5 August 2016

August 4th, 2016



Today’s Issue Cluster: Tech



MAJOR DATA POINTS

Indonesia – Q2: Economic Growth Accelerates; +5.18% from +4.92% / WSJ

Germany – Jun: Manufacturing Orders Sluggish; -0.4% from +0.1% / WSJ / FT

US – Jul: Adds Jobs; +255k from +292k / WSJ / FT / NYT / R / B

US – Jun: Trade Gap Widened 8.7%; Imports +1.9%, Exports +0.3% / WSJ / R


MARKETS

Brazil – Runs Rings Around Other Markets WSJ *


ECONOMICS

Brazil – Economic Gloom Shows Signs of Lightening WSJ *


POLITICS & FISCAL POLICY

Venezuela – Crunch time for attempt to oust Maduro FT / FT

Venezuela – Maduro’s Threats Fail to Stop Companies From Exiting B *

Cuba – Venezuela’s economic woes send a chill over closest ally FT


MONETARY POLICY

World – Hiking rates is mostly a (Latin) American thing jb *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Sector – Four days that shook the digital ad world FT * *

Sector – Profits Fueled by Mobile, Cloud WSJ *

Sector – Tech Stocks’ New Attraction: Dividends WSJ *

Sector – Tech Dominating the Stock Market as Never Before / slate / FT *

Cloud – US Firms Dominate in Western Europe WSJ *

Amazon – Posts Another Blockbuster Profit WSJ / NYT / B / FT *

Facebook – Growth Tops Estimates B / WSJ / FT / NYT * *

Facebook – Surges on mobile ads boon FT / WSJ *

Twitter – Disappointing earnings revive speculation R / WSJ / FT / WSJ *

Apple – Embrace by Bond Market Prompts Calls for Sanity Check B *

Apple – Android Handset Makers Advance WSJ *

Apple – Passes ‘low point’ on iPhone sales FT / R / WSJ * *

Apple – Investors take a longer-term view FT * *

Apple – Hard-Charging Tactics Hurt TV Expansion WSJ * *

Google – Could Put Pay-TV in a Box WSJ *

Google – Boosted by mobile advertising FT / WSJ / NYT * *

Google – EU Files Additional Formal Charges WSJ *

Yahoo – Unites with AOL as digital ‘third force’ FT * *

Yahoo – With Verizon’s Backing, Longtime Suitor Gets His Prize B *

Yahoo – Rise and Fall / vc *

Baidu – Stumbles Raise Doubts About Its Future R / WSJ / FT *

China – The Humbling of American Tech Giants B

China – Is the Cutting Edge in Mobile Tech NYT

China – Investors bet it can play tech catch-up with US FT


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

Buildings that Resemble the Things They Sell ha
Longaberger Company Headquarters; Newark, OH
*
National Fisheries Development Board Building; Hyderabad, India
*
Capitol Records Building; LA, CA
*
United Equipment Office; Turlock, CA
*


4 August 2016

August 3rd, 2016



Today’s Issue Cluster: European Finance & Economy



MAJOR DATA POINTS

US – Jun: Factory orders fall sharply for second month; -1.5% from -1.2% / MW / R

