Today’s Issue Cluster: Retail
Russia – The $30 Oil Cliff Threatening the Economy
US – Chinese Cash Floods Real Estate Market
Beef – Fattest-Ever US Herd Signals End to Record Prices
Japan – Oct: Factory output rose; +1.4% / AFP / AP
EZ – Nov: Confidence at Four-Year High; 106.1 from 105.9 / B *
Germany – Dec: GfK consumer index drops a fourth month; 9.3 from 9.4 / AP / AFP
Greece – Q3: Economy shrank more than thought; -0.9% was -0.5% / AFP
US – Oct: Pending Home Sales Edge Up; +0.2% from -1.6% / WSJ / R
Currencies – IMF poised to admit renminbi FT / WSJ / R / B / WSJ *
Currencies – Panda bonds triumph over dim sum debt FT * *
Currencies – What are the chances of a crisis in China? ft *
Currencies – Investors Dig for Winners WSJ *
Currencies – Dollar-peg exporters stung by oil rout FT *
Currencies – Will the Euro Fall to $1? WSJ *
Currencies – Expensive Swiss franc tests central bank FT *
Russia – Retaliates against Turkey FT / WSJ / AP / R / WSJ / WSJ *
Russia – Putin’s sanctions decree raises fears of isolationism FT / B / WSJ
Russia – ‘Why Moscow and Turkey aren’t going to war’ bi *
Russia – Ukraine imposes economic blockade on Crimea FT / WSJ / FT / NYT
Russia – Ukraine stops buying gas AP
Russia – Ukraine bans aircraft overflights FT
Russia – Ukraine adapts trade links to soften economic blow FT * *
Russia – Eastern Europe to confront Berlin over new gas pipeline FT *
Russia – The $30 Oil Cliff Threatening the Economy B *
Russia – Last year’s investment pariah comes in from the cold R
Russia – Half Richest Are Planning to Cash Out B *
US – Chinese Cash Floods Market NYT *
Retail – Crowds ‘good not great’ R / B / FT / WSJ *
Retail – Online Shopping Tops Stores WSJ / R / B / ft * *
Retail – Black Friday Falters as Consumer Behaviors Change NYT / NYT *
Retail – Sting from inventory mismanagement is sharp FT / FT *
Retail – Some Malls Pressure Stores to Open on Thanksgiving WSJ *
Retail – Shrinking US Shopping Malls Get Makeovers WSJ *
Beef – Fattest-Ever US Herd Signals End to Record Prices B *
Beef – Chinese-Korean venture to mass-produce cloned cattle FT / FT *
Carbon – Talks Face High Barriers and High Hopes WSJ *
Carbon – Modi tells rich nations of their duty to lead FT / ft / FT * *
Carbon – China claims to have achieved targets FT / FT / B * *
Carbon – Xi says climate deal must address economic gaps R
Carbon – ‘China’s Rebalancing May Blow Its Smog Away’ B *
Carbon – Scientists Dispute 2-Degree Model Guiding Talks WSJ / WSJ *
Some corporations worth more than entire stock markets bi *
