Bz Nwz




---

Today’s Issue Cluster: Games

Canada – IMF sounds fresh alarm over Canadian housing market
Ship – Rates slump reflects chronic optimism of shipowners
Refining – Saudi Arabia Will Need More Oil to Feed Local Expansion



---

MAJOR DATA POINTS

Japan – Feb: Growth in Exports Slows Sharply; +2.4% from +17% / WSJ / AP

EZ – Jan: Exports Flat WSJ / R



---

MARKETS

EU – Bonds Hit Boiling Point Thanks to ECB WSJ *

EU – Investors pile into eurozone shares FT * *

EU – US flows into European equities / gs *

EU – ‘Eurozone to blame for strong dollar’ N *



---

ECONOMICS

Canada – Western mining sector faces bleak employment outlook G&M *

Canada – IMF sounds fresh alarm over Canadian housing market G&M

Canada – Slumping Oil Prices Hit Calgary Housing WSJ *



---

POLITICS & FISCAL POLICY

Russia – Push to extend sanctions reveals EU rift WSJ / FT

Russia – EU’s antitrust case threatens to sour relations further FT * * *

Russia – How Looming Recession Is Unsettling Boom City WSJ *



---

MONETARY POLICY

Fed – Economic Data Complicate Rate Deliberations WSJ / WSJ *

Fed – Timing of Rate Move Remains Clouded WSJ *



---

FINANCE




---

REAL ESTATE




---

LABOR & EDUCATION




---

SERVICES

Streaming – Apple Lays Groundwork for More Ambitious Plans WSJ / WSJ / FT / WSJ / R / bi * * * *

Streaming – Unbundling Brings New Questions WSJ *



---

MANUFACTURING




---

TECH

Games – Nintendo Opens Door to Smartphone Games WSJ / FT / R / NYT

Games – Nintendo Tries to Energize Wii U Sales With Amiibo Toys NYT *

Games – What Destiny, Flappy Bird Say About Industry’s Future IBD

Games – Loading Up on Videogame Publishers WSJ *

Games – Smaller Studios Feel Candy Crushed WSJ *

Games – Microsoft Buys ‘Minecraft’ Creator WSJ / R / AP / NYT / B / FT / NYT / FT *

Games – Google Helps Japanese Makers Expand Overseas WSJ *

Games – Sony Edges Toward Apple-Like Ecosystem WSJ *

Games – No Longer a Man’s World WSJ *

Games – Tastes Around the World wsj *

Games – Hardware and software sales / vs *



---

TRADE & TRANSPORTATION

Ship – West Coast Should Return to Normal in Three Months WSJ

Ship – Immigrant truckers squeezed in US ports battle FT *

Ship – Rates slump reflects chronic optimism of shipowners E * * *



---

COMMODITIES

Gold – The Way Prices Are Set is Changing Forever B

Gold – Havens hit by dollar ascendancy FT *

Platinum – Factors weigh against a rally WSJ / FT *



---

ENERGY & ENVIRONMENT

Refining – European margins hit sweet spot FT * *

Refining – Saudi Arabia Will Need More Oil to Feed Local Expansion B



---

HEALTH




---

ENDNOTE

Where people are migrating around the world wapo *



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---

Today’s Issue Cluster: Planes

China – Slowdown has suddenly become a “fiscal shock”
PBOC – Possible quantitative easing in China stirs US fears
China – Rare earths export duties expected to end as quotas removed



---

MAJOR DATA POINTS

EU – Feb: Deflation Threat Eased; -0.2% from -0.5% / WSJ *

Germany – Mar: ZEW investor confidence inches higher; 54.8 from 53.0 / AP / B / AFP *

US – Feb: Housing Starts Tumble 17%, -3% yr / WSJ / B *



---

MARKETS

China – Changes Afoot in Stock Market WSJ *



---

ECONOMICS

China – Signals Fresh Moves for Economy WSJ / FT / WSJ *

China – Slowdown has suddenly become a “fiscal shock” q * *

China – Local government debt: Defusing a bomb e *



---

POLITICS & FISCAL POLICY

China – Europeans defy US to join development bank FT / FT / WSJ *

China – Overtakes Germany as Third-Largest Arms Exporter WSJ / FT / nyt *



---

MONETARY POLICY

PBOC – Possible quantitative easing in China stirs US fears N *



---

FINANCE

China – On collision course with EU and US over bank IT rules FT / WSJ

China – Central bank looking to deregulate deposit rates N



---

REAL ESTATE




---

LABOR & EDUCATION




---

SERVICES




---

MANUFACTURING

Planes – A380: Emirates urges Airbus to take decision on relaunch FT / B / WSJ / WSJ * * *

