Today’s Issue Cluster: Metals
World – Those Inflation Targets Keep Getting Harder to Hit
Palladium – Price slump flags abundant stocks
Shale – Majority of US firms pass up chance to hedge at $60
US – Jul: JOLTS Job Openings Jump; 5.8m from 5.2m / BLS
World – ‘Inflation risk neglected by smug markets’ FT * *
World – Infrastructure debt is hot property right now FT *
EMs – Currency defenses hold against sell-off FT *
EMs – Time to buy stocks, history suggests FT * *
World – G20 Concerned About Slowing China WSJ / FT / R / B / WSJ / FT
World – Sovereign borrowers fall behind on record sums of debt FT *
EMs – Exports slow and foreign capital takes flight FT * * *
EMs – Rise to sap global corporate profits FT * *
EMs – Is it time to declare a crisis? FT * *
World – Those Inflation Targets Keep Getting Harder to Hit B *
EMs – Interest rate rise: set to feel the wrath FT *
Travel – Cuban thaw poses threat to Caribbean neighbors FT *
Travel – Chinese tourists spurn SE Asia holidays FT *
Ships – For SK builders, the Risks Grow WSJ
Ship – Oakland Port Proposes Trucking Fees to Fight Congestion WSJ
Ship – An irrational industry needs to smarten up, and soon FT *
Platinum – Output to be hit by investment cut FT
Platinum – A Play That Will Take Time to Pay WSJ *
Gold – South Africa’s Mines Face Uncertain Future WSJ *
Nickel – Trading like it’s 2008 r *
Copper – Catalyst for Glencore Rescue Plan WSJ / FT *
Palladium – Price slump flags abundant stocks R *
Shale – US industry hit by $30b outflows FT / ft *
Shale – US industry braced for bankruptcies FT * * *
Shale – Majority of US firms pass up chance to hedge at $60 R *
Shale – Argentina aims to join trailblazers FT
Insurance – About 9.9m Enrollees on State, Federal Sites WSJ
Insurance – ‘Cadillac’ Health Tax Fight Heats Up WSJ
Insurance – Highmark Is Latest to Trim Offerings Under Health Law WSJ
Insurance – Merger Doubts Remain for Consumers NYT
Insurance – Medicare Rewards Copious Nursing-Home Therapy WSJ *
Countries that have been under European control motw *
