8 May 2014



Today’s Issue Cluster: UK Real Estate

Lux – North America May Not Have Overtaken China After All
EU – UK anger over ‘secret’ financial transaction tax plan
Ukraine – Putin’s ‘Human Rights Council’ Accidentally Posts Real Crimean Election Results forbes


MAJOR DATA POINTS

China – Apr: Exports Unexpectedly Rise; +0.9% from -6.6% / WSJ / FT / AP / R / B / b *

Germany – Mar: Industrial Output Unexpectedly Falls; -0.5% from +0.6% / B / WSJ / AP / m *

US – Week: Jobless claims fall, snap three-week upward trend; -26k to 319k / R / WSJ / B / r *


MARKETS

Peso – Slow Growth Leaves Bulls Stranded WSJ *

Pound – UK rate rise speculation sends sterling to highs FT *


ECONOMICS

Ukraine – Putin Calls on Separatists to Delay Independence Vote WSJ / FT / R / B

Ukraine – Pro-Russia separatists defy Putin on vote FT / WSJ / AP

Ukraine – Putin’s ‘Human Rights Council’ Accidentally Posts Real Crimean Election Results forbes *

Ukraine – European Business Hit By Russian Slowdown FT / WSJ / AP / FT / ft * * *

Ukraine – Merkel’s Own Party Has Misgivings on Russia Sanctions WSJ


POLITICS & FISCAL POLICY

South China Sea – Vietnam and China face off in South China Sea WSJ / R / B / q * *

South China Sea – Philippines seeks US support in confrontation with China FT / WSJ / NYT / WSJ * *

South China Sea – Japan fighters scramble more to see off Chinese, Russians N * *

South China Sea – China and Japan main military hardware comparison afp *

South China Sea – US, China ready to each assert power in Pacific N *


MONETARY POLICY

Fed – Yellen: US jobs market ‘far from satisfactory’ WSJ / FT / FT / NYT / B / R / AP *


FINANCE

EU – UK anger over ‘secret’ financial transaction tax plan DT


REAL ESTATE

UK – House prices show biggest annual rise since June 07: Nationwide R / r *

UK – Mortgage approvals fall again in March / r *

US – Current house prices versus their 2007/08 peak levels / savills *

UK – House prices in London now rising by 17.7% a year / sky *

UK – Ditching pricey London for the countryside? Think again / r *

UK – House price inflation casts shadow over signs of recovery FT / FT *

UK – OECD says more should be done to curb rising house prices R

UK – Fears grow that Help to Buy is building up housing troubles FT / FT * * *

UK – Osborne faces growing calls to scale back Help to Buy FT *


SERVICES

Lux – North America May Not Have Overtaken China After All ft * * *


MANUFACTURING



TECH

Alibaba – IPO shows foreign investors able to skirt restrictions FT / WSJ / r * *


TRADE & TRANSPORTATION

Rail – Feds issue emergency order on crude oil trains AP / R / WSJ / NYT


COMMODITIES

Crops – US private bank farm loans set record high in early R *

Crops – Corn: China to Surpass Japan as Top Buyer B *

Crops – Rice: India may cede top exporter spot under Southeast Asian price onslaught R *

Crops – Wheat: Prices Jump to 13-Month High Amid Drought WSJ / B *

Crops – Soybeans: Three employees at Marubeni’s grain unit in China detained R / FT *


ENERGY & ENVIRONMENT



LABOR & EDUCATION

China – Balance of power slowly shifting from employers to workers FT * * *

China – Economic slowdown is adding to the stress feel in people’s jobs CD *


HEALTH

Tech – Artificial DNA Breakthrough Could Lead to New Treatments WSJ / NYT *

Tech – Medical Devices Face Onslaught Of Pricing Pressure IBD


ENDNOTES

Russian coins to commemorate Russia’s annexation of Crimea ft *


Comments are closed.