9 February 2016



Today’s Issue Cluster: Aviation

Bonds – Toxic Loans Around the World Weigh on Global Growth
India – Could Edge Out China From Top Growth Spot in 2016
Alt – China Coal-Smog Challenge Boosts Solar Companies


MAJOR DATA POINTS

Germany – 2015: Exports top new record; +6.4% / AFP

Germany – Dec: Exports declined; -1.6% / AFP

US – Dec: JOLTS job openings up; 5.607m from 5.346m / sa

US – Dec: Wholesale inventories fall; -0.1% from -0.4% / R

US – Jan: NFIB small business confidence at two-year low; 93.9 from 95.2 / R


MARKETS

Bonds – Falling yields reflect a flight to safety FT *

Bonds – Core long-term yields heading lower FT *

Bonds – Government yields send recession signal FT *

Bonds – Toxic Loans Around the World Weigh on Global Growth NYT


ECONOMICS

India – Stays at top of growth table with 7.3% GDP rise FT *

India – Optimism blurred by economic gloom FT * *

India – Could Edge Out China From Top Growth Spot in 2016 B *

India – Internet: Laying the foundations FT * *


POLITICS & FISCAL POLICY



MONETARY POLICY



FINANCE

India – Why a Bank Cleanse Could Be Rewarding WSJ *

India – Invents the 10-Second Loan WSJ


REAL ESTATE

India – Unfinished Apartments Haunt Home Buyers in Big Cities WSJ


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION

Air – US and 22 other countries agree to cut aircraft emissions FT / NYT / R

Air – Traffic Jumps Most in Five Years B

Air – Lines Reap Record Profits NYT *

Air – A lack of competition means high US fares E *

Air – Market share war goes hot as domestic fares fall B *

Air – Lines Bet on Long Oil Slump B *

Air – Lines Challenge Low-Cost Foes on Fares WSJ *

Air – US lines Face Uphill Struggle Against Mideast Rivals NYT *

Air – Battle brews in Gulf as Iran eyes regional hub role R

Air – Unnerving but uncommon / E *


COMMODITIES

Wheat – Ground Shifts Under Export Market WSJ *

Wheat – Egypt’s rejection of cargoes frustrates traders FT *


ENERGY & ENVIRONMENT

Alt – ADM considers calling time on ethanol mills as oil fall bites FT *

Alt – Renewable-Energy Investors Pull Back From Europe WSJ *

Alt – China Coal-Smog Challenge Boosts Solar Companies IBD

Alt – Energy Giant’s Flameout Can Yield Opportunity WSJ *


HEALTH



ENDNOTE

World’s shortest commercial flight motw *


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