17 March 2016



Today’s Issue Cluster: Natural Gas

LatAm – From Champs To Chumps: Oil Giants Owe $275b
Mexico – Lower Oil Prices Don’t Hurt as Much as They Used To
Zika – Mosquitoes’ rapid spread poses threat beyond current virus


MAJOR DATA POINTS

Japan – Feb: Biggest trade surplus in four years; exports -4%, imports -14% / AP / AFP

US – Jan: JOLTS job openings rose; 5.50m from 5.28m / CNBC

US – Week: Initial Jobless Claims Rose; +7k to 265k / B / R / WSJ

US – Feb: ConfBd leading economic indicators rise; +0.1% / MW


MARKETS

Brazil – Currency rally faces challenges FT


ECONOMICS

LatAm – From Champs To Chumps: Oil Giants Owe $275b B *

LatAm – Oil price collapse reverses fortunes of economies FT * *

LatAm – Fuel-importing Central American nations outpacing neighbors B *

Brazil – Economy’s steep slide raises specter of depression R

Brazil – Shrinking economy to trim current-account gap B *

Argentina – Still Has Some Bond Holdouts WSJ

Argentina – A change of rhythm FT *

Venezuela – Debts Get Repaid WSJ *

Venezuela – Solution in sight? FT *

Mexico – Lower Oil Prices Don’t Hurt as Much as They Used To B *


POLITICS & FISCAL POLICY

Brazil – Scandals closing in FT / B * *

Venezuela – Lawmakers announce plan to oust Maduro FT *


MONETARY POLICY

Fed – Scales back forecasts for rate rises FT / WSJ / R / NYT * *

Fed – Scales Back as Global Risks Remain B / WSJ *

Fed – New Dot Plot B *

Fed – March Dots vs. December Dots b *

Fed – Dot plot doesn’t have as much predictive power as thought WSJ *

Fed – US interest rate cycle stuck in low gear FT *

Fed – June is the New March / b *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

NatGas – To surpass coal for US power generation eia *

NatGas – BC LNG terminal set to go to federal cabinet G&M *

NatGas – Remote Canadian play faces long odds amid glut G&M

NatGas – The US-Canada War Over Market Share To Heat Up B * * *

NatGas – Giant Gorgon poised to make its mark FT *


HEALTH

Zika – Bug-Spray Makers Take Aim at Virus WSJ *

Zika – Drugmakers Scramble to Find Vaccine WSJ / AP

Zika – WHO sees ‘accumulating evidence’ of link to disorders R *

Zika – Mosquitoes’ rapid spread poses threat beyond current virus R


ENDNOTE

The Most Expensive Cities in the World to Live wsj *


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