Planes – A320: Airbus Boosting Output WSJ / FT

Planes – A400M: Germany’s defense minister criticizes Airbus over new delays R / FT / R / FT / r *

Planes – Boeing: Helped Craft Own Loan Rule WSJ *

Planes – Boeing: Points to robust aircraft orders FT

Planes – 757: Boeing Weighed Option to Reprise Aging Jet WSJ / B / R *

Planes – 777: Boeing to improve current jet, weighs up middle of market WSJ / R

Planes – 787: Boeing Has Sold Half of Production Scheduled for 2017 WSJ / B

Planes – 747: Obama could be final jumbo jet customer FT / R / q *

Planes – Bombardier: Struggles to break Airbus and Boeing duopoly FT / G&M / WSJ * * *

Planes – Bombardier: To cut 1k jobs as Learjet 85 halted CP / G&M / R / WSJ

Planes – Bombardier – New CS300 aircraft can seat 130 to 160 WSJ / G&M / WSJ *

Planes – Asia: Business aviation takes off N / WSJ *

Planes – Asia: Gulf banks helping to region’s boom R * *



---

TRADE & TRANSPORTATION

Air – Airlines Battling Gulf Carriers Cite Others’ Experience WSJ / R / FT / NYT *



---

TECH

Cloud – US Providers Face Backlash From China’s Censors WSJ *

Cloud – IBM says business enjoying ‘breakthrough year’ R

Cloud – Tech Titans Clash WSJ *

Cloud – Risks high as Microsoft passes milestone FT *



---

COMMODITIES

China – A Windfall as Commodity Prices Plunge WSJ *

China – Steel Exports Are Stirring Protests WSJ *

China – Rare earths export duties expected to end as quotas removed N *



---

ENERGY & ENVIRONMENT

Nuclear – Gains Traction in China WSJ

Nuclear – Aftershocks still rattle east Japan R *



---

HEALTH




---

ENDNOTE

Israel’s parliaments since 1949 *



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---

Today’s Issue Cluster: Oil

US – ‘Talk of a renaissance in manufacturing is overblown’
US – Many Buyers for Subprime Auto Loan Bundle
US – ‘Labor Slack Is Diminishing’



