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{"id":54965,"date":"2015-11-29T23:50:22","date_gmt":"2015-11-30T04:50:22","guid":{"rendered":"http:\/\/bznwz.com\/?p=54965"},"modified":"2015-11-30T10:45:00","modified_gmt":"2015-11-30T15:45:00","slug":"30-november-2015","status":"publish","type":"post","link":"https:\/\/bznwz.com\/30-november-2015","title":{"rendered":"30 November 2015"},"content":{"rendered":"


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


\n

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

Russia \u2013 The $30 Oil Cliff Threatening the Economy
\nUS \u2013 Chinese Cash Floods Real Estate Market
\nBeef \u2013 Fattest-Ever US Herd Signals End to Record Prices
\n
<\/code><\/p>\n


\n

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

Japan – Oct: Factory output rose; +1.4% \/ AFP<\/a> \/ AP<\/a><\/p>\n

EZ – Nov: Confidence at Four-Year High; 106.1 from 105.9 \/ B<\/a> *<\/a><\/p>\n

Germany – Dec: GfK consumer index drops a fourth month; 9.3 from 9.4 \/ AP<\/a> \/ AFP<\/a><\/p>\n

Greece – Q3: Economy shrank more than thought; -0.9% was -0.5% \/ AFP<\/a><\/p>\n

US – Oct: Pending Home Sales Edge Up; +0.2% from -1.6% \/ WSJ<\/a> \/ R<\/a>
\n
<\/code><\/p>\n


\n

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

Currencies – IMF poised to admit renminbi FT<\/a> \/ WSJ<\/a> \/ R<\/a> \/ B<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

Currencies – Panda bonds triumph over dim sum debt FT<\/a> *<\/a> *<\/a><\/p>\n

Currencies – What are the chances of a crisis in China? ft<\/a> *<\/a><\/p>\n

Currencies – Investors Dig for Winners WSJ<\/a> *<\/a><\/p>\n

Currencies – Dollar-peg exporters stung by oil rout FT<\/a> *<\/a><\/p>\n

Currencies – Will the Euro Fall to $1? WSJ<\/a> *<\/a><\/p>\n

Currencies – Expensive Swiss franc tests central bank FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Russia – Retaliates against Turkey FT<\/a> \/ WSJ<\/a> \/ AP<\/a> \/ R<\/a> \/ WSJ<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

Russia – Putin\u2019s sanctions decree raises fears of isolationism FT<\/a> \/ B<\/a> \/ WSJ<\/a><\/p>\n

Russia – ‘Why Moscow and Turkey aren’t going to war’ bi<\/a> *<\/a><\/p>\n

Russia – Ukraine imposes economic blockade on Crimea FT<\/a> \/ WSJ<\/a> \/ FT<\/a> \/ NYT<\/a><\/p>\n

Russia – Ukraine stops buying gas AP<\/a><\/p>\n

Russia – Ukraine bans aircraft overflights FT<\/a><\/p>\n

Russia – Ukraine adapts trade links to soften economic blow FT<\/a> *<\/a> *<\/a><\/p>\n

Russia – Eastern Europe to confront Berlin over new gas pipeline FT<\/a> *<\/a><\/p>\n

Russia – The $30 Oil Cliff Threatening the Economy B<\/a> *<\/a><\/p>\n

Russia – Last year’s investment pariah comes in from the cold R<\/a><\/p>\n

Russia – Half Richest Are Planning to Cash Out B<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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


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


\n

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

US – Chinese Cash Floods Market NYT<\/a> *<\/a><\/p>\n

US – Chinese Pull Back WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Retail – Crowds ‘good not great’ R<\/a> \/ B<\/a> \/ FT<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

Retail – Online Shopping Tops Stores WSJ<\/a> \/ R<\/a> \/ B<\/a> \/ ft<\/a> *<\/a> *<\/a><\/p>\n

Retail – Black Friday Falters as Consumer Behaviors Change NYT<\/a> \/ NYT<\/a> *<\/a><\/p>\n

Retail – Sting from inventory mismanagement is sharp FT<\/a> \/ FT<\/a> *<\/a><\/p>\n

Retail – Some Malls Pressure Stores to Open on Thanksgiving WSJ<\/a> *<\/a><\/p>\n

Retail – Shrinking US Shopping Malls Get Makeovers 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


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


\n

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

Beef – Fattest-Ever US Herd Signals End to Record Prices B<\/a> *<\/a><\/p>\n

Beef – Chinese-Korean venture to mass-produce cloned cattle FT<\/a> \/ FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Carbon – Talks Face High Barriers and High Hopes WSJ<\/a> *<\/a><\/p>\n

Carbon – Modi tells rich nations of their duty to lead FT<\/a> \/ ft<\/a> \/ FT<\/a> *<\/a> *<\/a><\/p>\n

Carbon – China claims to have achieved targets FT<\/a> \/ FT<\/a> \/ B<\/a> *<\/a> *<\/a><\/p>\n

Carbon – Xi says climate deal must address economic gaps R<\/a><\/p>\n

Carbon – ‘China’s Rebalancing May Blow Its Smog Away’ B<\/a> *<\/a><\/p>\n

Carbon – Scientists Dispute 2-Degree Model Guiding Talks WSJ<\/a> \/ WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Some corporations worth more than entire stock markets bi<\/a> *<\/a>
\n
<\/code><\/p>\n


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