Archive for the ‘Uncategorized’ Category

8 July 2016

Friday, July 8th, 2016



Today’s Issue Cluster: Mining



MAJOR DATA POINTS

Germany – May: Trade surplus contracts -7.9%; exports -1.8%, imports -0.1% / AFP

US – Jun: Payrolls rebound; +287k from +11k / R / FT / WSJ / B / NYT


MARKETS

Asia – China Slowdown Hits Nearby Economies Hardest B * * *

Asia – Startups Hit by Venture-Capital Slowdown WSJ *

Asia – Japan Shifts Investment From China to Asean B *

Asia – Growing wealth spawns new health challenges N * *


ECONOMICS

Philippines – Fun and games are serious business for outsourcing industry N *

Philippines – For Filipinos Abroad, Home Is Calling WSJ *

Philippines – Companies start to spread their wings FT * *

Vietnam – Japan looks south as China labor costs soar FT

Vietnam – Economy Is an EM Standout B *

Vietnam – New leaders grapple with debt FT *

Thailand – Sagging economy is adding to discontent with the junta N *

Singapore – Leads HK in race to be Asia’s fintech hub R

Singapore – No Longer Shoppers’ Paradise B * *

Indonesia – Faces coal bust R *

Indonesia – Widodo gets second wind for reforms N * *


POLITICS & FISCAL POLICY

Asia – Vested interests are taking the shine off democracy N * *

Philippines – As Duterte Takes Office, Filipinos Divided on ‘Dirty Harry’ WSJ *

Philippines – Duterte Pushes Regional Autonomy to Quell Insurgencies WSJ *

Philippines – Fist of iron E * *

Philippines – Signs point to continued growth under Duterte N *


MONETARY POLICY



FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING

Textiles – Terrorism threatens ‘world’s sewing factory’ N *

Textiles – Fast-Fashion Castoffs Fuel Global Recycling Network WSJ *


TECH

Games – Tencent Begins Distributing Supercell’s ‘Clash Royale’ in China WSJ *

Games – Console makers defy predictions of doom FT *


TRADE & TRANSPORTATION



COMMODITIES

Gold – Miners rise on investor search for haven assets FT

Gold – Global Rise in Investor Angst B *

Silver – Sets the pace as precious metals surge after Brexit FT *

Silver – Highest level in two years FT / WSJ *

Silver – Miner Sees Price Surging Ninefold on Gadgets B * *

Iron – Big China steelmakers eye merger FT *

Diamonds – Industry in the rough E *


ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

Asian Population by State blog *


7 July 2016

Wednesday, July 6th, 2016



Today’s Issue Cluster: HigherEd



MAJOR DATA POINTS

Germany – May: Output Unexpectedly Drops; -1.3% from +0.5% / B

US – Jun: ADP Private Payrolls Rise; +172K from +168K / WSJ / R

US – Week: Jobless Claims Fell; -16k to 254k / WSJ / R / B


MARKETS

EMs – Focus on dollar amid Brexit turmoil FT *

EMs – Post-Brexit Bet WSJ *

EMs – Global Manufacturing PMI Stays Negative / t *


ECONOMICS

Russia – Savior From Oil’s Drop Is Now Snuffing Out Recovery B *

Russia – ‘Can Quadruple Its Domestic Debt’ B *

Russia – Resurrecting ties with Southeast Asia WSJ *

Russia – Merkel says Moscow damaging Europe’s security FT *


POLITICS & FISCAL POLICY

Italy – Bonds Brace For What Could be the Next Big Risk B *

Italy – Populist Politicians Take On Massive Debt Pile BW *

Italeave – Romes’s Turn to Get Worried B / bi * *

Italeave – Five Star now top party, wants referendum on euro FT / FT


