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{"id":56436,"date":"2016-02-25T22:43:38","date_gmt":"2016-02-26T03:43:38","guid":{"rendered":"http:\/\/bznwz.com\/?p=56436"},"modified":"2016-02-26T11:05:15","modified_gmt":"2016-02-26T16:05:15","slug":"26-february-2016","status":"publish","type":"post","link":"https:\/\/bznwz.com\/26-february-2016","title":{"rendered":"26 February 2016"},"content":{"rendered":"


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


\n

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

SK \u2013 China\u2019s New Economy Is Hitting Asia\u2019s Exports
\nMetals \u2013 Lost and found; 4m tons of aluminum
\nAlt \u2013 Solar: Boom Is Starting to Look like a Bubble
\n
<\/code><\/p>\n


\n

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

Japan – Jan: Core CPI keeps policymakers under pressure; flat from +0.1% \/ R<\/a><\/p>\n

EZ – Jan: Inflation revised down, bolstering stimulus case; +0.3% was +0.4% \/ AP<\/a> \/ B<\/a> *<\/a><\/p>\n

US – Q4: GDP revised higher on inventories; +1.0% was +0.7% \/ R<\/a> \/ AP<\/a> \/ B<\/a> \/ WSJ<\/a> \/ FT<\/a> *<\/a><\/p>\n

US – Jan: Core PCE price index increased; +1.7 from +1.5% \/ R<\/a><\/p>\n

US – Jan: Consumer Spending Accelerated; +0.5% \/ WSJ<\/a>
\n
<\/code><\/p>\n


\n

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

Stocks – European and Japanese equities lag behind rivals FT<\/a> *<\/a><\/p>\n

Stocks – Worries grow for US economy as small-caps languish FT<\/a> *<\/a><\/p>\n

Stocks – Investors Carry A Torch For Utilities IBD<\/a>
\n
<\/code><\/p>\n


\n

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

SK – Won feels the force of China worries FT<\/a> *<\/a><\/p>\n

SK – Global funds retreat from shares FT<\/a> *<\/a><\/p>\n

SK – China’s New Economy Is Hitting Asia’s Exports B<\/a> *<\/a><\/p>\n

SK – Export woes pummel production N<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

SK – Parliamentary polls a dry run for Park Geun-hye’s successors N<\/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


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


\n

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

SK – Impasse delays labor market shake-up FT<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Garments – TPP could help Vietnam sew up clothing exports FT<\/a> *<\/a><\/p>\n

Garments – Maker Succumbs to Shift in China\u2019s Policy WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Mobiles – Smartphone Makers Look Beyond the Device WSJ<\/a><\/p>\n

Mobiles – Wireless Industry Tends to Its Plumbing WSJ<\/a> \/ NYT<\/a> \/ WSJ<\/a><\/p>\n

Mobiles – Groups look to reclaim role at core of consumers\u2019 lives FT<\/a> *<\/a> *<\/a><\/p>\n

Mobiles – Tech Firms Push Toward a Future Without Passwords WSJ<\/a> *<\/a><\/p>\n

Mobiles – Huawei sets out third stage of European strategy FT<\/a> *<\/a><\/p>\n

Mobiles – Percentage of people who own smartphones \/ pew<\/a> *<\/a><\/p>\n

Mobiles – Smartwatches Push Past Swiss Watches statista<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Metals – A Big Bet on Gold Is Getting Crowded WSJ<\/a> *<\/a><\/p>\n

Metals – Gold Miner Bets on Platinum\u2019s Comeback WSJ<\/a> *<\/a><\/p>\n

Metals – Lost and found; 4m tons of aluminum r<\/a> *<\/a><\/p>\n

Metals – Suffering Miners Narrow Down WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Alt – Solar: Boom Is Starting to Look like a Bubble MITtr<\/a><\/p>\n

Alt – Solar: Rooftop Providers Face a Cloudier Future NYT<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Most popular burger chains in US thrillist<\/a> *<\/a>
\n
<\/code><\/p>\n


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