Today’s Issue Cluster: Metals
Bonds – The $29t Debt Hangover That Could Spark a Recession
BOJ – Negative rates split board down the middle
Zika – Vaccine for Virus May Be Years Away, Disease Experts Warn
China – Jan: Official manufacturing PMI eases; 49.4 from 49.7 / R / WSJ / B
China – Jan: Caixin manufacturing PMI edged up; 48.4 from 48.2 / WSJ
US – Jan: ISM Manufacturing Contracted for a Fourth Month; 48.2 from 48.0 / B
US – Jan: Markit Manufacturing up; 52.4 from 51.2 / m
US – Dec: Consumer spending softens; flat from +0.5% / R / WSJ
US – Dec: Construction spending edges up; +0.1%, +8.2% yr / MW
Bonds – Capital markets make slowest start in over a decade FT *
Bonds – Pipeline of big sales to test investor risk appetite FT *
Bonds – The $29t Debt Hangover That Could Spark a Recession B *
Bonds – Money Managers Seek Bargains in EU Markets WSJ *
Bonds – State-backed debt growth lifts default fears FT *
Japan – Message to Foreign Buyers: Hands Off WSJ *
BOJ – Introduces Negative Interest Rates WSJ / FT / NYT / R / FT *
BOJ – Strategy to spur banks to lend B *
BOJ – Negative rates split board down the middle B *
BOJ – Negative bond yield universe hits $5.5t FT *
BOJ – Negative-Rate Plunge More Like a Toe in the Water WSJ * *
BOJ – Analysts Turn to AI to Decode Bank’s Signals WSJ *
BOJ – Central Banks Go to New Lengths to Boost Economies WSJ *
Japan – Megabanks are on the march in Southeast Asia N *
Metals – Doomsday Scenarios Could Become Reality WSJ *
Metals – Producers forced into output shift FT *
Metals – Supermines Add to Supply Glut WSJ *
Metals – Key Funding Source for Miners Is Depleted WSJ *
Metals – Collapse stops here, say (most) analysts r *
Metals – 3D Printing May Give Miners a New Dimension WSJ *
Gold – Miners say output has peaked FT / WSJ / FT * *
Gold – South African Miners Sift Discarded Ore Waste WSJ *
Platinum – Miners Digging Deeper Hole WSJ
Steel – Overcapacity has worsened woes of unprofitable industry E *
Steel – Global industry expected to return to growth FT
Nickel – ‘An ugly start to what may be a brutal year’ R *
Cobalt – Child labour concerns center on production in Congo FT
Tin – Chinese producers jump on the cutback bandwagon R *
Aluminum – Still too much production R *
Lithium – An increasingly precious metal E * *
Zika – Shares of These Companies Are Moving As the Virus Spreads B
Zika – Race for vaccine gathers momentum as virus spreads R
Zika – Vaccine for Virus May Be Years Away, Disease Experts Warn NYT
Zika – New Weapon to Fight Virus: The Mosquito NYT
Map of mean national flag colors motw *
