Today’s Issue Cluster: US Economy
US – The Economics (and Nostalgia) of Dead Malls
Retail – Stores had a better-than-expected holiday season
Dairy – Americans consuming less milk, more cheese
China – Dec: CPI Ticks Up; 1.5% from 1.4% / WSJ / NYT / AP / X / b *
China – Dec: PPI Deflation Deepens on Commodity Price Fall; -3.3% from -2.7% / B / FT / X / b *
US – Dec: Economy Added Jobs; +252k from +353k / NYT / B / FT / AP / WSJ *
US – Dec: Unemployment falls; 5.6% from 5.8% / R *
Bonds – Headwinds to slow US high-yield debt sales FT * *
Bonds – Which Countries Should Fear a Rate Ruckus? cfr *
US – Growth is likely to be robust in 2015 E *
US – Economy’s Promises, and Perils, of 2015 WSJ *
US – Overseas Headwinds Test Economy WSJ * * * *
US – Debt-Cutting Levels Off WSJ / B *
US – Current Economic Cycle Poised to Be Longer Than Average b *
US – Basic Costs Squeeze Families WSJ *
US – Businesses See Revenues, Employment Growing in 2015, ISM Says wsj *
US – ‘Era of austerity may finally have ended’ ft *
US – Philly Fed Coincident Indexes increased in 44 states cr *
US – Average household income / motw *
US – Car Loans See Rise In Missed Payments WSJ *
US – Sector valuations say something about low investor expectations FT *
US – Shadow Banking Shows Fed’s Regulatory Limits WSJ *
US – Bank Bailouts Approach a Final Reckoning WSJ *
US – How a Memo Cost Big Banks $37b WSJ * *
US – Home prices coasting upward in November AP / cr *
US – Housing Market Enters 2015 Facing Affordability Pressures WSJ
US – Will household formation growth finally accelerate in 2015? ft / B * *
US – Eight Cities Where Home Prices Are Setting New Records wsj *
US – Oil’s Plunge Is Pushing Mortgage Rates Down wsj *
US – Average Time to Build a House: 6 Months WSJ *
US – Reis Apartment Vacancy Rate unchanged in Q4 at 4.2% / cr *
US – Smaller Cities Led Way in Rent Increases in 2014 WSJ *
US – Why Apartment-Rent Gains Could Begin To Slow Down wsj * *
US – Architecture billings slow / cr *
US – Reis: Office Vacancy Rate declined in Q4 to 16.7% / cr *
US – Office Market Sees Tepid Recovery WSJ *
US – Reis: Regional Mall Vacancy Rate Increased / cr *
US – The Economics (and Nostalgia) of Dead Malls NYT *
US – Construction Costs Rising as Economy Improves wsj *
Retail – Stores had a better-than-expected holiday season AP / R / R
Auto – In Low Gasoline Prices, an Opening Emerges for Higher US Taxes WSJ * *
Dairy – Factory Gears Up for Production WSJ *
Dairy – Americans consuming less milk, more cheese wapo *
NatGas – Market is Ice Cold WSJ *
Americans really are unusually cheerful wapo *
