Archive for May, 2015

1 June 2015

Sunday, May 31st, 2015



Today’s Issue Cluster:



MAJOR DATA POINTS



MARKETS

China – Stocks Still Too Hot to Handle? wsj *

China – Small Funds Stoke Stock Rally WSJ *

China – To Ease Limits on Overseas Investments WSJ *


ECONOMICS

SK – ‘Hard on the outside but soft on the inside’ R *


POLITICS & FISCAL POLICY



MONETARY POLICY

BOK – Korea’s central bank: which way next? FT * *


FINANCE

US – Business Lending by Banks on the Rise WSJ *

US – Shadow banks grab record loans share FT * *


REAL ESTATE

SK – Seoul struggles to provide midtier rooms N *


LABOR & EDUCATION



SERVICES

Media – Furious competition in China’s film industry FT * *

Media – DOJ Looking Closer Into Movie Distribution WSJ *


MANUFACTURING



TECH

Mobiles – Apps spearhead Google’s battle with Apple FT * * * *

Mobiles – IBM and Apple team up to launch iPad for the elderly in Japan FT *


TRADE & TRANSPORTATION

TPP – Obama’s Trade Deal Faces Bipartisan Peril in House NYT / AP

TPP – Obama Presses Currency Compromise WSJ / FT / NYT / B / WSJ *


COMMODITIES

Metals – Unseen Stashing Pays Off for Traders WSJ *

Metals – Molycorp Struggles to Survive Rare-Earths Bubble WSJ *


ENERGY & ENVIRONMENT

Oil – Easy Access to Money Keeps US Pumping WSJ *

Oil – US output, aided by capital markets, is looking resilient WSJ *

Oil – Eagle Ford Rigs Rise For 3rd Straight Week IBD *

Oil – Prices Are Down, but Saudis Keep Crude Flowing NYT

Oil – OPEC’s Pricing Leverage Is Weakening WSJ

Oil – Rare run of finds is little respite for explorers R *

Oil – ‘Peak Oil’ by Country / dca *


HEALTH

Pharma – Shortages Frustrate Doctors, Patients WSJ * *

Pharma – High Prices Attacked at Meeting WSJ

Pharma – Doctors hail new front in fight against cancer FT / NYT / FT / FT


ENDNOTE

The dramatic rise of life expectancy around the world wapo *


29 May 2015

Thursday, May 28th, 2015



Today’s Issue Cluster: Turkey

Japan – Domestic demand starts driving up GDP
EU – UK: The Conservatives take on trade unions
Batteries – New research aims to turbocharge the technology


MAJOR DATA POINTS

Japan – Apr: Core Inflation Up; +0.3% from +0.2% / WSJ / AP / ft *

Japan – Apr: Spending extends falls to a 13th month; -1.3% not +3.0% / ft / AFP *

Japan – Apr: Unemployment lowest since late 1990s; 3.3% / FT

Switzerland – Q1: Economy Squeezed by Strong Swiss Franc; -0.2%, +1.1% yr / WSJ / AFP / B *

Brazil – Q1: GDP fell; -0.2% yr / AFP / B *

Canada – Q1: Worst contraction in six years; -0.6% from +2.2% / R / B / G&M / FP / CBC *

US – Q1: GDP Swings to Contraction; -0.7% was +0.2% / FT / WSJ / NYT / R / B / AP *

