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{"id":52947,"date":"2015-07-26T22:56:28","date_gmt":"2015-07-27T02:56:28","guid":{"rendered":"http:\/\/bznwz.com\/?p=52947"},"modified":"2015-07-27T11:04:29","modified_gmt":"2015-07-27T15:04:29","slug":"27-july-2015","status":"publish","type":"post","link":"https:\/\/bznwz.com\/27-july-2015","title":{"rendered":"27 July 2015"},"content":{"rendered":"


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


\n

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

China \u2013 Our Momentum Indicator suggests growth is nearer 3.0%
\nCoffee \u2013 More efficient pods are reducing US demand for beans
\nNatGas \u2013 Asian LNG spot prices tumble 30%
\n
<\/code><\/p>\n


\n

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

Germany – Jul: Ifo business confidence up; 108.0 from 107.5 \/ AFP<\/a> \/ AP<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

US – Jun: Durable Goods Orders Up; +3.4% from -2.1% \/ WSJ<\/a> \/ R<\/a> \/ AP<\/a>
\n
<\/code><\/p>\n


\n

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

China – Biggest One-Day Stock Crash Since 2007 WSJ<\/a> \/ FT<\/a> \/ NYT<\/a> \/ B<\/a> \/ R<\/a> *<\/a><\/p>\n

China – Can All Debt Be Rated A+? WSJ<\/a> *<\/a><\/p>\n

China – Giant Fund: \u2018No Safe Places to Invest\u2019 WSJ<\/a> \/ B<\/a> \/ ft<\/a> \/ WSJ<\/a><\/p>\n

China – IMF says it’s worried about investors’ mobility R<\/a> *<\/a><\/p>\n

China – Japan Investors Use Market Rout as a Chance to Buy WSJ<\/a><\/p>\n

China – Equity investors \u2014 the fortunate few b<\/a> *<\/a> *<\/a><\/p>\n

China – Rail freight remains weak X<\/a><\/p>\n

China – Quickly revisiting those dodgy growth stats ft<\/a> *<\/a><\/p>\n

China – Our Momentum Indicator suggests growth is nearer 3.0% r<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

EMs – Retail sales slump in commodity exporters FT<\/a> *<\/a> *<\/a><\/p>\n

EMs – Portfolio flows reveal fear of the Fed FT<\/a> *<\/a> *<\/a><\/p>\n

EMs – Markets Don\u2019t Get Lift From Weak Currency WSJ<\/a> *<\/a> *<\/a><\/p>\n

EMs – Unemployment rises sharply FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

EMs – Poised to raise interest rates FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

China – Seeks to tame online finance risks FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Canada – Calgary reaches record levels of unleased office space G&M<\/a><\/p>\n

Australia – Weighs Steps to Rein In Sydney Property WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Media – Hollywood\u2019s New Backer: China WSJ<\/a><\/p>\n

Media – Chinese Tech Firms Think Outside the Box Office WSJ<\/a> *<\/a>
\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

WTO – Deal to End Tariffs on Many High-Tech Goods WSJ<\/a> \/ R<\/a> \/ FT<\/a> *<\/a><\/p>\n

TPP – Negotiators inch towards historic trade deal FT<\/a> \/ N<\/a> \/ AFP<\/a> \/ WSJ<\/a>
\n
<\/code><\/p>\n


\n

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

Coffee – Robusta in biggest \u2018squeeze\u2019 in 3 years FT<\/a><\/p>\n

Coffee – South Korean boom goes international FT<\/a><\/p>\n

Coffee – More efficient pods are reducing US demand for beans wapo<\/a> *<\/a> *<\/a><\/p>\n

Coffee – US trend ominous for global growers FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

NatGas – In commodities meltdown, a bright spot B<\/a><\/p>\n

NatGas – Asian LNG spot prices tumble 30% N<\/a> *<\/a> *<\/a><\/p>\n

NatGas – California’s push for cleaner buses could edge out gas R<\/a>
\n
<\/code><\/p>\n


\n

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

Pharma – Teva closes in on Allergan\u2019s generics unit FT<\/a> \/ WSJ<\/a> \/ B<\/a> *<\/a><\/p>\n

Pharma – Teva to Buy Allergan for $40b WSJ<\/a> \/ FT<\/a> \/ R<\/a> \/ NYT<\/a> *<\/a> *<\/a><\/p>\n

Pharma – Biotech high flyers face gravity test FT<\/a> *<\/a> *<\/a><\/p>\n

Pharma – World\u2019s first malaria vaccine gets green light from Europe FT<\/a> \/ WSJ<\/a><\/p>\n

Pharma – FDA Approves Cholesterol Drugs WSJ<\/a> \/ NYT<\/a> *<\/a><\/p>\n

Pharma – Hopes raised for industry revival FT<\/a> *<\/a><\/p>\n

Pharma – GlaxoSmithKline: dose of reality FT<\/a> *<\/a><\/p>\n

Pharma – Doctors Object to High Cancer-Drug Prices WSJ<\/a> \/ NYT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

How coffee splits the US in half wapo<\/a> *<\/a>
\n
<\/code><\/p>\n


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