18 May 2016



Today’s Issue Cluster: Agriculture

Japan – GDP Rebound Not Enough to Stave Off Stimulus
World – Global Migration? Actually, The World Is Staying Home
Power – Opposition to Hydro-Québec selling power in US


MAJOR DATA POINTS

Japan – Q1: Economy Rebounds; +1.7% from -1.7% / WSJ / FT / R *

EZ – Apr: Slide Back to Deflation Confirmed; -0.2% was -0.2% / WSJ *


MARKETS

World – The ‘truce’ in currency wars is on borrowed time FT *

World – Yield vs. Duration, 2000 vs 2016 bp *


ECONOMICS

Japan – Rebound Blunts Push for New Stimulus WSJ

Japan – GDP Rebound Not Enough to Stave Off Stimulus WSJ *

Japan – Companies Forecast More Strong-Yen Headwinds WSJ *

Japan – Few Ideas Are Too Extreme WSJ *

Japan – Growing Poverty Defies Glib Explanations b *

Japan – Curse of the salaryman FT *


POLITICS & FISCAL POLICY



MONETARY POLICY

World – Interest rates keep falling B *

World – A Battle Brews Over Negative Rates on Mortgages WSJ *


FINANCE



REAL ESTATE



LABOR & EDUCATION

World – Global Migration? Actually, The World Is Staying Home S * * *


SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES

Ag – Surpluses swamping markets for grains, meat, cheese, milk WSJ *

Ag – Trade in grains and oilseeds hits record volumes FT * *

Ag – Canadian pig farmers at a ‘crisis point’ over virus G&M

Ag – GM: Genetically Engineered Crops Are Safe, Analysis Finds NYT / AFP / WSJ

Ag – Sugar: Industry Headed for a Shake-Up WSJ *

Ag – Palm Oil: Environmental pressure on big growers FT *

Ag – Soybeans: Strong demand yields substantial price rise FT

Ag – Vanilla: Price of bean has tripled in year B *

Ag – Coffee: Drought Hurts Production in Vietnam WSJ *

Ag – Coffee: Ethiopians Desperate to Keep Their Fix WSJ *

Ag – Coffee: Under Threat mit


ENERGY & ENVIRONMENT

Power – Big US companies spearhead renewable energy drive FT * *

Power – Opposition to Hydro-Québec selling power in US G&M *

Power – EVs to sell power back to National Grid FT *

Power – Germany Just Got Almost All of Its Needs From Renewable Energy B *


HEALTH



ENDNOTE

Most common fuel used to heat the home / mm *


Comments are closed.