Today’s Issue Cluster: Coal
US – BofA: The Biggest Part of the Economy Might Be Rolling Over
Fed – By One Measure, Rates Are Already Negative
US – Student Debt Is Holding Back Millennials? Not So Fast
EZ – Mar: Inflation revised up; 0.0% was -0.1% / eu
US – Mar: Consumer Prices Rose for First Time in 4 Months; +0.1%, core +0.1% / WSJ / R
US – Week: Jobless fell; -13k to 253k / WSJ / R
US – Japanese serve as early warning signal for stocks FT *
US – Tighter supply, tougher rules rattle key funding market R *
US – BofA: The Biggest Part of the Economy Might Be Rolling Over B *
US – Weak Retail Sales in March Augur Ill for Q1 Growth WSJ
US – ‘Everything’s Looking Up for Consumers, So Why Aren’t They Spending?’ B * *
US – Credit cycle has already turned; defaults to rise FT *
US – ‘Wages must fuel growth until credit recharges’ b *
US – Braces for Worst Earnings Season Since 2009 Crisis B *
US – ‘The Coming Default Wave Is Shaping Up to Be Among Most Painful B * *
US – Chinese Investment Rises to Record B *
US – Cheap Oil Means Record Trade Surplus With Opec wsj *
US – Economists Trim Estimates for Growth, Jobs WSJ *
US – Philly Fed Coincident Indexes Increased in 43 States / cr *
US – Is “Overdeveloped”: study science *
US – Top imports by state / motw *
US – M&A deals worth $370b torpedoed by Obama administration FT *
Fed – Lockhart pulls support for April rate hike R / FT
Fed – Beige Book: Higher Wages in Nearly All Regions WSJ / R
Fed – Yellen Says Near Full Employment B
Fed – Would Negative Rates Work in the US? WSJ
Fed – By One Measure, Rates Are Already Negative WSJ *
Fed – The Market Might Lose This Fight WSJ *
US – Five ‘living wills’ rejected WSJ / FT / R / NYT / B / AP *
US – Student Debt Is Holding Back Millennials? Not So Fast wsj *
US – More Luxury-Home Sellers Drop Their Asking Prices WSJ *
US – Apartment Market Shows Signs of Losing Steam WSJ *
US – Apartment Vacancy Rate increased / cr *
US – Office Vacancy Rate declined / cr *
US – Mall Vacancy Rate unchanged / cr *
US – Hotel Occupancy Rate Tracking just behind Record Year / cr *
US – Asia has replaced LatAm as biggest source of immigrants pew *
Rail – CSX Revenue Falls 14% as Coal Shipments Continue to Drop WSJ
Coal – Peabody Files Chapter 11 Bankruptcy WSJ / FT / R / B / NYT * * *
Coal – The Market Bets Everybody Got Wrong B * * *
Coal – As Future Grows Murkier, Banks Pull Financing NYT
Coal – Technology to Make Clean Energy Is Stumbling in Practice NYT
Oil – IEA Sees Oversupply Almost Gone in H2 on Shale Drop B / FT / AP / WSJ / R *
Oil – When will the ‘call’ on US supply return? B * *
SF Bay’s public rail system in subway-style, 1937 motw *