31 October 2014



Today’s Issue Cluster: Nuclear Power

Mobiles – Chinese phonemakers are preparing to take on the world
Gaming – Macau Gambling-Revenue Drop Divides Investors
Dairy – NZ Greens See Road to Ruin in Rivers of Milk


MAJOR DATA POINTS

Japan – Sep: Inflation Slows Again; 1.0% from 1.1% / WSJ / B *

EZ – Oct: Inflation edges up to dim chance of new ECB action; 0.4% from 0.3% / WSJ / NYT / R / AP / FT *

US – Sep: Consumer Spending Unexpectedly Drops; -0.2% from +0.5% / B / WSJ / R / AP *

US – Oct: UMich consumer sentiment at highest since July 2007; 86.9 from 84.6 / R / B *


MARKETS



ECONOMICS

US – Economy Grows at Steady Clip WSJ / FT *

US – Why Not to Get Too Excited About the Strong Third Quarter wsj / nyt / wapo *


POLITICS & FISCAL POLICY

Ukraine – Russia and Kiev reach gas deal FT / WSJ / NYT / R / RT

Ukraine – EU Projects Impact of Sanctions on Russian Economy WSJ / R

Ukraine – Russia Raises Interest Rates WSJ / FT / B / RT / B / AP / R

Ukraine – Hard choices facing the ruble’s defenders FT / B / WSJ * *

Ukraine – GDP Fell 5.1% in Third Quarter WSJ

Ukraine – A Border Takes Shape WSJ *


MONETARY POLICY

BOJ – Stuns investors by expanding monetary easing FT / WSJ / NYT / R / B * *

BOJ – Can Still Shock, but Can’t Save Japan Alone WSJ / B *


FINANCE

Mobile – Credit Cards Ride Wave of Electronic Payments WSJ / FT / WSJ *

Mobile – Wal-Mart and allies in face-off with Apple Pay R / WSJ / B


REAL ESTATE



SERVICES

Gaming – Macau Gambling-Revenue Drop Divides Investors WSJ *

Gaming – China anti-graft drive squeezes Wynn Resorts in Macau FT

Gaming – Macau Gamblers Find Best Odds with SJM WSJ *

Gaming – Japan lawmakers say open to limits on casinos R

Gaming – Casinos Put Up Hands for Sites Near Colleges WSJ

Gaming – Railroad Baron’s Heirs Fight NY Casinos B

Gaming – Massachusetts Reconsiders Bet on Legal Casinos WSJ


MANUFACTURING



TECH

Mobiles – Samsung, Apple Lose Ground to China Smartphone Makers WSJ / WSJ * *

Mobiles – Samsung’s Primacy Is Tested in China WSJ / FT * *

Mobiles – Lenovo Completes Motorola Acquisition WSJ

Mobiles – Chinese phonemakers are preparing to take on the world E *

Mobiles – Samsung’s China Problems Come to India BW *

Mobiles – Nokia hopes it is on cusp of its greatest transformation yet FT * *

Mobiles – Eating the World wsj * * * * * *


TRADE & TRANSPORTATION



COMMODITIES

Dairy – NZ Greens See Road to Ruin in Rivers of Milk B / FT

Dairy – Europe jostles for China foothold ahead of milk flood FT * *

Dairy – Crackdown on Raw-Milk Machines Steams Fans in Europe WSJ


ENERGY & ENVIRONMENT

Nuclear – Japan: 2 more reactors take step toward restarting N

Nuclear – Japan: Power switch weighs on Abe FT * * * *

Nuclear – Japan: Renewable energy curb could spark nuclear restart FT / NYT / B

Nuclear – China: Risky Renaissance WSJ *

Nuclear – US: Power Plants Seek to Extend Life of Reactors for Decades NYT *

Nuclear – EM: Plants Defy Japan Concern B

Nuclear – Fusion: Lockheed says makes breakthrough R / B / WaPo


LABOR & EDUCATION

HigherEd – For-Profit College Rules Not as Tough as Proposed WSJ

HigherEd – California Cracks Down on University of Phoenix’s Veteran Enrollments WSJ / B / WSJ *


HEALTH



ENDNOTE

The names Americans have given the night before Halloween q *


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