US – May: UMich consumer sentiment drops; 90.7 from 95.9 / AP / B


MARKETS

Stocks – Buybacks: US Firms Spend More As Activism Rises WSJ *

Stocks – Buybacks: Will craze spread to EU? FT * *


ECONOMICS

Japan – Domestic demand starts driving up GDP N *

Japan – The Hidden Strength of Exports WSJ *

Japan – Economy might be coming back / q * * * * *


POLITICS & FISCAL POLICY

Turkey – Weakening Economy Threatens Government’s Chances WSJ *

Turkey – A flagging growth story FT * * *

Turkey – A big moment for Erdogan E *

Turkey – Critics blame Erdogan ‘hubris’ for currency weakness FT * * * *

Turkey – Shifts Away From West on Defense WSJ *


MONETARY POLICY

BOJ – Kuroda Shifts to Defense in Struggle to Reach Price Target WSJ / B / WSJ *

BOJ – IMF calls for expanded monetary easing FT *


FINANCE



REAL ESTATE



LABOR & EDUCATION

EU – UK: The Conservatives take on trade unions E *

EU – France: EDF seeks to cut workers’ 10-week holiday quota FT *

EU – Germany: Moves to limit union powers after wave of strikes FT / WSJ


SERVICES



MANUFACTURING

Batteries – Will Homeowners Shell Out Thousands? WSJ *

Batteries – New research aims to turbocharge the technology E * *


TECH

Mobiles – Smart watch features reveal Apple’s analog ambitions N *

Mobiles – Will Smartwatches Be a Hit? WSJ *

Mobiles – What Makes the Apple Watch Tick WSJ *


TRADE & TRANSPORTATION

Ship – Tanker Market Sending a Warning to Oil Bulls B *

Ship – 7 Of The World’s 10 Busiest Container Ports Are In China dv *


COMMODITIES

Fish – Japanese youth turns its back FT

Fish – Catfish Fight Expected to Sink a Popular Import WSJ *

Beef – Ranchers Beef Up Cattle Herds WSJ * *

Beef – This Very Expensive Bull Is Fueling America’s Prime Steak B *

Beef – ‘This is the future of meat’ wapo *


ENERGY & ENVIRONMENT

NatGas – LNG trade prepares to come out of oil’s shadow FT * *

NatGas – China faces sharp slowdown in demand G&M

NatGas – Chinese regulator poses hurdle for Shell-BG deal FT * * *


HEALTH



ENDNOTE

The location and date of domestication of livestock motw *


28 May 2015

Thursday, May 28th, 2015



Today’s Issue Cluster: China

Ukraine – ‘Slipping away from the West’
Mobiles – ‘Cold War’ Seen in Asian Moves on Patent Licensing
Metals – Aluminum: China is glutting the globe


MAJOR DATA POINTS

Japan – Apr: Retail sales rebound, ease pressure on BOJ; +5.0% from -9.7% / R

US – Apr: Pending Home Sales Hit Highest Level in Nine Years; +3.4%, +14% yr / WSJ / R *

