30 August 2016



Today’s Issue Cluster: US Health Insurance



MAJOR DATA POINTS

US – Jun: Case-Shiller Home Prices Continued Strong Gains; +5.1% from +5.3% / R / WSJ

US – Aug: ConfBd Consumer confidence rises; 101.1 from 97.3 / CNBC

EZ – Aug: Business Climate indicator at lowest since Oct’13; 0.02 from 0.38 / FT


MARKETS



ECONOMICS

MENA – Arab youth: Look forward in anger E * * *

Tunisia – Isis terror drives tourists away FT *

Egypt – A Black Market Emerges for Dollars WSJ *

Egypt – Economy: State of denial E *

Saudi – The soft pinch of austerity could backfire B * *

Iraq – Some International Companies Cautiously Return WSJ *


POLITICS & FISCAL POLICY



MONETARY POLICY



FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION

Ship – At Ports, a Sign of Altered Supply Chains WSJ *

Ship – Pirate attacks fall to 21-year low FT *

Ship – LA area Port Traffic Flat / CR *


COMMODITIES

Crops – Wheat price falls to lowest level in a decade FT *

Crops – Tour Finds Record Corn, Soy on Trek Across Midwest B *


ENERGY & ENVIRONMENT

Oil – Market: Discoveries at a 70-Year Low B * *

Oil – North Sea: Statoil makes flagship project profitable at $25 FT / WSJ


HEALTH

Insurance – Exchange sign-ups fall far short of forecasts WaPo

Insurance – States Start to Approve Steep Increases in Premiums WSJ

Insurance – Obama Makes New Push to Boost Health Care Act NYT

Insurance – Obamacare Is a Money-Loser for Insurers, Who Are Giving Up BW

Insurance – In Many Parts of Country, Only One Option Will Remain nyt / Hill *

Insurance – Pullback Threatens to Create Monopolies WSJ *

Insurance – 2017 vs 2016 / mckinsey *

Insurance – A tough run for Obamacare bi * *

Insurance – Problems turn critical FT / nyt * *

Insurance – Some Small Businesses Restore Group Coverage WSJ

Insurance – Burden of Health-Care Costs Moves to the Middle Class WSJ * *


ENDNOTE

Do Newly Built Skyscrapers Signal The Top of the Stock Market? vc *


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