30 December 2014



Today’s Issue Cluster: Gaming

Greece – Syriza is leading in polls
Mobiles – Xiaomi Finds Patent Problems Chasing Apple and Samsung
Oil – Canadian Surge to US Gulf Puts Mexico on Defensive


MAJOR DATA POINTS

Argentina – Q3: Contracts First Time Since 2012 on Default; -0.5%, -0.8% yr / B

US – Oct: Growth in Home Prices Continued to Downshift; +4.6% from +4.8% / WSJ / R / AP / B *

US – Dec: ConfBd consumer confidence rises; 92.6 from 91.0 / R / WSJ / B *


MARKETS



ECONOMICS



POLITICS & FISCAL POLICY

Greece – Fears for fresh crisis after poll called FT / NYT / WSJ *

Greece – Vote Shouldn’t Unseat Eurozone B / WSJ / nyt / FT *

Greece – Syriza is leading in polls G *


MONETARY POLICY



FINANCE



REAL ESTATE



SERVICES

Gaming – Crime: FBI Takes Aim at High-Roller Junkets WSJ *

Gaming – Macau: A somber 15th anniversary of handover N / N / NYT / WSJ / B * * *

Gaming – Macau: Chinese GDP Growth vs. Gaming Revenue Growth / b *

Gaming – Macau: Revenue vs. Visitors from China / b *

Gaming – Macau: Dependent on baccarat q *

Gaming – NV: Chinese VIPs Flee Vegas Baccarat Amid Crackdown at Home B

Gaming – NV: Caesars Merger Seen Aiding Debt Load WSJ / WSJ / FT

Gaming – NY: Board Backs Three Upstate Casinos NYT / WSJ / NYT *

Gaming – PA: In Faded Vacationland, Gambling’s Promise Falls Short NYT *

Gaming – NJ: Trump Taj Mahal Expected to Remain Open, for Now WSJ *

Gaming – NJ: Report Sees a Cloudy Future for Atlantic City WSJ *

Gaming – PA: Philadelphia Casino Project Adds to Frenzy NYT *

Gaming – CT: Tribes Open to Cooperation on a Casino WSJ *


MANUFACTURING



TECH

Mobiles – Xiaomi fundraising values group at $45b FT / NYT / WSJ / WSJ / WSJ * *

Mobiles – Xiaomi Finds Patent Problems Chasing Apple and Samsung B

Mobiles – Huawei’s sales shoot up after copying Xiaomi’s online strategy R


TRADE & TRANSPORTATION



COMMODITIES

Iron – Proves 2014’s commodity turkey FT / WSJ *

Iron – Australia’s West Humbled by Slump WSJ *


ENERGY & ENVIRONMENT

Oil – Firms Pull Back on Rigs as Prices Fall WSJ

Oil – Tanker market benefits from rout FT

Oil – Canadian Surge to US Gulf Puts Mexico on Defensive B

Oil – Petrobras finds itself in deep water FT / R / WSJ * * * *

Oil – Slump sours Africa debt sweet spot FT * *

Oil – Collapse stokes crises in producing countries FT / NYT / WSJ / AP *

Oil – Tough Lessons in Downside of Cheap Gas WSJ *


LABOR & EDUCATION



HEALTH

Ebola – After Slow Response, WHO Seeks to Avoid Repeat WSJ * *

Ebola – Sierra Leone seeing 80-100 new cases daily AP / NYT / NYT *

Ebola – How It Roared Back NYT * *

Ebola – US Buys Up Gear, Leaving Little for Africa WSJ

Ebola – Drug Makers’ Varied Strategies IBD

Ebola – Vaccine Appears Safe in Early Test WSJ


ENDNOTE

College Football’s Bloated Bowl Season 538 *


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