9 September 2014



Today’s Issue Cluster: Nuclear Power

US – Why More Renters Aren’t Buying: Weak Incomes, Savings
Google – Target of European Backlash on US Tech Dominance
Pharma – ‘Don’t Take Your Vitamins’


MAJOR DATA POINTS

US – Jul: JOLTS Jobs Openings Down; -0.1%, +22% yr / cr *


MARKETS

Bonds – Europe banks lead US debt markets charge FT * * *

Bonds – US Debt Gets a Boost From Abroad WSJ *

Bonds – Companies Step Up Sales as Rates Remain Low WSJ *

Bonds – Driving Muni Rally: Communities Reluctant to Borrow WSJ *


ECONOMICS

Australia – Culture clash FT * * *


POLITICS & FISCAL POLICY

Ukraine – EU Delays Sanctions B / WSJ / NYT / R / WSJ

Ukraine – New EU Sanctions to Stop Fundraising by 3 Russian Oil Giants WSJ / FT / AFP / R

Ukraine – EU Need for Russian Gas Wanes as Stores Fill B *

Ukraine – Russia aims to choke off gas re-exports to Kiev FT *

Ukraine – Russia Threatens More Retaliation WSJ / B / WSJ / FT / FT

Ukraine – Effective sanctions have always been hard to craft E *


MONETARY POLICY



FINANCE

US – Fed to Hit Biggest Banks With Tougher Capital Surcharge WSJ *

US – Main St subprime lenders under pressure FT


REAL ESTATE

US – Why More Renters Aren’t Buying: Weak Incomes, Savings wsj / wapo * * *

US – Luxury Builder Toll Brothers Sees Lofty Prices Turning Off Buyers wsj *

US – ‘McMansions’ not only survive, they’re getting bigger wapo * *


SERVICES



MANUFACTURING

Appliances – Sale Shifts GE Further Away From Consumers WSJ / WSJ / FT / NYT / R / B / AP * *

Appliances – GE Deal Won’t Soak Whirlpool WSJ


TECH

Google – Target of European Backlash on US Tech Dominance NYT


TRADE & TRANSPORTATION

Rail – RR chiefs in plea on grain delays FT / AP


COMMODITIES

Metals – Gold: India prepares for shining return of demand FT * *

Metals – Zinc: Deficiency Gives Investors a Jolt WSJ *

Metals – Rare Earths – China export jumps 31% X / X

Metals – Rare Earths – Japan to import from India N *


ENERGY & ENVIRONMENT

Nuclear – UK outage heightens energy supply fears FT *

Nuclear – Belgium Nuclear Halts Boost Power Premium on Supply Risk B

Nuclear – The cost of caring for Europe’s elderly plants R *

Nuclear – Promises of easier construction fall short AP / AP

Nuclear – Power Plants Heading Out to Sea in Post-Fukushima Japan B *

Nuclear – Russian, Chinese Companies Sign Memorandum to Build Floating Plants RIAN *

Nuclear – Australia to sign uranium export deal with India FT / N

Nuclear – Fukushima Specter Seen Easing as Uranium Rises B *

Nuclear – Feds want waste train, but nowhere to go AP

Nuclear – South Korea running out of spent fuel storage space R


LABOR & EDUCATION

World – In rich countries, wages are stuck E *


HEALTH

Pharma – ‘Don’t Take Your Vitamins’ 538 *


ENDNOTE

Countries with fewer people than Los Angeles County reddit *


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