14 June 2016



Today’s Issue Cluster: Alternative Energy

Fed – Not June, Not Likely July, More Likely September
US – Running Out of Workers to Fill Open Jobs?
US/Canada – Lumber talks stalled, litigation looms


MAJOR DATA POINTS

EZ – Apr: Industrial Output Rebounds; +1.1%, +2.0% yr / WSJ *

US – May: Retail Sales Rose; +0.5% from +1.3% / WSJ

US – May: Import Prices Rise Fastest Since 2012; +1.4% from +0.7% / WSJ / R

US – Apr: Business inventories barely rose; +0.1% from +0.3% / R


MARKETS

Bitcoin – Price Hits Two-Year High WSJ *

Bitcoin – Resurgence may be short-lived E *


ECONOMICS

US – A lot of economic data still flashing green r *

US – When barometers go wrong E * *

US – Odds of recession up to 36% after job report / jpm *

US – Aren’t Buying More Abroad Despite the Dollar’s Surge B *

US – Investors in capital-intensive sectors will hope data are misleading FT *


POLITICS & FISCAL POLICY



MONETARY POLICY

Fed – Not June, Not Likely July, More Likely September B *

Fed – Economists See Two 2016 Rate Hikes B *

Fed – Concerns over US labour market weigh on next move FT / B * *

Fed – Wrestles With So-Called Natural Rate WSJ *


FINANCE

US – Top Republican outlines plans to rip up Dodd-Frank FT / WSJ / NYT

US – Branched out FT * *


REAL ESTATE

US – Builders Fail to Profit From Slump in Raw Materials Prices WSJ *

US – CoreLogic House Prices Up 6.2% / cr *

US – May Was a Renter’s Market for Manhattan Apartment Seekers / B *

US – Dodge Index for Commercial Real Estate Up 2.4% / cr *

US – Where Are the Warehouses? / WSJ *


LABOR & EDUCATION

US – Running Out of Workers to Fill Open Jobs? B *


SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION

US/Canada – Lumber talks stalled, litigation looms R


COMMODITIES



ENERGY & ENVIRONMENT

Alt – Germany’s renewable energy reforms ‘a step backwards’ DW

Alt – Denmark Scares Off Investors After Energy Agenda Is Jettisoned B *

Alt – Solar Panel Leasing Decreases as More Customers Look to Buy WSJ / B *

Alt – Solar battery makers eye take-off as prices fall R

Alt – Solar Is the Fastest-Growing Energy B * *

Alt – The World’s Largest Solar Plant Just Torched Itself giz *

Alt – Energy groups in pledge to slash cost of offshore wind farms FT *

Alt – Oil drilling technology could be used to harness wind B *

Alt – England not windy enough, admits wind industry chief DT

Alt – Big oil is dipping a few more toes into clean energy B *

Alt – Clean-Energy Jobs Surpass Oil Drilling for First Time in US / B *



HEALTH



ENDNOTE

Photos taken by locals and tourists in DC motw *


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