---

MAJOR DATA POINTS

US – Mar: NAHB home builder sentiment dips; 53 from 55 / R / B / WSJ *

US – Feb: Industrial Production Up Slightly; +0.1% from -0.3% / AP / WSJ / R *



---

MARKETS




---

ECONOMICS

US – Wealth Gains Start to Lift More Boats WSJ *

US – Billion Prices Project: Inflation May Have Turned a Sharp Corner wsj *

US – ‘Digging in for the downturn’ FT * *

US – ‘Talk of a renaissance in manufacturing is overblown’ E *

US – Big Firms Finally Start to Ramp Up Spending WSJ *



---

POLITICS & FISCAL POLICY

US – The growing size of firms may help to explain rising inequality E *

US – Where to Find the Most Inequality / nyt *

US – Likelihood of crime higher for low-income households wapo *

US – Hispanics: From minor to major E * *

US – Hispanics: Dreaming in English E *

US – Hispanics: Turnout is low, but they are well worth wooing E *

US – Hispanics: Why schooling is critically important E *

US – How the Tally of Illegal Immigrants Adds Up WSJ *



---

MONETARY POLICY

Fed – Investors in ‘patient panic’ R / WSJ / FT * *



---

FINANCE

US – Headwinds Keep Blowing WSJ *

US – Beware the Silence of the Banks WSJ *

US – Dodd-Frank reforms face new assault FT

US – Many Buyers for Subprime Auto Loan Bundle NYT



---

REAL ESTATE

US – CoreLogic: House Prices up 5.7% cr *

US – Household Growth Spurt Helps Homebuilders B *

US – Apartment Investors Turn to Suburbs After Crowding Cities B

US – Tech Firms Buy Up Land WSJ * *



---

LABOR & EDUCATION

US – Broadest Unemployment Measure ‘Less Rosy’ WSJ *

US – ‘Labor Slack Is Diminishing’ b * * * *



---

SERVICES




---

MANUFACTURING




---

TECH




---

TRADE & TRANSPORTATION

TPP – Pacific Trade Deal Likely to Have Narrow Reach WSJ / WSJ / NYT / NYT / N *



---

COMMODITIES

Sugar – Prices Fall to Near Six-Year Low WSJ / Bn

Sugar – Consumption per capita / motw *



---

ENERGY & ENVIRONMENT

Oil – IEA sees renewed pressure as glut worsens R / WSJ / AFP *

Oil – US Producers Ready New Wave WSJ / NYT *

Oil – US shale industry shows remarkable resilience FT * * *

Oil – Exxon, Shell’s spending patterns may help them through price drop R *

Oil – Red shirts fading, Venezuela’s giant embraces pragmatism R

Oil – ‘History Suggests OPEC’s Days Could Be Numbered’ B * *

Oil – Asian Buyers Seize on Price Spread WSJ *



---

HEALTH

H5N2 – USDA reports virulent strain of avian flu in Kansas R / AP / R



---

ENDNOTE

Most Spoken Native American language by state slate *



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---

Today’s Issue Cluster: Poultry

Japan – Lopsided economy shows Abenomics is still a two-legged stool
Asia – ‘Housing looks like US bubble’
Carbon – US Tells Canada Its Climate Goal May Play Keystone Role



---

MAJOR DATA POINTS

US – Feb: Producer Price Index Falls; -0.5% from -0.8% / WSJ / B / R *

US – Mar: UMich Sentiment at Four-Month Low; 91.2 from 95.4 / B / R *



---

MARKETS

Currencies – Weaker Euro Ripples Around World WSJ / bi * *

Currencies – Dollar strength weighs on Fed rate-setters FT * *

Currencies – Drops Don’t Always Usher In Export Booms WSJ *

Currencies – EMs Defenses May Come Up Short Over Long Term WSJ *

Currencies – Strength Another Culprit of Low Inflation wsj *

Currencies – Are Wars Looming in Asia? WSJ

Currencies – Yen Too Weak Even for Japan WSJ



---

ECONOMICS

Japan – Lopsided economy shows Abenomics is still a two-legged stool N * * *

Japan – Carmakers add horsepower to recovery N * *

Japan – ‘Electronics makers show a knack for reform’ N *

Asia – The future of Factories: A tightening grip E * *



---

POLITICS & FISCAL POLICY




---

MONETARY POLICY

BOJ – Helps Tokyo Stocks to Soar WSJ * *

BOK – South Korea Cuts Interest Rate WSJ / AP / b *

Asia – Central banks in rate cut rush FT / NYT

Asia – Central Banks’ Dilemma: Balancing Debt and Growth wsj *



---

FINANCE

US – Stress Tests Still Pose Puzzle to Banks WSJ *

US – Deutsche Bank and Santander vow to improve capital planning FT *

US – Banks learn to play the stress test challenge FT * *



---

REAL ESTATE

Asia – ‘Housing looks like US bubble’ wapo *



---

LABOR & EDUCATION

Japan – Has Plenty of Jobs, but Workers Still Struggle WSJ *



---

SERVICES




---

MANUFACTURING




---

TECH

Asia – Tech Giants Are Investing in U.S. Startups WSJ *

Asia – Are Chinese Tech Startups Overvalued? WSJ *



---

TRADE & TRANSPORTATION




---

COMMODITIES

Poultry – US exports at risk with bird flu R / WSJ / AP

Poultry – Chicken growers set to pay price for no-antibiotic McNugget R / R *

Poultry – US consumers turning to cheaper chicken / r *

Pork – Growing US hog herd, flat Chinese demand slams prices R / WSJ

Beef – New Zealand exports / r *



---

ENERGY & ENVIRONMENT

Carbon – Global emissions stall in 2014 FT / FT * * * *

Carbon – Climate change warning catches investors off guard FT *

Carbon – Europe Unlikely to Meet Climate Goal, Study Finds NYT

Carbon – US Tells Canada Its Climate Goal May Play Keystone Role B / FP

Carbon – ‘Is Capitalism Destroying Our Planet?’ S * * *



---

HEALTH




---

ENDNOTE

Farmer uses drone to capture bird’s-eye view of ‘cow art’ cnet *



---




---

Today’s Issue Cluster: Power Generation

Germany – ‘Economy is more unbalanced than ever’
Russia – Well for Corporate Bailouts Appears to Be Running Dry
Fertilizer – China to freeze use for 5 years



