Today’s Issue Cluster: Bonds
Delivery – Amazon job posts hint at global ambitions for same-day delivery
Beef – Fewer US Cows Means Higher Costs for Leather Bags
NatGas – Oil Plunge Dims Outlook for LNG Projects
China – Dec: HSBC PMI contraction first in seven months; 49.5 from 50.0 / R / B / WSJ
EZ – Dec: Markit Business Activity Lifts Slightly; 51.7 from 51.1 / B / WSJ / AFP *
Germany – Dec: ZEW investor confidence spikes higher; 34.9 from 11.5 / AP *
US – Nov: Housing Starts Fell; -1.6% / WSJ / R / B *
US – Dec: Markit factory activity growth at 11-month low; 53.7 from 54.8 / R *
Bonds – Oil’s Not Well In Junk Thanks To Low Prices IBD *
Bonds – Cheap energy debt fails to tempt rally FT * * *
Bonds – Junk Worries Spread Beyond Oil WSJ *
Bonds – Fed Bubble Bursts in $550 Billion of Energy Debt B *
Bonds – Investors Look to Cull the Herd WSJ *
Bonds – Funds Load Up on Cash WSJ *
Bonds – Foreign Investors Pile In WSJ * *
Bonds – China’s Treasury Holdings Fall to Lowest Since February 2013 B
Bonds – Banks Drink Deep From Uncle Sam’s Debt Fountain WSJ
Bonds – Investors Are Writing Off Inflation for Years, If Not Decades B
Bonds – One Hundred Years of History Means Bears Destined to Lose B
Bonds – Eurozone spreads widen on ‘Grexit’ fears FT *
Bonds – France Cut by Fitch to ‘AA’ B / AFP
Bonds – S&P cuts Italy to BBB-, just above junk R / B / r *
Bonds – Eurozone markets position for QE FT *
Bonds – Sting in tail of UK’s low borrowing costs FT * *
Bonds – Argentina: Faces pressure to strike deal with ‘hold-out’ creditors FT * *
Bonds – EMs: The good, the bad and the ugly FT *
Bonds – FMs: Last-Minute Spree Caps Record Year for Sales WSJ *
EU – Oil Slump Could Cause Deflation bi * *
EU – European economist at Japanese bank says Europe would be lucky to end up like Japan ft *
EU – Investment risks of ‘protest’ parties FT * * *
EU – The Economic Consequences of Syriza WSJ / WSJ / WSJ * *
CBR – Russia Moves to Help Lift Sinking Ruble WSJ / FT / NYT / AP / B / R / MT * * *
CBR – Ruble Sinks to 80 Defying Surprise Rate Increase B / FT / WSJ / NYT / AP / WSJ / RT *
CBR – Russia biggest trade partners are China, Germany / b *
US – Businessman Files to Set Up Rare New Bank WSJ *
US – Fed Sets Tough New Capital Rule for Big Banks WSJ / FT
Online – Google Shopping to Counter Amazon WSJ
Delivery – Amazon job posts hint at global ambitions for same-day delivery R
Delivery – Amazon Tests Bike Messengers in NYC WSJ
Delivery – Amazon Tells FAA It May Move Drone Testing Outside US B
Delivery – Same-Day Service for Some Online Shoppers WSJ
Delivery – Self-Driving Trucks Could Revolutionize B
Beef – Cow Economy Faces a Pinch WSJ
Beef – Fewer US Cows Means Higher Costs for Leather Bags B
Beef – Costs Rise as Japan Imports Priciest Since Mad Cow B
Ham – Why Prices Are Fatter This Holiday BW *
NatGas – Oil Plunge Dims Outlook for LNG Projects WSJ * *
NatGas – Price for LNG in Asia Falls to Lowest Level in Nearly Four Years WSJ *
NatGas – Lures Private Equity to Power Industry B
The most common score in basketball, football and baseball wapo * * *
