30 December 2015



Today’s Issue Cluster: Planes

Bonds – Fund failure exacerbates liquidity fears
Coffee – Rains Boost Brazil Supplies
Air – Tech giants spot opportunity in forecasting China’s smog


MAJOR DATA POINTS

SK – Nov: Factory Output Unexpectedly Falls; -2.1%, -0.3% yr / B

US – Nov: NAR Pending Home Sales Disappoint; -0.9% from +0.4% / WSJ / AP / B / R


MARKETS

Bonds – Signal Unease Over US Economy WSJ / FT * *

Bonds – Withdrawals hit US corporate funds FT * *

Bonds – Fund failure exacerbates liquidity fears FT * * *

Bonds – Buyers Readying Defenses for 2016 Leave Nothing to Chance B *


ECONOMICS

Asean – Launches Huge Trade Bloc WSJ *

Asean – Creation of economic community forges new era FT * * *

Asean – Yields Few Economic Bright Spots WSJ *


POLITICS & FISCAL POLICY



MONETARY POLICY



FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING

Planes – Let the good times roll FT / FT *

Planes – The Fate of 747 Is in Hands of Moscow Firm B *

Planes – Airbus and Boeing brace for sales slowdown FT * *

Planes – Airbus Delays Delivery of First A320neo WSJ

Planes – Boeing to Roll Out 737 Max Jetliner With Little Fanfare WSJ / B

Planes – As Boeing booms, robots rise and job growth lags R

Planes – Aerion Superfast Business Jet Moves Ahead WSJ *

Planes – Japan project developing new supersonic passenger jet N *

Planes – Mitsubishi Delays Delivery of Japan’s First Jetliner WSJ

Planes – China’s ‘Flying Phoenix’ Has Turbulent Path Ahead WSJ / R *

Planes – Chinese Aircraft-Leasing Firms Prepare for IPO Takeoff WSJ *


TECH



TRADE & TRANSPORTATION



COMMODITIES

Cocoa – Chocolatiers seek a new global sweet spot FT / FT

Cocoa – ‘Remelting’ stirs debate over high-end chocolate FT *

Coffee – Rains Boost Brazil Supplies B * *

Coffee – Vietnamese exports set to push sales to record FT

Coffee – Artisan roasters price their own contracts FT * * *


ENERGY & ENVIRONMENT

Air – Beijing pollution soars but no red alert AFP

Air – Tech giants spot opportunity in forecasting China’s smog R


HEALTH

Pharma – The Market’s Latest Comeback Story: Biotech Stocks WSJ

Pharma – Biotech rout leaves sector ripe for stockpickers FT *

Pharma – US Venture Capital Acquires Appetite for EU Biotech WSJ *


ENDNOTE

The World as seen from New York City (Pre-Steinberg) motw *


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