Today’s Issue Cluster: Brazil
Delivery – UPS-FedEx Ratio Offers Bet on US Economy
Digital – ‘The third industrial revolution’
Truck – Economy exposes rising driver shortage
EZ – Sep: Composite PMI Shows Sharp Slowdown; 52.0 from 52.5 / WSJ * *
US – Sep: Job Growth Rebounds; +248k from +180k / WSJ / NYT / B / R / FT *
US – Aug: Trade Gap Narrows on Record Exports; -$40.1b from -$40.3b / B / WSJ / R *
Currencies – Dollar Aids World Economy B
Currencies – Other countries forcing values down NYT
Currencies – In Southeast Asia’s Markets, Worry Over Fed Is Back WSJ * *
Brazil – Rousseff poll lead spooks bourses FT / B * *
Brazil – Economic Recovery Seen Lagging Neighbors WSJ *
Brazil – Middle Class Lifts Voice WSJ *
Brazil – Markets look for Silva lining FT * * *
Brazil – Opposition Candidate Within Striking Distance of Runoff WSJ / ft *
Brazil – Rousseff backed as shift to the left prompts fears for markets FT / WSJ * * *
Brazil – Rousseff was set for a second term, but then Silva emerged FT * * * *
Brazil – Silva to seek trade deals for Brazil FT * * *
Brazil – Silva’s tale of transformation is personal and political FT * * *
BCB – Presidential rivals clash over central bank FT / WSJ / R / B
Cybersecurity – JPMorgan cyber attack hits 76m households FT / WSJ / B / R / NYT
Delivery – UPS-FedEx Ratio Offers Bet on US Economy B
Delivery – UPS, FedEx Want Retailers to Get Real on Holiday Shipping WSJ *
Digital – ‘The third industrial revolution’ E / E / E / E / E * * * * *
Truck – Economy exposes rising driver shortage R / bi *
Supercycle – Tumbling resource prices suggest the world economy is slowing E *
“The Midwest” with crowdsourced boundaries a *
