10 April 2015



Today’s Issue Cluster: Russia

US – Wholesalers Face an Inventory Glut
Ship – A New Boom From Oil
Nickel – Higher Russian output, China stocks cause market meltdown
H5N2 – Brought by Wild Neighbors, a Deadly Flu Attacks Turkey Flocks


MAJOR DATA POINTS

China – Mar: CPI steady; 1.4% from 1.4% / FT / WSJ / R / AFP / X *

China – Mar: PPI slides less; -4.6% from -4.8% / X *


MARKETS

Stocks – China equities: Stock market fever FT *

Stocks – Buying Frenzy Sweeps Into Hong Kong WSJ / FT * *

Stocks – China rally leaves foreign investors conflicted FT * *

Stocks – Nikkei Breaks Above 20000 for First Time in 15 Years WSJ *

Stocks – Set New Record in Europe WSJ / WSJ *


ECONOMICS

US – Wholesalers Face an Inventory Glut B * *

US – No Easy Way Out for Import Prices WSJ *

US – ‘Unless wages grow, America’s economic blip could become a trend’ E * *

US – High Number of Zero-Savers / bp *


POLITICS & FISCAL POLICY

Russia – Protests bubble up in sign of public discontent FT

Russia – Consumers Reflect the Pinch of Economic Sanctions NYT

Russia – Car Sales Have Collapsed B *

Russia – Ruble at Strongest Level Since December WSJ / FT *

Russia – Rents Fall as Moscow Confronts Flagging Economy WSJ

Russia – American farmer among the winners in sanctions regime AP

Russia – Hinterland emerges as microcosm of wider structural woes FT * * * *


MONETARY POLICY



FINANCE

US – ‘Post-Crisis Risk Casts a Darkening Shadow’ WSJ *


REAL ESTATE

US – Housing Market Sees Hopeful Signs of Spring WSJ *

US – After Foreclosures, Home Buyers Are Back WSJ * *

US – CoreLogic: House Prices up 5.6% cr *


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION

Ship – China Seeks Dominance in Athens Harbor S

Ship – China Cosco to Order at Least 10 Triple-E Megaships WSJ

Ship – West Coast port congestion boosts demand for air cargo FP

Ship – A New Boom From Oil NYT *


COMMODITIES

Aluminum – China measures set to boost supply FT

Nickel – Higher Russian output, China stocks cause market meltdown N *

Tin – ‘Indonesian cartel flexes muscles; market yawns’ r *


ENERGY & ENVIRONMENT

Oil – US production is probably peaking right now r *

Oil – The US Story in Charts / wsj * * * *

Oil – Shell’s Big Buy Is Blow to Oilfield Services WSJ *

Oil – Middle East state spending throws lifeline to oilfield services R *

Oil – Nuclear deal means more Iran output – just not this year R *

Oil – Iran’s Strategic Petroleum Reversal WSJ *

Oil – Libya’s War Rages but Eni Keeps Pumping WSJ *

Oil – As negotiations fail, one side tries to grab the revenue N *

Oil – Asia’s Giants Unlikely to Wade Into Merger Game Anytime Soon WSJ * *


HEALTH

H5N2 – Brought by Wild Neighbors, a Deadly Flu Attacks Turkey Flocks NYT / AP / AP / AP / AP


ENDNOTE

Russian Expansion 1300-1914 reddit *


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