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{"id":56415,"date":"2016-02-24T22:48:40","date_gmt":"2016-02-25T03:48:40","guid":{"rendered":"http:\/\/bznwz.com\/?p=56415"},"modified":"2016-02-25T10:08:51","modified_gmt":"2016-02-25T15:08:51","slug":"25-february-2016","status":"publish","type":"post","link":"https:\/\/bznwz.com\/25-february-2016","title":{"rendered":"25 February 2016"},"content":{"rendered":"


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


\n

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

India \u2013 Bonds turning Asia\u2019s worst
\nCanada \u2013 Credit Cycle Has Never Been This Desynchronized From US
\nRail \u2013 2nd golden age drawing to a close; consolidation may follow
\n
<\/code><\/p>\n


\n

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

US – Jan: Orders for capital goods rebounded; +4.9% from -4.6% \/ WSJ<\/a> \/ B<\/a><\/p>\n

US – Week: Jobless Claims Rise in Holiday Week; +10k to 272k \/ B<\/a> \/ R<\/a> \/ WSJ<\/a>
\n
<\/code><\/p>\n


\n

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

UK – Pound poised for extended weakness on Brexit fears FT<\/a> \/ WSJ<\/a> \/ B<\/a> *<\/a><\/p>\n

UK – Cost of sterling insurance rises steeply FT<\/a> *<\/a><\/p>\n

UK – Brexit: Banks Plan Much, Do Little WSJ<\/a> *<\/a><\/p>\n

UK – Pound vs. Brexit \/ b<\/a> *<\/a><\/p>\n

UK – Brexit is the new Grexit \/ b<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

India – Bonds turning Asia\u2019s worst B<\/a> *<\/a><\/p>\n

India – Hopes of accelerating growth require bigger changes FT<\/a> *<\/a> *<\/a><\/p>\n

India – Newest unicorn targets price-conscious FT<\/a> *<\/a><\/p>\n

India – IKEA\u2019s Bet Runs Into Thicket of Rules WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Canada – Trudeau Drops Campaign Promises on Deficits B<\/a> \/ B<\/a> \/ FT<\/a> *<\/a><\/p>\n

Canada – Credit Cycle Has Never Been This Desynchronized From US B<\/a> *<\/a><\/p>\n

Canada – ‘Relying on a frothy real estate market’ B<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Payments – How Mobile Reshapes Lifestyles WSJ<\/a> *<\/a><\/p>\n

Payments – Tech, Fed, Security Lift Sector IBD<\/a>
\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


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


\n

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


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


\n

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

Telecoms – Two European Carriers to Adopt Ad-Blocking WSJ<\/a> \/ FT<\/a><\/p>\n

Telecoms – Battle Heats Up Over Mobile Ad Blocking WSJ<\/a>
\n
<\/code><\/p>\n


\n

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

Rail – Number of crude oil trains declined last year AP<\/a><\/p>\n

Rail – Train groups derailed by commodities slump FT<\/a> \/ WSJ<\/a><\/p>\n

Rail – 2nd golden age drawing to a close; consolidation may follow E<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Nuclear – China Inc.\u2019s Push WSJ<\/a> *<\/a> *<\/a><\/p>\n

Nuclear – Beijing\u2019s power play FT<\/a> *<\/a><\/p>\n

Nuclear – China Advances Global Ambitions With Argentina Deal WSJ<\/a><\/p>\n

Nuclear – Japan governor supports more nuclear restarts AFP<\/a><\/p>\n

Nuclear – Japan, France and China in three-way dance N<\/a> *<\/a><\/p>\n

Nuclear – France\u2019s industry on back foot over new energy law FT<\/a> *<\/a><\/p>\n

Nuclear – India prime target N<\/a><\/p>\n

Nuclear – Median age of US reactors is 28.8 years \/ vc<\/a> *<\/a><\/p>\n

Nuclear – Mixed Fortunes NYT<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Former European Capitals am<\/a> *<\/a>
\n
<\/code><\/p>\n


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