US – Week: Jobless claims up; +7k to 282k / R / AP


MARKETS

China – Prospectors beware of equity bubble FT *

China – ‘Stockmarket a crazy casino’ e *

China – Stock market plunges more than 6% FT / WSJ *

China – Shanghai Composite vs. GDP / b *

China – Data shows HK investors pulling out, Shanghai staying put / b *


ECONOMICS

China – Rebalancing challenge FT * *

China – ‘Animal spirits indicators suggest economy not doing very well’ B


POLITICS & FISCAL POLICY

Ukraine – Takes ‘odious’ path to default FT *

Ukraine – ‘Government is making some progress’ E * *

Ukraine – ‘Slipping away from the West’ e * * * *


MONETARY POLICY



FINANCE

Insurance – Generali braced for revolution FT / FT *

Insurance – Race for assets picks up pace FT * *


REAL ESTATE

China – Too many malls? FT *

China – Yet Another Ghost Town Shows Extent of Debt Crisis B *


LABOR & EDUCATION



SERVICES

Gaming – Macau: Casinos are betting downturn will not last E *

Gaming – Asia: Casinos hedge their bets amid China corruption crackdown FT * *


MANUFACTURING



TECH

Mobiles – ‘Cold War’ Seen in Asian Moves on Patent Licensing B

Mobiles – Asian component makers take slice of Apple’s iPhone spoils FT *


TRADE & TRANSPORTATION



COMMODITIES

Metals – Steel: Europe steps up fight over cheap imports FT * *

Metals – Iron: Australia’s Scrapped Inquiry Fires Up Debate Over Output WSJ *

Metals – Aluminum: China is glutting the globe N *

Metals – Platinum, Palladium: ‘Markets Defy Logic and Deficits’ B * *

Jewelry – China Still Dominant, and Getting Bigger B * *


ENERGY & ENVIRONMENT

Coal – China production falls in first 4 months of year AP

Coal – German ministry softens CO2 emission demands R / R

Coal – British power plant bows to the inevitable FT

Coal – Proposed EPA Rules Will Mean Fewer Plants, New Report Says wsj

Coal – US rulings require feds to consider carbon impact of mines AP

Coal – Power Plant Loses Steam WSJ

Coal – Great Barrier Reef: Battle under the sea FT * *


HEALTH

Pharma – China drug price reforms risk placing hospitals on life support FT *

Pharma – New Push Ties Cost of Drugs to How Well They Work WSJ *


ENDNOTE

Chinese gaming company’s HQ looks like a “Star Trek” starship cnet *


27 May 2015

Tuesday, May 26th, 2015



Today’s Issue Cluster: Oil

US – Q1 Growth May Look Better After Upcoming Statistical Tweaks
Air – China: Lines look inland for outbound opportunities
Tech – Electronic Medical Record Sharing Is Hurt by Business Rivalries


MAJOR DATA POINTS

Germany – Jun: GfK consumers remain optimistic; 10.2 from 10.1 / AP


MARKETS

Currencies – Dollar’s Strength Fuels Buyouts Abroad WSJ *

Currencies – Rebounding US dollar crucial for central banks FT *

Currencies – Yuan ‘no longer undervalued’, says IMF FT / WSJ *

Currencies – ECB battles to keep euro under control FT * *


ECONOMICS

US – Q1 Growth May Look Better After Upcoming Statistical Tweaks wsj *

US – Economic recovery masks tale of many cities FT *


POLITICS & FISCAL POLICY



MONETARY POLICY



FINANCE

US – Bank Shares Regain Popularity WSJ *

US – Dodd-Frank Senate reform fight ends in stalemate FT

US – Shadow banks push for easing of loan caps FT * *


REAL ESTATE

US – The Low Spark of High-Priced Homes WSJ *

US – New Luxury Rental Projects Add to Rent Squeeze WSJ *

US – An About-Face for McMansions wsj *

US – Lumber Set to Build on Its Rally WSJ *

US – Architecture Billings Index declined in April / cr *


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Telecoms – TWC Deal Stirs Debt Concerns WSJ *

Telecoms – Charter to DC: We’re No Comcast WSJ / NYT *


TRADE & TRANSPORTATION

Air – Australia: Local Lines Under Threat WSJ

Air – China: Lines look inland for outbound opportunities R *

Air – Gulf: Flying in the face of convention E / e *


COMMODITIES

Crops – EU to Revisit Insecticides’ Responsibility for Bee Die-Offs WSJ *

Crops – Ghana delays spark fears over country’s cocoa reliability FT *


ENERGY & ENVIRONMENT

Oil – Market buoyed by product demand FT *

Oil – Price slide puts producers under pressure FT * *

Oil – Iraq About to Flood Market in New Front of OPEC Price War B * *

Oil – Shell’s Arctic extraction to take more than a decade FT / FT * *

Oil – Capex cuts at major companies / r *

Oil – Saudis’ Drive To Kill US Shale Has Backfired IBD *

Oil – ‘Cheap crude can hurt economy’ AP

Oil – Cheap prices fail to spark consumer spending boom FT * *


HEALTH

Tech – Electronic Medical Record Sharing Is Hurt by Business Rivalries NYT

Tech – Big Bets on Proton Therapy Face Uncertain Future WSJ *

Tech – Making sense of the science FT * * *


ENDNOTE

What 9,000 years of breeding has done to crops jk / jk * * *


26 May 2015

Monday, May 25th, 2015



Today’s Issue Cluster: South Africa

Fed – The taming of the balance sheet
World – Misconduct bill tops $235b
Ethanol – As boom fades, ADM sees bright future for corn in grocery aisle