---

MAJOR DATA POINTS

EZ – Jan: Industrial Output Falls; -0.1%, +1.2% yr / WSJ / AFP *

US – Feb: Retail sales fall; -0.6% from -0.8% / R / WSJ *

US – Week: Jobless Claims Fell; -36k to 289k / WSJ *



---

MARKETS

Euro – Plunge Is Picking Up Pace WSJ *

Euro – Chief executives feel warmth from low euro tailwinds FT * *

Euro – Currencies Gyrate, but There’s No War WSJ *

Euro – Investors Forced to Get Creative for ‘Carry’ Trade WSJ *



---

ECONOMICS

Germany – ‘Economy is more unbalanced than ever’ cer *

Germany – Boost From Spending on Home Improvements WSJ *

France – Hollande Casts Fate With Ex-Banker Macron WSJ *

EU – PMI services momentum for the last 6 months / r *



---

POLITICS & FISCAL POLICY

France – Le Pen lays out radical vision FT * *

Spain – Business seeks answers from Podemos FT *

Russia – Well for Corporate Bailouts Appears to Be Running Dry NYT



---

MONETARY POLICY

ECB – Germany faces hurdle to meet QE share as yields vanish R *



---

FINANCE

US – Deutsche and Santander fail stress test FT / WSJ / NYT / B *

US – Goldman, Morgan Stanley Don’t Have to Fall into Stress-Test Gap WSJ *

US – Fed Tells Bank of America to Resubmit Capital Plan in Fall WSJ *

US – Banks boost dividends FT *



---

REAL ESTATE




---

LABOR & EDUCATION

EU – Surge in Migrants Crossing Mediterranean Exposes Conflicted Response WSJ *



---

SERVICES

Media – US moving faster than ever away from traditional TV WaPo / q *

Media – Will streaming save the music industry? FT * *



---

MANUFACTURING




---

TECH




---

TRADE & TRANSPORTATION




---

COMMODITIES

Fertilizer – China to freeze use for 5 years N

Fertilizer – Canadian farmers store reserve to fight dealers’ pricing power R

Fertilizer – Proposed ban on cosmetic pesticides outside DC causes turf war WaPo

Fertilizer – Farmers Put Down the Plow for More Productive Soil NYT



---

ENERGY & ENVIRONMENT

Power – Germany’s Top Utilities Face Dimmer Prospects WSJ *

Power – France’s nuclear love affair too strong to let Areva fail R *

Power – Tightening the Case Against Utility Stocks WSJ *

Power – Utilities wage campaign against rooftop solar WaPo *

Power – Japan’s Solar Growth Falters as Utilities Balk NYT

Power – A lack of electricity holds sub-Saharan Africa back wapo *



---

HEALTH

Pharma – US Clears First Copycat Biotech Drug, Jolting Sector WSJ / WSJ *

Pharma – Firms under threat from new kind of generic drug / q * *



---

ENDNOTE

EU – Map of Regions Represented by Separatists in Parliament motw *



---




---

Today’s Issue Cluster: Currencies

China – Strengths Are Now Weaknesses
Metals – China: Changing signals from metals trade
China – Manufacturers shift from quantity to quality



