7 November 2014



Today’s Issue Cluster: Soda Tax

Ship – Uncertainties Surround Nicaragua’s New Waterway Project
Salmon – Farms in Chile and Norway are unlikely to keep up with global demand
Oil – World’s 1st gas-to-gasoline plant in Turkmenistan


MAJOR DATA POINTS

Germany Sep: Industrial Production Rises Less Than Forecast; +1.4% from -3.1% / B / WSJ / FT * *

US – Oct: Adds Jobs, Unemployment Falls to 5.8%; +214k from +256k / WSJ / B / AP / FT / NYT / R * *


MARKETS



ECONOMICS

World – OECD sees gradual US-led recovery despite EZ weakness R / FT * *


POLITICS & FISCAL POLICY



MONETARY POLICY

BOJ – Downgrades outlook for economy FT / WSJ / B / B

BOJ – Governor Defends Aggressive Approach WSJ

BOJ – Majority Said to Favor Ditching 2-Year Price Timeline B

BOJ – ‘Bond vault is starting to resemble a black hole’ r *


FINANCE

Japan – BOJ ‘Bazooka’ Could Squeeze Bank Profits WSJ *

Japan – Banks: playing patience FT *


REAL ESTATE

World – The global cities that make New York housing look affordable wapo *


SERVICES

F&B – Berkeley breaks through on soda tax WSJ / WSJ *

F&B – Stevia adds spice to sugar ‘fat’ debate FT * *

F&B – Orange Juice Searches for a Fresher Image WSJ *

F&B – As Sales Flag Abroad, Coke Refocuses on Home Turf WSJ *

F&B – More Cola Than Juice: America’s Favorite Beverages 538 * * *


MANUFACTURING



TECH

Streaming – Disney Is Cool to Cable Unbundling WSJ

Streaming – Pay-TV ‘Cord Cutting’ Accelerates WSJ *

Streaming – Replacing TV in China CD *

Streaming – More Americans subscribe to cable internet than cable TV q *


TRADE & TRANSPORTATION

Ship – West Coast Port Delays Weigh on Retailers WSJ

Ship – Regulators Go Full Speed Ahead on Emissions Controls WSJ

Ship – Uncertainties Surround Nicaragua’s New Waterway Project S *


COMMODITIES

Beef – Cow Prices Jump Over the Moon WSJ * *

Beef – In New Zealand, Higher Prices Loom WSJ *

Salmon – Farms in Chile and Norway are unlikely to keep up with global demand B

Meat – Companies Go Antibiotics-Free as More Consumers Demand It WSJ *


ENERGY & ENVIRONMENT

Oil – OPEC Output Expected to Decline More Than Expected WSJ

Oil – Rough Ride Returns for Investors WSJ * *

Oil – ‘Saudi Arabia Won’t Win This Standoff’ bi *

Oil – Drillers Cut Expansion Plans as Prices Drop WSJ

Oil – Down 30% at four-year lows / r *

Oil – World’s 1st gas-to-gasoline plant in Turkmenistan N *


LABOR & EDUCATION



HEALTH



ENDNOTE

‘Folks-O-Meter’ peaks during elections zh *


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