30 June 2014



Today’s Issue Cluster: EU

Bees – US retailers look to limit pesticides
Power – HK future needs to come from China or LNG
MERS – Saudi Arabia suspects African camel imports


MAJOR DATA POINTS

Japan – May: Manufacturing output edges up; +0.5% from -2.8% / AP / B / R / b *

EZ – Jun: Inflation Steady; 0.5% / B / AP / R / WSJ / b *

US – May: Pending home sales jump to highest since Sept ’13; +6.1% / R / AP / WSJ / r *


MARKETS

Argentina – Court Dispute Could Cause Default WSJ / FT / B / WSJ

Argentina – Debt battle could pressure world food prices higher R *


ECONOMICS

EU – Leaders signal shift from austerity R / AFP / FT / AP / AFP

EU – France to extend easy loans to fight housing crisis R * *

EU – France Urges Looser Antitrust Rules After Alstom Tussle WSJ

EU – France tells investors: play game our way R / E / WSJ * * *

EU – Closely Studying Lessons From Japan WSJ *

EU – ‘Merkel’s Power Erodes’ S *

EU – Spain: A surprisingly strong recovery, largely export-driven E *

EU – Osborne plans creating ‘supercity’ for northern England FT *

EU – Poland thriving for first time in half a millennium E / E / E / E * * * * * *

EU – Leaders Snub Cameron and Pick Juncker FT / WSJ / B


POLITICS & FISCAL POLICY

Ukraine – EU Signs Pacts With Kiev, Georgia, Moldova WSJ / FT / R / AP / NYT / B / AP / WSJ *

Ukraine – EU Gives Russia Three-Day Deadline FT / B / AP

Ukraine – Italy leads calls to slow sanctions against Russia FT

Ukraine – Russia looks to shield economy from sanctions FT

Ukraine – ‘Why Putin Is in Trouble With 86% Approval’ B

Ukraine – Moody’s Assigns Negative Outlook to Russian Debt WSJ


MONETARY POLICY

World – BIS urges central banks to exit loose monetary policy FT

World – BIS warns ‘euphoric’ markets out of step with reality FT / WSJ / B / NYT / q *


FINANCE

US – Banks start to drain Barclays dark pool FT / WSJ / R / B / WSJ / NYT / FT / WSJ *

US – Dark pool spotlight falls on Tradebot FT *

US – Allegations against Barclays may lead to clearer rules FT


REAL ESTATE



SERVICES



MANUFACTURING

Defense – Drone Dogfight: Big Firms vs. Techies WSJ / FT *

Defense – Middle East sales fuel UK aerospace boom FT

Defense – F-35 stake promises big returns for BAE FT * * * *

Defense – Foreign-Investment Reform to Reshape India’s Industry WSJ *

Defense – Recruits’ Ineligibility Tests US Military WSJ *


TECH

Chips – Tapping Mobile, Internet Of Things IBD

Chips – Next for Makers: Tax and Drugs and M&A WSJ *


TRADE & TRANSPORTATION



COMMODITIES

Beef – Restaurants, Grocers Respond to Rising Costs WSJ *

Bees – US retailers look to limit pesticides R / G&M

Bees – Efforts Grow to Take the Sting Out of the Die-Off WSJ *


ENERGY & ENVIRONMENT

Power – EU Under Pressure to Overhaul Energy Strategy WSJ / WSJ *

Power – HK future needs to come from China or LNG N *


LABOR & EDUCATION

EU – Italy Seeks Funds as Migrant Flood Rises WSJ *

EU – Germany Grapples With Growing Shortage of Skilled Labor WSJ / FT *

EU – Germany real earnings rose at fastest pace in 3 yrs / b *

EU – Part-time employees wishing to work full-time at a record-high / b *

EU – Youth Unemployment Rates / b *


HEALTH

MERS – Saudi Arabia suspects African camel imports R / NYT

MERS – DNA Test Indicates Camel-to-Human Transmission NYT / R / AFP / B *


ENDNOTE

Mapping European genetics am *


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