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{"id":54377,"date":"2015-10-25T23:22:13","date_gmt":"2015-10-26T03:22:13","guid":{"rendered":"http:\/\/bznwz.com\/?p=54377"},"modified":"2015-10-26T11:01:24","modified_gmt":"2015-10-26T15:01:24","slug":"26-october-2015","status":"publish","type":"post","link":"https:\/\/bznwz.com\/26-october-2015","title":{"rendered":"26 October 2015"},"content":{"rendered":"


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


\n

Today\u2019s Issue Cluster: US Economy<\/p>\n


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


\n

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

Germany – Oct: Ifo business optimism resilient after VW scandal; 108.2 from 108.5 \/ AP<\/a> \/ B<\/a> \/ AFP<\/a><\/p>\n

US – Sep: New-Home Sales Fall 11.5%, +\/- 11.3% WSJ<\/a> \/ AP<\/a> \/ B<\/a> \/ R<\/a>
\n
<\/code><\/p>\n


\n

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

Stocks – Tech Stalwarts Drive Market Surge WSJ<\/a> *<\/a><\/p>\n

Stocks – Anxiety Lies Beneath Advance WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

US – Companies Warn of Slowing Economy WSJ<\/a><\/p>\n

US – Economists are starting to warn about a new recession wapo<\/a> *<\/a> *<\/a><\/p>\n

US – GDP statistics are becoming less reliable E<\/a> *<\/a><\/p>\n

US – No benefit hike for Social Security next year AP<\/a> \/ WSJ<\/a> *<\/a><\/p>\n


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


\n

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

Argentina – Heads for Presidential Runoff in Shock Result WSJ<\/a> \/ FT<\/a><\/p>\n

Argentina – Election Won\u2019t Make Investors Rush In WSJ<\/a><\/p>\n

Argentina – No Easy Economic Options for Next President WSJ<\/a> *<\/a><\/p>\n

Argentina – Economy a poisoned chalice for president\u2019s successor FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Fed – Economists still see rate rise before year-end FT<\/a> *<\/a> *<\/a><\/p>\n

Fed – Betting Against a Fed Rate Rise WSJ<\/a> *<\/a><\/p>\n

Fed – CPI Fall Clouds Rate Decision WSJ<\/a> *<\/a><\/p>\n

Fed – What if rates never rise? FT<\/a> *<\/a><\/p>\n

Fed – Problem in Finding the Neutral Rate B<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

US – Emerges as potential headquarters for HSBC FT<\/a> \/ FT<\/a> \/ FT<\/a><\/p>\n

US – Big Banks to Firms: We Don\u2019t Want Your Cash WSJ<\/a> *<\/a><\/p>\n

US – S&Ls Adapting To Flatter Yield Curve IBD<\/a>
\n
<\/code><\/p>\n


\n

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

US – Existing Home Sales Surge WSJ<\/a> *<\/a><\/p>\n

US – Tech money causes waves on Silicon Beach FT<\/a> *<\/a> *<\/a><\/p>\n

US – Framing Lumber Prices down Sharply cr<\/a> *<\/a><\/p>\n

US – Building Materials Are Riding Real Estate’s Rebirth IBD<\/a><\/p>\n

US – NMHC Apartment Market Slightly Tighter \/ cr<\/a> *<\/a><\/p>\n

US – Strong Rebound for Architecture Billings \/ cr<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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


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


\n

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


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


\n

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

Cloud – Google + Microsoft + Amazon = Cloud Burst WSJ<\/a> *<\/a><\/p>\n

Cloud – H-P Winds Down Project WSJ<\/a><\/p>\n

Cloud – Optical Gear Makers Groom Products IBD<\/a>
\n
<\/code><\/p>\n


\n

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

Ship – US Port Exports Are Coming Up Empty WSJ<\/a><\/p>\n

Ship – LA area Port Traffic declines \/ cr<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Water – The Strongest El Nino in Decades B<\/a> *<\/a><\/p>\n

Water – California\u2019s Growers Bear Brunt of Drought Woes WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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


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


\n

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

Which names were number one in 2014 by state huffpo<\/a> *<\/a>
\n
<\/code><\/p>\n


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