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{"id":45227,"date":"2014-03-31T23:13:28","date_gmt":"2014-04-01T03:13:28","guid":{"rendered":"http:\/\/bznwz.com\/?p=45227"},"modified":"2014-04-01T12:31:49","modified_gmt":"2014-04-01T16:31:49","slug":"1-april-2014","status":"publish","type":"post","link":"https:\/\/bznwz.com\/1-april-2014","title":{"rendered":"1 April 2014"},"content":{"rendered":"


<\/code><\/p>\n


\n

Today\u2019s Issue Cluster: Food & Beverage<\/p>\n


<\/code><\/p>\n


\n

DATA POINTS<\/b><\/a><\/p>\n

Japan – Q1: Tankan Manufacturing Sentiment at Highest Level Since 2007; 17 from 16 \/ R<\/a> \/ B<\/a><\/p>\n

Japan – Q2: Tankan Business Sentiment Set to Weaken Sharply; 8 \/ WSJ<\/a><\/p>\n

China – Mar: Markit\/HSBC PMI fell to an eight-month low; 48.0 from 48.5 \/ AP<\/a> \/ FT<\/a> \/ WSJ<\/a> \/ m<\/a> m<\/a> *<\/a> *<\/a><\/p>\n

China – Mar: Official PMI edged up; 50.3 from 50.2 \/ R<\/a> \/ B<\/a> \/ b<\/a> *<\/a> *<\/a><\/p>\n

SK – Mar: HSBC\/Markit manufacturing gauge rose; 50.4 from 49.8 \/ R<\/a> \/ m<\/a> *<\/a><\/p>\n

SK – Mar: Exports Pick Up Pace; +5.2% from +1.5% \/ WSJ<\/a><\/p>\n

India – Mar: HSBC Manufacturing PMI falls from one-year high; 51.3 from 52.5 \/ m<\/a> *<\/a><\/p>\n

Australia – Mar: Home prices surge higher; +3.5% \/ SMH<\/a> \/ ABC<\/a> \/ Aus<\/a><\/p>\n

EZ – Feb: Unemployment steady near record high; 11.9% \/ AP<\/a> \/ WSJ<\/a> \/ NYT<\/a> \/ bi<\/a> *<\/a><\/p>\n

Germany – Mar: Unemployment drops as economy picks up; 6.7% from 6.8% \/ AP<\/a> \/ R<\/a> *<\/a><\/p>\n

Italy – Feb: Jobless at Record; 13.0% \/ B<\/a><\/p>\n

EZ – Mar: Markit Manufacturing PMI falls; 53.0 from 54.1 \/ m<\/a> \/ b<\/a> \/ b<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Germany – Mar: Markit Manufacturing PMI falls; 53.7 from 54.8 \/ m<\/a> *<\/a><\/p>\n

French – Mar: Markit Manufacturing PMI returns to growth and hits 33-month high; 52.1 from 49.7 \/ m<\/a> *<\/a><\/p>\n

UK – Mar: Markit Manufacturing PMI drops; 55.3 from 56.2 \/ m<\/a> *<\/a><\/p>\n

Italy – Mar: Markit Manufacturing PMI signals further growth; 52.4 from 52.3 \/ m<\/a> *<\/a><\/p>\n

Spain – Mar: Markit Manufacturing PMI at 47-month high; 52.8 \/ m<\/a> *<\/a><\/p>\n

Ireland – Mar: Markit PMI expanded at sharpest rate since April 2011; 55.5 from 52.9 \/ WSJ<\/a> \/ FT<\/a><\/p>\n

Russia – Mar: Markit PMI continues to deteriorate; 48.3 from 48.5 \/ bi<\/a> *<\/a><\/p>\n

Brazil – Mar: HSBC Manufacturing PMI up only marginally; 50.6 from 50.4 \/ m<\/a> *<\/a><\/p>\n

US – Mar: Markit factory activity growth slows; 55.5 from 57.1 \/ R<\/a> \/ <\/p>\n

US – Mar: ISM manufacturing growth accelerates; 53.7 from 53.2 \/ R<\/a> \/ WSJ<\/a> \/ r<\/a> *<\/a><\/p>\n

US – Feb: Construction spending barely up; +0.1% from +0.2% \/ R<\/a> \/ AP<\/a> \/ r<\/a> *<\/a><\/p>\n

US – Feb: CoreLogic home prices rose; +0.8%, +12.2% yr \/ AP<\/a>
\n
<\/code><\/p>\n


\n

MARKETS<\/b><\/a><\/p>\n

Bonds – AAA: Sovereign ratings deposed FT<\/a><\/p>\n

Bonds – EU: Turning point for debt ratings FT<\/a> *<\/a><\/p>\n

Bonds – US: Investors Still Waiting for Yields’ Rise WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

ECONOMICS<\/b><\/a><\/p>\n

US – Caterpillar accused of \u2018shifting\u2019 profits FT<\/a> \/ WSJ<\/a> \/ NYT<\/a><\/p>\n

US – Corporate America\u2019s overseas cash pile rises to $947b FT<\/a> \/ q<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

POLITICS & FISCAL POLICY<\/b><\/a><\/p>\n

Turkey – Erdogan triumphant after resounding poll victory FT<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

