6 January 2015



Today’s Issue Cluster: Autos

Internet – Apps Everywhere, but Not a Link
Shale – Heavyweight Response to Local Fracking Bans
H3N2 – CDC: Flu continues to worsen, could peak this month


MAJOR DATA POINTS

China – Dec: HSBC services PMI at three-month high; 53.4 from 53.0 / R / WSJ / B / b *

EZ – Dec: Markit PMI missed an earlier flash reading; 51.4 was 51.7 / FT / AP / WSJ / B / R * *

US – Dec: ISM Service-Sector PMI Slows; 56.2 from 59.3 / R / AP / B / WSJ *

US – Dec: Markit services growth slowest since February; 53.3 was 53.6 / R *

US – Nov: New orders for durable goods fell; -0.9% was -0.7% / R *


MARKETS

Dollar – Surges to 11-Year High Against Biggest Rivals WSJ *

Dollar – Debt issues set to slow in 2015 FT *


ECONOMICS

World – Gauging growth in 2015 / e * *


POLITICS & FISCAL POLICY

Greece – France and Germany Push Athens on Bailout Commitments WSJ / FT / NYT / B *

Greece – Beware Euro Complacency on Grexit WSJ *


MONETARY POLICY



FINANCE



REAL ESTATE



SERVICES



MANUFACTURING

Autos – US: Sales Rose in December, Capping Strong Year WSJ / FT / NYT / B / R / AP / IBD *

Autos – US: BMW retakes luxury crown from Mercedes-Benz R *

Autos – US: Fog Shrouds Road Ahead for Car Market WSJ *

Autos – US: Recycling Twist Cuts Ford Truck Costs WSJ / WSJ

Autos – US: Cheaper fuel revives popularity of bigger vehicles FT * * *

Autos – US: UAW, Detroit Prep for Talks WSJ *

Autos – US: Soul-Searching After Tide of Recalls NYT

Autos – China: Six makers recall over 300k cars R

Autos – China: Sales Hit the Brakes WSJ / WSJ * *

Autos – China: Shenzhen to restrict new car sales FT / WSJ / X

Autos – China: Daimler has high hopes for joint venture with BAIC FT * * * *

Autos – China: Dealers Ask BMW to Hit Brakes on Sales Targets WSJ *

Autos – China: BMW offers dealers $820m to stave off potential revolt FT / WSJ / R / B *

Autos – China: SUV Boom Faces Growth Slowdown WSJ *

Autos – China: Detroit’s Road Narrows Ahead WSJ *

Autos – India: Market Beginning to Recover WSJ

Autos – EU: Efficiency is as much about trickery as technology E *

Autos – Russia: Trying to Save Punch Line of a Car NYT

Autos – EMs: Woes hit makers N*

Autos – Mexico: Makers in Churn Out Record Output WSJ

Autos – VW: Strains to Keep Foot on the Gas WSJ * *

Autos – Hyundai: Weaker yen batters sales in key US market N *

Autos – Electrics: Why they may be much dirtier than a petrol one E *


TECH

Internet – Apps Everywhere, but Not a Link NYT *

Internet – There’s an app for that E * * * *


TRADE & TRANSPORTATION



COMMODITIES

Rare Earths – China Ends Export Quotas WSJ / FT / AP *


ENERGY & ENVIRONMENT

Shale – Oil drop hits Bakken as Continental cuts FT / B

Shale – Good Times Run Out for Sand Producers WSJ *

Shale – NY to ban fracking FT / AP / WSJ / NYT *

Shale – Heavyweight Response to Local Fracking Bans NYT

Shale – Fracking in Nearby States Benefits New York WSJ *


LABOR & EDUCATION

World – ILO warns on stagnant wages FT * *


HEALTH

H3N2 – CDC: Flu continues to worsen, could peak this month AP / R / wapo *


ENDNOTE

The Year In News, Graphed bp *


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