8 October 2014



Today’s Issue Cluster: Oil

Cybersecurity – Banks face rising threat from vishing
Metals – Steel: Auto, Energy Fire It Up, But Euro Threat Is Rising
Ebola – Experimental Drug Back in the Spotlight


MAJOR DATA POINTS

China – Sep: HSBC services PMI weakens slightly; 53.5 from 54.1 / R / WSJ

Germany – Aug: Industrial Output Drops; -4.0% from +1.6% / AP / FT / WSJ / B / AP * * *

US – Aug: Jobs Openings Up; 4.8m from 4.6m / R / WSJ *


MARKETS



ECONOMICS

EU – IMF sees risk of new eurozone recession FT / wsj / WSJ / FT / R / B * * * * *


POLITICS & FISCAL POLICY

China – IMF says economy now larger than US ft *

China – Alibaba IPO may herald overtaking US on internet N *


MONETARY POLICY

ECB – Bundesbank’s Weidmann Criticizes Stimulus Measures WSJ / FT / R / NYT / B / R


FINANCE

Cybersecurity – Hackers Attempted to Infiltrate Other Financial Institutions WSJ / NYT

Cybersecurity – Banks face rising threat from vishing FT


REAL ESTATE



SERVICES



MANUFACTURING



TECH

HP – To separate PC and printer arm from software and hardware FT / WSJ / NYT / R / B / FT * *

HP – Will Slimmer Make Stronger? WSJ / B / NYT * *

HP – Dividing business into two groups should help improve strategy FT / B *

HP – Printing a New Deal WSJ *

HP – Split Comes as More Investors Say Big Isn’t Better FT / NYT *

HP – Free Spending by Startups Stir Memories of Dot-Com Era Excesses WSJ * *

Samsung – Third-Quarter Profit Plunges WSJ / FT * * *

Samsung – Investing $14.7b in New Chip Plant WSJ / FT *


TRADE & TRANSPORTATION



COMMODITIES

Metals – Iron: Glencore’s Glasenberg Makes His Boldest Move Yet WSJ / FT / WSJ * *

Metals – Iron: BHP Plows Ahead on Ore Production WSJ / FT

Metals – Steel: Auto, Energy Fire It Up, But Euro Threat Is Rising IBD

Metals – Steel: GM Won’t Follow Aluminum Strategy in Future Cars WSJ


ENERGY & ENVIRONMENT

Oil – Hits lows as market chokes on oversupply FT * * *

Oil – OPEC Members’ Discord Adds to Slide in Prices WSJ * * *

Oil – China: The Dragon takes a breather G&M *

Oil – US: Reversing the Flow NYT / NYT *

Oil – Geopolitical Supply Disruptions Are At A 3-Year High bi *

Oil – Orphaned Russian Crude Heads to US on Asia Overflow B

Oil – US production suddenly rivals that of some major exporters fortune *

Oil – California Finally to Reap Fracking’s Riches WSJ *

Oil – Canada Gets EU Sands Reprieve WSJ / R / G&M / FP

Oil – Canada Finds Route Around Obama B *

Oil – New Pipelines Threaten Gulf Coast Premium B


LABOR & EDUCATION



HEALTH

Ebola – US and airlines consider new screenings, no travel ban WSJ / R

Ebola – Experimental Drug Back in the Spotlight NYT *

Ebola – How Contagious Is It? / r *

Enterovirus – Doctors Target Virus as Link to Solve Polio-Like Illness B / nyt


ENDNOTE

Navigating the Nobels r *


Comments are closed.