5 November 2015



Today’s Issue Cluster: Oil

Bonds – Yields Buoyed Around Globe as Fed Rate-Boost Odds Beat 50%
US – The South Rises: Regional Banks Gain; Giants Struggle
Cybersecurity – Pentagon Farmed Out Its Coding to Russia


MAJOR DATA POINTS

Germany – Sep: Factory orders drop 3rd month; -1.7% from -1.8% / AP / AFP / B *

US – Q3: Productivity Rises at Modest Rate; +1.6% from +3.5% / WSJ / R / AP / B

US – Week: Jobless claims post largest increase since February; +16k to 276k / R / WSJ / AP / B


MARKETS

Bonds – Yields Buoyed Around Globe as Fed Rate-Boost Odds Beat 50% B *

Bonds – Munis Shine in Bleak Landscape WSJ * *

Bonds – US Corporate Market Booms WSJ *


ECONOMICS



POLITICS & FISCAL POLICY



MONETARY POLICY

Fed – Yellen Signals December Increase NYT / FT / WSJ / AP / R / B


FINANCE

US – The South Rises: Regional Banks Gain; Giants Struggle IBD

Germany – Battered Regional Lenders Tiptoe Back Into Risk WSJ


REAL ESTATE



LABOR & EDUCATION

HigherEd – Shrinking Financial Aid Curbs Tuition Increases WSJ

HigherEd – Liberal Arts Students Earn Less WSJ *


SERVICES

Media – Axel Springer sees early success in countering adblockers R / FT

Media – UK’s biggest-selling newspaper to take down paywall R / FT


MANUFACTURING



TECH

Cybersecurity – US Detects Flurry of Iranian Hacking WSJ

Cybersecurity – Pentagon Farmed Out Its Coding to Russia DB

Cybersecurity – Businesses braced for bout of regulation FT * *

Cybersecurity – Senate Passes Legislation WSJ / FT

Cybersecurity – Old Internet Flaw Causes New Problems WSJ *

Cybersecurity – US Firms Fight Global Deal WSJ


TRADE & TRANSPORTATION

Ship – Glut of container capacity torpedoes shipping fees N

Ship – Maersk to Cut 4k Jobs as Market Deteriorates WSJ *


COMMODITIES



ENERGY & ENVIRONMENT

Oil – Gasoline Could Be Even Cheaper WSJ *

Oil – Will Struggle to Break Past $60 in 2016 WSJ *

Oil – Producers Curb Megaproject Ambitions to Focus on US Shale B

Oil – In West Texas, Drillers Keep Pumping WSJ / WSJ *

Oil – Shell Has Biggest Loss in More Than a Decade B / FT / ft * * *

Oil – Brazil strike cuts output up to 13% R

Oil – Pakistani broker fuels Iraqi Kurdistan exports FT * *

Oil – Don’t Look to China for Rebound WSJ *


HEALTH



ENDNOTE

Location of world’s best universities motw *


Comments are closed.