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{"id":48670,"date":"2014-10-27T22:59:31","date_gmt":"2014-10-28T02:59:31","guid":{"rendered":"http:\/\/bznwz.com\/?p=48670"},"modified":"2014-10-28T11:22:23","modified_gmt":"2014-10-28T15:22:23","slug":"28-october-2014","status":"publish","type":"post","link":"https:\/\/bznwz.com\/28-october-2014","title":{"rendered":"28 October 2014"},"content":{"rendered":"


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


\n

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

Germany \u2013 BASF, an Industrial Pillar, Leans Abroad
\nUK \u2013 Mansion Tax Cutting London Luxury Prices Before It Exists
\nAluminum \u2013 Why China blurs the global picture
\n
<\/code><\/p>\n


\n

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

US – Aug: Home-Price Growth Continues to Moderate; +5.1% from +5.6% \/ WSJ<\/a> \/ B<\/a> *<\/a><\/p>\n

US – Sep: Durable Orders Fall; -1.3% from -18.3% \/ B<\/a> \/ WSJ<\/a> \/ R<\/a> \/ AP<\/a> *<\/a><\/p>\n

US – Oct: Consumer Confidence Unexpectedly Jumps; 94.5 from 89.0 \/ WSJ<\/a> \/ AP<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Germany – Gloomy forecasts sap hopes for economy FT<\/a> *<\/a><\/p>\n

Germany – BASF, an Industrial Pillar, Leans Abroad NYT<\/a><\/p>\n

Germany – Bets on \u2018Smart Factories\u2019 to Keep Edge WSJ<\/a>
\n
<\/code><\/p>\n


\n

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

Ukraine – Turning point as reformists celebrate poll victory FT<\/A> \/ WSJ<\/a> \/ B<\/a> *<\/A><\/p>\n

Ukraine – Ruble Faces New Wave of Pressure WSJ<\/a> *<\/a><\/p>\n

Ukraine – Sanctions, Oil Prices May Harm Russian Economy, Ministers Warn WSJ<\/a><\/p>\n

Ukraine – Western analysts fear blowback from Russia sanctions FT<\/a><\/p>\n

Ukraine – Russia\u2019s Economy Stalls WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

EU – Bank stress tests fail to tackle deflation spectre FT<\/A> \/ NYT<\/a> *<\/A> *<\/A><\/p>\n

EU – Stress-Test Results Have Isolated Errors, Inconsistencies WSJ<\/a> *<\/a><\/p>\n

EU – National differences loom in provisions banks will have to make FT<\/A> *<\/A><\/p>\n

EU – CoCo: Stress Tests Make Bonds Sweeter WSJ<\/a><\/p>\n

EU – Italy: Rules out public money for banks that failed stress tests FT<\/a> \/ WSJ<\/a> \/ R<\/a> *<\/a><\/p>\n

EU – Spain: A Bigger Test Is Ahead WSJ<\/a><\/p>\n

EU – France: Alternative stress tests find banks are weakest in Europe FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

UK – London Market Shows Signs of Cooling WSJ<\/a> \/ B<\/a><\/p>\n

UK – Mansion Tax Cutting London Luxury Prices Before It Exists B<\/a><\/p>\n

UK – London\u2019s luxury housing market freeze intensifies FT<\/a> *<\/a><\/p>\n

UK – Lenders warn Bank of England over risks to mortgage market FT<\/a>
\n
<\/code><\/p>\n


\n

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

Media – Pandora Hits a Discordant Growth Note WSJ<\/a><\/p>\n

Media – The Spotify effect FT<\/a><\/p>\n

Media – Apple iTunes Sees Big Drop in Music Sales WSJ<\/a> *<\/a><\/p>\n

Media – Artists Press for Their Share FT<\/a> \/ WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

PCs – Apple\u2019s Surprising Growth Driver: the Mac WSJ<\/a> *<\/a><\/p>\n

PCs – Emerging Market Slump Prevents Growth \/ statista<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Air – European Lines Miss Full Benefit of Lower Fuel Costs WSJ<\/a> *<\/a><\/p>\n

Air – Lines Post Strong Profits, Offer Bullish Outlooks WSJ<\/a><\/p>\n

Air – Lines increasing load factors wapo<\/a> *<\/a> *<\/a><\/p>\n

Air – Southwest Hangs Up Its Low-Cost Jersey BW<\/a> *<\/a><\/p>\n

Air – Dubai looks to cement its super-hub status with $32b investment FT<\/a> *<\/a> *<\/a><\/p>\n

Air – Record claims to boost price of insuring planes against attack R<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Metals – LME taps China investors\u2019 metals interest FT<\/A> *<\/A><\/p>\n

Nickel – Slides to Near Eight-Month Low as Stockpiles Climb WSJ<\/a><\/p>\n

Aluminum – Why China blurs the global picture r<\/a> *<\/a> *<\/a> *<\/A>
\n
<\/code><\/p>\n


\n

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

Oil – Wall Street Reins In Bullish Calls WSJ<\/a> *<\/a><\/p>\n

Oil – Gas at $3 Carries Rewards\u2014and Risks WSJ<\/a> \/ <\/p>\n

Oil – US and friends benefit from falling prices; its critics don\u2019t E<\/a> *<\/a> *<\/a><\/p>\n

Oil – Markets: break-even bad FT<\/a> *<\/a><\/p>\n

Oil – ‘Shale Producers Cramming Wells in Risky Push to Extend Boom’ B<\/a><\/p>\n

Oil – India\u2019s ONGC plans $180b spending spree FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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


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


\n

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

In this linguistic map, the London tube becomes a window into ethnic diversity wapo<\/A> *<\/A>
\n
<\/code><\/p>\n


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