MONETARY POLICY



FINANCE

Italy – Plan for Banks Could Roil Europe NYT / FT

World – Losses Near Half a Trillion Dollars WSJ *


REAL ESTATE



LABOR & EDUCATION

HigherEd – College-Educated Now Dominate the Labor Market wsj *

HigherEd – College Loan Glut Worries Policy Makers WSJ *

HigherEd – Student Debt to Set Another Record, But the Picture Isn’t All Bad wsj

HigherEd – Many Chinese Students Come to the US WSJ *

HigherEd – US Bounty of Foreign Students Thins WSJ *

HigherEd – Foreign Students Seen Cheating More Than Domestic Ones WSJ *

HigherEd – Two-thirds of UK students ‘will never pay off debt’ FT *


SERVICES



MANUFACTURING

Trucks – Orders Fall to Lowest Since 2010 WSJ *

RVs – Thor, Jayco Trailers, Winnebago Turnaround Keys IBD


TECH

Telecoms – Verizon to Raise Monthly Wireless Plans WSJ *

Telecoms – Altice’s Big US Cable Ambitions Begin With Austerity WSJ *


TRADE & TRANSPORTATION

Air – US Lines Dive Worst in Five Years B *

Air – LatAm lines losing a lot of money E *


COMMODITIES

Salmon – Toxic algae drive up insurance costs for Chile’s salmon farms FT * *

Salmon – Biggest Producer Wants to Farm Fish Inside Cargo Ship B *


ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

2nd, 3rd, 4th most common language by US state reddit * * *


6 July 2016

Tuesday, July 5th, 2016



Today’s Issue Cluster: Brexit Fallout



MAJOR DATA POINTS

Germany – May: Factory Orders Failed to Rise; flat from -1.9% / B

US – Jun: Trade Gap Widened 10.2%; exports -0.2%, imports +1.6% / WSJ / R

US – Jun: ISM Services Jumps; 56.5 from 52.9 / B


MARKETS

Pound – Sinks to new 31-year low WSJ *


ECONOMICS

EU – Companies a fading force in global business E *

EU – Greece’s depression is forcing dis-saving on an epic scale FT *


POLITICS & FISCAL POLICY

Brexit – May takes strong lead in race to be next UK PM FT / WSJ *

Brexit – Businesses prepare legal challenge FT

Brexit – Parties plunge into crises of leadership E / FT *

Brexit – Vote Rattles Companies Across Europe WSJ

Brexit – UK companies expected to cut dividends in wake of vote FT *

Brexit – Scotland wants to stay in the EU FT *

Brexit – Touches a nerve in France FT *

Brexit – Hollande’s approval rating lowest ever / TNS Sofres * *

Brexit – Will cause soul searching across the continent E *

Brexit – How vulnerable is the US to fallout? FT *

Brexit – What it means for Asian integration N *


MONETARY POLICY

BOE – Hints at Summer Rate Cut WSJ / FT / FT *

ECB – Equities aren’t cheering balance sheet record / t *

ECB – Under pressure as negative yields advance / b *

ECB – Quietly Tweaking QE B * *


FINANCE

UK – BOE tells banks to cut buffer to boost lending FT / WSJ / R *

EU – Brexit and the City: Europe plots a bank heist FT / NYT *

EU – Berlin bids to replace London as fintech capital FT *

EU – Brexit Puts Financial Clearing Work Up for Grabs B *

EU – Battle lines drawn over London’s role in euro clearing FT * *

EU – Bad Debt Piled in Italian Banks Looms as Next Crisis WSJ *

EU – Italy to defy Brussels and bail out troubled banks FT / FT *


REAL ESTATE

UK – Aviva second property fund to halt redemptions FT / WSJ / FT * *