---

MAJOR DATA POINTS

China – Feb: Industrial output grows; +6.8% from +7.9% / B / X *

China – Feb: Retail sales up; +10.7% from +11.9% / X *



---

MARKETS

Currencies – Euro slides against the dollar as parity looms FT / WSJ *

Currencies – Central-Bank Moves Spook Investors WSJ *

Currencies – Strong Dollar Boosts US-Owned EU Hotels WSJ *

Currencies – EMs extend slide FT / WSJ / NYT

Currencies – Renminbi settles into reverse gear FT * * *

Currencies – Yen Resumes Slide to Hit Seven-Year Low WSJ

Currencies – Optimists see end for Brazil currency slide FT *



---

ECONOMICS

China – Data point to sharper slowdown FT * *

China – Economy Sputters Toward More Stimulus WSJ / R * *

China – Strengths Are Now Weaknesses NYT

China – Prepares Mergers for Big State-Owned Enterprises WSJ *

China – Deficit plans put squeeze on local government financing R *

China – Lowers Growth Target to About 7% WSJ / FT *

China – On Long, Slow Road to Reform WSJ *



---

POLITICS & FISCAL POLICY




---

MONETARY POLICY

PBOC – China shifts stimulus focus from monetary to fiscal policy FT * *

PBOC – ‘Low inflation and high real rates keep up pressure to ease more’ / b *

ECB – Bankers’ hunger for QE purchases outweighs risk of losses FT * *

ECB – Real-Estate Investors Sing Praises of Bond Buys WSJ *

Fed – Likely to Remove ‘Patient’ WSJ *

World – Low prices are stymying policy makers all over WSJ *

World – How Far Below Zero Can Interest Rates Go? wsj *



---

FINANCE

Investment Banking – JPMorgan Chase Tilts Toward the Consumer Side NYT

Investment Banking – UK retreat gathers pace FT / WSJ / FT *

Investment Banking – UK decay leaves smaller clients exposed FT *

Investment Banking – Slow Start for Asia Revenue WSJ *



---

REAL ESTATE




---

LABOR & EDUCATION

China – Jobs Picture Darkens WSJ

China – Manufacturers shift from quantity to quality N *



---

SERVICES

Gaming – China Corruption Crackdown Deals Macau a Rough Hand WSJ / B *

Gaming – Macau slump stings US casino operators N *

Gaming – Macau Revenue (plunging) vs Visitors from China (stable) / b *

Gaming – Cambodian casinos look to win from China crackdown FT



---

MANUFACTURING

Ship – China builders urged to merge to stay afloat FT / C



---

TECH




---

TRADE & TRANSPORTATION




---

COMMODITIES

Metals – China: Weak Economy Dims Rebound WSJ

Metals – China: Changing signals from metals trade r * * *

Metals – China: Copper fate hinges on demand FT * *

Metals – China: Production of more nickel pig iron hitting obstacles WSJ



---

ENERGY & ENVIRONMENT

Air – Measures to combat pollution are biting hard E *

Air – What Indians breathe is dangerously toxic E *

Air – ‘Delhi Wakes Up to Pollution Problem It Cannot Ignore’ NYT *

Air – The urban environment: Clean-up time FT * * *

Air – LA Sees Health Benefits as Its Smog Haze Clears WSJ *



---

HEALTH




---

ENDNOTE

When Genius Sleeps NY *



---




---

Today’s Issue Cluster: Oil

Greece – Varoufakis unsettles Germans with admission won’t repay debts
Frexit – Time to take bets on the French franc?
Coffee – Vietnamese speculators pressure global robusta deficit



---

MAJOR DATA POINTS

China – Feb: Consumer inflation Picks Up; +1.4% from +0.8% / WSJ / X *

China – Feb: Producer deflation intensifies; -4.8% from -4.3% / R / X *

US – Jan: JOLTS Jobs Openings Up; +2%, +28% yr / cr *

US – Jan: Wholesale inventories unexpectedly rose; +0.3% from unch / R / AP

US – Feb: NFIB Small Business Optimism Up Slightly; 98.0 from 97.9 / R / cr *



---

MARKETS




---

ECONOMICS

World – Fears of damaging deflation subside FT * * * *

World – Global Economy Has Shifted Since Crisis WSJ *

World – How much debt each economy will borrow this year bi *



---

POLITICS & FISCAL POLICY

Greece – Told Not to Waste Time B / AP / WSJ / FT / NYT / R

Greece – Varoufakis unsettles Germans with admission won’t repay debts R / r * *

Greece – Premature to talk about third bailout: EU’s Juncker R

Greece – Athens faces uphill struggle despite eurozone deal FT * * * * *



---

MONETARY POLICY

ECB – Bets Big on Stimulus WSJ *

ECB – Bond moves set to measure success of QE FT * *

ECB – Yields Fall as Bond Purchases Begin WSJ * * *



---

FINANCE

Grexit – Top City financiers warn investors over chaos FT

Brexit – Financial services would be hit hardest FT / WSJ

Frexit – Time to take bets on the French franc? dt / LeFigaro



---

REAL ESTATE




---

LABOR & EDUCATION




---

SERVICES




---

MANUFACTURING

Defense – Ukraine Crisis Spurs Calls in Germany WSJ *

Defense – Nato spending promises largely ignored FT *

Defense – China’s Neighbors Bulk Up Militaries WSJ

Defense – UAE Seeking to Fill Needs at Home WSJ *



---

TECH

Telecoms – Betting Against the Cable Bundle NYT

Telecoms – Industry Bets on 5G WSJ
Capital expenditure for top providers by revenue, in $b *
Expenditure on 4G hardware in NA and EU/MENA *
Percentage of mobile devices with access to 4G *



