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{"id":46614,"date":"2014-06-17T22:46:39","date_gmt":"2014-06-18T02:46:39","guid":{"rendered":"http:\/\/bznwz.com\/?p=46614"},"modified":"2014-06-18T11:13:42","modified_gmt":"2014-06-18T15:13:42","slug":"18-june-2014","status":"publish","type":"post","link":"https:\/\/bznwz.com\/18-june-2014","title":{"rendered":"18 June 2014"},"content":{"rendered":"


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


\n

Today\u2019s Issue Cluster: Energy Transport<\/p>\n

Online \u2013 Wal-Mart counting on Latam success to drive US strategy
\nLEDs \u2013 China Elbows Its Way to the Fore
\n
<\/code><\/p>\n


\n

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

Japan – May: Exports Fell for First Time Since February 2013; -2.7% \/ B<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

US – Q1: Current account deficit widened to its widest since Q3 ’12; -$111b from -$87b \/ AP<\/a> \/ r<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

EMs – Ecuador, Kenya Government Bonds Entice Yield Hunters WSJ<\/a> *<\/a><\/p>\n

EMs – Investment Flows Take Pressure Off Governments WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

UK – Sterling surges after Carney\u2019s change of heart FT<\/a> *<\/a><\/p>\n

UK – Trade deficit, housing bubble and anaemic productivity growth threaten revival FT<\/a> *<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Iraq – Maliki Blames Saudis WSJ<\/a> \/ r<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

RBNZ – Tightening Blunted as Australian Banks Cut Mortgage Rates B<\/a><\/p>\n

RBNZ – McDermott Says Traders Mispricing Kiwi as Rates Increase B<\/a> \/ SMH<\/a> \/ wsj<\/a> \/ FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

World – Shadow banks step into the lending void FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Australia – Has third highest house price-to-income ratio in the world: IMF ABC<\/a> \/ SMH<\/a> \/ Aus<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Online – Wal-Mart counting on Latam success to drive US strategy R<\/a> *<\/a><\/p>\n

Online – So You Want to Compete Against Amazon? jordan<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

LEDs – China Elbows Its Way to the Fore NYT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Pipeline – Northern Gateway: Canada Approves Oil-Sands Link to Pacific Coast WSJ<\/a> \/ FT<\/a> \/ NYT<\/a> \/ B<\/a> \/ FP<\/a> \/ G&M<\/a> \/ G&M<\/a> *<\/a><\/p>\n

Pipeline – Keystone: Canada Tries Turning Up Heat on Obama FT<\/a> \/ B<\/a><\/p>\n

Pipeline – Energy East: Keystone Gets Some Canadian Competition BW<\/a> \/ CBC<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Pipeline – Merrick: British Columbia: LNG and the labor market R<\/a> \/ R<\/a> *<\/a><\/p>\n

Pipeline – Seaway Twin: Canada set to reach US Gulf with heavy crude R<\/a> *<\/a><\/p>\n

Rail – California Says It Isn\u2019t Ready to Handle Oil Boom B<\/a><\/p>\n

Rail – BNSF to Continue Investments Related to US Oil Boom WSJ<\/a><\/p>\n

Rail – After oil, natural gas may be next R<\/a> *<\/a><\/p>\n

Rail – Oil shipments from Western Canada to triple FP<\/a> \/ CBC<\/a> \/ G&M<\/a> *<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Mining – South Africa miners seem ready to end strike FT<\/a> \/ FT<\/a> \/ WSJ<\/a><\/p>\n

Mining – Aluminum Cars Take Heat From ArcelorMittal’s CEO WSJ<\/a><\/p>\n

Mining – Protectionist promises dominate Indonesia presidential debate R<\/a> \/ R<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Oil – Islamist siege forces closure of north\u2019s main refinery FT<\/a> *<\/a> *<\/a><\/p>\n

Oil – Iraq Foretells Dystopian Future WSJ<\/a> *<\/a><\/p>\n

Oil – – China’s rising dependence on Iraq means turmoil can hit its companies WSJ<\/a> *<\/a><\/p>\n

Oil – IEA warns on Opec production risks FT<\/a> \/ bi<\/a> *<\/a><\/p>\n

Oil – Russia\u2019s $8b Trove Locked Without US Tech B<\/a><\/p>\n

Oil – Upshot of US Boom: Fewer Shocks WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Pharma – Fake Antibiotics Feed Growing Worldwide Superbugs Threat B<\/a><\/p>\n

Pharma – Drug Delays Cost US Health-Care Payers Millions WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

The World Cup isn\u2019t normally this exciting e<\/a> *<\/a>
\n
<\/code><\/p>\n


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