MAJOR DATA POINTS

Japan – Apr: Slides Back into Trade Deficit; -¥53b (-$439m) / WSJ / AP / B / AFP / b *

Singapore – Q1: Economy Expanded More Than Estimated; +2.6% from +2.1% / B

US – Apr: US new-home sales jump; +7% from -10% / AP / B / R

US – Mar: Case-Shiller Home Price Index Rose; +4.1% from +4.2% / WSJ / cr *

US – Apr: Orders for durable goods drop; -0.5% from +5.1% / AP / R / AP / WSJ

US – May: ConfBd consumer confidence rises; 95.4 from 94.3 / R

US – May: Markit services sector growth slows; 56.4 from 57.4 / R


MARKETS

Bonds – Junk-rated Chicago to test market FT / NYT *

Bonds – China Embraces Foreign Investors WSJ *


ECONOMICS

South Africa – Zuma: Power failure FT * * * *

South Africa – Zulu king condemns attacks on immigrants FT / NYT *

South Africa – Weak rand fails to ease manufacturers’ woes FT * *

South Africa – Power Outages Mar Economic Expansion WSJ *

South Africa – Struggling power utility suspends its CEO FT * *

South Africa – Power cuts persist, utility races to fix plants R *

South Africa – Foreign Businesses Face Backlash WSJ *

South Africa – Miners accelerate job cuts to 35k FT * *

South Africa – Staking a claim FT * * *


POLITICS & FISCAL POLICY

Greece – Will default on June IMF repayment FT / WSJ / R / NYT

Greece – Struggle for Elusive Deal WSJ / NYT / FT *

Greece – Governing Left Divided Over Debt Terms WSJ *


MONETARY POLICY

Fed – Yellen: On Track to Raise Rates This Year WSJ / FT / NYT / R / B *

Fed – Weak spell puts Yellen at crossroads over liftoff plans R *

Fed – The Core of the Inflation Problem WSJ *

Fed – The taming of the balance sheet FT * *

Fed – EMs ready themselves for acid test FT * *


FINANCE

World – Negative rates pose corporate conundrum FT * * * *

World – Misconduct bill tops $235b R / R *


REAL ESTATE



LABOR & EDUCATION

World – Productivity: It’s a drag FT / FT / FT * * * * *


SERVICES



MANUFACTURING



TECH

Telecoms – Charter Communications Nearing Deal for TWC WSJ / FT / NYT / R / FT / WSJ / NYT / FT *

Telecoms – Charter Strikes $55b Deal for TWC WSJ / FT / NYT / B / q * * *


TRADE & TRANSPORTATION

Ship – Oil tankers: tanked up FT *

Ship – Panama Canal unlikely to return to 2007 pre-crisis boom levels FT

Ship – Los Angeles Port Reports Steep Cargo Decline WSJ *


COMMODITIES



ENERGY & ENVIRONMENT

Ethanol – The end of the road? N *

Ethanol – As boom fades, ADM sees bright future for corn in grocery aisle R *


HEALTH



ENDNOTE

Occasions Behind Countries’ “National Days” wiki *


22 May 2015

Friday, May 22nd, 2015



Today’s Issue Cluster:



