19 April 2016



Today’s Issue Cluster: Alt Energy

EU – French bank chief ‘more worried about sector now than in 2009?
Google – Europe’s Ruling to Curb Company Gave It More Power
Steel – China, major producer countries fail to reach deal


MAJOR DATA POINTS

China – Q4: Slowest quarterly growth on record; +1.1% from +1.5% AFP

Germany – Apr: ZEW investor confidence increased; 11.2 from 4.3 / AFP

US – Feb: Housing Starts Fell; -8.8%, permits -7.7% / WSJ / R / B


MARKETS

EU – ECB’s expanded QE ignites corporate debt market FT *


ECONOMICS

Russia – Potential growth rate ‘close to zero’ FT * *


POLITICS & FISCAL POLICY

EU – Stockholm Pounces on Brexit Scenario With Alternative Hub B

EU – Spotify co-founders threaten to quit Sweden FT / WSJ


MONETARY POLICY

ECB – Blaming Draghi Unites Merkel’s Fractious Coalition B

ECB – Bundesbank’s Weidmann rebukes Draghi critics in Berlin FT


FINANCE

EU – French bank chief ‘more worried about sector now than in 2009’ R

Russia – Most Important Bank Needs a Bailout WSJ


REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Streaming – Netflix Adds More Users Than Expected WSJ *

Streaming – Netflix Plunges on Weak Subscriber Forecast B / FT / NYT / R *

Streaming – Netflix Fans Ignore Worrying Plot Twists WSJ *

Streaming – Amazon Ups the Ante NYT / WSJ / FT


TRADE & TRANSPORTATION

Google – EU prepares for Android crackdown FT / WSJ / WSJ *

Google – Europe’s Ruling to Curb Company Gave It More Power NYT

Aluminum – US union to push for steep tariffs on imports NYT

Steel – China, major producer countries fail to reach deal R


COMMODITIES

Steel – Chinese demand pushes iron ore close to $60 FT

Zinc – Treasury proposed suspension of the penny in 2015 WSJ

Lithium – Price on the rise ft * *


ENERGY & ENVIRONMENT

Alt – Record clean energy investment B * *

Alt – Solar: Incentives shrink as utilities pressure regulators WSJ *

Alt – Solar: Two big potential bankruptcies cast a shadow E *

Alt – Solar: SunEdison Prepares for Bankruptcy NYT

Alt – Solar: Installations set to drop in Japan B *

Alt – Wind: Buffett Company Makes Big Bet in Iowa WSJ

Alt – Wind: Transmission Project in Plains Earns US Approval NYT / B *

Alt – Wind: Tax credit cycle creates boom-and-bust response eia *

Alt – Wind: Bill threatens Polish industry FT *


HEALTH



ENDNOTE

US and China: Which is the larger trading partners in each country? / motw*


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