6 October 2015



Today’s Issue Cluster: Ads

Autos – VW: Quantifying a backlash for the German economy
NatGas – Tops coal as the US’s No. 1 power fuel
Pharma – First Gene Therapy Closes In On Approval in US


MAJOR DATA POINTS

Germany – Aug: Factory Orders Unexpectedly Fall; -1.8% from -2.2% / B / AFP *

US – Aug: Trade Gap Widens Sharply; -$48.3b from -$41.8b / WSJ / B / R


MARKETS

UK – Lloyds share sale pits retail investors against big institutions FT *


ECONOMICS

Ukraine – Kiev fears default as MPs prepare to vote on debt restructuring FT * *

Ukraine – The patient awakes e *


POLITICS & FISCAL POLICY

Portugal – PM defies the austerity curse FT *


MONETARY POLICY

World – A Core Tenet of How Central Bank Stimulus Supports Growth Doesn’t Fit the Data B * *


FINANCE

EU – Banks chiefs claim tougher ECB rules give advantage to US rivals FT

UK – End in sight to costliest ever financial scandal FT * * *

UK – A time limit on PPI claims is good news for bank dividends FT *


REAL ESTATE

UK – Mortgage data fuel signs of warming property market FT *

UK – Housebuilders muscle into top tier FT * *

UK – A booming market that could do with a crash E * *


LABOR & EDUCATION



SERVICES

Ads – Blocking unleashes anxiety across industry FT * * *

Ads – Apple approves first blocker that works within mobile apps FT

Ads – Publishers Worry That Native Ads Are Vulnerable to Blocking WSJ

Ads – Putting Mobile Blockers to the Test NYT / G&M *

Ads – Digicel first mobile group to block ads in battle against Google FT

Ads – Publishers That Say No to Automated Sales WSJ *


MANUFACTURING

Autos – VW: Former Chairman Piëch regains influence WSJ *

Autos – VW: Quantifying a backlash for the German economy B *


TECH



TRADE & TRANSPORTATION

TPP – Some US Industries Seen as Winners WSJ / B / NYT *

TPP – Pact hinges on domestic approval by six members N / N / B

TPP – Accord Is ‘Terrible Deal,’ Trump Says B / CNN

TPP – Sanders blasts ‘disastrous’ Obama trade deal Hill

TTIP – TPP lifts hopes for US-EU trade pact FT


COMMODITIES



ENERGY & ENVIRONMENT

NatGas – China’s Slowing Demand Burns Gas Giants WSJ *

NatGas – LNG importers gaining price leverage N *

NatGas – In New England, Shale Gas Is Hard to Get WSJ *

NatGas – US production reached a new all-time record high in July / cd *

NatGas – Tops coal as the US’s No. 1 power fuel G&M *


HEALTH

Pharma – First Gene Therapy Closes In On Approval in US NYT

Pharma – Price Increases Drive Revenue WSJ * *


ENDNOTE

The London Underground Rent Map thrillist *


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