MAJOR DATA POINTS



MARKETS

Currencies – Here Comes the Yuan WSJ *

Currencies – Traders seek clear signal for a weaker yen FT *


ECONOMICS

EU – Periphery holds while centre falls apart FT * *

EU – Spain: Rajoy stresses economic cycle to woo voters FT * * *

EU – UK: Deflation More Curiosity Than Concern WSJ / FT * *


POLITICS & FISCAL POLICY

Russia – IMF predicts upturn after 3.4% fall this year FT * *


MONETARY POLICY

ECB – Signals Firm Resolve on Carrying Out QE WSJ


FINANCE

Pensions – European quantitative easing a threat FT

Pensions – European stress tests hotly opposed FT


REAL ESTATE

Canada – Housing market hints at changes with declines in key cities G&M *

Canada – Vancouver house prices spike in once-ignored markets G&M *

Australia – Property boom / r *


LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

EU – Struggling to Foster a Startup Culture WSJ

EU – Seeks a Model to Repel US Internet Giants WSJ


TRADE & TRANSPORTATION

Auto – Memorial Day Trips at 10-Year High Point to Busy Vacation Season B *

Truck – Internet of Things Reaches Into the Trucking Business WSJ


COMMODITIES

H5N2 – Egg Prices Jump as Bird Flu Spreads WSJ / NYT *

H5N2 – Crisis slows in Minnesota, focus now on recovery AP

H5N2 – Iowa bird-flu farms fall short on containment measures R


ENERGY & ENVIRONMENT



HEALTH

Pharmacies – CVS Ages Gracefully With Omnicare Deal WSJ / WSJ / NYT / FT / IBD *

Pharmacies – CVS Finds Right Medicine For Health Care Pressures IBD


ENDNOTE

What To Call People From Different States dv *


21 May 2015

Wednesday, May 20th, 2015



Today’s Issue Cluster:



MAJOR DATA POINTS



MARKETS

Bonds – A Debt-Ratings Rift Rattles Chicago WSJ * *

Bonds – Muni risk rises as pensions are put first FT * *

Bonds – US debt issuers unfazed by rate rise risk FT * * *

Bonds – Junk remains calm FT *


ECONOMICS

World – Investment from EMs surges FT * *

World – Foreign investors take up to $15b out of EMs in May FT *


POLITICS & FISCAL POLICY

Greece – ‘Varoufakis threatens to tear Europe apart’ NYT

Greece – ECB ensnared in politics as it faces vote on loans FT / NYT

Greece – Falls Back Into Recession WSJ *

Greece – Facing Vicious Debt Cycle, Athens Sprints to Apply Fixes FT / WSJ / NYT

Greece – Fiscal, pension disagreements remain / b *

Greece – Which Countries Stand to Lose Big from a Default? cfr *


MONETARY POLICY

Fed – Minutes show doubts about strength of US recovery FT / WSJ / NYT / R / AP / B *


FINANCE

World – Six banks fined $5.6b over rigging of foreign exchange markets FT / WSJ *

World – Finance chiefs urge action on bubble fear FT


REAL ESTATE

World – Wood and metal hold key to global economy FT *


LABOR & EDUCATION

EU – Proposal on Distribution of Migrants Draws Opposition WSJ / WSJ *

EU – Seeking safety e *


SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES

Water – Scientists reinforce warning on El Niño FT

Water – Squeeze hits global food and drink groups FT


ENERGY & ENVIRONMENT



HEALTH

H5N2 – 2m more Minnesota chickens to be destroyed AP / AP

H5N2 – Bird flu scare fails to deter Hormel FT / WSJ


ENDNOTE

Letterman is Longest-Serving Late Night Host dadaviz *


20 May 2015

Tuesday, May 19th, 2015



Today’s Issue Cluster: Metals

TPP – China’s impact looms large
Gold – What If China Were to Adopt a Gold Standard?
Platinum – Rising output turns screw on S.African sector


MAJOR DATA POINTS

Japan – Q1: Economy grows at fastest pace in a year; +2.4% from +1.1% / R / FT / NYT / AP / WSJ *


