Today’s Issue Cluster: Asean
BCB – Real’s slide could force Brazil to raise rates in Q1
Cards – Chips Will Require Users to Dip Rather Than Swipe
TPP – Autos key to driving Pacific trade deal over finish line
Japan – Aug: Industrial Output Slide Hints at Recession; -0.5% from -0.8% / WSJ / FT *
EZ – Sep: Inflation Negative as ECB Debates Stimulus; -0.1% from +0.1% / B *
Canada – Jul: Economy expands more than expected; +0.3% from +0.4% / G&M / CBC / R
US – Sep: ADP Private-Sector Jobs Rose; +200k from +186k / WSJ / R
EMs – Portfolio outflows worst since global financial crisis FT / WSJ / B * *
EMs – Fund groups take axe to funds FT * *
EMs – IMF warns of coming spike in company failures FT
EMs – Where did all the FX bonds go? ft *
Sri Lanka – Prime minister pledges continued China ties FT *
Myanmar – Dagon City’s Demise Casts Doubts WSJ / WSJ *
Malaysia – Weak external demand sends PMI to 32-month low N *
Malaysia – Faces hurdles even if Fed liftoff is a success B *
Malaysia – A floundering government risks igniting ethnic tensions E *
Singapore – A Safe Harbor WSJ *
Indonesia – Foreign Firms Fret at Obstacles WSJ / WSJ *
Indonesia – Strict Islamic laws raise of an extremist turn FT * *
Vietnam – Moves from hyperinflation to … zero FT
Vietnam – Defies emerging market slowdown FT * *
Vietnam – New friendship with US reflects political drama at home E *
Philippines – Leadership race is gathering pace N / N * *
Philippines – The most leveraged borrowers in Southeast Asia FT * *
Philippines – How Manila Missed Out on Commodities Prosperity WSJ *
Asean – ‘Stronger yen, deflation help Japan win friends’ N *
Asean – Japan launches push to woo Mekong states FT / FT * *
Brazil – Dilma’s dilemma over weak real FT *
Brazil – In the firing line FT* * * *
BCB – Brazil vows to control inflation FT
BCB – Real’s slide could force Brazil to raise rates in Q1 B *
Cards – Chips Will Require Users to Dip Rather Than Swipe NYT *
Cards – Liability Is Set to Shift WSJ *
Autos – VW: Refit Plan For Emissions-Rigged Vehicles WSJ *
Autos – VW: Europe’s Diesel Habit Could Be Hard to Kick NYT / FT * *
TPP – Trade deal success poised in Atlanta FT / WSJ
TPP – US business groups oppose exceptions R
TPP – Autos key to driving Pacific trade deal over finish line R
TPP – Canada lines up support from auto-parts makers G&M
TPP – Could include big dairy concession CBC / CP
The geography of left-handedness in the US wapo *
