Today’s Issue Cluster: China
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US – Week: Jobless Claims Fall; -14k to 289k / WSJ / R / B / AP *
Currencies – A critical autumn nears for EMs FT * *
Currencies – Dollar’s Rally Picks Up Steam WSJ *
Currencies – Hong Kong Ramps Up Intervention to Curb Local Currency WSJ *
Currencies – Hong Kong Dollar Signals A-Share Rally B *
China – Yuan Gap Evaporates as PBOC Cuts Interventions B *
China – Yuan Rising as Economy Shows Signs of Improvement WSJ / WSJ *
China – Risk-averse Beijing seen pushing back plans to free yuan R *
China – Winners and losers in the great rebalancing E *
China – Debt tops 250% of national income FT / B *
China – Internet sector to get bigger q * *
China – Select Economies 20% or more Dependent for Exports / b *
China – Stimulus – 2014 vs 2008 / b *
China – Says can build what it wants on S.China Sea isles R *
China – Expands Offshore Oil Fleet for Contested Waters WSJ *
China – Keeps fishing fleet connected in disputed waters R *
China – Japan condemns ‘dangerous’ acts in defence white paper FT / WSJ / AP *
Ukraine – Russia to block US & EU agricultural imports WSJ / FT / NYT / AP / B / wsj *
Ukraine – Russia Retaliation Inflicts Worst Euro-Area Scars on Finland B / R / b * *
Ukraine – Moscow kickback set to squeeze western airlines FT *
PBOC – Wades Into Fiscal Waters as China Boosts Stimulus B / WSJ / B
China – Overseas Borrowing Exposes to US Interest Rate Rises WSJ *
China – Is Shadow Loan Problem Not That Dark? IBD *
China – Sweetens Stimulus With Teaspoon of Reform WSJ *
China – Too big to fail banks b *
China – Average Housing Prices Fall for Third Straight Month WSJ
China – Home Glut May Worsen as Developers Avoid Price Drop B
China – ‘Downward pressure from the housing sector will be immense’ ft **
China – Investors Bet on Large Property Developers WSJ *
China – Skyscraper Mania as Ambitions Trump Economy B
China – Property Cooling Prompts Revival of Builder Bonds B
China – Investors Stung by Losses After Exiting Struggling Property Fund WSJ
China – ‘Property Market Is No Bubble’ wsj *
TVs – Hisense Takes Aim at Sony BW *
Coal – Beijing will ban construction of new power plants R / ABC *
Coal – Gore: ‘Strong economic case for divestment’ FT
China – Jobless Rate Is 5.1%. Or Maybe It’s 4.1%. B
China – Beijing Has Top-Secret View of Employment WSJ *
China – Strikes have officials looking to robots N *
Demog – China: More Girls Are on the Way BW *
China vs. US Favorability Across the World; Beijing Wins Middle East pew *