MARKETS

China – Effect weighs on EM exports FT * *

China – Shanghai rally helps state-owned companies pay off debt WSJ *


ECONOMICS

China – Real interest rate surges to post-crisis high FT * *

China – Slowdown deepens provincial economic divide FT * *

China – Economists seek to ease fears on record capital outflow FT * *

China – Dominates the top 20 cities with new shopping mall space / C *

China – Commodity suppliers hit by slowdown ft * * *

China – A drive for self-sufficiency in food comes at a growing cost E *

China – As others cut farm support, Beijing spends more E *

China – Most active country in the world in land trade wapo *


POLITICS & FISCAL POLICY

China – Corruption purge snares 115 SOE ‘tigers’ FT *


MONETARY POLICY

PBOC – Asks Banks to Hold Steady on Deposit Rates WSJ / B


FINANCE

China – Backtracks on Local Government Debt WSJ / FT *


REAL ESTATE

China – Improving Property Scene Still a Drag WSJ / R *

China – Homebuyers Return, Driving Tentative Property Recovery B

China – Empty units may be less of an obstacle to recovery FT *

China – Few signs of life in new ‘Manhattan’ AFP *


LABOR & EDUCATION



SERVICES

Honey – New US plan to reverse bee decline AP / WSJ

Honey – Managed bee colony loss increase / r *


MANUFACTURING



TECH

TVs – Behind Apple’s Move to Shelve Plans WSJ / WSJ *


TRADE & TRANSPORTATION

TPP – China’s impact looms large AP / WSJ / NYT / R


COMMODITIES

Gold – Traders warn on liquidity FT * *

Gold – India battles deeply ingrained faith in metal N * *

Gold – What If China Were to Adopt a Gold Standard? B * *

Platinum – Rising output turns screw on S.African sector R *

Palladium – Gains From Environmental Rules WSJ *

Copper – BHP has held on to its interests — which looks wise FT *

Iron – Global glut threatens West African ambitions R

Aluminum – Leaves Commodities Party Early WSJ / FT *


ENERGY & ENVIRONMENT

Carbon – China to pass US in emissions N *


HEALTH



ENDNOTE

Detailed world religion map reddit * *


19 May 2015

Monday, May 18th, 2015



Today’s Issue Cluster: India

Currencies – Weak Yen Fuels Record Profits in Japan
WTO – US wine, chocolate & juice on Canada’s tariff hit list after decision
Sands – Becomes Alberta’s Hot Real Estate as Oil Rebounds


MAJOR DATA POINTS

Germany – May: ZEW investor sentiment falls to five-month low; 41.9 from 53.3 / R *

US – Apr: Housing Starts Jump; +20.2% from +4.9% / WSJ / AP *


MARKETS

Currencies – Weak Yen Fuels Record Profits in Japan WSJ *

Currencies – Asia tripped up by global bond rout FT *

Currencies – Euro’s Surge Tramples Parity Predictions WSJ *


ECONOMICS

India – A year after Modi became PM the economy is growing FT * * *

India – Debt Pile Up Complicates Growth Plans WSJ *

India – Foreign Investors Fight Back WSJ *

India – Modi’s growth plans and freak weather squeeze farmers FT * * *


POLITICS & FISCAL POLICY

Russia – Weak ruble and sanctions breath life into industry FT * *

Russia – Companies could return to international bond market R *

Russia – Moscow’s Once-Bustling Airports Decline as Isolation Deepens WSJ *

Ukraine – Economic Ties to Russia Are Hard to Break WSJ *

Georgia – Hopes over Europe turn to disappointment FT *


MONETARY POLICY

RBI – Governor blasts lenders for ‘sitting on money’ FT * *


FINANCE

India – Nimble private lenders take aim at static banking sector FT * *

India – Global banks try to muscle into start-up boom R

India – New lenders to transform banking scene FT * *


REAL ESTATE

Russia – Rent Prices in Moscow Are Crashing B *


LABOR & EDUCATION

India – Learning a hard lesson FT * * * *


SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION

TPP – Car States Balk WSJ *

TPP – Calling out currency transgressions far from clear-cut WSJ *

WTO – Rejects US Meat ‘Origin’ Labels WSJ / WSJ *

WTO – US wine, chocolate & juice on Canada’s tariff hit list after decision CBC / CP


