4 August 2015



Today’s Issue Cluster: Autos

Coal – ‘Mine Worth $624m Three Years Ago; Now Sold for $1?
Uruguay – Tries to hang on to its buzz
Ship – China’s Economy Adds New Threat to Container Demand


MAJOR DATA POINTS

Japan – Jun: JCER GDP shrank; -0.1% / N *

EZ – Jun: Industrial producer prices fall; -0.1%; -2.2% yr / EU *

US – Jun: Factory orders advance; +1.8% from -1.1% / R / AP


MARKETS

EMs – Redrawing the world map FT * * *


ECONOMICS

LatAm – An emerging or submerging market? FT * * *

Brazil – Engine trouble FT * * *

Brazil – Now the sick man of emerging markets FT * * *

Brazil – Households struggling to meet debt payments FT *

Mexico – Sees poverty climb despite rise in incomes FT * * *

Chile – With Copper Boom Slowing, Real Estate Firms Get Creative WSJ / WSJ

Uruguay – Tries to hang on to its buzz FT * *


POLITICS & FISCAL POLICY



MONETARY POLICY



FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING

Autos – US: Sales strong on SUV, luxury demand AP / WSJ / B / NYT *

Autos – US: Higher Spending Should Drive Up Margins WSJ *

Autos – US: Average vehicle age hits record 11.5 years AP

Autos – US: GM, Ford, Flourish Out of the Limelight WSJ / WSJ / FT *

Autos – US: Makers Double Down on Pricey Pickups WSJ *

Autos – US: Regulators Vow to Continue Safety Crackdown WSJ *

Autos – Mexico: Sales Rebound as Used-Cars From US Dwindle WSJ / NYT

Autos – UK: Signs of clouds over Europe’s hottest car market FT *

Autos – Germany: Carmakers raise fears over Brexit FT *

Autos – China: Sales fall amid stock market turmoil FT / WSJ *

Autos – China: Market braces for abnormal era of flat sales FT / AP * *

Autos – China: Sputtering Sales Could Stall European Rally WSJ * *

Autos – Indonesia: Carmakers braced for more pain FT * *

Autos – Japan: Volkswagen working hard to retain top import spot N *

Autos – Iran: Peugeot targets post-sanctions industrial recovery FT *

Autos – VW: Nudges past Toyota for first half worldwide sales FT *

Autos – GM: To put $5b into emerging market car FT / WSJ

Autos – GM: Plows $1b into India to reverse sales decline FT / WSJ *

Autos – Ford: Trucks drive best quarterly results since 2000 FT *

Autos – Tesla: ‘Needs to get its new model to market quickly’ FT *

Autos – Hyundai: Loses Traction in Fight to Lift Profit WSJ *

Autos – Hyundai: Offers $230m olive branch as slump continues FT * *

Autos – Honda: New CEO Shifts Focus to Technology WSJ *


TECH



TRADE & TRANSPORTATION

Ship – China’s Economy Adds New Threat to Container Demand WSJ

Ship – Supersized Cargo Skips Small Ports WSJ *


COMMODITIES

Potash – Legacy behind PotashCorp’s drive for K+S FT / G&M / R / FT * * *

Potash – Stakes are high in global pursuit FT *


ENERGY & ENVIRONMENT

Coal – Obama mandates a shift to renewable energy R *

Coal – Left Fighting Over America’s Last Plants as Rules Mount B *

Coal – ‘Mine Worth $624m Three Years Ago; Now Sold for $1’ B *

Coal – Who’s to Blame for America’s Met Bust? For One, the Aussies B * * *

Coal – US Proposes New Rules to Protect Streams NYT

Coal – US Miners Pressed on Cleanup Costs WSJ

Coal – US Miners Struggle to Survive NYT

Coal – Bonding needs may accelerate crunch b *

Coal – Becoming less deadly to extract in China E *


HEALTH



ENDNOTE

New words spreading: Unbothered q *


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