31 December 2015



Today’s Issue Cluster: UK Real Estate

Ireland – Rovers are tempted to return home
Russia – Putin Gets Tough Grades for Managing Russia’s Economy
EU – Banks left behind


MAJOR DATA POINTS

US – Week: Jobless claims rise sharply during holidays; +20k to 287k / R / B


MARKETS

Currencies – Euro’s Path Is Now in Fed’s Hands WSJ / WSJ *


ECONOMICS

EU – Economists warn of threat from higher US rates FT * *

EU – GDP Growth forecast 2015 eu *

Ireland – Rovers are tempted to return home FT * *


POLITICS & FISCAL POLICY

Russia – Rouble slides amid fears for economy FT * *

Russia – Putin Gets Tough Grades for Managing Russia’s Economy B *

Ukraine – Still hoping for change FT * *


MONETARY POLICY

ECB – Draghi committed to further stimulus if needed FT *

ECB – Economists sceptical of more asset purchases in 2016 FT * *


FINANCE

EU – Banks left behind FT


REAL ESTATE

UK – House price growth gathers pace in October FT

UK – Home-Price Growth Slows to Five-Month Low in November B *

UK – London Faces Housing Bubble Risk, UBS Says B *

UK – Asian and Russian buyers desert prime London market WSJ / FT

UK – Record house prices spur Londoners to sell up and go FT *

UK – East of England fuels house prices as buyers look beyond London FT *

UK – House prices are in perma-boom FT / FT *

UK – Biggest housebuilders slow home construction FT *

UK – Thousands of London flats to come back on the market G

UK – Landlords attack conversion of London offices to homes FT

UK – Commercial property investment has peaked, says CBRE FT


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION

Pipeline – Tusk joins Italian premier in attacking Berlin FT / WSJ / WSJ *


COMMODITIES



ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

How tomb for architect’s wife inspired the red telephone box G *


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