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{"id":46931,"date":"2014-07-06T23:20:19","date_gmt":"2014-07-07T03:20:19","guid":{"rendered":"http:\/\/bznwz.com\/?p=46931"},"modified":"2014-07-07T11:09:30","modified_gmt":"2014-07-07T15:09:30","slug":"7-july-2014","status":"publish","type":"post","link":"https:\/\/bznwz.com\/7-july-2014","title":{"rendered":"7 July 2014"},"content":{"rendered":"


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


\n

Today\u2019s Issue Cluster: US Labor<\/p>\n

Ukraine \u2013 Even With Sanctions, US Sales to Russia Hit New High
\nPower \u2013 Hackers Find Open Back Door to Power Grid With Renewables
\nMetals \u2013 Fraud worries a lead weight on imports in China
\n
<\/code><\/p>\n


\n

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

Germany – May: Industrial Output Falls in Sign of Slower Growth; -1.8% from -0.3% \/ B<\/a> \/ AP<\/a> *<\/a><\/p>\n

Germany – May: Manufacturing Orders Drop More Than Expected; -1.7% from +3.4% \/ WSJ<\/a> \/ B<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

EMs – Why the \u2018convergence\u2019 story is losing steam ft<\/a> *<\/a> *<\/a> *<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

EMs – Nigeria, Malaysia top survey of 20 emerging economies N<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

France – Puts Euro Zone Recovery at Risk, Economists Warn FT<\/a><\/p>\n

France – Businesses Losing Confidence in Hollande WSJ<\/a> \/ B<\/a><\/p>\n

France – Hits out at dollar dominance in international transactions FT<\/a> \/ B<\/a>
\n
<\/code><\/p>\n


\n

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

Ukraine – Pro-Russian separatists flee Slavyansk FT<\/a> \/ WSJ<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

Ukraine – Merkel\u2019s harder stance on Russia fuels anxiety for companies FT<\/a> *<\/a><\/p>\n

Ukraine – Even With Sanctions, US Sales to Russia Hit New High wsj<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

ECB – Holds Interest Rates Steady WSJ<\/a> \/ R<\/a> \/ NYT<\/a> \/ B<\/a> *<\/a><\/p>\n

ECB – To transform how it runs monetary policy FT<\/a> \/ q<\/a> *<\/a><\/p>\n

SR – Sweden Makes Large Cut to Main Interest Rate FT<\/a> \/ WSJ<\/a> \/ AP<\/a> \/ WSJ<\/a> \/ B<\/a> *<\/a> *<\/a><\/p>\n

NB – Scandinavian policy makers in test of resolve FT<\/a> \/ FT<\/a> *<\/a><\/p>\n

Fed – Falling Unemployment Doesn’t Rate WSJ<\/a> \/ FT<\/a> \/ B<\/a> *<\/a><\/p>\n

Fed – Keeps a Watchful Eye As Food Prices Rise WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

EU – Europe Banks Falter as ECB Defers Asset Buying B<\/a> *<\/a><\/p>\n

EU – Banks raise capital ahead of stress tests FT<\/a> *<\/a><\/p>\n

EU – Banks Face Added Capital Requirements WSJ<\/a> *<\/a><\/p>\n

EU – Bank stocks suffer from legal fears FT<\/a> *<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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


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


\n

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


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


\n

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


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


\n

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


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


\n

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

Metals – Foreign Banks See Exposure to China Port Qingdao Topping $500m WSJ<\/a> *<\/a><\/p>\n

Metals – Fraud worries a lead weight on imports in China N<\/a> *<\/a><\/p>\n

Metals – Miners seek to take the plunge FT<\/a><\/p>\n

Metals – Iron ore boosted by China restocking FT<\/a><\/p>\n

Metals – Aluminum’s Collision Course With Steel WSJ<\/a> *<\/a><\/p>\n

Metals – With iron ore weak, investors should look to aluminum FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Power – US Government Is Urged to Takes Steps for Grid Protection WSJ<\/a><\/p>\n

Power – Hackers Find Open Back Door to Power Grid With Renewables B<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

US – As Jobs Surge, Hurdles Linger WSJ<\/a> \/ B<\/a> \/ WSJ<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

US – Hiring Pickup Aided By Rare Source of Strength: Governments wsj<\/a> *<\/a><\/p>\n

US – Unemployment falls to 6.1%, avg UE duration drops to 33.5 wks \/ *<\/a><\/p>\n

US – Unemployment rates by race and ethnicity \/ *<\/a><\/p>\n

US – UE duration, discouraged down, participation flat *<\/a><\/p>\n

US – Underemployment \/ *<\/a><\/p>\n

US – Part-time work is still elevated \/ *<\/a><\/p>\n

US – Full-Time Employment vs. Total Employment *<\/a><\/p>\n

US – Two charts \/ q<\/a> *<\/a> *<\/a><\/p>\n

US – Hiring may be rebounding, but wage growth is not r<\/a> *<\/a><\/p>\n

US – But What Do Payrolls Say About A New Recession Risk? wsj<\/a> *<\/a> *<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Pharma – Merck, Gilead Lead Race To Eradicate Hepatitis C IBD<\/a><\/p>\n

Pharma – Drugmakers warn on SK pricing policy FT<\/a><\/p>\n

Pharma – GSK faces questions over direction of China corruption probe FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Manhattan’s Daytime Population — Helps Identify Hospitals reddit<\/a> *<\/a>
\n
<\/code><\/p>\n


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