UK – Property funds better placed to weather storm than in 2007 FT * *

UK – London Office Landlords Look Oversold WSJ *

UK – Vote Casts Shadow Over Banks’ Construction Boom in London WSJ *

Ireland – Will Real-Estate Rush Fizzle? WSJ / WSJ / WSJ / WSJ

Spain – May Shatter British Dream of a Vacation Home B *

US – Brexit to take toll on FL vacation homes R *


LABOR & EDUCATION

EU – Germany Puts Migration-Related Costs at Over $86b WSJ

EU – Spain Runs Out of Workers With 5m Unemployed B *

EU – Population Shifts / Atlantic *


SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION

EU/Canada – Juncker to give way on trade plan FT / WSJ / FT *


COMMODITIES



ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

Photos taken by locals and tourists in Paris motw *


5 July 2016

Monday, July 4th, 2016



Today’s Issue Cluster: Autos



MAJOR DATA POINTS

China – Jun: Composite PMI slows; 50.3 from 50.5 / m *

Germany – Jun: PMI steady; 54.4 from 54.5 / m

US – May: Factory orders fall; -1.0% from +1.8% / R


MARKETS



ECONOMICS

Australia – To reach milestone of a quarter-century of growth FT * *

Australia – Election Losers Could Include Triple-A Rating WSJ *

Australia – Voters Split Over Economy WSJ *


POLITICS & FISCAL POLICY

Australia – Poll deadlock FT / WSJ *

Australia – Election Winner to Face Restive Senate WSJ *

Australia – Election battle / FT * *


MONETARY POLICY



FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES

Media – Why Apple May Roll Up Tidal WSJ / WSJ *

Media – Spotify accuses Apple of using app rules as ‘weapons’ FT

Media – Industry Out of Harmony With YouTube WSJ / FT *

Media – The State of Music Streaming / statista *


MANUFACTURING

Autos – US: Industry on Watch After Sales Mixed B * *

Autos – US: The new vehicle mix towards trucks NYT / b *

Autos – US: Manufacturers Plead for Single-Market Access WSJ / FT *

Autos – China: Sales Growth Reaches Five-Month High WSJ

Autos – China: ‘Copycat’ claim hit by Beijing’s patent cancellation FT *

Autos – Diesel: European sales hit by VW scandal FT *

Autos – VW: Agrees $14.7b deal over rigged cars FT / WSJ / NYT / B / FT * *

Autos – VW: Set to unveil new strategy following scandal FT *

Autos – VW: To tackle its ballooning costs FT *

Autos – GM: US Share Shrinks Amid Truck Boom WSJ *

Autos – Cadillac: Bets on Virtual Dealerships WSJ *

Autos – Volvo: Remaking the marque FT *


TECH

Chips – Silicon Rival Gallium Nitride Stalks Markets IBD

Chips – Japan: from technical dominance to decline N *

Chips – How Intel Makes a Microprocessor B *


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

Propane – Shale Boom’s New Winner WSJ *

Ethanol – American Drivers Are Fueling a Wave of Deals B *


HEALTH



ENDNOTE

What Australians Call Deep Fried Potato Snacks lingo *


1 July 2016

Friday, July 1st, 2016



Today’s Issue Cluster: China



MAJOR DATA POINTS

China – Jun: Official mfg PMI down; 50.0 from 50.1 / B

China – Jun: Official non-mfg PMI up; 53.7 from 53.1 / B

China – Jun: Caixin mfg PMI miss raises fears of summer growth slide; 48.6 from 49.2 / MW b *

China – Jun: Minxin PMIs turned down again; 43.2 mfg, 42.6 non / b *

Japan – May: Weak Inflation Raises Chances of BOJ Action; -0.4% from -0.5% / B / WSJ *