---

TRADE & TRANSPORTATION




---

COMMODITIES

Coffee – Vietnamese speculators pressure global robusta deficit R *

Coffee – As Venezuela output sinks, it swaps oil to import Nicaraguan beans R *



---

ENERGY & ENVIRONMENT

Oil – Riyadh’s gamble FT * * *

Oil – OPEC Chief Says Cartel Is Hurting US Shale Producers WSJ

Oil – Glut Sparks Latest Dilemma: Where to Put It All WSJ *

Oil – Traders left adrift as storage trade loses its lustre FT * *

Oil – Hungry Market Eats Up Bonds WSJ *

Oil – Six Top Players In The US Price Trading Bonanza IBD

Oil – US urged to assert itself over Arctic FT * *



---

HEALTH

US – Future Obamacare Costs Falling WSJ / wsj *

US – ‘A wasteful and inefficient industry is in the throes of great disruption’ E *



---

ENDNOTE

Scrabble Showdown: Two-letter words in the three dictionaries 538 *



---




---

Today’s Issue Cluster: US Labor

Lumber – Producers brace for end of long truce in US-Canada wars
Rail – A Third Blast on Oil Trains Stirs Scrutiny
Coal – Have Newcastle prices emerged from half decade of decline?



---

MAJOR DATA POINTS

Japan – Q4: Revises growth downward; -1.5% / AP / B / WSJ / FT / b *

China – Feb: Exports surge on US demand; +48% yr / AFP / B / FT / WSJ / B *

Germany – Jan: Exports post biggest drop in five months; -2.1% from +2.8% / R / AP *



