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
EZ – Feb: Industrial production up; +2.1%, +2.8% yr / eu
US – A Winning Bet May Prove Fleeting WSJ *
US – Dollar: The Problem With the World’s Most Obvious Trade WSJ *
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 *
US – 27 giant profitable companies paid no taxes USAT *
US – Oil plunge threatens budgets of producer states R *
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 * *
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 *
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
Gold – Back in vogue with uncertain economic outlook FT *
Gold – Believers Scoff at Goldman Warning B *
Sanders’ position on financial regulation is truly unique eb *