Today’s Issue Cluster: Oil
Greece – Varoufakis unsettles Germans with admission won’t repay debts
Frexit – Time to take bets on the French franc?
Coffee – Vietnamese speculators pressure global robusta deficit
China – Feb: Consumer inflation Picks Up; +1.4% from +0.8% / WSJ / X *
China – Feb: Producer deflation intensifies; -4.8% from -4.3% / R / X *
US – Jan: JOLTS Jobs Openings Up; +2%, +28% yr / cr *
US – Jan: Wholesale inventories unexpectedly rose; +0.3% from unch / R / AP
US – Feb: NFIB Small Business Optimism Up Slightly; 98.0 from 97.9 / R / cr *
World – Fears of damaging deflation subside FT * * * *
World – Global Economy Has Shifted Since Crisis WSJ *
World – How much debt each economy will borrow this year bi *
Greece – Told Not to Waste Time B / AP / WSJ / FT / NYT / R
Greece – Varoufakis unsettles Germans with admission won’t repay debts R / r * *
Greece – Premature to talk about third bailout: EU’s Juncker R
Greece – Athens faces uphill struggle despite eurozone deal FT * * * * *
ECB – Bets Big on Stimulus WSJ *
ECB – Bond moves set to measure success of QE FT * *
ECB – Yields Fall as Bond Purchases Begin WSJ * * *
Grexit – Top City financiers warn investors over chaos FT
Brexit – Financial services would be hit hardest FT / WSJ
Frexit – Time to take bets on the French franc? dt / LeFigaro
Defense – Ukraine Crisis Spurs Calls in Germany WSJ *
Defense – Nato spending promises largely ignored FT *
Defense – China’s Neighbors Bulk Up Militaries WSJ
Defense – UAE Seeking to Fill Needs at Home WSJ *
Telecoms – Betting Against the Cable Bundle NYT
Telecoms – Industry Bets on 5G WSJ
Capital expenditure for top providers by revenue, in $b *
Expenditure on 4G hardware in NA and EU/MENA *
Percentage of mobile devices with access to 4G *
Coffee – Vietnamese speculators pressure global robusta deficit R *
Coffee – As Venezuela output sinks, it swaps oil to import Nicaraguan beans R *
Oil – Riyadh’s gamble FT * * *
Oil – OPEC Chief Says Cartel Is Hurting US Shale Producers WSJ
Oil – Glut Sparks Latest Dilemma: Where to Put It All WSJ *
Oil – Traders left adrift as storage trade loses its lustre FT * *
Oil – Hungry Market Eats Up Bonds WSJ *
Oil – Six Top Players In The US Price Trading Bonanza IBD
Oil – US urged to assert itself over Arctic FT * *
US – Future Obamacare Costs Falling WSJ / wsj *
US – ‘A wasteful and inefficient industry is in the throes of great disruption’ E *
Scrabble Showdown: Two-letter words in the three dictionaries 538 *
