14 March 2016



Today’s Issue Cluster: US Economy & Real Estate

US – Oil plunge threatens budgets of producer states
Fed – Getting Desired Inflation Ahead of Forecast
Gold – Believers Scoff at Goldman Warning


MAJOR DATA POINTS

EZ – Feb: Industrial production up; +2.1%, +2.8% yr / eu


MARKETS

US – A Winning Bet May Prove Fleeting WSJ *

US – Dollar: The Problem With the World’s Most Obvious Trade WSJ *


ECONOMICS

US – Household Wealth Recovers $7t as Prices Firm B / WSJ *

US – China rust belt investment set to challenge voting habits FT *

US – Gets Miscast as Savior WSJ *

US – May Be an Engine of the World Economy, But Perhaps Not For Long WSJ *

US – Next Recession May Not Be a Biggie But Could Be a Long One B *

US – Deflation Fears Dim as Consumer Prices Strengthen WSJ *

US – Inflation expectations gathering steam FT *

US – States With the Most Household Debt / B *


POLITICS & FISCAL POLICY

US – 27 giant profitable companies paid no taxes USAT *

US – Oil plunge threatens budgets of producer states R *


MONETARY POLICY

Fed – More Economists See a Wait Until June to Raise Rates WSJ *

Fed – Likely to Stand Pat on Rates, Keep Options Open for April or June WSJ / WSJ

Fed – Getting Desired Inflation Ahead of Forecast B * *


FINANCE

US – Banks open gap over Europeans with quick moves FT *

US – Fed Frets Corporate Credit Crunch Will Crimp Economic Growth B *

US – Online lending credit is deteriorating FT / FT *

US – Delinquencies rev up in subprime auto FT *

US – Auto Lenders Are in for a Rougher Ride WSJ *


REAL ESTATE

US – Housing Market Takes On Split Levels WSJ

US – Home ‘flipping’ exceeds peaks in some hot markets R

US – Home Builders Slowed by Permit Delays WSJ

US – 2016 Home Buyer and Seller Generational Trends nar *

US – Apartment-Building Boom Looks Set to Ease WSJ

US – Framing Lumber Prices down 15% / cr *

US – One Way to Make Mortgages Easier to Get WSJ *

US – Fannie and Freddie Shareholders Suffer Stinging Legal Setbacks WSJ *

US – Fannie Mae at risk of needing a bailout FT / WSJ / Hill

US – Investors With Cash Edging Out First-Time Home Buyers WSJ

US – AIA: Slight Contraction in Billings / cr *

US – Warning Lights for Commercial Property Boom WSJ *

US – Fears over commercial property lending surge FT

US – Now Coming to the Commercial Property Market: Defaults WSJ


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES

Gold – Back in vogue with uncertain economic outlook FT *

Gold – Believers Scoff at Goldman Warning B *


ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

Sanders’ position on financial regulation is truly unique eb *


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