3 December 2014



Today’s Issue Cluster: Autos

PCs – Outlooks Remains Grim Despite Tablet Slowdown
Ship – Piracy in west Africa is rising
Metals – New Australia mining investments crash to decade lows


MAJOR DATA POINTS

China – Nov: Official services PMI rose; 53.9 from 53.8 / R / WSJ

China – Nov: HSBC services PMI inched up; 53.0 from 52.9 / B

Australia – Q3: Economy Slowed, Currency Declines; +0.3% from +0.5% / WSJ / B / Aus / ABC / SMH

EZ – Nov: Markit composite PMI fell; 51.1 from 52.1 / B / WSJ *

US – Nov: ADP Private Sector Hiring Slows; +208k from +233k / WSJ / B *

US – Nov: ISM Services PMI Well Above Expectations; 59.3 from 57.1 / WSJ / R / B / AP *

US – Q3: Productivity Rises Faster; +2.3% was +2.0% / WSJ *


MARKETS

Currencies – Australia probes bitcoin crime links R *


ECONOMICS

World – Global factory growth at 14-month low R *


POLITICS & FISCAL POLICY

Ukraine – Russia Sees Economy in Recession Next Year WSJ / B / NYT *

Ukraine – Merkel’s sanctions balancing act outwits Putin, for now FT

Ukraine – Anger and dismay as Russia scraps $50b gas plan FT / WSJ / FT * *


MONETARY POLICY

RBI – Rajan Holds India’s Rates While Signaling Cut to Come B / FT

RBA – Keeps Record-Low Rate to Boost GDP B / AFP / SMH / Aus / ABC *


FINANCE



REAL ESTATE



SERVICES



MANUFACTURING

Autos – US: November auto sales strongest in years R / WSJ / FT / NYT / B *

Autos – Japan: Tokyo moves to contain air bag crisis R / WSJ / FT / NYT / R / B * *

Autos – Japan: Honda Rethinks Priorities WSJ *

Autos – China: Luxury car wave ebbs R

Autos – China: Nissan, Honda Sales Fall Further WSJ

Autos – China: VW Drives for Gains WSJ *

Autos – China: Nissan targets with exclusive, local-made Infiniti N *

Autos – SK: Fortress car market cracks under German luxury barrage R

Autos – India: Loses its edge as a car export manufacturer ft * *

Autos – India: VW to launch made-for-India vehicle FT * *

Autos – Thailand: Love affair with the pickup truck N * *

Autos – Asean: Industry maturing N / N / N / N * * *

Autos – Asean: German auto marques wield big-time cachet N * * * *

Autos – EU: Carmakers fuelled by continued growth of sales FT / WSJ / NYT

Autos – Germany: Audi, Mercedes Notch Up Robust Sales WSJ

Autos – UK: Makers use storied names to lift themselves from funk N *

Autos – LatAm: GM struggles with first slowdown in a decade FT *

Autos – Electric: Should You Buy One? WSJ *

Autos – Fuel Cell: Hydrogen Cars Join Electric Models in Showrooms NYT *

Autos – Fuel Cell: Toyota bets on hydrogen technology FT / WSJ / AP

Autos – Fuel Cell: Honda Delays Launch Until 2016 WSJ *

Autos – Fuel Cell: Full steam ahead for Hyundai’s hydrogen-fuelled vehicles G&M


TECH

PCs – Outlooks Remains Grim Despite Tablet Slowdown statista *

PCs – Google overtakes Apple in the US classroom FT *


TRADE & TRANSPORTATION

Ship – Piracy in west Africa is rising E *

Ship – The price of piracy ft * * *


COMMODITIES

Metals – New Australia mining investments crash to decade lows ABC *


ENERGY & ENVIRONMENT

Sands – Smaller players feeling the pinch of falling prices FP

Sands – New emissions ‘extremely low,’ says IEA’s chief economist FP


LABOR & EDUCATION



HEALTH

HIV – Becoming weaker, study finds FT

HIV – Where it is the deadliest infectious disease gp *

HIV – ‘Milestone’ reached as treatment outpaces infections FT * *


ENDNOTE

The 10 Tallest Skyscrapers Of The Future bi *


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