US – Week: Jobless Claims Up Slightly; +3k to 269k / WSJ / R


MARKETS

EU – Credit Landscape is Boring, and Interesting B *


ECONOMICS

UK – Brexit Imperils £405b Infrastructure Boom B *

UK – Pro-Brexit Economists See Growth Opportunities WSJ *

Russia – Economy Is Stuck B * *

EZ – Economy bigger than China / t *


POLITICS & FISCAL POLICY

UK – Tory polls lead adds to pressure for snap election FT / bi *

Spain – Catalonia Approves Plan to Secede B *

Italy – Five Star has fuzzy notions of what to do if it wins E *

Greece – IMF swayed by politics during eurozone crisis FT * *

EU – Euro still popular, but only among its members / b *


MONETARY POLICY

ECB – Draghi Must Judge If GDP Slowdown Is a Blip or a Problem B *

ECB – Writes Positive Score Card for Corporate-Bond Plan B * *

ECB – Money supply accelerated before QE, stagnant since / jb *

BOE – Cuts Key Interest Rate to New Low FT / WSJ / NYT / R / B * *

BOE – May Revive Dying Policy for Post-Brexit Package B *


FINANCE

EU – Barclays Cut in Half as Europe Slims Down on Wall Street WSJ *

EU – Bank shares fall in brutal start to August FT / FT *

EU – Banks still unloved by investors FT *

EU – Stress Tests Find Some Big Banks Wanting NYT / WSJ / FT / R / B *

EU – Familiar faces in the line of fire over stress tests FT *

EU – Lending fears in focus FT *

UK – Obscure corner of London finance suddenly a battleground B *

Italy – Rome races to gain private bailout for Monte Paschi FT

Italy – How do you solve non-performing loans? FT *

Italy – ‘Safe hands’ tested FT * *

Portugal – Banks May be Brewing a Perfect Storm WSJ

Greece – Bank deposits not recovering / b *


REAL ESTATE

UK – Housing Market May Be Brexit’s Best Bellwether WSJ *

UK – Renting in your 40s and 50s is on the rise FT *

UK – Home ownership lowest since 1986 FT *

Italy – Housing crisis FT *

Spain – What’s Behind the Spike in Mortgage Activity? WSJ *


LABOR & EDUCATION

Spain – Jobless Falls to Almost Six-Year Low Amid Recovery B / FT * *

Spain – Jobs Still Trail Recovery B *

EU – Young people still living with their parents / bm *


SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

German PokemonGO Bild * *


3 August 2016

August 2nd, 2016



Today’s Issue Cluster: Autos



MAJOR DATA POINTS

EZ – Jul: Markit PMI rose; 53.2 from 53.1 / FT

US – Jul: ADP Private Payrolls Rose; +179k from +176k / WSJ / R / B *

US – Jul: ISM Services Slows; 55.5 from 56.5 / MW


MARKETS



ECONOMICS

US – Struggling Economy Propped Up by Consumer-Spending B * * *

US – 3 of past 4 quarters revised lower / WSJ *

US – Weakest recovery since 1949 / WSJ *

US – Economy Is Again Under the Sway of Asset Prices WSJ *


POLITICS & FISCAL POLICY

US – Defense Wins With Trump, Health Care Under Clinton: Highland B *


MONETARY POLICY



FINANCE

US – $18b credit card debt spree sparks fears FT

US – Two Groups Test Tolerance for New Banks WSJ *

US – Big Banks Vie for Instant Payment Market NYT / WSJ *

US – Big Banks Turn Silicon Valley Competition Into Profit B * *


REAL ESTATE

US – Fragile Economy Now Facing a Slowdown in Building Boom B

US – Something Is Odd About the Latest Construction Data B *

US – CoreLogic House Prices up 5.7% / cr *

US – Homeownership Rate Drops to Lowest Since 1965 B / wsj *


LABOR & EDUCATION



SERVICES



MANUFACTURING

Autos – US: Boom shows signs of ending FT / WSJ / B / WSJ / NYT * *

Autos – US: The owner-driver model is under pressure FT *

Autos – US: Thieves Go High Tech to Steal Cars WSJ *

Autos – China: Used car market: fast and spurious FT *

Autos – China: Drivers Find Advertised Fuel Economy a Fiction WSJ *

