Today’s Issue Cluster: China Demographics
EU – The Long Shadow of Europe’s Big Banks
Ship – Container lines bulking up to withstand a fresh downturn
Coffee – Vietnam is the world second-largest producer
Japan – Sep: Consumer Prices Fall; -0.1% yr / B *
Taiwan – Q3: Shrinks for First Time Since 2009 on Export Slump; -1.01% from +0.52% / B
EZ – Oct: Creeps out of deflation; unch YTD from -0.1% / FT / eu *
Canada’s economy grows for third month; +0.1% from +0.3% / G&M / FP / CBC / R *
US – Sep: Consumer Spending Shows Caution; +0.1% from +0.4% / WSJ / R
US – Q3: Employment Costs Rise; +0.6% / WSJ
EU – Companies Find Some Comfort at Home WSJ *
UK – Economy still remains overly dependent on services WSJ *
Germany – Merkel opens door to opposition FT * *
ECB – On high alert until inflation expectations improve B *
ECB – ‘Whole menu’ bereft of new dishes r *
ECB – Signals Boost to Stimulus Program WSJ *
ECB – Triggers powerful market reaction FT * *
ECB – ‘Super’ Mario Swamps Everything B * *
BOE – Rate Rise Could Come Sooner Rather Than Later WSJ / B *
SR – Sweden reloads QE bazooka but investors are not impressed FT / AP *
EU – The Long Shadow of Europe’s Big Banks NYT
EU – Can cuts can turn tide for Deutsche Bank FT / WSJ / NYT * *
EU – Is HSBC Too Big to Stay in UK? WSJ *
EU – Bank lending sluggish despite tsunami of QE r *
UK – London property struggles from stamp duty blow FT * *
UK – This is nuts. When’s the crash? ft * *
China – Scraps one-child policy FT * * *
China – Limit raised to two children WSJ / NYT / R * *
China – Investors Pile Into Baby-Formula Stocks WSJ / AP / B *
China – Baby Stocks Boom WSJ
China – Short of Workers and Consumers B / B * * *
China – Population pyramid to change dramatically by 2050 r *
China – Median age has been rising since before 1980 / bi *
China – Won’t help demographics ft * *
China – Noodles of longevity E *
OSs – Google to Fold Chrome Operating System Into Android WSJ
OSs – Windows 10 Sees Faster Adoption Than Its Predecessors statista *
Ship – Container lines bulking up to withstand a fresh downturn E * *
Ship – Cosco Planning Regular Trans-Arctic Sailings WSJ *
Coffee – Tasting the Drop in Prices WSJ *
Coffee – Africa buzzing as next frontier FT *
Coffee – Vietnam is the world second-largest producer / ft * * *
Pharma – Large pill for Pfizer in Allergan deal FT / WSJ / NYT / FT / WSJ * *
Pharmacy – Walgreens-Rite Aid Deal Tests Regulators’ Appetite WSJ / FT *
Pharmacy – CVS Shares Are No Medicine Show WSJ *
