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{"id":54910,"date":"2015-11-23T23:09:41","date_gmt":"2015-11-24T04:09:41","guid":{"rendered":"http:\/\/bznwz.com\/?p=54910"},"modified":"2015-11-24T11:35:52","modified_gmt":"2015-11-24T16:35:52","slug":"24-november-2015","status":"publish","type":"post","link":"https:\/\/bznwz.com\/24-november-2015","title":{"rendered":"24 November 2015"},"content":{"rendered":"


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


\n

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

Crops \u2013 Swelling Global Grain Glut
\nSands \u2013 Opec Targets US Shale, Hits Canada Instead
\nGaming \u2013 \u2018Fantasy sports business is cratering\u2019
\n
<\/code><\/p>\n


\n

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

Germany – Nov: Ifo business confidence unfazed by Paris attacks; 109 from 108.2 \/ AFP<\/a><\/p>\n

Germany – Q3: Gross domestic product growth confirmed; +0.3% was +0.3% \/ AFP<\/a><\/p>\n

US – Q3: Economic Growth Revised Up; +2.1% from +1.5% \/ WSJ<\/a> \/ FT<\/a> \/ R<\/a> \/ AP<\/a> \/ NYT<\/a> \/ B<\/a> *<\/a><\/p>\n

US – Se: Case-Shiller Home Prices Gain Momentum; +4.9% from +4.6% \/ WSJ<\/a> \/ R<\/a> \/ B<\/a> \/ cr<\/a> *<\/a><\/p>\n

US – Nov: ConfBd Consumer Confidence Fell to 90.4 from 99.1 \/ B<\/a>
\n
<\/code><\/p>\n


\n

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

China – Journey from New Normal to Stock Market Crisis Epicenter B<\/a> *<\/a><\/p>\n

China – New great wall: Mainland vs. HK shares B<\/a> *<\/a><\/p>\n

China – Should End Yuan-Rate Distortion, Ex-PBOC Adviser Says B<\/a> *<\/a><\/p>\n

China – Takes a Smoother Path to Currency Devaluation WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

China – Economy Shows Further Signs of Fragility WSJ<\/a><\/p>\n

China – Masters of the Finance Universe Are Worried B<\/a> *<\/a><\/p>\n

China – ‘Has a $1.2t Ponzi Finance Problem’ B<\/a> *<\/a><\/p>\n

China – Consumers cannot save the day FT<\/a> *<\/a> *<\/a><\/p>\n

China – Wealthy no longer putting on the Ritz FT<\/a> *<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

China – Economy Watchers Hunt for New Clues WSJ<\/a> *<\/a><\/p>\n

China – Companies fooled by growth predictions, says think-tank FT<\/a> *<\/a><\/p>\n

China – Japanese Deflation Threat Hangs Over China WSJ<\/a> *<\/a><\/p>\n

China – A Hard Landing Could ‘Shake the World’ B<\/a> *<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

China – Beijing\u2019s economic competence questioned FT<\/a><\/p>\n

China – \u2018One Belt One Road\u2019 plan greeted with caution FT<\/a> *<\/a><\/p>\n

Taiwan – Officials puncture China detente FT<\/a> *<\/a> *<\/a><\/p>\n

Taiwan – Straitened circumstances E<\/a> *<\/a><\/p>\n

Taiwan – Xi and Ma stuck in the same trap n<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

PBOC – Picks New Target, but Old Problems Remain WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

China – Oversupply Will Weigh On Housing Market r<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

China – At Least Job Market’s Not Falling Apart B<\/a> *<\/a><\/p>\n

China – As Workforce Dwindles, a Scramble for Alternatives WSJ<\/a> \/ WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Gaming – Macau warns losing streak to continue FT<\/a><\/p>\n

Gaming – US casinos bet the house FT<\/a> *<\/a><\/p>\n

Gaming – ‘Fantasy sports business is cratering’ q<\/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


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


\n

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

Crops – Wheat Hurt by Full French Silos WSJ<\/a> *<\/a><\/p>\n

Crops – Swelling Global Grain Glut B<\/a> *<\/a><\/p>\n

Crops – Argentina Set to Unleash $8b of Stored Grain B<\/a> \/ FT<\/a> *<\/a><\/p>\n

Crops – Growing peanut pile R<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Sands – Opec Targets US Shale, Hits Canada Instead B<\/a> *<\/a><\/p>\n

Sands – Alberta to Limit Emissions in Climate Policy Revamp FT<\/a> \/ B<\/a><\/p>\n

Sands – Alberta plan could cost hundreds of millions: CAPP FP<\/a> \/ G&M<\/a> \/ CBC<\/a><\/p>\n

Sands – Industry makes environment a bigger priority FP<\/a><\/p>\n

Sands – Paris climate talks could be a boost CBC<\/a>
\n
<\/code><\/p>\n


\n

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

Pharma – Politicians slam tax-avoiding deal R<\/a> \/ FT<\/a> \/ WSJ<\/a> \/ NYT<\/a> \/ e<\/a> *<\/a><\/p>\n

Pharma – Pfizer looks to bulk up in era of slimming down FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

China builds ‘Pentagon’ shopping centre in Shanghai DT<\/a> \/ bi<\/a> *<\/a>
\n
<\/code><\/p>\n


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