Today’s Issue Cluster: US Labor & Monetary Policy
Chips – Makers look to autos for demand, deals and disruption
Ship – The Greek Myth
Oil – Opec Unshackled From Quota Could Add Millions of Barrels
Germany – Oct: Industrial production edges up; +0.2% from -1.1% / AP
SK – A Disappointing Exports Story B *
SK – Weak demand adds to manufacturing woes N *
SK – Workaholic Koreans to take more time off FT
Fed – Rate ‘Liftoff’ Will Lack Thrust WSJ *
Fed – Plan for Gradual Rate Rises Questioned Amid Jobs Surge B / NYT *
Fed – Data set stage for rate hike this year, economic growth next year WSJ / R *
US – Feds Win Fight Over Risky-Looking Loans WSJ *
US – Bailout uncertainty for big groups has benefited smaller lenders FT *
US – Employers Added 211k Jobs WSJ *
US – Unemployment rate has been surprising experts / bi *
US – Will the Jobs Boom End Too Soon? BW
US – Companies start to sound the wage pressures alarm R
US – RI unemployment rate declines by 1.7% in past year / BLS *
Chips – Makers look to autos for demand, deals and disruption R
Chips – China to intensify sector’s record M&A run R
Chips – Taiwan’s makers push for China thaw FT * * *
Chips – Wave Of Megamergers Preps Semiconductor Makers For IoT IBD
Ship – New Container Rule Riles Exporters WSJ
Ship – Container lines seek solace in greater scale FT * * *
Ship – Industry shakeout hits Asian shores N * * *
Ship – Nicaragua’s $50b canal plan delayed FT
Grain – Strong Dollar Shreds Wheat Exports WSJ *
Grain – US farmers turn to storage as prices sag FT * * *
Grain – Currency swings cloud agriculture price drop FT *
Oil – Opec fails to agree after Iran pledges output boost R / AP / B *
Oil – Meeting Ends With No Cuts WSJ / FT / B / R *
Oil – Keeps Falling, Nobody Is Blinking WSJ / B *
Oil – Opec Unshackled From Quota Could Add Millions of Barrels B *
Oil – Below the break-even rate for all Opec countries / b *
Oil – CIBC: Glut Might Be Cured Faster Than You Think B *
Pharma – Rising Costs to Be in Focus at Congressional Hearing WSJ / FT *
Pharma – China: Bribery and flawed system dash hopes FT * *
Pharma – Cost of Skin Drugs Rising Rapidly WSJ *
Pharma – Why the US Pays More WSJ *
“ECB leaves rates unchanged in shock decision” FT / bi *