---

MARKETS

Bonds – Rise as ECB Fires Up QE Program WSJ

Bonds – Munis Headed for a Rough Patch WSJ * *

Bonds – Chinese companies flock to euro debt FT *

Bonds – How firm a foundation? FT * * * * *



---

ECONOMICS




---

POLITICS & FISCAL POLICY




---

MONETARY POLICY

Fed – Brisk Jobs Growth Puts Focus on Yellen WSJ *

Fed – Jobs Numbers Make Work WSJ * *

Fed – Some Officials Think Economy Is Already at Full Employment wsj *



---

FINANCE

US – Tougher stress test challenge looms in round two FT / WSJ *



---

REAL ESTATE

Lumber – Producers brace for end of long truce in US-Canada wars G&M



---

LABOR & EDUCATION

US – Sluggish Productivity Hampers Wage Gains WSJ

US – Labor-force participation near 36-year low wsj *

US – Full-time jobs has not recovered yet wsj *

US – Takeaways: Hiring Shows Momentum wsj *

US – Takeaways: Full Employment? Maybe Not wsj *

US – Takeaways: Wage Growth In a Rut wsj *

US – Takeaways: Downshift in Factory Hiring wsj *

US – Takeaways: Misery in the Oil Patch wsj *

US – Wages Rise at Restaurants as Labor Market Tightens WSJ * *

US – Walmart pay rise obscures shift in labor market FT * *

US – Work Stoppages Decline Along With Union Membership wsj *



---

SERVICES




---

MANUFACTURING




---

TECH

Mobiles – Apple: Smartwatch Push Into High-End Fashion WSJ *

Mobiles – Apple: From ‘Niche’ Stock to Juggernaut WSJ *

Mobiles – Apple: Crunch time for Watch bulls and bears FT * *

Mobiles – Samsung: Ring the changes FT * * *

Mobiles – Microsoft Plays Waiting Game in Smartphone Race WSJ *

Mobiles – Smartphone market share / r *



---

TRADE & TRANSPORTATION

Rail – CSX Expects Coal Shipments to Fall at Least 5% WSJ

Rail – A Third Blast on Oil Trains Stirs Scrutiny NYT / AP / B / WSJ *



---

COMMODITIES

Steel – Iron ore falls below $60 on China cuts vow FT / WSJ / ABC *

Steel – Falling iron ore prices have a downside N / N *



---

ENERGY & ENVIRONMENT

Coal – Glencore Faces Hit From ‘Big Play’ WSJ *

Coal – Glencore’s output cut set to warm market FT * *

Coal – Poland to push EU on subsidies FT

Coal – ‘China tries to ditch addiction’ R / FT / WSJ

Coal – Have Newcastle prices emerged from half decade of decline? R *



---

HEALTH

H3N2 – Virulent Flu Strain in Europe Hits Economy WSJ *

H5N2 – Deadly bird flu strain jeopardizes turkey exports AP

H5N1 – Nigeria bird flu spreads to four more states R / R / TheGuardian

H7N9 – Second Canadian Resident Tests Positive WSJ / AP / X



---

ENDNOTE

The most popular street names in each state wapo *



---




---

Today’s Issue Cluster: Automated Vehicles

Russia – EU Edges Toward Consensus on Sanctions
UK – Weak housing foundations
EU – Swamped with crush of migrants arriving by land, sea



---

MAJOR DATA POINTS

US – Feb: Payrolls bolster case for June hike; +295k from +239k / B / WSJ / AP / FT / R / NYT / B *



---

MARKETS

Currencies – EMs: Turkish Lira, Brazil’s Real Stung by Turmoil WSJ / FT *

Currencies – EMs: Tumble on Growth, Stimulus Prospects WSJ *

Currencies – Global easing casts shadow over rupee N * *

Currencies – Bitcoins increasingly popular N *

Currencies – Dollar: Bull market: 3.5 yrs into usual 6-7 years / cs *



---

ECONOMICS




---

POLITICS & FISCAL POLICY

Russia – EU Edges Toward Consensus on Sanctions WSJ

Russia – Sanctions Over Ukraine Hit Two Banks Hardest WSJ *

Russia – Moscow to Draw Half Its Reserve Fund to Support Budget WSJ

Russia – PMIs paint a bright Q1 picture, with an exception b *

Russia – How Much More Economic Pain Can Putin Take? B * *

Ukraine – Edges Closer to IMF Bailout as Economy Teeters WSJ / FT / WSJ *



---

MONETARY POLICY




---

FINANCE

US – Banks clear first round of Fed tests FT / WSJ / NYT / R / WSJ *



---

REAL ESTATE

UK – House prices fall in February – Halifax R *

UK – Weak foundations E *



---

LABOR & EDUCATION

EU – Swamped with crush of migrants arriving by land, sea AP / FT * *

EU – Effort to Curb Immigration in Britain Hits a Bump NYT

EU – Germany Proposes Immigration Rules to Lure Skilled Workers WSJ *



---

SERVICES




---

MANUFACTURING




---

TECH

Telecoms – Google Wireless Plan Has One Catch WSJ / WSJ / FT / WSJ

Telecoms – EU bets on 5G to catch up in mobile technology race R



---

TRADE & TRANSPORTATION

AVs – Self-driving cars could generate billions in revenue R

AVs – Self-Driving Cars Could Cut Down on Accidents, Study Says WSJ

AVs – Driverless cars must learn to take ethical route FT / WSJ

AVs – Google Says Snow More of Snag Than NHTSA B / WSJ / R / NYT / FT *

AVs – BMW sounds alarm over tech companies seeking connected car data FT *

AVs – Automakers Rethink Seats NYT *

AVs – A Self-Drive Car Might as Well Self-Park, Too NYT

AVs – Japanese carmakers risk ceding market to rivals FT * *

AVs – Komatsu to develop fully autonomous construction machinery N *



---

COMMODITIES

Crops – Corn: USDA slashes China import forecast FT

Crops – Corn: GMO Limits Sought as Pest Resistance Grows WSJ *



---

ENERGY & ENVIRONMENT

NatGas – A promised golden age is arriving E * *

NatGas – LNG exports from Canada a distant prospect, analyst says CBC *



---

HEALTH

Pharma – AbbVie joins the chain reaction FT * * * *

Pharma – Biotech buys get M&A off to flying start in 2015 R *

Pharma – Companies Face Pressure Despite China Price Pledge WSJ *

Pharma – The drugs depended on the most q *



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ENDNOTE

Statistics can help you find Jeopardy’s Daily Double wapo *



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Today’s Issue Cluster: Monetary Policy

