6 May 2016



Today’s Issue Cluster: China

China – Lending Inflates Real Estate, Stocks, Even Egg Futures
Gaming – Macau Casino Revenue Drops Less Than Estimated
China – Great Commodity Bubble Loses Air Before It Can Burst


MAJOR DATA POINTS

US – Apr: Jobs report disappoints; +160k from +208k / FT / WSJ / NYT / R / B *


MARKETS

China – The $571b Debt Wall That Points to More Defaults B *

China – The credit boom is not reaching the real economy ft *

China – Unpaid bills add to debt problems FT *

China – Debt load reaches record high as risk to economy mounts FT / R *

China – Fizz goes flat, even with far bigger credit stimuli FT

China – Worries mount over bond market FT *

China – Bond market is on edge FT *

China – Bondholders Lose Their Beijing-Bailout Confidence WSJ *

China – Struggling to unleash the power of stocks and bonds E *


ECONOMICS

China – Despite slowdown, consumption is resilient E *

China – Provincial Growth Rates Are Splintering B *


POLITICS & FISCAL POLICY

China – Crackdown on data sales opens gaps in economic statistics FT

China – Presses Economists to Brighten Their Outlooks WSJ *

China – Power to the party E *


MONETARY POLICY



FINANCE

China – Lending Inflates Real Estate, Stocks, Even Egg Futures NYT

China – Banks disguise risky loans as ‘investments’ FT

China – Banks must brace for trouble E *

China – Big but brittle E *

China – Big Banks Aren’t Looking So Large WSJ

China – Banking Sector 367% of GDP *

China – ‘The coming bank bailout’ B *

China – Shadow banks: High-risk alternative E *

China – Tencent backs down in mobile payments war with Alibaba FT * *


REAL ESTATE

China – Homeowners Live in Legal Limbo WSJ / FT *

China – Total debt for property developers soars *


LABOR & EDUCATION



SERVICES

Gaming – Don’t Go Putting Chips on Macau WSJ *

Gaming – Macau Shares of casino operators have risen 30% WSJ *

Gaming – Macau Casino Revenue Drops Less Than Estimated B *

Gaming – Meadowlands Casino Plan Advances WSJ

Gaming – Atlantic City on the verge of running out of cash E / WSJ * *


MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES

China – Iron ore sinks below $60 as frenzy cools FT *

China – Great Commodity Bubble Loses Air Before It Can Burst B * *

China – Steel Makers Undercut Rivals as Economy Slows NYT


ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

Most popular female names by country *
Most popular male names by country *


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