Today’s Issue Cluster: Currencies
China – Strengths Are Now Weaknesses
Metals – China: Changing signals from metals trade
China – Manufacturers shift from quantity to quality
China – Feb: Industrial output grows; +6.8% from +7.9% / B / X *
China – Feb: Retail sales up; +10.7% from +11.9% / X *
Currencies – Euro slides against the dollar as parity looms FT / WSJ *
Currencies – Central-Bank Moves Spook Investors WSJ *
Currencies – Strong Dollar Boosts US-Owned EU Hotels WSJ *
Currencies – EMs extend slide FT / WSJ / NYT
Currencies – Renminbi settles into reverse gear FT * * *
Currencies – Yen Resumes Slide to Hit Seven-Year Low WSJ
Currencies – Optimists see end for Brazil currency slide FT *
China – Data point to sharper slowdown FT * *
China – Economy Sputters Toward More Stimulus WSJ / R * *
China – Strengths Are Now Weaknesses NYT
China – Prepares Mergers for Big State-Owned Enterprises WSJ *
China – Deficit plans put squeeze on local government financing R *
China – Lowers Growth Target to About 7% WSJ / FT *
China – On Long, Slow Road to Reform WSJ *
PBOC – China shifts stimulus focus from monetary to fiscal policy FT * *
PBOC – ‘Low inflation and high real rates keep up pressure to ease more’ / b *
ECB – Bankers’ hunger for QE purchases outweighs risk of losses FT * *
ECB – Real-Estate Investors Sing Praises of Bond Buys WSJ *
Fed – Likely to Remove ‘Patient’ WSJ *
World – Low prices are stymying policy makers all over WSJ *
World – How Far Below Zero Can Interest Rates Go? wsj *
Investment Banking – JPMorgan Chase Tilts Toward the Consumer Side NYT
Investment Banking – UK retreat gathers pace FT / WSJ / FT *
Investment Banking – UK decay leaves smaller clients exposed FT *
Investment Banking – Slow Start for Asia Revenue WSJ *
China – Jobs Picture Darkens WSJ
China – Manufacturers shift from quantity to quality N *
Gaming – China Corruption Crackdown Deals Macau a Rough Hand WSJ / B *
Gaming – Macau slump stings US casino operators N *
Gaming – Macau Revenue (plunging) vs Visitors from China (stable) / b *
Gaming – Cambodian casinos look to win from China crackdown FT
Ship – China builders urged to merge to stay afloat FT / C
Metals – China: Weak Economy Dims Rebound WSJ
Metals – China: Changing signals from metals trade r * * *
Metals – China: Copper fate hinges on demand FT * *
Metals – China: Production of more nickel pig iron hitting obstacles WSJ
Air – Measures to combat pollution are biting hard E *
Air – What Indians breathe is dangerously toxic E *
Air – ‘Delhi Wakes Up to Pollution Problem It Cannot Ignore’ NYT *
Air – The urban environment: Clean-up time FT * * *
Air – LA Sees Health Benefits as Its Smog Haze Clears WSJ *