LatAm – Petrobras fall from grace roils wider debt markets
Brazil – Petrobras scandal threatens to tear apart ruling coalition
Ship – Ports Gridlock Reshapes the Supply Chain



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MAJOR DATA POINTS

Germany – Jan: Factory orders down more than expected; -3.9% from +4.4% / AP / R *

US – Jan: Factory orders fall for sixth straight month; -0.2% from -3.5% / R

US – Week: Jobless Claims Rise to Highest Level Since May; +7k to 320k / WSJ / R / B *



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MARKETS

LatAm – Petrobras fall from grace roils wider debt markets FT * *

Brazil – Struggles Hammer the Real WSJ * *



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ECONOMICS

Brazil – The crash of a titan E * *

Brazil – Waxing and waning e * * * *

Brazil – Drought-Stricken São Paulo Battles Dengue Fever Outbreak WSJ

Brazil – Large Divergence Forming in Brics Forecasts / b *



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POLITICS & FISCAL POLICY

Brazil – Petrobras scandal threatens to tear apart ruling coalition AFP / WSJ

Brazil – Downgrade of Oil Giant Stirs Wider Concern WSJ *

Brazil – As Brasilia Tightens Belt, Other Woes Follow WSJ



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MONETARY POLICY

BCB – Brazil raises rates to six-year high FT / WSJ / B

RBI – India makes second rate cut FT / WSJ / WSJ

PBOC – China Cuts Interest Rates on Special Lending Tools WSJ

Asia – Low growth, disinflation create climate for easing / b *

RBA – Australia Holds Rates WSJ / FT / AFP / r * *

World – Since year-start, 17 central banks have cut rates / b *

World – Negative Interest Rates Yield Positive Results—So Far WSJ *

EU – Negative Rates Test Technology at European Banks WSJ / FT *

ECB – Bond-buying to start on Monday FT / WSJ / NYT / B / AP / R *

ECB – Prepares to give details of QE scheme FT / FT * *

ECB – European Stimulus Sparks Bond Blitz WSJ *

BOE – Keeps rates on hold, six years after crisis cut R *

BOE – Embroiled in money-market fraud probe FT

BOC – Chance of another Canada rate cut slim G&M

Fed – Washington Strips New York Region’s Power WSJ * *

Fed – Beige Book: Hiring and Consumer Spending Look Solid WSJ / AP

Fed – Yellen Urged ‘Bold Action’ in 2009 WSJ / FT / NYT / R / AP / B / WSJ

Fed – Near majority backs June liftoff Yellen hasn’t yet endorsed R / WSJ / WSJ *

Fed – Inflation Undershoots 2% Target For 33rd Straight Month wsj *

Fed – Faces Foreign-Policy Dilemma on Rates WSJ *

Fed – Dudley, top economists urge later rate hike R / R *

Fed – Markets play chicken over rates FT / WSJ *

Fed – Stimulus ‘only now being fully felt’ FT *

Fed – S&P 500 Returns During QE Era / bp *



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FINANCE




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REAL ESTATE




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LABOR & EDUCATION




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SERVICES




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MANUFACTURING




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TECH

Net Neutrality – EU: Proposals open up ‘two-speed’ internet FT / WSJ

Net Neutrality – US: $850m spent on lobbying / wapo *



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TRADE & TRANSPORTATION

Ship – Ports Gridlock Reshapes the Supply Chain WSJ *

Ship – Panama Canal expects boost from US ports dispute FT

Ship – Egyptians race to expand Suez Canal AP



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COMMODITIES




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ENERGY & ENVIRONMENT

Oil – Exxon CEO says prices will stay low FT *

Oil – US running out of storage room; price collapse next? AP / B * *

Oil – US majors set to buy smaller players FT

Oil – Saudi Minister Denies Price War With US Shale WSJ

Oil – Companies Begin to Give Up on Yemen WSJ *



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HEALTH

Insurance – Biggest Fear: A Health-Law Death Spiral WSJ *

Insurance – Hospitals optimistic they’ll dodge bullet R *



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ENDNOTE

Which export makes each country the most money gp *



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