Today’s Issue Cluster: Oil
World – Gold bugs prosper in negative yielding world
F&B – China Embraces Craft Beers, and Giants Take Notice
World – Markets Putting Faith in QE4?
Japan – Q4: Economy Contracts Again; -1.4% from +1.3% / R / FT / WSJ / B / AP
China – Jan: Exports Drop; -11.2% from -1.4% / B / WSJ / FT
Thailand – Q4: Economy Gets Government Spending Boost; +3.8% / B
US – Feb: NAHB Homebuilder Confidence Declines to Nine-Month Low; 58 from 61 / B
World – FX unmoved by negative interest rates FT *
World – Gold bugs prosper in negative yielding world FT *
World – Five Countries Being Squeezed by Currency Pegs B *
World – Risk Grows of Markets Sparking Recession WSJ *
World – Economists, CEOs: Recession Risk Rising WSJ *
World – Markets Putting Faith in QE4? WSJ *
World – ‘Turning Japanese’ / vc *
World – Slaves of the markets e *
F&B – Cocktails Sip Away at Beer’s Market Share WSJ *
F&B – China Embraces Craft Beers, and Giants Take Notice NYT
F&B – Will Megabrew Deal Usher In A New Era For Beer? IBD
F&B – Champagne sales set for record year R
F&B – Craft Breweries / statista *
Sugar – Asian nations get sweet on soda taxes FT * *
Sugar – Cameron to scrap tax plans FT
Oil – Iran still an obstacle to output freeze R / FT / WSJ / AP / NYT / B *
Oil – Putin’s Reward for Deal Overshadowed by Risks B / B *
Oil – More Cuts Loom as Price Nears $25 WSJ *
Oil – IEA Warns Prices Could Fall Further WSJ / R / B * *
Oil – What Storage Signals Mean for Prices WSJ *
Oil – US stocks top 500m barrels for first time since 1930 cr *
Oil – How Much Output Halted Due to Low Prices? Just 0.1% B *
Oil – Iran Sending Crude to EU in Bid to Regain Lost Market B / WSJ *
Oil – North Sea companies in danger amid debt spillage FT *
Oil – Declining Chinese Production Good for Prices WSJ *
Oil – China Turns a Glut Into a Flood of Diesel B *
Oil – Break-even model: Cracking the shale enigma B *
Oil – Tumbling gas price blows hole in UK shale industry’s ambitions FT *
Oil – Business model under increasing pressure FT *
Oil – ‘The Cheap Date From Hell’ BW *
Oil – BP offers positive outlook driven by surge in demand FT * *
Oil – EMs now account for the majority of global consumption WSJ *
Oil – Fuel Demand Is Poised to Melt Away B *
Oil is Dirt Cheap … Literally vc *