Autos – China: Dirty race for clean vehicles E *

Autos – Singapore: In the Land of $87k Corollas, Cars Got Pricier Again B *

Autos – EU: Brexit Could Crimp Recovery WSJ / FT

Autos – Diesel: French probe cannot rule out cheat FT

Autos – UK: Factories face uncertain future after Brexit * *

Autos – Russia: Weak Ruble Allows Export of Cars It Doesn’t Make B *

Autos – VW: A handbrake turn in its US strategy FT * *

Autos – VW: Dealers Fume While Waiting for Fix WSJ / WSJ *

Autos – VW: Coming SUV to Represent a Shift in Culture WSJ

Autos – VW: On track to regain global crown from Toyota FT

Autos – GM: Raises full-year outlook as profits jump FT / WSJ *


TECH



TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

State capitol buildings reddit *


2 August 2016

August 1st, 2016



Today’s Issue Cluster: eTaxis



MAJOR DATA POINTS

US – Jun: Consumer Spending Increased; +0.4% from +0.4% / WSJ / R

US – Jun: Core PCE below Fed’s 2% target; +1.6% / R


MARKETS



ECONOMICS

Asia – Manufacturing in China and Japan Can’t Find Its Mojo WSJ *

Taiwan – A series of unfortunate events E *

SK – Seoul Targets Executives, Pressed by an Angry Public NYT


POLITICS & FISCAL POLICY

Japan – Approves $274b Stimulus Package WSJ / FT / NYT / B * *

Japan – Return to Fiscal Lever Shows Failure to Hit High Goals B *

India – Go-Slow Reform Hamstrings Economic Transformation WSJ *

India – Railway Plans More Debt Than GDP of Some Nations B *


MONETARY POLICY

RBA – Australia cuts interest rates to record low 1.5% FT * *


FINANCE



REAL ESTATE



LABOR & EDUCATION

India – Child labor law raises concerns FT


SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION

eTaxi – Uber Sells China Operations to Didi Chuxing WSJ / FT / R / NYT *

eTaxi – Didi/Uber: foster children FT *

eTaxi – Financial Pressures Shaped Didi-Uber Deal WSJ

eTaxi – Earlier: ‘Uber/Didi Fight Drives Merger Talk’ WSJ / FT / R *

eTaxi – Uber’s China Deal Moves Ride-Hail Giant a Step Closer to IPO B

eTaxi – Foreigners Never Win in Tech WSJ / WSJ / B

eTaxi – Uber-Didi Tie-Up Threatens Lyft in US WSJ *

eTaxi – Didi’s anti-Uber axis under strain after deal FT * * *

eTaxi – Didi Chuxing raised $7b in new capital FT / NYT *

eTaxi – China Clears Road for Services to Operate Legally WSJ / NYT / R / FT

eTaxi – Uber to challenge Deliveroo food delivery FT *

eTaxi – Uber to pour $500m into global mapping project FT

eTaxi – Hailo to merge with Daimler’s MyTaxi FT

eTaxi – GrabTaxi Seizes Lead in Southeast Asia WSJ *


COMMODITIES



ENERGY & ENVIRONMENT

Nuclear – UK under fire over fresh delay to Hinkley Point FT / WSJ / FT * * *

Nuclear – Japan Jitters Weigh on Global Uranium Market WSJ *


HEALTH



ENDNOTE

Beef, ban and bloodshed in India IT *


1 August 2016

July 31st, 2016



Today’s Issue Cluster: Oil



MAJOR DATA POINTS

Japan – Jul: Factory activity shrinks for fifth month; 49.3 from 48.1 / R

China – Jul: Official manufacturing PMI contracts; 49.9 from 50.0 / R

China – Jul: Caixin manufacturing PMI jumps; 50.6 from 48.6 / B / WSJ

US – Jul: ISM Manufacturing Growth Cooled; 52.6 from 53.2 / B

US – Jun: Construction spending declines; -0.6% from -0.1% / MW


MARKETS

World – Governments Enjoy a Windfall in Low Borrowing Costs WSJ *

World – Negative yielding credits is growing fast / t *


ECONOMICS

World – GDP forecasts for 2016 / E *


POLITICS & FISCAL POLICY



MONETARY POLICY

World – Timid BOJ Move Raises Alarm for Other Economies WSJ

World – Size of BOJ, ECB Balance Sheets Approaching the Fed’s / b *

World – Global QE has never been greater r *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES

