6 November 2015



Today’s Issue Cluster: Metals

TPP – Canada: Dairy farmers face flood of imports
AGOA – US threatens to suspend South Africa trade privileges
Power – Lights Out in Britain for the Coal Industry


MAJOR DATA POINTS

Germany – Sep: Industrial Output Drops Amid China Risks; -1.1% from -0.6% / B

US – Oct: Payrolls Climb Most This Year; +271k from +142k / B / NYT / FT / R / b *


MARKETS

Euro – Summer Rebound Fizzles Out WSJ *


ECONOMICS

EU – Nudges Up Growth Forecasts for 2015 WSJ / FT *

EU – Navigating negative rates B *

EU – Italy Turning the Corner WSJ *


POLITICS & FISCAL POLICY

US – Obama to Reject Keystone WSJ

US – Canadian Crude Still Flows WSJ *


MONETARY POLICY

ECB – Negative rates considered to have further to fall FT * * *


FINANCE

Greece – Bank Nightmare Isn’t So Scary WSJ *


REAL ESTATE

Sweden – House prices continue to soar, to regulators’ despair E *


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION

TPP – Agreement Terms Herald Public Battle WSJ / NYT / FT / AFP *

TPP – Includes currency vow FT / WSJ / B / N

TPP – Takes aim at Chinese hacking FT

TPP – Bank Provisions Draw Fire WSJ

TPP – Canada: Dairy farmers face flood of imports G&M / CBC / FP / FP / FP

TPP – Could be sticky for Quebec’s maple syrup producers FP * *

TPP – Divides auto parts industry CBC

TPP – Japan to accept some US auto safety standards N / N

TTIP – US wary of EU proposal for investment court in trade pact R

AGOA – US threatens to suspend South Africa trade privileges FT *


COMMODITIES

Steel – China Says Demand Slumping at Unprecedented Speed B *

Steel – Is This a Tell on the State of China WSJ * *

Steel – China excess slams brakes on Japanese N *

Steel – US Sets New Duties on China WSJ

Steel – Tata warns of further cuts in UK operations FT

Aluminum – US industry fights for its life FT / R *

Aluminum – China supply adds to US tensions FT

Copper – Stronger Chinese demand could be short-lived R *

Zinc – Miners fail to follow Glencore output cuts; price slides R *

Gold – China’s investment at risk as Beijing frees yuan R *

Miners – Small Asian Companies Struggle for Funding WSJ *


ENERGY & ENVIRONMENT

Power – Lights Out in Britain for the Coal Industry NYT

Power – UK’s high-wire act on supplies laid bare FT / FT

Power – As Conservation Cuts Electricity Use, Utilities Turn to Fees WSJ *

Power – Nuclear emits no greenhouse gases, yet it is struggling E * * *


HEALTH



ENDNOTE

The evolution of American energy consumption since 1776 bi *


Comments are closed.