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{"id":49419,"date":"2014-12-09T22:48:57","date_gmt":"2014-12-10T03:48:57","guid":{"rendered":"http:\/\/bznwz.com\/?p=49419"},"modified":"2014-12-10T11:27:47","modified_gmt":"2014-12-10T16:27:47","slug":"10-december-2014","status":"publish","type":"post","link":"https:\/\/bznwz.com\/10-december-2014","title":{"rendered":"10 December 2014"},"content":{"rendered":"


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


\n

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

Retail \u2013 US holiday shopping discounts deepen, last longer
\nPipeline \u2013 Putin Turkey Plan Seen as Unrealistic
\nWool \u2013 NZ goes up-market to survive
\n
<\/code><\/p>\n


\n

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

China – Nov: Inflation Softens to Five-Year Low; 1.4% from 1.6% \/ WSJ<\/a> \/ B<\/a> \/ FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Currencies – Ruble: Russia Set to Raise Main Lending Rate B<\/a> \/ R<\/a> \/ B<\/a> *<\/a><\/p>\n

Currencies – Yen: Falling Rate Stirs Debate in Japan WSJ<\/a> \/ FT<\/a> *<\/a><\/p>\n

Currencies – Dollar: Rise Causes Pain Abroad WSJ<\/a> \/ FT<\/a> *<\/a><\/p>\n

Currencies – Dollar: China turning away FT<\/a> *<\/a> *<\/a> *<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Currencies – Peso: Mexico vows to sell dollars to halt slide AP<\/a><\/p>\n

Currencies – Real: Steady as she slides for Brazil FT<\/a> *<\/a> *<\/a><\/p>\n

Currencies – Naria: A Victim of Falling Oil Prices WSJ<\/a> *<\/a> *<\/a><\/p>\n

Currencies – EMs: Oil and dollar hammer FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Ukraine – Putin\u2019s New Deal Spells End to 15 Years of Wage Gains B<\/a> \/ B<\/a> \/ B<\/a> *<\/a><\/p>\n

Ukraine – Russian Ties Complicate Sanctions WSJ<\/a><\/p>\n

Ukraine – Sanctions hitting Russians in grocery baskets q<\/a> *<\/a><\/p>\n

Ukraine – Russia Contagion Spreads to Former Soviet States Amid Rout B<\/a><\/p>\n

Ukraine – Kiev Foreign-Currency Reserves Dip Below $10b WSJ<\/a> *<\/a><\/p>\n

Ukraine – The rebel republics FT<\/a> *<\/a><\/p>\n

Ukraine – Russia\u2019s Oil Shakeout Shouldn\u2019t Stir Banking Fears WSJ<\/a> *<\/a><\/p>\n

Ukraine – Italy pivots to Africa for alternatives to Russian gas FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

US – Fed Won\u2019t Let Big Banks Drink to Excess WSJ<\/a> \/ AP<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

US – Questions about \u2018revolving door\u2019 between NY Fed and Wall St FT<\/a><\/p>\n

US – Banks Urge Big Customers to Take Cash Elsewhere WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

US – Dodgy Home Appraisals Are Making a Comeback WSJ<\/a> *<\/a><\/p>\n

US – New-Home Prices Surge Despite Lackluster Demand wsj<\/a> *<\/a><\/p>\n

US – Effort Aims to Aid New Buyers of Homes NYT<\/a>
\n
<\/code><\/p>\n


\n

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

Retail – US holiday shopping discounts deepen, last longer R<\/a> *<\/a><\/p>\n

Retail – Hiring suggests holiday shopping won\u2019t accelerate this year FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Ship – Samsung axes $2.3b merger amid shareholder pressure FT<\/a> \/ WSJ<\/a><\/p>\n

Ship – China Loses Crown to SK B<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Uber – Under Attack Around the Globe WSJ<\/a> \/ B<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Pipeline – Protests Slow Projects Across US, Canada WSJ<\/A> *<\/a><\/p>\n

Pipeline – ‘Why a Explosion in Turkey Matters to the US’ b<\/a> *<\/a><\/p>\n

Pipeline – Putin Turkey Plan Seen as Unrealistic B<\/a> *<\/a><\/p>\n

Pipeline – South Stream Alternative Rests on Shaky Ground MT<\/a> *<\/a><\/p>\n

Pipeline – EU hopes to start bypassing Russia by 2019 RT<\/a> \/ RIAN<\/a> \/ RT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Cotton – Farmers hit hard as prices drop to lowest since 2009 FT<\/a> *<\/a> *<\/a><\/p>\n

Wool – NZ goes up-market to survive R<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Shale – US industry faces endurance test after Opec rejects cuts FT<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Shale – Producers Say Bring It B<\/a> *<\/a><\/p>\n

Shale – Will falling oil prices curb America\u2019s boom? E<\/a> \/ r<\/a> *<\/a> *<\/a><\/p>\n

Shale – Fracking Discounts Seen Cutting Profits by $3b B<\/a><\/p>\n

Shale – ‘The fracking fallacy’ nature<\/a> *<\/a><\/p>\n

Shale – ND to require every barrel of crude oil be filtered WSJ<\/a> \/ R<\/a> \/ WSJ<\/a> \/ AP<\/a><\/p>\n

Shale – Oil Trains Hide in Plain Sight WSJ<\/a> \/ R<\/a> *<\/a><\/p>\n

Shale – Petronas signs Argentina deal FT<\/a> *<\/a><\/p>\n

Shale – New gaur sowing technique can give 60% higher yield ET<\/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

NYC\u2019s skyline will be radically different in 2018 NYP<\/a> *<\/a>
\n
<\/code><\/p>\n


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