Prisons – Boot Camps Find Their Time Running Out WSJ *

Prisons – US Population Is Falling B *


MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES

Crops – It’s Not Easy Being Grains B *

Crops – World grain glut set to enter fourth year / FT *

Crops – Grain Stocks Growing High as an Elephants Eye IBD

Crops – Craft beer boom sends US to top of global hop charts FT * *


ENERGY & ENVIRONMENT

Oil – Market: This Glut’s Days Are Numbered b *

Oil – Market: Rally to resume later this year, demand to offset glut: poll R

Oil – Majors: Low Prices Hammer Companies WSJ / FT / NYT / B * *

Oil – Majors: Capex has plunged to $410b / b *

Oil – Inventories: No universal requirement on reporting WSJ *

Oil – North Sea: Shell Workers Threaten to Strike NYT

Oil – US: Firms Keep Cutting Jobs WSJ

Oil – Iraq: Islamic State Strikes Facilities WSJ

Oil – Iraq: Islamic State’s revenue dives as it loses territory R *

Oil – Iran: Crude Flows But The Money’s Stuck B *

Oil – Libya: Preparing to Export More After Deal Unblocks Ports WSJ

Oil – Kazakhstan: Acts after Romania blocks deal FT

Oil – Russia: Goldman’s Hopeful Call b

Oil – Russia: Output Rises Amid Arctic Circle Surge / b *

Oil – Market: Glut Shows Investors There’s Nowhere to Go But Down B *

Oil – Market: Supertankers turn UK into center of glut FT

Oil – Sand: The Industry’s Bellwether WSJ *


HEALTH



ENDNOTE

Abenomics lifts ‘quadrillion’ into the lexicon e * * *


29 July 2016

July 29th, 2016



Today’s Issue Cluster: Refiners



MAJOR DATA POINTS

Japan – Jun: Industrial Output Rebounds; +1.9% from -2.6% /
B / FT

Japan – Jun: Retail Sales Improve; +0.2% from +0.1% / FT / B

EZ – Q2: Economy Slowed; +1.2% from +2.2% / WSJ / FT / R

EZ – Jun: Inflation up; +0.2% from +0.1% / eu

EZ – Jul: Unemployment stable; 10.1% / eu

US – Q2: GDP Disappoints; +1.2% not +2.6% / WSJ / R / FT / NYT *

US – Q2: Employment Costs Up; +0.6% from +0.6% / WSJ

US – Jul: UMich consumer sentiment drops; 90.0 from 93.5 / MW

US – Jul: Chicago PMI dips; 55.8 from 56.8 / MW


MARKETS

Japan – 20-Year Bond Yield Turns Negative WSJ *


ECONOMICS

Japan – Strong Yen Could Further Damp Corporate Earnings WSJ *


POLITICS & FISCAL POLICY

Japan – Abe may have the votes he needs to change the constitution E *

Japan – Election win puts Abe in position to change the constitution N *


MONETARY POLICY

BOJ – Plays for time with weak stimulus FT / WSJ / R / NYT / WSJ / B * *

BOJ – Under govt pressure, Kuroda mulling specific steps for easing R / WSJ *

BOJ – ‘Helicopter Money’ Prospect Has Yen Traders On Edge WSJ *

BOJ – Kuroda set to dash hopes of ‘helicopter money’ FT / WSJ

BOJ – Holds 1/3rd of all government bonds / t *


FINANCE



REAL ESTATE



LABOR & EDUCATION

Japan – Population Falls by Most Since Records Began in 1968 B * *

Japan – As population shrinks, bears and boars roam LAT


SERVICES



MANUFACTURING

Planes – Airbus takes €1.4b charges FT / B

Planes – Boeing takes $2b charges FT

Planes – Air show witnessed slowdown in jet orders FT * * *

Planes – Airbus and Boeing put pressure on supply chain FT * *


TECH



TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

Refiners – Why It’s All Downhill B
The U.S. Is Swimming in Gas… *
…And So Is Europe *

