15 March 2016



Today’s Issue Cluster: Virtual Reality

EMs – Flows surge in as investors bet on China and Brazil
Ship – Too Many Boats for Too Little Cargo
Water – Rain Finally Heading Toward California


MAJOR DATA POINTS

US – Feb: Retail sales dip; -0.1% from -0.4% / R / WSJ

US – Feb: Producer Prices Fell; -0.2%; core flat / WSJ

US – Mar: NAHB Housing Index Holds; 58 from 58 / WSJ


MARKETS

EMs – Flows surge in as investors bet on China and Brazil FT *

EMs – Bond markets reopen for borrowers FT *

EMs – The Incredible Debt Switcheroo WSJ *

EMs – Questions over recent rally FT *

EMs – Currency Rally Is Too Good to Last WSJ *

EMs – Russia slides from technological superpower to also-ran FT *


ECONOMICS

World – Fears on downturn are overdone, say economists FT *

World – IMF GDP projections revised downwards / t *


POLITICS & FISCAL POLICY

Germany – Merkel vows to stay the course on refugees despite drubbing FT / WSJ / FT / WSJ / B * *

Germany – Migrant crisis dims once unassailable Merkel’s aura FT / WSJ / B *

Germany – Immune to Populist Right No More B *

Germany – Where refugees and asylum seekers are allocated / vow *


MONETARY POLICY

ECB – Inflation Target Draws Fire From All Sides WSJ *

ECB – Bundesbank Opposed Latest Stimulus WSJ *

ECB – Inflation forecasts have been revised down / b *

ECB – Rate Cuts Help Spanish Home-Buyers, Hurt Banks WSJ *


FINANCE

EU – ECB Woke Up to Banks’ Profits Nightmare WSJ *

EU – ECB’s Cheap Loans Highlight Rift Among Banks WSJ *

EU – Eurozone corporate bond sales heat up FT *

EU – Faces Pension Predicament WSJ WSJ *

EU – Eurozone equities recovery trails S&P 500 FT * *

EU – Euro forecasts torn up after whipsaw run FT *


REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

VR – To Take Over Game Developers Conference WSJ / verge

VR – Hollywood looks to technology FT / AP * * * *

VR – Goldman Sachs Sees Huge Potential B * * * *

VR – Computing’s next big thing? B * *


TRADE & TRANSPORTATION

Ship – Pressures Build in Oil-Shipping Business WSJ *

Ship – Size obsession could be ending, study finds FT *

Ship – Too Many Boats for Too Little Cargo B * *


COMMODITIES

Water – El Niño Still Clobbering Crops WSJ

Water – Rain Finally Heading Toward California B *


ENERGY & ENVIRONMENT



HEALTH



ENDNOTE

All the roads that lead to Rome moovellab *


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