Today’s Issue Cluster: Oil
Stocks – China reporter confesses to stoking ‘panic and disorder’
US – Unions set sights on e-commerce and manufacturing
EMs – Countries Most Dependent on China
Japan – Jul: Industrial Production Unexpectedly Declines; -0.6% from +1.1% / B
India – Q2: Economy grew; +7.0% from +7.5% / AFP
EZ – Aug: Weak inflation revives QE debate; +0.2% from +0.2% / B / FT *
Stocks – Beijing abandons large-scale share purchases FT / WSJ *
Stocks – China reporter confesses to stoking ‘panic and disorder’ FT / WSJ / NYT / R / WSJ
Stocks – ‘China Has Another 15% to Fall’ Bn *
Stocks – China options most bearish on record b *
EMs – Rising US rates ‘good news’ FT *
EMs – Portfolio flows turn negative in August, says IIF FT * *
EMs – Signs of differentiation in the meltdown FT *
EMs – Countries Most Dependent on China BB *
Fed – Appears to Hold Line on Rate Plan WSJ / FT
Fed – Fischer: ‘Good Reason’ to Think Inflation Will Move Higher FT / WSJ / NYT / R / B
Asia – China’s Banks Face Worst Year in Over a Decade WSJ
Asia – Beware China’s Beaten-Down Banks WSJ *
Asia – Harder Times Await Investment Banks WSJ *
US – Ruling Clears Way for Temp and Contract Worker Unions WSJ
US – Unions set sights on e-commerce and manufacturing R
Online – Alibaba, JD.com Target Rural China for E-Commerce Growth WSJ *
Online – Alibaba Faces Fresh Threat From Rivals WSJ *
Mobiles – China’s Moves Won’t Help US Tech Firms WSJ *
Mobiles – China turmoil rings alarm for smartphone makers FT *
Mobiles – China Slowdown’s Next Victim: Asian Parts Suppliers WSJ *
Oil – Prices Fall on Less Gas Demand, Growing Glut WSJ *
Oil – Exploration Companies Scramble to Cut Costs WSJ *
Oil – Companies Face Prospect of Lower Refining Profits WSJ *
Oil – Investors fear EU energy groups will slash dividends FT * * *
Oil – Crash creates opportunities for service industry deals FT *
Oil – US glut heads north as traders scramble for storage R *
Oil -‘Market loses faith in Saudi strategy’ R *
Oil – Drop Puts Spotlight on Saudi Arabia WSJ / B *
Oil – Price drop leads to renewed speculation on Saudi riyal FT * *
Oil – Iran’s output plans put focus on Opec strategy FT
Oil – ‘Lessons from the lost decade’ r *
Oil – China’s Giants Don’t Fit Into New World WSJ *
Oil – Why China’s Thirst Can’t Lift Prices WSJ *
Oil – China increasingly re-exporting its crude WSJ *
Oil – Eni discovers ‘supergiant’ gasfield near Egypt FT / WSJ *
Oil – Nostalgia lingers for when the UK was considered a power FT *
Oil – What $40 Level Means for the US Economy B * *
Ubers and cabs mostly serve same neighborhoods 538 *
