30 March 2016



Today’s Issue Cluster: UK Real Estate

EMs – Currencies Extend Best Month in 18 Years on Fed
Pot – US industry poised for major expansion
Pharma – Hot Drugs Show Sharp Price Hikes in Shadow Market


MAJOR DATA POINTS

Japan – Feb: Factory output falls at worst pace since 2011; -6.2% / AFP

US – Mar: ADP above economists’ expectations; +200k from +205k / R / WSJ


MARKETS

EMs – Currencies Extend Best Month in 18 Years on Fed B *

EMs – Portfolio flows hit 21-month high FT *


ECONOMICS

World – Has the recession ended? GDP per capita change from 2008 to 2015 / reddit *


POLITICS & FISCAL POLICY



MONETARY POLICY

World – Raining money to spur the economy? Not as crazy as it sounds AP / t *


FINANCE



REAL ESTATE

UK – Regions Lead House Prices Higher B *

UK – Housing ladder loses two rungs FT *

UK – Construction shrinks more than expected FT *

UK – Economic uncertainty hits construction industry FT *

UK – London Developers Finding Costliest Apartments Harder to Sell B / FT *

UK – Investor appetite for London luxury flats ebbs FT *

UK – Housebuilders under fire for slow pace of construction FT

UK – Average home costs £.5m in half of London postcodes FT / FT *

UK – Flight of the non-doms? FT *

UK – House price/earnings ratio / r *

UK – London’s Commercial Property Market Is Offering Rare Bargains WSJ *

UK – Property trusts suffer steepest fall in five years FT * *


LABOR & EDUCATION



SERVICES

Pot – US industry poised for major expansion AFP

Pot – Starting Off Even Better in OR & WA Than It Did In CO B *


MANUFACTURING



TECH

PCs – Apple Is Missing a Golden Opportunity WSJ

PCs – HP targets Apple’s share of premium laptops market FT

PCs – Sales Drop to Historic Lows WSJ / st *

PCs – Microsoft Is Pulling the Plug on Windows 8 st *


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT



HEALTH

Pharma – Chinese Market Offers New Life to Many Drugs WSJ *

Pharma – India’s Drugmakers Step Up US Investment WSJ *

Pharma – Hot Drugs Show Sharp Price Hikes in Shadow Market B *

Pharma – Price of branded prescription drugs in the US doubles FT *

Pharma – Bristol-Myers Bucks Trend Toward Precision Medicine WSJ *


ENDNOTE

Most attractive and ugliest accents in the UK + Ireland reddit *


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