Today’s Issue Cluster: US Real Estate
US – Inflation expectations flashing red
Ukraine – Russia boosts gold reserves to soften sanctions
NatGas – Ukraine sanctions diverting Russian gas to China
Japan – Aug: Machinery Orders Rise for Third Straight Month; +4.7% from +3.5% / WSJ / Jgov *
Germany – Aug: Exports Slide Most Since 2009; -5.8% from +4.8% / B / R / WSJ / AP / FT *
US – Aug: Wholesale inventories grew; +0.7% from +0.3% / R *
US – Week: Jobless Claims Fall; -1k to 287k / WSJ / R / B / AP *
Bonds – ‘Lower for longer’ Fed boosts Treasuries FT * *
Bonds – Fed Minutes Send German Bunds to Record High WSJ
Bonds – Foreign buyers hold key to debt prices FT *
Bonds – Eurozone Woes Fuel Germany’s Bargains WSJ *
US – Dollar’s Surge Imperils Corporate Earnings WSJ *
US – Inflation expectations flashing red FT / ft *
US – Household Wealth Hits Fresh Record WSJ / R *
US – America is getting richer, but most voters can’t feel it E * * *
US – Aging Buildings Seen Reversing Stinginess B *
Ukraine – Central bank support for rouble wears thin FT / B / B *
Ukraine – Russia reserve fall defies emerging markets trend in 2014 R *
Ukraine – Russian Companies Clamor for Dollars to Repay Debt WSJ *
Ukraine – Russia boosts gold reserves to soften sanctions N *
Ukraine – Russia Seeks Sanctions Tit for Tat NYT / AP
Ukraine – Putin Trumpets Economic Strength, but Advisers Seem Less Certain NYT / FT
Ukraine – Russian car sales plummet 20% AFP / B
Ukraine – Finance minister warns Russia can’t afford military spending plan R
Ukraine – Russian companies face credit crunch danger FT
Ukraine – Oil Plunge Magnifies Russia’s Sanctions Pain B *
Fed – Fears market misreading of guidance FT / WSJ / R / B / AP / NYT *
Fed – US inflation measure proves headache FT * *
Fed – Government debt and monetary policy ft *
US – Banks Set to Sign Deal Helping End ‘Too Big to Fail’ WSJ
US – Big Banks Face Another Round of Charges NYT
US – Homes: Builders Offer Freebies as Markets Cool B
US – Homes: Builders, Economists Still See Mediocre Sales in 2014 wsj *
US – Homes: Tightest Credit Market in 16 Years Rejects Bernanke’s Bid B
US – Homes: CoreLogic Prices up 6.4% cr *
US – Homes: Metropolitan Areas With Rising/Declining MoM Prices / b *
US – Homes: Prices Are Now Just 6.4% Below All-Time High wsj *
US – Apartments: Vacancies Rise for First Time Since 2009 B / WSJ / cd *
US – Malls: Rental Rates Rise; Vacancy Flat WSJ
US – Office: Sector Plods Ahead WSJ
US – Office: Manhattan Leasing Heats Up WSJ *
US – AIA: Architecture Billings Exhibits Continued Strength / cr *
US – Policy: Altoona tries the land value tax FT * *
Auto – US Fuel Economy Gains Poised to Slow WSJ *
Cocoa – Nestle Bears Buy Ebola Cover Amid Spike in Prices B
Coffee – Brazil drought drives up prices FT / B / WSJ *
NatGas – Ukraine sanctions diverting Russian gas to China N *
NatGas – LNG boom fuels Australia hopes FT * *
Ebola – Travel groups resigned to impact on investor confidence FT / WSJ / B / NYT
Ebola – Poses $33b threat to west Africa economy FT *
Ebola – One of several risks facing west Africa FT * *
