<\/code><\/p>\n
\nToday\u2019s Issue Cluster: Cybersecurity<\/p>\n
Ukraine \u2013 Energy Companies Rethinking Russia After New Round of Sanctions
\nWTO – Rural votes, old traumas drive India\u2019s WTO brinkmanship
\nWater \u2013 California\u2019s Exceptional Drought Just Keeps Getting Worse
\n
<\/code><\/p>\n
\nMAJOR DATA POINTS<\/b><\/a><\/p>\n
China – Jul: Official PMI hits 27-month high on strong orders; 51.7 from 51.0 \/ R<\/a> \/ WSJ<\/a> \/ B<\/a> *<\/a><\/p>\n
US – Jul: Adds jobs as hiring slows; +209k from +288k \/ FT<\/a> \/ NYT<\/a> \/ WSJ<\/a> \/ B<\/a> \/ R<\/a> \/ AP<\/a> *<\/a><\/p>\n
US – Jul: ISM factory activity expands at fastest pace in 39 months; 57.1 from 55.3 \/ R<\/a> *<\/a><\/p>\n
US – Jul: UMich consumer sentiment dips; 81.8 from 82.0 \/ R<\/a> *<\/a><\/p>\n
US – Jun: Consumer spending up; +0.4% from +0.3% \/ AP<\/a> \/ WSJ<\/a> \/ B<\/a> \/ R<\/a> \/ BEA<\/a> *<\/a>
\n
<\/code><\/p>\n
\n
Stocks – US: Bears Who Won Big During Finance Crisis Are Growling Again WSJ<\/a><\/p>\n
Stocks – Japan: It’s all coming together N<\/a> *<\/a><\/p>\n
Stocks – Indonesia: Widodo\u2019s presidential victory halts market rally FT<\/a> *<\/a> *<\/a><\/p>\n
Stocks – Saudi: Catch Rally While You Can B<\/a> *<\/a>
\n
<\/code><\/p>\n
\n
US – Inventories collapsed in the winter and came back strong in spring wapo<\/a> *<\/a> *<\/a><\/p>\n
US – One Big Factor in the Economic Uptick: Government Spending wsj<\/a> *<\/a><\/p>\n
US – Business Puzzle: Record Debt and Record Cash WSJ<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n
\n
POLITICS & FISCAL POLICY<\/b><\/a><\/p>\n
Ukraine – EU identifies 5 Russian banks it is sanctioning AP<\/a> \/ R<\/a> \/ FT<\/a> \/ B<\/a><\/p>\n
Ukraine – Sanctions will damage Russia if not lifted quickly AP<\/a><\/p>\n
Ukraine – Russian stocks are incredibly cheap FT<\/a> \/ q<\/a> *<\/a><\/p>\n
Ukraine – Russia Eyes Banning US Chicken And Some EU Fruit B<\/a><\/p>\n
Ukraine – Energy Companies Rethinking Russia After New Round of Sanctions NYT<\/a> \/ WSJ<\/a><\/p>\n
Ukraine – Already taking toll on western businesses FT<\/a> \/ AP<\/a> \/ AFP<\/a><\/p>\n
Ukraine – West’s Sanctions Playbook Faces Challenge With Russia WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n
\n
MONETARY POLICY<\/b><\/a><\/p>\n
Fed – Can Remain Patient on Rate-Hike Debate After Data WSJ<\/a> \/ R<\/a>
\n
<\/code><\/p>\n
\n
US – ‘Too Big to Fail’ Report Hedges on Big Banks’ Funding Edge WSJ<\/a> *<\/a><\/p>\n
US – Regional Banks Push Congress to Amend ‘Systemically Important’ Tag WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n
\n
\n
\n
MANUFACTURING<\/b><\/a><\/p>\n
\n
Cybersecurity – Smartphones Become Next Frontier WSJ<\/a><\/p>\n
Cybersecurity – Checking In From Home Leaves Entry for Hackers NYT<\/a><\/p>\n
Cybersecurity – UglyGorilla Hack of US Utility Exposes Cyberwar Threat B<\/a><\/p>\n
Cybersecurity – Hacking Into Tomorrow’s Banking Crisis WSJ<\/a> *<\/a><\/p>\n
Cybersecurity – Tech groups race to reinvent passwords FT<\/a> *<\/a><\/p>\n
Cybersecurity – Corporate Boards Race to Shore Up Protections WSJ<\/a><\/p>\n
Cybersecurity – Insurers struggle to get grip on burgeoning cyber risk market R<\/a><\/p>\n
Cybersecurity – US Accuses Chinese Executive of Hacking to Mine Military Data WSJ<\/a> \/ NYT<\/a> \/ FT<\/a> \/ NYT<\/a> \/ AP<\/a> \/ WSJ<\/a><\/p>\n
Cybersecurity – Russian Hackers Targeting Oil and Gas Companies NYT<\/a> \/ wsj<\/a> \/ FT<\/a><\/p>\n
Cybersecurity – Microsoft says cybercrime bust frees 4.7 million infected PCs R<\/a> \/ R<\/a><\/p>\n
Cybersecurity – Defending the digital frontier E<\/a> *<\/a><\/p>\n
Cybersecurity – Attackers have multiplied and become far more professional E<\/a> *<\/a><\/p>\n
Cybersecurity – Basic security hygiene goes a long way E<\/a> \/ E<\/a> *<\/a><\/p>\n
Cybersecurity – Providing incentives for good behaviour E<\/a> \/ E<\/a> *<\/a><\/p>\n
Cybersecurity – The perils of connected devices E<\/a> \/ E<\/a> *<\/a>
\n
<\/code><\/p>\n
\n
TRADE & TRANSPORTATION<\/b><\/a><\/p>\n
WTO – Indian objections sink deal FT<\/a> \/ WSJ<\/a> \/ R<\/a> \/ R<\/a><\/p>\n
WTO – Rural votes, old traumas drive India’s WTO brinkmanship R<\/a> *<\/a>
\n
<\/code><\/p>\n
\n
Water – Weather experts lower El Ni\u00f1o forecasts FT<\/a><\/p>\n
Water – California\u2019s Exceptional Drought Just Keeps Getting Worse B<\/a> \/ NYT<\/a> *<\/a>
\n
<\/code><\/p>\n
\n
ENERGY & ENVIRONMENT<\/b><\/a><\/p>\n
\n
LABOR & EDUCATION<\/b><\/a><\/p>\n
\n
Pharma – Drug pricing: Bitter pill FT<\/a> *<\/a> *<\/a> *<\/a><\/p>\n
Pharma – Resistance Taking Sting Out of Top Malaria Drug WSJ<\/a> *<\/a><\/p>\n
Pharma – Drugmakers juggle non-core assets FT<\/a> *<\/a><\/p>\n
Pharma – FedEx charges raise online pharmacy issues AP<\/a> \/ WSJ<\/a>
\n
<\/code><\/p>\n
\n
Approval of US Leadership by Country reddit<\/a> *<\/a>
\n
<\/code><\/p>\n
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