3 February 2016



Today’s Issue Cluster: Autos

EU – Is growth in EZ bank lending to companies fizzling out?
EU – The PIIGS drive employment growth
Auto – US: Drivers Are Back in Record-Setting Fashion


MAJOR DATA POINTS

EZ – Dec: Retail Sales Rise for First Time in Four Months; +0.3% from flat / WSJ

US – Jan: ADP Stronger Than Expected; +205k from +267k / WSJ

US – Jan: ISM Services tumbles; 53.5 from 55.3 / B / R

US – Jan: Markit Services down; 53.2 from 54.3 / m

US – Jan: Markit Composite down; 53.2 from 54.0 / m


MARKETS



ECONOMICS

Germany – Exporters Shudder as China Economy Slows WSJ *

Russia – Economists predict long-term decline BW *

UK – Hidden Achilles’ Heel: Households are Net Borrowers WSJ *


POLITICS & FISCAL POLICY



MONETARY POLICY

ECB – Bets of March Interest-Rate Cut Increase After Draghi B *

ECB – Attempt to Revive Securitization Market Falls Flat WSJ *


FINANCE

EU – Is growth in EZ bank lending to companies fizzling out? r *


REAL ESTATE

UK – Construction activity hits 9-month low FT *

UK – London housebuyers can borrow 40% from the government FT


LABOR & EDUCATION

EU – Weak jobless figures heighten concerns about Italian recovery FT *

EU – The PIIGS drive employment growth ft *


SERVICES



MANUFACTURING

Autos – US: Winter Weather Dings Sales WSJ / NYT / AP / wsj *

Autos – US: Makers Overcome Storm for Best January in a Decade B * *

Autos – US: Stocks Sinking After Record Year WSJ / WSJ *

Autos – US: Recalls Last Year Set Record at 51m WSJ *

Autos – Market: Are manufacturers starting to run out of road? FT *

Autos – Upmarket: Record sales FT / FT *

Autos – Upmarket: The New Strategy is Cars Nobody Will Buy B *

Autos – Minivan: Makeover Seeks to Appeal to New Customers WSJ *

Autos – Japan: Toyota may halt output due to steel shortage R

Autos – India: Airbus exec tapped to lead teetering Tata N *

Autos – China: Sales accelerate after tax cuts FT / WSJ AFP

Autos – China: Market isn’t as strong as it looks N *

Autos – Iran: Peugeot and Daimler lead Europe’s carmakers return FT *

Autos – EU: Are regulators too close to industry? FT * *

Autos – Renault: Feels the heat over emissions FT * * *

Autos – Renault: Raids drag down European carmakers’ shares FT *

Autos – VW: Brakes as rivals race ahead in Europe FT

Autos – VW: How to Calculate the Costs to Society of the Scandal WSJ *

Autos – VW: Suppliers see silver lining in scandal FT *

Autos – Diesel: Cars are under threat e *

Autos – Ford: Record earnings as demand for SUVs soar FT *

Autos – Fiat Chrysler: Profit Slumps 40% WSJ *

Autos – Fiat Chrysler: Embarks on Final Mission Impossible B *


TECH



TRADE & TRANSPORTATION

Auto – US: Drivers Are Back in Record-Setting Fashion wsj *

Auto – US: Driving Is Losing Its Allure WSJ *


COMMODITIES



ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

Average rent in Berlin / motw *


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