COMMODITIES

Cotton – Falls to Three-Week Low WSJ *

El Nino – How it works / r *


ENERGY & ENVIRONMENT

Oil – Energy groups take knife to $100b of spending FT / FT * * * *

Oil – Investors Take a Closer Look at Production WSJ *

Oil – US refiners dominate western hemisphere markets r *

Oil – Saudi turns to China as exports to US drop FT * *

Oil – OPEC supply-demand gap widens / r *

Shale – Eagle Ford added a rig for the first time in seven weeks / b *

Sands – Becomes Alberta’s Hot Real Estate as Oil Rebounds B / BW *


HEALTH



ENDNOTE

Rainbow Europe Index, 2015 ilga *


18 May 2015

Sunday, May 17th, 2015



Today’s Issue Cluster: US Economy & Real Estate

Fed – Inflation Undershoots the 2% Target for the 35th Month
Online – Itochu, partners preparing to take on Alibaba
Shale – Saudis Poised To Block Ramp-Up By US Firms


MAJOR DATA POINTS

Japan – Mar: Machinery orders rise; +2.9% from -1.4% / R

US – May: NAHB Home Builder Sentiment Falls for Fourth Time in Five Months; 54 from 56 / R / WSJ / AP / B *


MARKETS



ECONOMICS

US – Tight Mortgage Market Keeps Lid on Debt Levels WSJ * *

US – Why the Economy Keeps Getting Knocked Off Track WSJ *

US – Consumers Are Spending Again B / wsj *

US – Don’t Expect Cheap Gasoline to Fuel Retail Sales WSJ / WSJ * *

US – Where Americans Spend Their Money wsj * *

US – Firms Shoulder Rising Debt WSJ * *

US – Philly Fed Coincident Indexes Increased in 41 States / cr *


POLITICS & FISCAL POLICY



MONETARY POLICY

Fed – Inflation Undershoots the 2% Target for the 35th Month wsj *

Fed – Probability of a rate hike / t *


FINANCE



REAL ESTATE

US – Weak Housing Data Don’t Deter Builders WSJ *

US – Democrats raise the roof over mortgages FT

US – Homebuyers face a tough spring AP

US – Home Prices Start to Heat Up WSJ *

US – Home Sales to Hit Highest Level Since 2006, Realtors Say wsj *

US – ‘Indefinitely postponing the dream of homeownership’ wapo *

US – Strong Dollar Makes Real Estate Less Attractive to Foreigners WSJ *


LABOR & EDUCATION

US – Low oil prices have cost tens of thousands of jobs r *


SERVICES

Online – Can Google Outsell Amazon and eBay? WSJ

Online – Itochu, partners preparing to take on Alibaba N / WSJ / R * *


MANUFACTURING

Ships – Maersk, DSME Reach Agreement in Principle on Container Megaship Order WSJ


TECH



TRADE & TRANSPORTATION

Ship – Regulators to Discuss Alliance Delay, Cost Problems WSJ

Ship – Growing Alliances Are Straining Major US Gateway Ports WSJ

Ship – UN Agency Adopts Polar Code to Prevent Sea Pollution WSJ *


COMMODITIES

Coffee – Less From Brazil Is Expected WSJ

Coffee – Bears feast on strong crop forecasts FT

Coffee – Artisan drinkers provide perk FT *

Cocoa – Asia Loses Its Sweet Tooth WSJ *

Cocoa – World Production / *


ENERGY & ENVIRONMENT

Shale – Saudis Poised To Block Ramp-Up By US Firms IBD *

Shale – ‘Russia Was Right: Europe Has Proved a Dud’ B

Shale – Continental Resources’ chief vows bounce back FT *


HEALTH



ENDNOTE

The Top Exported Good in Each State fixr *

The Top Imported Good in Each State fixr *