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{"id":53589,"date":"2015-09-09T07:36:20","date_gmt":"2015-09-09T11:36:20","guid":{"rendered":"http:\/\/bznwz.com\/?p=53589"},"modified":"2015-09-09T11:00:35","modified_gmt":"2015-09-09T15:00:35","slug":"9-september-2015","status":"publish","type":"post","link":"https:\/\/bznwz.com\/9-september-2015","title":{"rendered":"9 September 2015"},"content":{"rendered":"


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


\n

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

World \u2013 Those Inflation Targets Keep Getting Harder to Hit
\nPalladium \u2013 Price slump flags abundant stocks
\nShale \u2013 Majority of US firms pass up chance to hedge at $60
\n
<\/code><\/p>\n


\n

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

US – Jul: JOLTS Job Openings Jump; 5.8m from 5.2m \/ BLS<\/a>
\n
<\/code><\/p>\n


\n

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

World – ‘Inflation risk neglected by smug markets’ FT<\/a> *<\/a> *<\/a><\/p>\n

World – Infrastructure debt is hot property right now FT<\/a> *<\/a><\/p>\n

EMs – Currency defenses hold against sell-off FT<\/a> *<\/a><\/p>\n

EMs – Time to buy stocks, history suggests FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

World – G20 Concerned About Slowing China WSJ<\/a> \/ FT<\/a> \/ R<\/a> \/ B<\/a> \/ WSJ<\/a> \/ FT<\/a><\/p>\n

World – Sovereign borrowers fall behind on record sums of debt FT<\/a> *<\/a><\/p>\n

EMs – Exports slow and foreign capital takes flight FT<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

EMs – Rise to sap global corporate profits FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

EMs – Is it time to declare a crisis? FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

World – Those Inflation Targets Keep Getting Harder to Hit B<\/a> *<\/a><\/p>\n

EMs – Interest rate rise: set to feel the wrath FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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


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


\n

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


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


\n

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

Travel – Cuban thaw poses threat to Caribbean neighbors FT<\/a> *<\/a><\/p>\n

Travel – Chinese tourists spurn SE Asia holidays FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Ships – For SK builders, the Risks Grow WSJ<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Ship – Oakland Port Proposes Trucking Fees to Fight Congestion WSJ<\/a><\/p>\n

Ship – An irrational industry needs to smarten up, and soon FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Platinum – Output to be hit by investment cut FT<\/a><\/p>\n

Platinum – A Play That Will Take Time to Pay WSJ<\/a> *<\/a><\/p>\n

Gold – South Africa\u2019s Mines Face Uncertain Future WSJ<\/a> *<\/a><\/p>\n

Nickel – Trading like it’s 2008 r<\/a> *<\/a><\/p>\n

Copper – Catalyst for Glencore Rescue Plan WSJ<\/a> \/ FT<\/a> *<\/a><\/p>\n

Palladium – Price slump flags abundant stocks R<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Shale – US industry hit by $30b outflows FT<\/a> \/ ft<\/a> *<\/a><\/p>\n

Shale – US industry braced for bankruptcies FT<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Shale – Majority of US firms pass up chance to hedge at $60 R<\/a> *<\/a><\/p>\n

Shale – Argentina aims to join trailblazers FT<\/a>
\n
<\/code><\/p>\n


\n

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

Insurance – About 9.9m Enrollees on State, Federal Sites WSJ<\/a><\/p>\n

Insurance – \u2018Cadillac\u2019 Health Tax Fight Heats Up WSJ<\/a><\/p>\n

Insurance – Highmark Is Latest to Trim Offerings Under Health Law WSJ<\/a><\/p>\n

Insurance – Merger Doubts Remain for Consumers NYT<\/a><\/p>\n

Insurance – Medicare Rewards Copious Nursing-Home Therapy WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Countries that have been under European control motw<\/a> *<\/a>
\n
<\/code><\/p>\n


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