30 October 2014



Today’s Issue Cluster: Oil

China – Property Prices May Decline Up to 10%, SouFun Says
Ship – Port squeeze threatens US retailers’ holiday stocking plans
Ebola – Slowing in Liberia, WHO Says


MAJOR DATA POINTS

EZ – Oct: Confidence Revives, Points to Growth; 100.7 from 99.9 / WSJ / B *

Germany – Oct: Unemployment Unexpectedly Drops Most in Six Months; -22k to 2.887m / B / AP / AFP *

US – Q3: Economy Caps Best 6 Months in Over a Decade; +3.5% from +4.6% / B / NYT / AP / R / WSJ * *

US – Week: Jobless Claims Remain at Historically Low Levels; +3k to 287k / WSJ / B / R / AP / cr *


MARKETS

EMs – Stocks are cheap but not cheerful FT *

EMs – Currencies face uncertain future N / FT * *


ECONOMICS

World – Global Consumer Confidence Rises in Third Quarter wsj * *


POLITICS & FISCAL POLICY



MONETARY POLICY

BCB – Brazil Raises Selic Rate to 11.25% From 11% WSJ / FT / B

Fed – Eyes first rate rise after end to QE FT / WSJ / NYT / B / AP / R / B / WSJ *

Fed – QE3 and the Markets: Taking Stock WSJ / B / nyt *


FINANCE

China – Profit Growth Is Slowing at Biggest Banks WSJ / WSJ / B *

China – Eases Monopoly on Handling of Credit Card Payments WSJ / CD


REAL ESTATE

China – Property decline continues FT / WSJ * *

China – Property Prices May Decline Up to 10%, SouFun Says B


SERVICES

Cigs – More Cities Raise Tobacco Age to 21 WSJ *

Cigs – People smoking less in US and EU q *

Cigs – Smoking Rate By US City / bi * * *

Cigs – India steps up tobacco warnings ft * *

Cigs – Tobacco lobby aims to derail WHO on tax increases FT


MANUFACTURING

Ships – Chinese shipbuilder joins Carnival cruise venture FT

Ships – Philippines emerging as building hub N

Ships – Britain’s superyacht business is booming E *


TECH



TRADE & TRANSPORTATION

Ship – Arctic Cargo Shipping Volume is Rising as Ice Melts WSJ

Ship – Port squeeze threatens US retailers’ holiday stocking plans R *


COMMODITIES

Crops – Rice: Ebola Fears Slow Shipments From Asia to Africa WSJ

Crops – Coffee: Prices Soar at Online Auctions WSJ * *

Crops – Grain: No export bonanza this year from record US harvest R / r *

Crops – Wheat: Australia attracts Asian investment N *

Crops – Rapeseed: Japan meal prices swayed by Chinese policy N * *

Fertilizer – Farmers seen cutting use as crop prices slide R

Pesticides – EPA approves new weed killer for engineered crops AP

Pesticides – The Race Is On To Find Organics WSJ *


ENERGY & ENVIRONMENT

Oil – OPEC Chief Says Output Likely to Stay Unchanged WSJ / B *

Oil – Energy Boom Can Withstand Steeper Price Drop WSJ *

Oil – Why the Drop In Prices Caught So Many By Surprise WSJ *

Oil – As Abu Dhabi Sizes Up Partners, Western Firms Risk Being Left Out NYT

Oil – The ‘Russification’ of Exploration NYT

Oil – Russia: Between a rock and a hard place FT * * * *

Oil – Shale Boom Shines Light on Natural-Gas Liquids WSJ *

Oil – Gasoline Price Study to Fuel Debate on US Exports B

Oil – Opec expects fall in US shale output FT

Oil – Fracking: In the path of the ‘shale gale’ FT *


LABOR & EDUCATION



HEALTH

Ebola – Slowing in Liberia, WHO Says NYT / AFP *

Ebola – US health care unprepared AP / B

Ebola – Response Suits in Short Supply Amid Demand B

Ebola – Pharma’s race to develop a vaccine r *


ENDNOTE

End of QE3 Means Fed Statement Finally Shrinks wsj *


Comments are closed.