Japan – Jun: BOJ tankan manufacturers see stable outlook; +6 from +6 / FT

EZ – Jun: Unemployment falls to 5-year low; 10.1% from 10.2% / FT

US – Jun: ISM Manufacturing PMI jumps; 53.2 from 51.3 / CNBC

US – May: Construction spending declines; -0.8% from -1.0% / MW


MARKETS

China – A Sudden Outflow of Investors WSJ *

China – Capital Controls Hamper MSCI Hopes Again WSJ *

China – US Stocks Join Fire Sale B *


ECONOMICS

China – Nothing Is Simple in Overcapacity Push WSJ *

China – Sees falling sales of cheap consumer goods FT *

China – Deploys state enterprises to stimulus effort FT *

China – Stealth Stimulus Means Fiscal Gap Over 10% B * *

China – Fund managers shun banks, industrials FT *

China – Bankruptcies surge as government targets zombie enterprises FT

China – Companies with dollar debt may suffer if Fed raises rates B *

China – Debt boom is one of the biggest and fastest in history / bi *


POLITICS & FISCAL POLICY

China – Xi pledges return to Marxist roots FT


MONETARY POLICY



FINANCE

China – Banks Increase Pace of Lending in May WSJ

China – Borrowers told to post nude photos as collateral FT


REAL ESTATE

China – 100 city property price index +11.2% y/y / t *


LABOR & EDUCATION



SERVICES

Gaming – Macau gambles on diversification N *

Gaming – Singapore’s casinos shift bets to mass-market gamblers FT *

Gaming – Sydney approves controversial A$2b Barangaroo casino FT *

Gaming – States saw 1.8% in gambling revenues between 2008-2015 / B *


MANUFACTURING

Ships – SK builders engulfed in crisis FT **

Ships – ‘Have Gotten Too Big’ b


TECH



TRADE & TRANSPORTATION

Ship – Exporters Wary as Safety Rule Kicks In WSJ

Ship – Maersk battles to stay on top as downturn deepens R *


COMMODITIES

Crops – Soybean planting surges in US FT *

Crops – Farmers Surprise With Bigger Corn Acres as Prices Slump B *


ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

Montage of the summed frame of ‘The Searchers,’ 1956 ha *

Montage of the summed frames of 54 Disney films, 1937–2014 ha *


30 June 2016

Thursday, June 30th, 2016



Today’s Issue Cluster: Oil



MAJOR DATA POINTS

Japan – May: Industrial Production Drops; -2.3% from +0.5% / B / AFP
EZ – Jun: Inflation rises; +0.1% from -0.1% / eu *
US – Week: Jobless claims rise; +10k to 268k / R


