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{"id":49439,"date":"2014-12-10T23:08:19","date_gmt":"2014-12-11T04:08:19","guid":{"rendered":"http:\/\/bznwz.com\/?p=49439"},"modified":"2014-12-11T11:54:54","modified_gmt":"2014-12-11T16:54:54","slug":"11-december-2014","status":"publish","type":"post","link":"https:\/\/bznwz.com\/11-december-2014","title":{"rendered":"11 December 2014"},"content":{"rendered":"


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


\n

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

Air \u2013 Low-cost lines posed to revolutionize longer routes
\nNet Neutrality \u2013 Obama plan bid divides civil rights groups
\nSuper Cycle \u2013 Is it over?
\n
<\/code><\/p>\n


\n

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

Japan – Oct: Machinery Orders Fall; -6.4% from +2.9% \/ WSJ<\/a><\/p>\n

US – Nov: Retail Sales Biggest Jump in Eight Months; +0.7% from +0.5% \/ WSJ<\/a> \/ R<\/a> \/ B<\/a> \/ AP<\/a> *<\/a><\/p>\n

US – Nov: Import Prices Down; -1.5%, -2.3% yr \/ WSJ<\/a> *<\/a><\/p>\n

US – Oct: Businesses boost stockpiles modestly; +0.2% from +0.3% \/ AP<\/a> *<\/a><\/p>\n

US – Week: Jobless Claims Fall; -3k to 294k \/ WSJ<\/a> \/ AP<\/a> \/ B<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Canada – Is export rotation finally gaining traction? FP<\/a> *<\/a><\/p>\n

Canada – Grain Train Runs Away From Farmers WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

BOC – Canada retreats from forward guidance FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Canada – New housing prices in post largest gain in 7 months \/ r<\/a> *<\/a><\/p>\n

Canada – BOC Says Housing Market as Much as 30% Overvalued WSJ<\/a> \/ B<\/a> \/ ft<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Canada – Poloz: Housing-market crash not in the cards R<\/a> \/ WSJ<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Planes – Market: Boeing Sees Rising Demand for Jet Financing WSJ<\/a> \/ R<\/a><\/p>\n

Planes – Market: Asian Companies Flock Into Aircraft Leasing WSJ<\/a> *<\/a><\/p>\n

Planes – Market: Airbus Forecasts $4.6t Airliner Market WSJ<\/a> \/ R<\/a> \/ AFP<\/a> \/ q<\/a> *<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Planes – Market: Airbus deepens carmaker thinking to drive jet output R<\/a><\/p>\n

Planes – Market: Record IndiGo jet order fails to stem Airbus share slide R<\/a> *<\/a><\/p>\n

Planes – Market: Budget airlines eye rich seam of leasing R<\/a><\/p>\n

Planes – 737: Boeing to raise monthly production R<\/a> \/ WSJ<\/a><\/p>\n

Planes – 737: Boeing plans new airplane by 2030 R<\/a><\/p>\n

Planes – 747: Boeing to Cut Production WSJ<\/a> \/ R<\/a> \/ B<\/a><\/p>\n

Planes – 787: Report on Batteries Assigns Some Blame for Flaws NYT<\/a> \/ WSJ<\/a> \/ B<\/a> \/ AP<\/a> \/ NYT<\/a><\/p>\n

Planes – A320: Airbus begins test flights on revamped neo FT<\/a> \/ R<\/a> \/ AP<\/a> \/ WSJ<\/a><\/p>\n

Planes – A321: Airbus offers long-range version, targets Boeing 757 R<\/a> \/ B<\/a><\/p>\n

Planes – A330: Airbus to cut production rate WSJ<\/a> \/ R<\/a><\/p>\n

Planes – A350: Airbus wins European approval R<\/a> \/ FT<\/a><\/p>\n

Planes – A380: Airbus Faces Investment Conundrum as Orders Vanish B<\/a> \/ SMH<\/a> \/ WSJ<\/a> \/ R<\/a> \/ R<\/a><\/p>\n

Planes – A380: Expected to Stop Losing Money Next Year WSJ<\/a> \/ R<\/a> \/ B<\/a><\/p>\n

Planes – A400M: Airbus Worried About Costs as Profit Drops WSJ<\/a> \/ FT<\/a> \/ NYT<\/a><\/p>\n

Planes – Japan: First Airliner in 50 Years WSJ<\/a> \/ AP<\/a> \/ R<\/a> \/ B<\/a> \/ R<\/a> \/ FT<\/a> \/ BW<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Planes – China: Comac accelerates passenger plane project FT<\/a> \/ WSJ<\/a> \/ B<\/a> \/ FT<\/a> \/ N<\/a> *<\/a><\/p>\n

Planes – China: Regional jet takes flight with future up in the air N<\/a> *<\/a><\/p>\n

Planes – Business: Embraer admits to being bruised in Chinese market FT<\/a> *<\/a><\/p>\n

Planes – Business: Gulfstream Unveils New Jet WSJ<\/a> \/ WSJ<\/a> \/ G&M<\/a><\/p>\n

Planes – Business: Recovering Market Faces Headwinds WSJ<\/a> \/ NYT<\/a><\/p>\n

Planes – Business: Honeywell Forecasts $280b Market WSJ<\/a> \/ R<\/a>
\n
<\/code><\/p>\n


\n

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

Air – Profit Outlook Rises on Plunging Oil Prices WSJ<\/a> \/ FT<\/a> \/ NYT<\/a><\/p>\n

Air – Japan Airlines Flies on More Than Cheap Oil WSJ<\/a> *<\/a><\/p>\n

Air – Challenges Await Year Two of American Airlines Merger WSJ<\/a><\/p>\n

Air – Budget lines: load up FT<\/a> *<\/a><\/p>\n

Air – Hainan Elbows Its Way Into China\u2019s Skies WSJ<\/a> *<\/a><\/p>\n

Air – Asian lines welcome oil price slump but rue overcapacity ft<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Air – Low-cost lines posed to revolutionize longer routes E<\/a> *<\/a><\/p>\n

Air – Why luxury travel is taking off again FT<\/a> *<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Net Neutrality – Internet Suppliers Warn Stricter Rules Could Stunt Investment WSJ<\/a> \/ cnet<\/a><\/p>\n

Net Neutrality – Germany Emerges as Antagonist wsj<\/a><\/p>\n

Net Neutrality – Obama plan bid divides civil rights groups NYT<\/a>
\n
<\/code><\/p>\n


\n

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

Super Cycle – Is it over? N<\/a> \/ N<\/a> \/ N<\/a> \/ N<\/a> *<\/a><\/p>\n

Super Cycle – Dilemmas at the wrong side N<\/a> *<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Lima – ‘Global Accord to Fight Climate Change Is in Sight’ NYT<\/a> \/ WSJ<\/a> \/ FT<\/a><\/p>\n

Lima – China Blocks Review Sought by US at UN Talks B<\/a> \/ FT<\/a> \/ FT<\/a><\/p>\n

Lima – Market chief denounces European policy FT<\/a><\/p>\n

Lima – ‘Talks call future of energy majors into question’ FT<\/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

Most popular stock picks across the US … excluding Apple sigfig<\/a> *<\/a>
\n
<\/code><\/p>\n


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