France – Hollande fires prime minister in bid to relaunch presidency FT<\/a> \/ WSJ<\/a> \/ NYT<\/a> *<\/a><\/p>\n

France – Misses 2013 deficit target \/ r<\/a> *<\/a><\/p>\n

NK – Trades live fire with SK over sea border NYT<\/a> \/ AFP<\/a> *<\/a><\/p>\n

NK – Glimmer of hope FT<\/a> *<\/a> *<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

MONETARY POLICY<\/b><\/a><\/p>\n

Fed – Yellen Says Extraordinary Support Needed for \u2018Some Time\u2019 B<\/a> \/ FT<\/a> \/ WSJ<\/a> \/ NYT<\/a> \/ AP<\/a> \/ R<\/a> \/ WSJ<\/a>
\n
<\/code><\/p>\n


\n

FINANCE<\/b><\/a><\/p>\n

World – Banks\u2019 retreat empowers commodity trading houses FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

REAL ESTATE<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

SERVICES<\/b><\/a><\/p>\n

F&B – US fizzy drinks lose pop on health fears FT<\/a> \/ WSJ<\/a> \/ R<\/a> \/ AP<\/a> *<\/a><\/p>\n

F&B – Diet isn\u2019t saving the soda industry like it was supposed to q<\/a> *<\/a> *<\/a><\/p>\n

F&B – Energy drinks on the ascent q<\/a> *<\/a> *<\/a><\/p>\n

F&B – Bottled iced coffee comes in from the cold FT<\/a><\/p>\n

F&B – Starbucks Buys a Farm BW<\/a> *<\/a><\/p>\n

F&B – Coffee pods popular q<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

F&B – Latte-loving Thais spur chain battle N<\/a> *<\/a><\/p>\n

F&B – EU and China strike deal to end wine wars FT<\/a><\/p>\n

F&B – Wine Consumption in the USA \/ am<\/a> *<\/a><\/p>\n

F&B – US beer consumption down 20% since the early 1990s \/ q<\/a> *<\/a><\/p>\n

F&B – PBR becomes a billion-dollar beer q<\/a> *<\/a><\/p>\n

F&B – US State Taxes On Beer, Wine, And Liquor bi<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

F&B – Indonesian brewer Bintang looks to soft drinks to build business with Muslims N<\/a> *<\/a><\/p>\n

F&B – Gum loses its pop in US AP<\/a> \/ q<\/a> *<\/a> <\/p>\n

F&B – Chewing Gum Makers Cater to Chinese Tastes WSJ<\/a> *<\/a><\/p>\n

F&B – Peak TV dinners q<\/a> *<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

F&B – Asian producers seek to spice up noodle sales FT<\/a> *<\/a><\/p>\n

F&B – Activists force companies out of comfort zone amid consumer shift FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

MANUFACTURING<\/b><\/a><\/p>\n

Autos – GM Recalls 1.5m More Vehicles WSJ<\/a> \/ FT<\/a> *<\/a><\/p>\n

Autos – Regulators Twice Failed to Open GM Probes WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

TECH<\/b><\/a><\/p>\n

Internet – Huawei buoyed by enterprise and consumer divisions FT<\/a> \/ WSJ<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

Internet – ‘No Sale,’ Brands Tell Alibaba’s Tmall WSJ<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

Internet – Small Is Beautiful in Chinese Web Stocks WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

TRADE & TRANSPORTATION<\/b><\/a><\/p>\n

Rail – Equipment Makers Getting Lift From Crude IBD<\/a>
\n
<\/code><\/p>\n


\n

COMMODITIES<\/b><\/a><\/p>\n

Crops – Chinese Pigs Eating Soybeans Cut US Supply to 1965 Low B<\/a> \/ FT<\/a> *<\/a><\/p>\n

Crops – Amped-Up Production Threatens Grains’ Gains WSJ<\/a> *<\/a><\/p>\n

Crops – Corn Prices Jump As USDA Forecasts Lower Plantings WSJ<\/a> \/ WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

ENERGY & ENVIRONMENT<\/b><\/a><\/p>\n

Carbon – Coping with climate change to cost up to $100b a year, says UN FT<\/a> \/ WSJ<\/a> \/ AP<\/a> \/ R<\/a> \/ NYT<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

Carbon – Scientists clash over UN climate report FT<\/a> \/ ft<\/a> \/ G&M<\/a> *<\/a><\/p>\n

Carbon – Exxon warns global warming targets \u2018unlikely\u2019 to be met FT<\/a> \/ WSJ<\/a><\/p>\n

Carbon – White House Unveils Plans to Cut Methane Emissions NYT<\/a> \/ WSJ<\/a> \/ AP<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

Carbon – Sun pattern might ease global warming WSJ<\/a> *<\/a><\/p>\n

Carbon – Activism Makes Steyer Converge With Paulson B<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

LABOR & EDUCATION<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

HEALTH<\/b><\/a><\/p>\n

Pharma – Sales Soar for Pricey Hepatitis Drug Sovaldi WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

ENDNOTES<\/b><\/a><\/p>\n

America’s Teams: Yankees and Popular Where There is no Local Baseball Team bi<\/a> *<\/a>
\n
<\/code><\/p>\n


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