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{"id":48134,"date":"2014-09-22T22:56:22","date_gmt":"2014-09-23T02:56:22","guid":{"rendered":"http:\/\/bznwz.com\/?p=48134"},"modified":"2014-09-23T10:32:21","modified_gmt":"2014-09-23T14:32:21","slug":"23-september-2014","status":"publish","type":"post","link":"https:\/\/bznwz.com\/23-september-2014","title":{"rendered":"23 September 2014"},"content":{"rendered":"


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


\n

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

China \u2013 Capital Economic\u2019s Activity Proxy shows growth at just 6%
\nUS \u2013 Tax inversion crackdown hits drugmaker shares
\nCrops \u2013 Barley: Frozen crops to push craft beer prices higher
\n
<\/code><\/p>\n


\n

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

China – Sep: HSBC Manufacturing PMI Grows Modestly; 50.5 from 50.2 \/ WSJ<\/a> \/ B<\/a> \/ AFP<\/a> *<\/a><\/p>\n

EZ – Sep: Markit Private-Sector Activity Slows; 52.3 from 52.5 \/ WSJ<\/a> \/ NYT<\/a> \/ B<\/a> \/ AP<\/a> \/ R<\/a> \/ AFP<\/a> *<\/a><\/p>\n

US – Sep: Markit manufacturing growth continues apace; 57.9 from 57.9 \/ R<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

China – Beige Book Shows Economy Stuck in Low Gear B<\/a><\/p>\n

China – Capital Economic’s Activity Proxy shows growth at just 6% b<\/a> *<\/a><\/p>\n

China – Markets Tremble on New Worries WSJ<\/a> *<\/a><\/p>\n

China – Risks \u2018balance-sheet recession\u2019 as stimulus impact wanes FT<\/a> *<\/a><\/p>\n

China – Shanghai Leads the Way in Revamp of SOEs WSJ<\/a> *<\/a><\/p>\n

China – SOE reform no fee bonanza for bankers FT<\/a> *<\/a><\/p>\n

China – Overseas Buying Increasingly Shifts to Private From State WSJ<\/a> *<\/a><\/p>\n

China – War on graft leads to drop in outbound investment FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

US – Obama Issues New Rules to Combat Tax Inversions WSJ<\/a> \/ FT<\/a> \/ NYT<\/a> \/ B<\/a><\/p>\n

US – Tax inversion crackdown hits drugmaker shares FT<\/a>
\n
<\/code><\/p>\n


\n

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

ECB – Weak loans demand paves way for \u2018QE\u2019 FT<\/a> \/ WSJ<\/a> \/ B<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

US – Home Sales Falter as Investors Pull Back WSJ<\/a> *<\/a><\/p>\n

US – If Builder Sentiment Is So Bullish, Why Are Housing Starts So Low? wsj<\/a> *<\/a><\/p>\n

US – Rate of Americans Starting Own Households \u2018Disturbingly Slow\u2019 wsj<\/a> *<\/a><\/p>\n

US – Should Mortgage Lending Standards Ease? WSJ<\/a> *<\/a><\/p>\n

US – Mortgage Lending Hit Six-Year High in 2013 wsj<\/a> *<\/a><\/p>\n

US – Cash Home Sales, While High, Are Falling wsj<\/a> *<\/a><\/p>\n

US – Affordable Homes Drive Rebound in Exurbia WSJ<\/a> *<\/a><\/p>\n

US – Apartment Construction Hits Highest Level Since 1989 wsj<\/a> \/ B<\/a> *<\/a><\/p>\n

US – Student Debt Could Reduce Home Sales 8% This Year, Report Says wsj<\/a> *<\/a> *<\/a>
\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

EU\/Canada – Discord in Europe Jeopardizes Trade Deal WSJ<\/a> \/ DW<\/a> \/ G&M<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Crops – Lemons: Bitter Price Shock From Drought B<\/a><\/p>\n

Crops – Barley: Frozen crops to push craft beer prices higher R<\/a> *<\/a><\/p>\n

Crops – Coffee: Experts fear for Brazil harvest FT<\/a> *<\/a> *<\/a><\/p>\n

Crops – Cocoa: Nigerian Minister Says Crop to More Than Double B<\/a><\/p>\n

Crops – Cocoa: Market hit by Ebola fear factor FT<\/a> \/ WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Oil – Prices Sink as World-Wide Supplies Rise WSJ<\/a> *<\/a><\/p>\n

Oil – Price Quirk Sends Crude Out to Sea WSJ<\/a> *<\/a><\/p>\n

Oil – Russia and OPEC slump only a phase q<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Oil – Fuelling Isis Inc FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Hospitals – Cut Costs by Getting Doctors to Stick to Guidelines WSJ<\/a><\/p>\n

Hospitals – AMA Urges Overhaul of Electronic Medical Records WSJ<\/a>
\n
<\/code><\/p>\n


\n

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

9% of US Households Have No Car; NYC & Alaska Especially reddit<\/a> *<\/a>
\n
<\/code><\/p>\n


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