MARKETS



ECONOMICS

US – Yellen warns on poor productivity FT / B *

US – IMF sees economy in ‘good shape’ R / FT

US – Cheap Fuel Puts $20b in Pockets, AAA Says / B * *

US – Philly Fed State Coincident Indexes Increased in 38 States cr *

US – The Upper Middle Class Is Larger Than Ever WSJ / WSJ *


POLITICS & FISCAL POLICY

Brexit – FTSE 100 is back above last Thursday’s close WSJ *

Brexit – Stocks Rebound, but Jitters Linger WSJ *

Brexit – Models for the UK’s Future BW *

Brexit – Political contagion risk minimal: Eurasia Group / eg *


MONETARY POLICY



FINANCE

US – Fed Stress Tests Clear 31 of 33 Big Banks WSJ *

US – Morgan Stanley Must Resubmit Capital Plan / B * * *

US – EU banks face new challenge FT *


REAL ESTATE

US – Rents Are Booming, But for How Long? WSJ

US – Dying Shopping Malls Have Billions in Debt Coming Due B *

US – Behind those Amazon boxes, a bull market in warehouses R

US – AIA Architecture Billings Index increased cr *


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION

Auto – US Vehicle Miles Driven increase / cr *

Truck – ATA Index increases / cr *


COMMODITIES



ENERGY & ENVIRONMENT

Oil – Inventories streak of declines most in a year / b *

Oil – Market: New Saudi minister signals end to glut FT

Oil – Market: Saudis May Have Called the End of the Glut Too Early / b *

Oil – Majors: In traditional markets despite renewables pressure FT *

Oil – Canada: Output Poised to Fall for First Time in 7 Years B *

Oil – Canada: Sands to dominate output growth to 2030 / b *

Oil – Nigeria: Output has been cut by a third; it may get worse E *

Oil – Russia: Company Is for Sale, Again NYT

Oil – Gulf of Mexico: Companies Crank Up Production WSJ *

Oil – US: Explorers take pause for the first time this month / b *

Oil – US: Obama Fracking Rules Struck Down WSJ / NYT / FT / R

Oil – US: The Rotten State of the Strategic Reserve BW *

Oil – US Demand: Record guzzling fails to dent inventories FT

Oil – China Demand: Imports of Russian crude reach a record / b *


HEALTH



ENDNOTE

US religious groups and their political leanings pew *


29 June 2016

Tuesday, June 28th, 2016



Today’s Issue Cluster: Pharma



MAJOR DATA POINTS

US – May: Pending Home Sales in First in Two Years; -3.7% / CNBC

US – May: Consumer Spending Rose; +0.4% from +1.1% / WSJ / R

US – May: Core PCE Prices Increased; +1.6% from +1.6% / R


MARKETS

Brexit – Selling Might Already Be Over in the US B *


ECONOMICS

Brexit – Tourists Flocking to London B * *


POLITICS & FISCAL POLICY

Brexit – Germany has much to lose WSJ *


MONETARY POLICY

BOJ – Whispering sweet intervention warnings in Japan ft *

BOJ – Holds 34% of government bonds / t *


FINANCE

Brexit – EC Prepared to Help Avoid Run on Italian Banks WSJ / FT

Brexit – Hollande Takes Aim at City of London B *

Brexit – Moody’s lowers UK banks’ outlook to negative FT / WSJ

Brexit – Fall in share value is just one problem for UK banks FT *

Brexit – Adds to existing troubles faced by banks FT *

Brexit – Banks’ Credit Surviving the Storm WSJ / NYT


REAL ESTATE

Brexit – Vote Roils UK Real-Estate WSJ *

Brexit – Vote Could Curb Asian Buyers’ Appetite for UK Assets WSJ *

Brexit – Chinese Buyers Look Again at Property WSJ *

Brexit – Time to Back Rebound in UK Home Builders WSJ *


LABOR & EDUCATION



SERVICES

Media – Hollywood’s Latest Stars Hail From China WSJ / WSJ *

Media – China’s Content Crackdown Forces Western Concessions WSJ *


MANUFACTURING



TECH



TRADE & TRANSPORTATION

AVs – Cost of car insurance to plunge FT * *

AVs – Rolls-Royce unveils its first driverless car FT *

AVs – World’s Biggest Robots Proves Challenging for Miners B *

AVs – Driverless Cars to Fuel Suburban Sprawl WSJ


COMMODITIES

Helium – Scientists Discover ‘Game-Changer’ Deposits in Tanzania B

Helium – Scientists Devise New Way to Find an Elusive Element NYT


ENERGY & ENVIRONMENT

Quakes – Land around the San Andreas fault is rising and sinking LAT *

Volcanoes – 200 years after Tambora, it could happen again E * *


HEALTH

Pharma – Industry Under Pressure B *

Pharma – As US Prices Rise, So Does Outrage B *

Pharma – ‘Cancer Drugs Can’t Stay This Expensive Forever’ B *

Pharma – Biotech Labs Birth New Drugs, and New Fortunes WSJ *

Pharma – Spending May Reach $1.4t by 2020 / B *

Pharma – Millions of microbes are yet to be discovered NYer


ENDNOTE

Photos taken by locals and tourists in London motw *


28 June 2016

Monday, June 27th, 2016



Today’s Issue Cluster: Nuclear Power



MAJOR DATA POINTS

US – Q1: GDP Growth Revised Up; +1.1% from +0.8% / WSJ / R

US – Apr: Case-Shiller Home Prices Continued Strong Growth; +5.0% from +5.1% / WSJ

