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{"id":55671,"date":"2016-01-10T22:50:49","date_gmt":"2016-01-11T03:50:49","guid":{"rendered":"http:\/\/bznwz.com\/?p=55671"},"modified":"2016-01-11T10:17:53","modified_gmt":"2016-01-11T15:17:53","slug":"11-january-2016","status":"publish","type":"post","link":"https:\/\/bznwz.com\/11-january-2016","title":{"rendered":"11 January 2016"},"content":{"rendered":"


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


\n

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

Insurance \u2013 Bracing for the Self-Driving Future and Fewer Accidents
\nTravel \u2013 Cruise Industry\u2019s Big Three Could Steam to 20% Gains
\nCrops \u2013 Unwanted Piles of Corn, Soy Spur Most-Bearish Outlook Ever
\n
<\/code><\/p>\n


\n

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

China – Dec: CPI muted; 1.6% from 1.5% \/ FT<\/a> \/ WSJ<\/a> \/ R<\/a><\/p>\n

US – Nov: Consumer Borrowing Rises at Slowest Pace in 10 Months; +$14.0b from +$15.6b B<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

EMs – Cutting a Path Through Turmoil WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

EMs – Coming under \u2018even more pressure\u2019 FT<\/a> *<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

EMs – A world without an engine N<\/a> *<\/a> *<\/a><\/p>\n

EMs – Demographic dynamics reshaping emerging Asia N<\/a> *<\/a><\/p>\n

World – World Bank Cuts Growth Forecasts B<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Fed – Robust Job Gains Should Reassure Officials to Continue Increases WSJ<\/a> \/ R<\/a><\/p>\n

Fed – Dilemma: Jobs vs. China WSJ<\/a> *<\/a><\/p>\n

Fed – Fed to raise rates again in March: Reuters poll \/ R<\/a> *<\/a><\/p>\n

Fed – Probability of March Fed Rate Hike Declines \/ b<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Insurance – Insurers Find Tracking Devices Are a Tough Sell WSJ<\/a> *<\/a> *<\/a><\/p>\n

Insurance – Bracing for the Self-Driving Future and Fewer Accidents NYT<\/a><\/p>\n

Insurance – Natural catastrophe losses total $90b in 2015: Munich Re AFP<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

US – Jobs growth defies global pressures FT<\/a><\/p>\n

US – How Much Slack Is Left in the Labor Market B<\/a> *<\/a> *<\/a><\/p>\n

US – Payrolls in 2015 slower than 2014 \/ r<\/a> *<\/a><\/p>\n

US – Lower Jobless Claims Don\u2019t Point to Robust Labor Market WSJ<\/a> *<\/a> *<\/a><\/p>\n

US – Lincoln’s sub-3% jobless rate keeps companies on hunt for talent WSJ<\/a> *<\/a><\/p>\n

US – Job Growth Seen as Anemic as Workforce Ages WSJ<\/a><\/p>\n

US – Im\u00admig\u00adrants make up 17% of the work\u00adforce NJ<\/a> *<\/a><\/p>\n

US – A Rising Share of Working Women Have Full-Time Jobs wsj<\/a> *<\/a><\/p>\n

US – Digital advances uneven across economy FT<\/a> *<\/a><\/p>\n

US – ‘As the Gig Economy Changes Work, So Should Rules’ WSJ<\/a> *<\/a>
\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


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


\n

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

Travel – Cruise Industry\u2019s Big Three Could Steam to 20% Gains Bn<\/a> *<\/a><\/p>\n

Travel – Global ocean cruise passengers \/ ft<\/a> *<\/a><\/p>\n

Travel – US Hotels: 2015 is Best Year on Record \/ cr<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Crops – Unwanted Piles of Corn, Soy Spur Most-Bearish Outlook Ever B<\/a> *<\/a> *<\/a><\/p>\n

Crops – Reforms drive Argentine grain export revival FT<\/a> *<\/a> *<\/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

The book really is better than the movie wapo<\/a> *<\/a>
\n
<\/code><\/p>\n


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