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{"id":47531,"date":"2014-08-07T22:53:50","date_gmt":"2014-08-08T02:53:50","guid":{"rendered":"http:\/\/bznwz.com\/?p=47531"},"modified":"2014-08-08T10:49:09","modified_gmt":"2014-08-08T14:49:09","slug":"8-august-2014","status":"publish","type":"post","link":"https:\/\/bznwz.com\/8-august-2014","title":{"rendered":"8 August 2014"},"content":{"rendered":"


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


\n

Today\u2019s Issue Cluster: Shipping<\/p>\n

Ukraine \u2013 US poultry, pork and nut industries to bit hit hardest
\nNatGas \u2013 Deep Water Fracking Next Frontier for Offshore Drilling
\nBiotech \u2013 Start-Ups Work on Drugs for Pets
\n
<\/code><\/p>\n


\n

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

China – Jul: Export surge lifts trade surplus to record high; +$47b \/ FT<\/a> \/ WSJ<\/a> \/ R<\/a> \/ AP<\/a> \/ B<\/a> *<\/a><\/p>\n

Germany – Jun: Exports Bounce Back; +4.5% from -3.4% \/ WSJ<\/a> \/ AP<\/a> *<\/a><\/p>\n

US – Q2: Productivity Rises; +2.5% from -4.5% \/ WSJ<\/a> \/ B<\/a> *<\/a><\/p>\n

US – Jun: Wholesale inventories rise less than expected; +0.3% from -0.3% \/ R<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Argentina – Banks reportedly discuss default exit FT<\/a> \/ AP<\/a> \/ AP<\/a> \/ B<\/a> \/ R<\/a><\/p>\n

Argentina – Unresolved debts FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

FMs – Boom Prompts Warnings as Investors Pile In WSJ<\/a> *<\/a><\/p>\n

World – China manufacturing gathers pace, Europe falters, US steady R<\/a> *<\/a><\/p>\n

World – G7 GDP Since The Crisis \/ bi<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Ukraine – EU stands ready to support farmers from sanctions fallout FT<\/a> \/ B<\/a> *<\/a> *<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Ukraine – US poultry, pork and nut industries to bit hit hardest wapo<\/a> \/ AP<\/a> \/ WSJ<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Ukraine – Lufthansa and Finnair among heaviest users of Siberian airspace R<\/a> \/ FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

ECB – Draghi warns eurozone recovery at risk FT<\/a> \/ WSJ<\/a> \/ NYT<\/a> \/ AP<\/a> \/ B<\/a> \/ R<\/a> *<\/a><\/p>\n

BOE – Holds as Interest-Rate Debate Heats Up WSJ<\/a> \/ R<\/a> \/ B<\/a> \/ AP<\/a> \/ FT<\/a><\/p>\n

BOI – India\u2019s Rajan sounds alarm on asset bubbles FT<\/a> \/ B<\/a> \/ wsj<\/a> \/ r<\/a> \/ b<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

US – Banks told to steer billions to hard-hit areas FT<\/a> \/ FT<\/a> *<\/a> *<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

US – Foreclosure Starts Hit Pre-Crisis Low WSJ<\/a> \/ wsj<\/a> *<\/a><\/p>\n

US – How Weak Is Housing? wsj<\/a> *<\/a> *<\/a> *<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Ships – New techniques show the damage done by subsidies at the heart of global trade E<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Ship – Iron Ore Busting 1.3b Tons Spurs Boom B<\/a><\/p>\n

Ship – Suez becoming canal of choice for Asia-US shipments N<\/a> *<\/a><\/p>\n

Ship – Egypt plans to dig new Suez Canal costing $4b R<\/a><\/p>\n

Ship – A High Seas Comeback for Sails? WSJ<\/a><\/p>\n

Ship – Arctic Ice Melt Seen Freeing Way for South Korean Oil Hub B<\/a>
\n
<\/code><\/p>\n


\n

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

Metals – Titanium: Boeing, United Technologies Stockpile Parts WSJ<\/a><\/p>\n

Metals – Rare Earths: China Export Curbs Again Found to Violate Trade Law NYT<\/a> \/ AP<\/a><\/p>\n

Metals – Palladium: Weakens as bulls head for exit FT<\/a><\/p>\n

Metals – Zinc: Positioning shows investor bullishness FT<\/a><\/p>\n

Metals – Nickel: Rises as stockpile concerns recede FT<\/a><\/p>\n

Metals – Aluminium: Gains industrial lustre FT<\/a><\/p>\n

Metals – Mining: Looking to Other Industries for Cost-Cutting Ideas WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

NatGas – Deep Water Fracking Next Frontier for Offshore Drilling B<\/a><\/p>\n

NatGas – Falling Prices Dim Utility Stocks WSJ<\/a><\/p>\n

NatGas – China growth faces hurdles FT<\/a> *<\/a> *<\/a><\/p>\n

NatGas – Painted Pony Seen Luring Suitors in Canada LNG Race B<\/a><\/p>\n

NatGas – Exxon eyes cheaper, floating LNG option for BC project FP<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Biotech – FDA lifts hold on experimental Ebola drug AP<\/a> \/ B<\/a> \/ NYT<\/a> \/ FT<\/a> \/ AFP<\/a> \/ R<\/a> \/ WSJ<\/a> \/ R<\/a> *<\/a> *<\/a><\/p>\n

Biotech – Start-Ups Work on Drugs for Pets NYT<\/a><\/p>\n

Biotech – How to spot a market bubble \/ ft<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

How hairy men are around the world am<\/a> *<\/a>
\n
<\/code><\/p>\n


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