US – May: ConfBd Confidence Climbed; 98.0 from 92.4 / B


MARKETS

EZ – Traders Get Ready for More Volatility WSJ *

EZ – The euro struggles to escape Brexit shadow FT *


ECONOMICS

EMs – Risk-off sentiment hits emerging markets FT *

EMs – Brexit Effect Ripples Through Emerging Markets WSJ *

EMs – Emerging market multinationals eclipse competitors FT *


POLITICS & FISCAL POLICY

Brexit – Uncertainty weighs on global groups with UK assets FT * *

Brexit – Vote Casts Pall Over UK Businesses WSJ * *

Brexit – ‘The Norway option is the best available for the UK’ ft


MONETARY POLICY

World – Strengthening Currencies Bedevil Central Banks WSJ *


FINANCE

EU – Bank Shares Drop, as Analysts Weigh Brexit Impact WSJ *


REAL ESTATE



LABOR & EDUCATION



SERVICES

Retail – Stores Rethink Inventory Strategies WSJ *

Retail – Unleashed: A Wave Of Pet-Friendly Services & Innovations IBD *


MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

Nuclear – PG&E to Close CA’s Last Plant by 2025 WSJ / NYT / AP *

Nuclear – The CA `Duck Curve’ That Will Jolt Its Power Grid B *

Nuclear – What Will CA Do With Too Much Solar? KQED *

Nuclear – Environmental Groups Change Tune WSJ

Nuclear – Builders see new opportunities in India N *


HEALTH



ENDNOTE

Where Europe and Asia would fit in North America, climate-wise reddit *


27 June 2016

Monday, June 27th, 2016



Today’s Issue Cluster: Robots



MAJOR DATA POINTS



MARKETS

Yuan – Falls to Weakest Point Against Dollar Since 2010 WSJ

Yuan – Brexit Upends China’s Plans for Turmoil-Free Summer WSJ *

Yuan – Shudders Despite Beijing’s Campaign to Steady the Currency WSJ *

Yuan – PBOC Discusses Opening Offshore Market to Onshore Banks B *


ECONOMICS

Brexit – Trade and Tourism Suffer Most in These Six EU Nations B *

Brexit – US Economy Looks Likely to Weather Storm WSJ *

Brexit – Bad news for carriers FT / WSJ *


POLITICS & FISCAL POLICY

Brexit – Give UK Leaders Time to Rethink Vote, Merkel Aide Says B / FT / WSJ / B

Brexit – UK ‘may never’ trigger EU divorce: diplomats AFP

Brexit – Can vote be stopped? Anything is possible ft

Brexit – The Latest Catch-All Excuse for Everyday Problems WSJ

Brexit – Full results / G *

Brexit – Italeave? Vote fires up EU’s ‘Outers’ / R / B *

Spain – Rajoy confounds expectations to emerge winner FT / WSJ * *


MONETARY POLICY



FINANCE

Brexit – Banks prepare for another day of currency mayhem FT *

Brexit – Banks begin moving some operations out of Britain FT *


REAL ESTATE

Brexit – Expected to end UK house price boom B *


LABOR & EDUCATION

Robots – Industrial sales hit record FT

Robots – Chinese scouting Europe for acquisitions R

Robots – ‘Radical inshoring’ companies are taking back manufacturing FT

Robots – On Track to Bump Humans From Call-Center Jobs WSJ *

Robots – Will smarter machines cause mass unemployment? E * *


SERVICES

Restaurants – Dining Out Falls Victim to Economy WSJ *

Restaurants – 2016 Olympics may mean tug of war for sales B *


MANUFACTURING

Brexit – Vote Rattles Japanese Auto Makers WSJ / FT *


TECH



TRADE & TRANSPORTATION

UK/EU – ‘Brexit Will Raise Trade Barriers’ WSJ *

TTIP – Brexit a final nail in the coffin for stalled trade deal R