Refineries – The Glut Strikes Back B * *

Refiners – On cusp of bear market after stocks rise FT / WSJ *

Refiners – Fuel Glut Keeps Pressure on Profit WSJ / B *

Refiners – ‘A Correction Is Upon Us’ B *

Refiners – Majors Losing Other Engine B / B *


HEALTH



ENDNOTE

World’s top 10 largest Cities by GDP am *


28 July 2016

July 27th, 2016



Today’s Issue Cluster: China Economy



MAJOR DATA POINTS

EZ – Jul: Economic confidence rose; 104.6 from 104.4 / B

US – Week: Jobless Claims Rose; +14k to 266k / WSJ / R


MARKETS

China – Renminbi drops to sixth in international payment ranking FT * *

China – Lets Yuan Depreciate, Other Nations Take Note WSJ *

HK – Chinese Investors Close In on Limits on Stocks WSJ *


ECONOMICS

China – Credit boom stokes growth B

China – Growth sucks in more debt bucks for less bang R

China – Firms will borrow 2/3 of new corporate debt: S&P / e *

China – Off-budget items push deficit to 15% of GDP: Goldman / e *

China – Infrastructure increasingly ineffective in spurring economy WSJ *

China – Millennials’ tastes shape outbound acquisitions FT * *

China – Growth performance is not unique / ps *


POLITICS & FISCAL POLICY

China – Xi Smothering Dissent FT *

China – Discord Between Top Leaders Spills Into the Open WSJ *


MONETARY POLICY

PBOC – China May Be Caught in a Liquidity Trap B * *


FINANCE

China – How to Decode Stress Tests WSJ *

China – Targets Banking Tool Behind Risky Lending WSJ *


REAL ESTATE

China – Excess Rooms Push Hotel Owners to Cut Rates WSJ


LABOR & EDUCATION

China – Stealing Jobs? It May Be Losing Them NYT

China – Wrestles With Wage Dilemma WSJ *


SERVICES



MANUFACTURING



TECH

Watches – China start-up Mobvoi makes foray into US FT *

Watches – Swiss ailing as shoppers abandon mechanical timepieces B *


TRADE & TRANSPORTATION

China – Joins UN trucking treaty, stepping onto new Silk Road R *


COMMODITIES



ENERGY & ENVIRONMENT

NatGas – US Shale Gas Heads to East Asia for First Time B *

NatGas – Surging LNG supply likely to outpace global demand this year B * * * *


HEALTH



ENDNOTE

The first new blue in over 200 years artnet / NPR *


27 July 2016

July 26th, 2016



Today’s Issue Cluster: US Real Estate & Economy



MAJOR DATA POINTS

UK – Q2: Economy Accelerated Ahead of Referendum; +0.6% from +0.4% Q/Q / WSJ / B *

US – Jun: Durable Orders Tumble Again; -4.0% from -2.8% / WSJ / R

US – Jun: NAR Pending Home Sales Rise Slightly; +0.2% / R


MARKETS

US – Why a Fed repeat of 2015 will not help the dollar FT / WSJ *

US – Junk-rated cities shine brighter with record low rates R *

US – Many states, cities, missing chance of lifetime to borrow R *

US – Beware the $10t Glut of Treasuries as Big Deficits Loom B *

US – Debate Over Debt Changes Tone WSJ *


ECONOMICS

US – Sputtering Car Sales Pose a Risk to Retail Momentum B * *

US – Demand Broadens Beyond Autos B *

US – Groups hoard cash as uncertainty grows FT *

US – ‘Wealth Bubble’ Flashes Warning About Future Downturn B *

US – Lobbyists Are Behind the Rise in Corporate Profits HBR *

US – Most and least expensive places to live / bi *


POLITICS & FISCAL POLICY



MONETARY POLICY

Fed – Waiting for Overwhelming Evidence to Warrant Hike B *

Fed – Rate-Hike Bets Back on Table on Strong Economic Data B / ft / WSJ *

Fed – Getting Real About the Limits of Their Power B *


FINANCE

US – Banks’ Bet on Consumers is Getting Riskier WSJ *

US – Dodd-Frank costs reach $36b in sixth year B *

US – GOP Platform Calls for Revival of Glass-Steagall WSJ / NYT / WSJ

US – Democratic Platform More Liberal on Financial Regulation WSJ / NYT


REAL ESTATE

US – Latest Data Bad News for People Predicting Recession B *

US – It’s Not a Housing Bubble, It’s Just Expensive B *

US – By This Measure, Homeownership Has Never Been More Valuable B *

US – The Housing Market Is Waving a Red Flag B *

US – End of an Era as China’s Love Affair Fades B * * *

US – NMHC Apartment Market Tightness Remains Negative / cr *

US – AIA Billings Steady / cr *


LABOR & EDUCATION



SERVICES



MANUFACTURING

F&B – Pound’s fall threatens AB InBev takeover of SABMiller FT / WSJ / FT *

F&B – Big brewers see strong potential for weak beer R

F&B – Mexican tax leaves top-end tequila makers reeling FT *

F&B – UK Looks to US to Add Some Tonic to Gin Exports WSJ *


TECH



TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

The Beer Industry / di *


26 July 2016

July 25th, 2016



Today’s Issue Cluster: Mobiles



MAJOR DATA POINTS

SK – Q2: GDP growth quickens pace; +0.7% from +0.5% Q/Q / FT

US – May: Case-Shiller Home Prices Maintained Strong Pace; +5.2% from +5.4% / WSJ / R

