mobiles Eating Global Attention A * * * * *


MANUFACTURING



TECH

Mobiles – Apple buys Beats for $3b FT / WSJ / NYT / B / APR * *

Mobiles – Lenovo Sees Motorola as Weapon in China WSJ

Mobiles – BlackBerry Turns to Indonesia to Make Turnaround Push WSJ * *

Mobiles – Nokia completes €5.4b sale of handsets to Microsoft FT / FT / FT *

Mobiles – Tough decisions still loom for revamped Nokia FT *

Mobiles – Amazon Preparing to Release Smartphone WSJ

Mobiles – The rise of the cheap smartphone E / FT *

Mobiles – Samsung Says New Galaxy S5 Is Off to Strong Start WSJ *

Mobiles – Samsung Unveils wristband that can measure health, fitness R

Mobiles – Samsung Plans to Introduce a Stand-Alone Smartwatch WSJ *

Mobiles – Samsung Is Developing Own Platform, Apps WSJ

Mobiles – Samsung’s Apps Are Ubiquitous but Unloved wsj *

Mobiles – Home screen fight begins as tech giants snap up super-apps FT

Mobiles – Microsoft struggles for footing in tablet market WSJ / R / AP / r *

Mobiles – Google Developing Tablet With Advanced Vision Capabilities WSJ

Mobiles – Tablets Cooled Down in the First Quarter wsj / BW * *

Mobiles – Xiaomi’s tablet aims to challenge Apple’s iPad CD *

Mobiles – The post-PC revolution is still on track q * *


TRADE & TRANSPORTATION



COMMODITIES

Milk – Prices Fall as Competition for China Market Heats Up WSJ *

Milk – NZ’s Fonterra sees milk prices near historical highs next season R *


ENERGY & ENVIRONMENT

Power – Industry braced for US carbon rules FT / R / NYT / FT * *

Power – Price Rise Energizes Utility Shares WSJ *

Power – Auction Foreshadows Possible Increase in Electricity Bills WSJ


LABOR & EDUCATION



HEALTH



ENDNOTE

How America’s source of immigrants changed over a century mf *


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