16 March 2016



Today’s Issue Cluster: Oil

Canada – Trudeau Said to Forgo Added Stimulus With C$30b Deficit
HigherEd – Australia seeks to become superpower
Crops – Post Longest Rally in Four Years on Tighter Supplies


MAJOR DATA POINTS

US – Feb: Consumer Prices Fell; -0.2%, core +0.3% / WSJ / R / AP

US – Feb: Housing Starts Rise; +5.2%, single-family +7.2% / WSJ / AP

US – Feb: Industrial Production Down; -0.5% from +0.8% / WSJ / B


MARKETS



ECONOMICS

Canada – Loonie’s Fall Is Freezing Up Business at Border WSJ *


POLITICS & FISCAL POLICY

Canada – Trudeau Said to Forgo Added Stimulus With C$30b Deficit B / B *


MONETARY POLICY

BOC – Loonie rises as Canada holds key interest rate G&M / CBC / FP *


FINANCE



REAL ESTATE



LABOR & EDUCATION

HigherEd – Australia seeks to become superpower FT * *

HigherEd – Australia’s Students Are Hot Property for Developers WSJ *


SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION

Ship – Pressures Build in Tanker Business WSJ *

Pipeline – Oil Producers Should Love Court Decision WSJ *


COMMODITIES

Crops – Post Longest Rally in Four Years on Tighter Supplies B *

Crops – ‘Dal shock’ prompts farmers to switch from grains to pulses FT *

Crops – Why Monsanto’s Biotech-Food Business Isn’t Growing in India WSJ * *


ENERGY & ENVIRONMENT

Oil – Opec, Non-Opec Producers Plan Output Freeze Meeting WSJ / FT

Oil – Storm Clears as Prices Stabilize on Output Deal B *

Oil – The dangers of a sustained crude recovery FT *

Oil – Price Rise Could Be Its Own Undoing WSJ *

Oil – Crash Risks $19b Wave of Junk Debt Defaults B *

Oil – Bonuses at many energy companies based on higher production WSJ *

Oil – Rout Crimps Sector’s Presence on FTSE 100 WSJ * *

Oil – US crude looks for a home in Europe R

Oil – Determining production levels is a moving target B *

Oil – Chevron looks to future beyond slump FT *

Oil – Many Shale Companies Are Unable to Ramp Up Output WSJ *

Oil – Rising prices will not quickly rescue shale E * *

Oil – Investors Increasingly Bullish on Energy Sector NYT

Oil – Cost-Cutting Shale Drillers Limit Potential for Rally B / B *


HEALTH



ENDNOTE

Global Grain Consumption Map necsi *


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