6 August 2015



Today’s Issue Cluster: Oil

Fed – The Odds of a September Rate Hike Have Risen
Online – TV’s Death is Greatly Exaggerated
Health – Do Fitter Economic States Produce Fitter Residents?


MAJOR DATA POINTS

Germany – Jun: Factory orders rise despite Greece, China effects; +2.0% from -0.2% / AFP / WSJ

US – Jobless Claims Rise; +3k to 270k / WSJ / R / B / AP


MARKETS

Bonds – Debt markets: After the binge FT *

Bonds – Market Is Skeptical of Rate Hikes WSJ *

Bonds – Uncowed Treasury Buyers Can’t Get Enough B *

Bonds – Sovereigns: playing the long game FT *


ECONOMICS



POLITICS & FISCAL POLICY



MONETARY POLICY

Fed – Rate rise hawks and doves fan timing debate FT

Fed – ‘Nearly balanced’ language no bar to September rate rise R *

Fed – Odds narrow for September rate rise FT *

Fed – The Odds of a September Rate Hike Have Risen B *

Fed – Tummy tucks tick up on Yellen’s waggish rates dashboard R *


FINANCE



REAL ESTATE



LABOR & EDUCATION

HigherEd – Programs aim at graduates’ future earnings WSJ *

HigherEd – Federal Aid’s Role in Driving Up Tuitions Gains Credence WSJ *

HigherEd – Japan Rethinks Sector in Skills Push WSJ *


SERVICES

Online – Cord-Cutting Weighs on Pay TV WSJ / FT / NYT *

Online – TV’s Death is Greatly Exaggerated wsj *


MANUFACTURING



TECH

Silicon Valley – What a PErformance e *

Silicon Valley – Tech Firms Beware: Don’t Disappoint Investors WSJ *


TRADE & TRANSPORTATION

Ship – Egypt opens Suez Canal expansion WSJ / FT / AP / R / B / NYT *

Ship – Suez Canal Expansion Expectations Overblown, Analysts Say WSJ *


COMMODITIES

Silver – Futures contract has declined 27% WSJ * *

Aluminum – China’s Producers Stare Down Price Plunge WSJ *

Molybdenum – Minor Metal Is Major Headache for Investors WSJ *


ENERGY & ENVIRONMENT

Oil – Autumn demand lull to put more pressure FT *

Oil – US reports conflict on whether production is rising or falling WSJ *

Oil – ‘Losers are producers outside ME and North America’ r *

Oil – Pain Worsens for Giants Exxon and Chevron WSJ *

Oil – Some Smaller US Drillers Faring Well WSJ *

Oil – Debt Deals Sting Investors WSJ *

Oil – Russian producers gain ground in Asia N *


HEALTH

Health – Do Fitter Economic States Produce Fitter Residents? B * *

Health – Americans Eating Less NYT * *

Health – Sugar & Fat Consumption / wapo *


ENDNOTE

Which Grad Students Borrow The Most? npr *


Comments are closed.