5 August 2016



Today’s Issue Cluster: Tech



MAJOR DATA POINTS

Indonesia – Q2: Economic Growth Accelerates; +5.18% from +4.92% / WSJ

Germany – Jun: Manufacturing Orders Sluggish; -0.4% from +0.1% / WSJ / FT

US – Jul: Adds Jobs; +255k from +292k / WSJ / FT / NYT / R / B

US – Jun: Trade Gap Widened 8.7%; Imports +1.9%, Exports +0.3% / WSJ / R


MARKETS

Brazil – Runs Rings Around Other Markets WSJ *


ECONOMICS

Brazil – Economic Gloom Shows Signs of Lightening WSJ *


POLITICS & FISCAL POLICY

Venezuela – Crunch time for attempt to oust Maduro FT / FT

Venezuela – Maduro’s Threats Fail to Stop Companies From Exiting B *

Cuba – Venezuela’s economic woes send a chill over closest ally FT


MONETARY POLICY

World – Hiking rates is mostly a (Latin) American thing jb *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Sector – Four days that shook the digital ad world FT * *

Sector – Profits Fueled by Mobile, Cloud WSJ *

Sector – Tech Stocks’ New Attraction: Dividends WSJ *

Sector – Tech Dominating the Stock Market as Never Before / slate / FT *

Cloud – US Firms Dominate in Western Europe WSJ *

Amazon – Posts Another Blockbuster Profit WSJ / NYT / B / FT *

Facebook – Growth Tops Estimates B / WSJ / FT / NYT * *

Facebook – Surges on mobile ads boon FT / WSJ *

Twitter – Disappointing earnings revive speculation R / WSJ / FT / WSJ *

Apple – Embrace by Bond Market Prompts Calls for Sanity Check B *

Apple – Android Handset Makers Advance WSJ *

Apple – Passes ‘low point’ on iPhone sales FT / R / WSJ * *

Apple – Investors take a longer-term view FT * *

Apple – Hard-Charging Tactics Hurt TV Expansion WSJ * *

Google – Could Put Pay-TV in a Box WSJ *

Google – Boosted by mobile advertising FT / WSJ / NYT * *

Google – EU Files Additional Formal Charges WSJ *

Yahoo – Unites with AOL as digital ‘third force’ FT * *

Yahoo – With Verizon’s Backing, Longtime Suitor Gets His Prize B *

Yahoo – Rise and Fall / vc *

Baidu – Stumbles Raise Doubts About Its Future R / WSJ / FT *

China – The Humbling of American Tech Giants B

China – Is the Cutting Edge in Mobile Tech NYT

China – Investors bet it can play tech catch-up with US FT


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

Buildings that Resemble the Things They Sell ha
Longaberger Company Headquarters; Newark, OH
*
National Fisheries Development Board Building; Hyderabad, India
*
Capitol Records Building; LA, CA
*
United Equipment Office; Turlock, CA
*


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