US – Jun: New home sales at eight year high; +3.5% / R / WSJ

US – Jul: ConfBd Consumer Confidence Virtually Unchanged; 97.3 from 97.4 / WSJ


MARKETS

EMs – Stocks Become a Smart Bet in a Post-Brexit World B * *

Africa – BRICs turning ugly? Consider CUTEs B *


ECONOMICS

Africa – Oil and debt to define winners and losers B *

Africa – Has enterprising people, but too few businesses E *

Africa – Moving toward massive CFTA free trade agreement wapo

Nigeria – Traders ponder the naira free float that wasn’t B *

Nigeria – A new “floating” exchange rate was fixed E *

Nigeria – IMF forecasts Nigerian economy will contract by 1.8% FT / B *

South Africa – On track to avert junk status FT *

Zimbabwe – Closes in on IMF deal to clear debts FT *


POLITICS & FISCAL POLICY

Tanzania – New president shakes up ‘sleeping giant’ FT *


MONETARY POLICY



FINANCE

Africa – Trouble is stalking many banks E *


REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Mobiles – Apple iPhone sales set to pass 1b milestone FT *

Mobiles – Analyst Downgrades Apple and Says It Has ‘Peaked’ B *

Mobiles – Apple’s Longer iPhone Call WSJ *

Mobiles – Apple weathers anti-US demo in China R

Mobiles – Apple’s China Problem Is That Local Phones are Good, and Cheap B *

Mobiles – Chinese Company in Patent Dispute With Apple Barely Exists WSJ *

Mobiles – China Smartphone Makers Snap Up Patents WSJ * *

Mobiles – India’s $4 smartphone rings alarm R / FT

Mobiles – Google Backs Chinese Smartwatch B

Mobiles – Supply chain plagued by forced labor and armed militias WSJ *

Mobiles – Samsung gets smarter with phones strategy FT *

Mobiles – Samsung Gets Ahead in Handsets by Not Phoning It In WSJ *

Mobiles – BlackBerry axes keyboards FT *


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

Alt – Storage: Renewables Growth Revives Old Method WSJ *

Alt – Storage: Power stored by heavy rail cars pulled up a hill SciAm / E *


HEALTH



ENDNOTE

Every mention of 2016 primary candidates in hip-hop songs 538 *


25 July 2016

July 25th, 2016



Today’s Issue Cluster: Brexit Update



MAJOR DATA POINTS

Germany – Jul: Ifo business confidence exceeds Brexit expectations; 108.3 from 108.7 / AFP


MARKETS

Brexit – So Far Not Such a Bad ‘Gamble’ After All in Most Markets B * * * *

Brexit – Winners and losers a month after the vote FT *

Currencies – ‘Pound Rally is living on borrowed time’ B * *

Currencies – Carry Trade Wins Again in Amid Post-Brexit Stability B *


ECONOMICS

Brexit – Euro-Area Growth Already Started Slowing Before Vote B *

Brexit – Germany is Stirred, not Shaken WSJ *

Brexit – Corporate raiders seek bargains in Britain R

Brexit – UK May Be Heading to Recession B / WSJ / FT / R / B * *


POLITICS & FISCAL POLICY

Brexit – Merkel offers May breathing space FT

Brexit – Hollande relaxes stance on swift talks FT / WSJ

Brexit – Europe’s non-euro 8 fear consequences of vote FT

Brexit – Euro-area votes to watch / b *


MONETARY POLICY



FINANCE



REAL ESTATE

UK – London Home Sales Fall B *

UK – Rising prices have kept singles off housing ladder FT *


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION

UK – Britain eyes new trade deals for Brexit in early 2019 AFP / WSJ

UK – Johnson Says Approached by Australia, India for Trade Deals B

TTIP – Talks Are Faltering NYT / WSJ

EU/Canada – One of Brussels’ biggest trade deals looks uncertain E *

Air – Terror and Brexit weigh on European airlines’ profits FT *

Air – Terror Attacks Weigh on Europe’s Travel Companies WSJ *

Air – Shrinking Pool of Future Pilots Keeps Major Airlines on Edge B *


COMMODITIES



ENERGY & ENVIRONMENT

NatGas – Bulls Are Counting on This Heat Wave for a Price Rally B *

NatGas – Oil producers see future in gas BW *

NatGas – Reputation risks being sullied by methane emissions E *


HEALTH



ENDNOTE

Active separatist movements in Europe wiki *