4 February 2015



Today’s Issue Cluster: Autos

Theme Parks – For French investors, a Euro Disney nightmare
Pork – Over Beef in US for First Time Since 1952
Oil – OPEC leader: Could shoot to $200


MAJOR DATA POINTS

China – Jan: HSBC Services Lowest in 6 Months; 51.8 from 53.4 / WSJ *

EZ – Jan: Markit PMI at fastest rate in six months; 52.6 from 51.4 / R *

US – Jan: ISM service sector activity edges up; 56.7 from 56.5 / R / WSJ *

US – Jan: ADP private sector adds workers; +213k from +253k / R / B *


MARKETS



ECONOMICS

Japan – Abenomics Gets Boost From Rebound Signs WSJ *

Japan – 30% of companies expect double-digit profit growth N *


POLITICS & FISCAL POLICY

Greece – Leaders Meet With Skeptical Officials WSJ / R / NYT / FT *

Greece – Signals of Compromise Send Markets Soaring WSJ *

Greece – Outlines debt ‘menu’ in bid to win over skeptical EZ R / FT / B *

Greece – ECB resists latest Greek bailout plan FT / FT *

Greece – Who is Still Exposed? / nc *


MONETARY POLICY



FINANCE

China – Cuts Reserve Requirement Ratio WSJ / FT / NYT / R / AP / WSJ *


REAL ESTATE



SERVICES

Theme Parks – Wanda challenges Disney FT * * *

Theme Parks – Shanghai Disneyland Opening Pushed to First Half of 2016 WSJ

Theme Parks – For French investors, a Euro Disney nightmare R *


MANUFACTURING

Autos – US Sales Surged in January WSJ / FT / NYT / R / AP / B *

Autos – US: Obama tells Americans: Don’t buy a gas guzzler R

Autos – US: Clash Looms Over Fuel Economy Standard WSJ

Autos – US: Ford Can’t Make F-150 Fast Enough B / NYT / WSJ / R

Autos – US: Big Vehicles Put Makers in the Driver’s Seat WSJ / R / NYT *

Autos – US: The rise of fake engine noise WaPo

Autos – US: After a few good years carmakers face a rapid U-turn E *

Autos – US: Best-Selling Vehicles In 2014 statista *

Autos – China: Sales to Slow Further in 2015 FT / WSJ * *

Autos – China: Carmakers face fresh import threat FT / FT / FT

Autos – China: Dealers discover union power FT / B / BW

Autos – China: Ready for a used-car boom N *

Autos – China: Has More Space Than US For New Cars B *

Autos – India: Battle intensifies among Germany’s big 3 N *

Autos – Asean: Sluggish sales seen for 2015 N *

Autos – Asean: Indonesia set to take regional crown R *

Autos – Australia: Carmakers hit the skids FT *

Autos – Mexico: Sets Production Record, Aims for More WSJ

Autos – EU: Sales rise for first time in six years FT / WSJ / B / AFP

Autos – EU: Luxury market is doing well FT *

Autos – EU: Ford faces uphill struggle to turn round losses FT * *

Autos – Russia: Ford and GM reveal impact of downturn FT

Autos – Russia: Hyundai Motor sees currency risks persisting R *

Autos – Datsun: Sputters in Early Going WSJ *

Autos – Nissan: Redesigns Pickup to Challenge Detroit WSJ *

Autos – VW: Readies Plans for New SUVs WSJ *

Autos – Parts: Gas Prices, Longer-Lived Cars Lift Stocks IBD

Autos – Luxury: Sales Hit Record Levels in 2014 WSJ / R


TECH



TRADE & TRANSPORTATION



COMMODITIES

Pork – Over Beef in US for First Time Since 1952 B

Beef – USDA Shows First Increase in Size of US Cattle Herd in 8 Years WSJ


ENERGY & ENVIRONMENT

Oil – As Prices Climb, Some Harbor Doubts WSJ * *

Oil – BP chief warns of industry slump FT / WSJ * *

Oil – OPEC leader: Could shoot to $200 CNN *

Oil – China’s Energy Companies Tighten Their Belts as Prices Plunge WSJ *


LABOR & EDUCATION



HEALTH



ENDNOTE

Fox News Leans Democratic danfrank *


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