Today’s Issue Cluster: Emerging Markets
EZ – Dec: Retail sales in unexpectedly big slide; -1.6% from +0.9% / AP
UK – Jan: Markit Services Growth Unexpectedly Slows on Wet Weather; 58.3 from 58.8 / R / B
South Africa – Jan: HSBC PMI lower; 50.3 from 50.5 / R
Indonesia – Q4: Growth helps reassure jittery investors; +5.72% yr, -1.42% qtr / FT / WSJ / B / NYT *
US – Jan: ADP Companies Add Fewer Workers Than Forecast; +175k from +227k / WSJ / AP / R / B *
US – Jan: ISM Non-Manufacturing Index Rose; 54 from 53 / R / B / WSJ / AP *
US – Dec: CoreLogic House Prices Down; -01%, +11% yr / cr *
US – Week: MBA Mortgage Applications Increase Slightly; +0.4% / cr *
EMs – S&P Pushes Puerto Rico Rating Into Junk Territory WSJ / FT / R / AP / B *
EMs – Brazil trade deficit: wrong kind of improvement ft * *
EMs – Turnabout on Global Outlook Darkens Investor Mood WSJ *
EMs – Turmoil raises fears of contagion FT / AP *
EMs – Have outflows only just begun? ft / ft / wsj * * * *
EMs – Post-panic paranoia plotted ft / ft * * *
EMs – Haven hunt turns up few bargains FT *
EMs – Asia Rapid Growth Comes at a Cost wsj *
EMs – Asia PMIs: not great, even when they are good ft *
EMs – World PMIs / *
EMs – Currency Collapse / q * *
EMs – Asia Currencies Reshape Business WSJ *
Euro – May Be Resurfacing as a Safe Haven WSJ / WSJ * *
EMs – Central bankers: guiders, reactors and mavericks / Rft *
Russia – A president in deepening trouble E * *
Russia – Red Alert on Rouble Is Premature WSJ *
Turkey – How safe are banks, really? ft *
US – Small Banks Face TARP Hit WSJ *
US – CBO expects deficit to fall, then rise FT / WSJ *
Media – Hollywood Hired Hands See Greener Pastures Outside California WSJ * *
Media – A dearth of 3D movies could hurt the cinema industry this year q *
PCs – Lenovo shares dive on Sony Vaio buy report R / R / WSJ / FT / R *
Microsoft – Banks on the cloud under Nadella FT / FT / WSJ * *
Steel – Scrapyards in US Feel Effects of Turkey’s Tarnished Economy WSJ *
NatGas – Continues Skyward Surge WSJ
NatGas – Supply test looms R
NatGas – Big Rigs Leading Switch IBD *
Migrants – A prosperous Germany worries about the costs FT *
Migrants – Arrival Worries German Town WSJ *
Migrants – Brussels Warns Germany against Populism S * *
Migrants – Expats in Crosshairs as Swiss Vote on Immigration Limits B
Migrants – Flow of Unaccompanied Minors Tests US Immigration Agencies WSJ *
Insurance – Health-Care Law Expected to Take Greater Toll on Workforce WSJ / NYT / AP / R / B / WaPo * *
Insurance – Exchanges See Little Progress on Uninsured WSJ
Why Hollywood Will Never Look the Same Again on Film: LEDs nfs * *