TPP – Trade Pacts Face Another Hurdle With Brexit WSJ *

Nafta – Glory days may be over E *


COMMODITIES



ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

Meanwhile, in a parallel universe… ft *


24 June 2016

Thursday, June 23rd, 2016



Today’s Issue Cluster: Metals



MAJOR DATA POINTS

Germany – Jun: Ifo index highest in 10 months; 108.7 from 107.8 / B *

US – May: Durable-Goods Orders Fell; -2.2% from +3.3% / WSJ

US – Jun: UMich Consumer Sentiment Falls; 93.5 from 94.7 / CNBC / WSJ


MARKETS

Euro – Sluggish Growth Adds to Brexit Debate B *

Franc – The Losing Battle Against the World’s Most Powerful Currency WSJ *

Germany – 10-year yield turns negative FT / WSJ


ECONOMICS



POLITICS & FISCAL POLICY

Brexit – UK: Plunges into constitutional crisis FT / WSJ * *

Brexit – UK: Changes To Come Slowly NYT / wsj *

Brexit – PM: Cameron Out, Boris In? / WSJ

Brexit – Labour: Corbyn Next to Go? / Ind / FT

Brexit – Scotland: New independence vote is “highly likely” / FT

Brexit – Northern Ireland: Sinn Fein calls for poll on united Ireland / Ind

Brexit – EU: Heightens Fears of Disintegration / WSJ

Brexit – EU: Calls for vote in France, Italy, Netherlands, Denmark, Sweden / BBC

Brexit – Stocks: Europe set for worst drop since 1987 / B / B *

Brexit – Banks: Taking Brunt of Crash / FT / WSJ / WSJ

Brexit – Pound: At the sharp end of markets’ reaction / FT *

Brexit – Pound: Versus Remain vote / b *

Brexit – BOE: Traders Brace for Rate Cut / B * *

Brexit – Gilts: Bond yields set fresh record low / FT *

Brexit – Gold: Soars to a two-year high / FT *

Brexit – UK: Predictions say GDP will be lower by 2030 / FT *

Brexit – UK: Impact on trade, immigration to be determined / FT *

Brexit – US: Predicted to ‘Rattle Economy, Shake Influence’ / WSJ

Brexit – Fed: Zero implied probability of rate hike in Jul Sep & Nov / b / WSJ *

Brexit – US: Probability of Rate Hikes, Before & After / b *

Brexit – Japan: On the Hot Seat / WSJ *


MONETARY POLICY

ECB – Could Soon Run Out of Bunds to Buy B *


FINANCE

Switz – Shuttered Geneva Offices Show Impact of Lost Banking Secrecy B *


REAL ESTATE



LABOR & EDUCATION



SERVICES

Retail – China graft purge will pay off, says Gucci FT *

Retail – Internet Is Crushing Department Stores B *


MANUFACTURING



TECH

Unicorns – Twilio’s Shares Jump 92% in Trading Debut WSJ *

Unicorns – Twilio leaps in debut / R *

Unicorns – Twilio shares surge in Wall Street debut / FT *

Unicorns – European variant remains elusive FT *


TRADE & TRANSPORTATION



COMMODITIES

Metals – Tesla Is Squaring Off Against China BW *

Metals – Luxembourg boldly goes into asteroid mining FT *

Gold – Has been no safe port in this storm FT *

Zinc – At a 10-month peak stands out from the metals pack FT

Copper – ‘Real Spark’ for Demand Is Renewable Energy, BHP Says B *

Steel – Makers Strengthen On China Duties; Auto, Construction Demand IBD

Steel – A Mill Lives Again, in a Setback for China NYT


ENERGY & ENVIRONMENT

Coal – ‘As Wind Power Lifts WY’s Fortunes, Miners Are Left in the Dust’ NYT

Coal – The Decline of the Industry in One Chart aaf *

Coal – BHP Sticks With Mines in Hard Times WSJ *


HEALTH



ENDNOTE

The Psychology of Color For Unicorns vc *