9 April 2015



Today’s Issue Cluster: India

Pipeline – TransCanada delays Energy East
Crops – US farmers take a gamble with belt-tightening
Ebola – 2 New Vaccines Pass Important Early Test


MAJOR DATA POINTS

US – Week: Jobless Claims Remain Low; +14k to 281k / WSJ / R / AP / B / b *


MARKETS

Bonds – A Pair of Milestones for Euro Debt WSJ * *

Bonds – European govies more expensive / b *

Bonds – Going Long in Treasurys Wins WSJ * *


ECONOMICS

India – Reformist Modi tries to shake off ‘anti-poor’ label FT * *

India – Venture Money Floods Into Startups WSJ *

India – Foreign insurers scramble for foothold FT * *

India – Millionaires Have Been Leaving the Country in Droves wsj *

India – “Fragile 5” now the “Fragile 4”? / t *


POLITICS & FISCAL POLICY

India – Modi Looks to Deliver on Budget Promises WSJ / WSJ / WSJ / FT

India – Finance Minister Preaches Patience on Economic Reforms WSJ *

India – Tackles Messy Web of Sales Taxes WSJ *


MONETARY POLICY

RBI – Leaves Key Lending Rate Unchanged WSJ / FT / R / B

RBI – Fear of Fed gives way to rate cuts / r *

ECB – Stimulus effort meets 1st month goal AP / FT / B

Fed – Divided on June Rate Increase WSJ / FT / NYT / R / AP / B / WSJ *

Fed – Mulls selling bonds to potentially trim repo use R / r *
March 2015 *
Median forecasts by year *


FINANCE

India – Push for Banks for All Leaves Some Still Outside WSJ *

India – Bid to Liberate Poor From Illicit Moneylenders WSJ *

India – Narendra Modi takes tough stance on ‘black money’ FT *


REAL ESTATE

India – A High-Rise Race in Mumbai WSJ *


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Mobiles – Apple Watch Review: Bliss, but Only After a Steep Learning Curve NYT / WSJ / B / R / WSJ

Mobiles – Samsung Galaxy S6 Review: The iPhone 6 Has Met Its Match WSJ / NYT *

Mobiles – Apple climbs after $1t valuation call FT *

Mobiles – Motorola Has a Hit—in Brazil WSJ


TRADE & TRANSPORTATION

Pipeline – China to Build Project From Iran to Pakistan WSJ *

Pipeline – TransCanada delays Energy East G&M *

Pipeline – Northeast, despite highest gas costs, resists more projects AP


COMMODITIES

Crops – US farmers take a gamble with belt-tightening R *

Crops – Pesticides Linked to Honeybee Deaths Pose More Risks NYT

Crops – Kraft wheat case poses test for commercial traders FT *


ENERGY & ENVIRONMENT

NatGas – Shell to Buy LNG Player BG Group WSJ / FT / NYT / FT * * * * *

NatGas – LNG ‘Asian premium’ vanishes N * *


HEALTH

Ebola – 2 New Vaccines Pass Important Early Test NYT

Ebola – UN envoy upbeat on progress FT *

Ebola – Timeline of a ruthless killer / afp *


ENDNOTE

The cost of room service in 15 cities wapo *


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