29 October 2014



Today’s Issue Cluster: Drought

China – Fake Invoice Evidence Mounts as HK Figures Diverge
Mobile – Apple Pay Runs Afoul of MCX, a Group With a Rival Product
Cybersecurity – Russia said to have hacked White House


MAJOR DATA POINTS

Japan – Sep: Output Rise Most in Eight Months as Abe Weighs Tax; +2.7% from -1.9% / B / WSJ / AFP


MARKETS

Stocks – Global turbulence triggers flight from EM equities FT *

Stocks – What Can EMs Do to Protect Against Hot Money Flows? Not Much, Apparently WSJ *

Stocks – US equity bulls need good earnings story FT * *


ECONOMICS

China – Fake Invoice Evidence Mounts as HK Figures Diverge B / b *

China – Inflated exports cast doubt on trade outlook FT *

China – Exaggeration of jewelry exports appears to be the distortion / b *

China – Outbound investment set to eclipse inbound FT *

China – ‘New normal’ for consumption FT *


POLITICS & FISCAL POLICY



MONETARY POLICY

SR – Sweden cuts rates to zero FT / WSJ / AP / B / WSJ / AFP / B / B * * *

SBV – Vietnam Cuts Key Interest Rate to Boost Lending B

Fed – Set to halt asset purchases FT / R *

Fed – Set to End QE3, but Not the QE Concept WSJ *

Fed – Inflation Shy of Goal Means Yellen Can Keep Rates Low B *

Fed – Timing of Rate Increases Is Still Unknown WSJ *

Fed – ‘Fears grow over QE’s toxic legacy’ FT * * *


FINANCE

Mobile – Alibaba-Apple Alliance Would Face Hurdles WSJ

Mobile – Apple Pay Runs Afoul of MCX, a Group With a Rival Product NYT

Mobile – Apple Pay Review: Easy to Use, but Still Hard to Find WSJ


REAL ESTATE



SERVICES

Media – Movie Chains Reel After a Summer of Few Hits WSJ *

Media – Netflix Carves Niche In Intensely Competitive Market IBD

Media – Streaming set to grow by nearly 30% during 2014 ft *


MANUFACTURING



TECH

Cybersecurity – Russia said to have hacked White House WaPo / R / NYT / AFP / pl

Cybersecurity – Hacking Trail Leads to Russia, Experts Say WSJ / NYT / FT / R

Cybersecurity – FBI warns US businesses of attacks, blames Beijing R

Cybersecurity – Poodle not seen as menacing as Heartbleed, Shellshock R / nyt


TRADE & TRANSPORTATION

TTIP – De Gucht Warns EU That US May Cut Off Talks B

TPP – Japan Market Access Still Hurdle WSJ / FT / AFP / AFP / N / WSJ


COMMODITIES

Water – US: California farmers are pulling crops FT *

Water – US: California’s Drought Changed How the State Produces Electricity wsj * * *

Water – US: In Wyoming, Fast Revival as Drought Ends WSJ *

Water – US: 47% of country is affected by drought / r *

Water – China: Concern mounts in China over Yangtze diversion project FT *

Water – China: Beijing to pipe from thousands of kilometers away R / r * * * * * * *

Water – China: The world’s biggest project will do little to alleviate scarcity E *

Water – World: The Risks of Cheap Prices nyt *


ENERGY & ENVIRONMENT

Refineries – Shale boom revives shuttered St. Croix facility B / WSJ

Refineries – Investors Await Clues to Outlook WSJ

Refineries – Venezuela Cancels Plan to Sell Citgo WSJ


LABOR & EDUCATION



HEALTH

Pharma – German Drug Companies Seek Edge by Targeting China WSJ *

Pharma – Icann, Regulators Clash Over Illegal Online Drug Sales FT * *

Pharma – New Costly Cancer Treatments Face Hurdles Getting to Patients WSJ *


ENDNOTE

How many times the French kiss one another when they greet rc *


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