Today’s Issue Cluster: China Real Estate
Ship – Industry sees an end to five-year downturn
NatGas – China: Transport fuels LNG growth
H10N8 – New fatal bird flu strain detected in China
Germany – 2013: Trade surplus hits record high; +€199b from +€190b / AP
Germany – Jan: Industrial Output Unexpectedly Fell; -0.6% from +2.4% / B
UK – Dec: Manufacturing picks up, though not as much as expected; +0.3% from -0.1% / R
Russia – Dec: Economy Stops Growing / WSJ
Australia – Jan: AiG construction shrinks after three months of growth; 48.2 from 50.8 / Aus
Brazil – Jan: Inflation Slower Than All Estimates; +0.55% from +0.92% / B
Canada – Jan: Jobless Rate Falls on Full-Time Work, 7.0% from 7.2% / G&M / CBC / R / B *
US – Jan: Payrolls Rise Less Than Forecast; +113k from +75k / AP / NYT / FT / WSJ / B *
US – Jan: Unemployment rate declined; 6.6% from 6.7% / R *
Norway – Cruise control FT * * * *
UK – Scots’ independence would make it harder for Labour to win FT / FT *
RBA – Raises GDP Growth, Inflation Forecasts on Weaker Aussie B / SMH / ABC / Aus / B * *
RBA – Shifting Export Dependencies (Japan+China>50%) / b *
EU – Investors put faith in bank revival FT *
EU – Banks Continue to Shed Unwanted Assets WSJ
EU – Banks Poised to Return to Acquisition Trail WSJ *
China – Savers’ Penchant for Property Magnifies Bust Danger B / q * *
China – Property bubble keeps on swelling even as economy slows N *
China – 42% of demand is from speculators says Gan Li b *
China – Leading Rise in Home Prices / b *
China – Brookfield Bets Big WSJ
China – Rushing for overseas properties CD / CD * * *
Retail – Chinese remain the biggest lux buyers e *
Retail – Stores feel the squeeze in America’s poverty economy FT *
Restaurants – Big Pizza Chains Use Web Ordering To Slice Out Bigger Market Share WSJ *
Planes – Airbus May Sell A380 Jet with New Engines WSJR
Planes – Boeing May Further Raise Production of 737 Jet WSJ / R / B
Planes – Makers look to ink Asia deals despite emerging market worries R
Sony – Sheds PCs as it warns on profits FT / FT / N * *
Panasonic – As TVs Lose Luster, Firm Pushes Lower-Key Products WSJ *
Electronics – Japan’s giants / r *
Ship – Industry sees an end to five-year downturn R *
Ship – Panama Canal Expansion Suspended WSJ / r *
NatGas – US: Hedge funds bet on shortage as cold boosts demand FT *
NatGas – Iran: Puts hope in South Pars development FT *
NatGas – China: Transport fuels LNG growth CD *
HigherEd – For-Profit College Probe Expands WSJ
HigherEd – Tuition Crunch Takes Big Toll WSJ *
HigherEd – Colleges Trim Staffing Bloat WSJ *
HigherEd – State Funding for Colleges Rebounds WSJ *
HigherEd – China parents count cost of overseas universities FT * * *
HigherEd – The Growth of College Grads in Dead-End Jobs a * *
H10N8 – New fatal bird flu strain detected in China FT / WSJ / wsj
H10N8 – Making sense of the strains q * *