Today’s Issue Cluster: US Economy
Japan – Jun: Industrial Output Suffers Worst Fall in Over 3 Years; -3.3% / WSJ / FT / B *
EZ – Jul: Business Confidence Holds Up; 102.2 from 102.1 / WSJ / R / B *
US – Q2: Economy grows; +4.0% from -2.9% / FT / AP / B / NYT / WSJ / R *
US – Jul: ADP Private Sector Slows Pace of Hiring; +218k from +281k / WSJ / B / R / AP *
Stocks – Chinese Market Takes Off WSJ *
Stocks – Investors Sift Through China’s Discount Bin WSJ *
Stocks – HK Finally Joins Rally WSJ *
Stocks – China Explains “Confused Signals” in US Asset Prices cfr *
US – Federal Government the Lone Star of Dreary Q1 wsj * * *
US – Economy Heating Up During Summer WSJ / AP
US – Americans Paying Bills on Time at a Historically High Rate wsj *
US – The productivity puzzle FT *
US – Potential Stagflation? Bloomberg GDP forecast vs. CPI b *
US – The Typical Household, Now Worth a Third Less NYT *
Ukraine – EU, US set Russia sanctions FT / WSJ / NYT / R / AP / B / WSJ *
Ukraine – Russia sanctions threaten to blow EZ off course R / FT / FT / AFP / B
Ukraine – BP flags concerns about impact of sanctions FT / WSJ / AP / FT / WSJ / q * * * *
Ukraine – Russia Risk Propels Europe Bonds to Record Highs WSJ *
Ukraine – EU Ban Targets Russian Banks $15b Debt B *
Ukraine – Financial window closes for Moscow businesses FT * * * *
Ukraine – Russian state banks and corporate sector likely to suffer FT * * *
Ukraine – Russia bans Polish fruit and veg R *
Ukraine – Russians’ Alarm Grows Over Putin’s Tactics NYT / AP / WSJ *
EU – Investment banks bounce back FT *
EU – Lloyds Pays £226m to Settle Rate Probe FT / WSJ / NYT / FT * *
US – Housing Slowdown? The Case-Shiller Index in Five Charts wsj * * * * *
US – Millennials: forever renters or delayed homeowners? r *
US – NMHC Survey: Apartment Market Conditions Tighter in Q2 2014 cr *
US – Is the Private Mortgage-Bond Market Dead or Dormant? wsj *
US – Zillow to Buy Rival Trulia WSJ / FT / NYT / B / WSJ / WSJ * *
Retail – US Shoppers Open Up Their Wallets—Selectively WSJ *
Retail – Battle for Poor Shoppers Fuels Dollar-Store Deal WSJ *
Ships – Increased Oil Imports Spur Plans to Build More Vessels C
Twitter – User Growth Picks Up WSJ / FT / NYT / R / B / q * * * *
Amazon – Ambitions, lack of profits, unnerve investors R / WSJ / B
Facebook – Answers Critics With Mobile-Ad Surge WSJ / bi * *
Inspur – NSA Concerns Give Chinese Server Maker a Boost WSJ *
Shale – US: Forecasts for higher oil prices misjudge the boom r *
Shale – US: ‘Fracking could turn out to be a bubble’ q *
Shale – US: Exxon Says It Is Getting Singled Out Over Fracking WSJ
Shale – US: Denton rejects fracking ban AP
Shale – Mexico: Japan eager to join development YS *
Shale – UK: Britain reopens way for fracking AP
Shale – Google trends for ‘peak oil’ and ‘fracking’ cd *
Ebola – Africa Strains to Contain Virus WSJ / FT / B / B / FT / r / E * * * * *
The Most Common Items Lost on NYC Transit 538 *