Archive for May, 2016

3 May 2016

Monday, May 2nd, 2016



Today’s Issue Cluster: Commodities

ECB – Mario battles the Wutsparer
Media – Vinyl Sales Beat Ad-Supported Streaming
Solar – Utilities, companies are ‘finally playing nicely’


MAJOR DATA POINTS

China – Apr: Caixin PMI in 14th month of contraction; 49.4 from 49.7 / WSJ


MARKETS

Portugal – Canadian rating agency gives lifeline FT *


ECONOMICS

EU – Eurozone Growth is Bucking the Global Trend WSJ *

EU – Eurozone in a Modest but Uncertain Recovery NYT / FT *


POLITICS & FISCAL POLICY



MONETARY POLICY

ECB – Brussels downgrades forecasts for inflation FT *

ECB – Draghi returns fire over Berlin’s attacks FT / WSJ

ECB – Mario battles the Wutsparer E *


FINANCE



REAL ESTATE



LABOR & EDUCATION

Italy – Stagnant jobs growth challenges Renzi FT *


SERVICES

Media – Vinyl Sales Beat Ad-Supported Streaming paste *

Media – Labels step up YouTube fight over music FT *

Media – Rise of Digital Music Stops the Industry’s Decline / statista *


MANUFACTURING



TECH

Telecoms – Landline Business Shrinks WSJ *

Telecoms – Will Cord Cutting Come to the Cellphone? wsj


TRADE & TRANSPORTATION

TTIP – Leaked documents cast doubt on EU-US trade deal G

TTIP – Anti-Americanism fuels German fears over trade pact FT


COMMODITIES

Commods – In China, the New Casino Is Iron Ore WSJ *

Commods – Soaring steel price threatens China capacity cuts FT *

Commods – China’s 2016 surge in metals demand B * *

Commods – Speculators march into China FT / FT *

Commods – Crops Egged On by China’s Futures Frenzy WSJ

Commods – China Trades Enough Cotton in One Day to Make Jeans for Everyone B *

Commods – Brazil’s political turmoil hangs over agricultural markets FT *

Commods – ‘The bad times are just beginning’ N *


ENERGY & ENVIRONMENT

Solar – Utilities, companies are ‘finally playing nicely’ B *

Solar – SunEdison: Death of a star FT / WSJ / R * *

Solar – Consolidation looms in cut-price Indian sector FT *


HEALTH



ENDNOTE

Introducing The PIZZA BOX PIZZA vinnies *


2 May 2016

Sunday, May 1st, 2016



Today’s Issue Cluster: Currencies

Venezuela – Doesn’t Have Enough Money to Pay for Its Money
Mobiles – Chipmaker Rout Worsens as Peak Smartphone Fears Punish Suppliers
Oil – On track for biggest monthly gain in seven years


MAJOR DATA POINTS

China – Mar: Clings to factory growth for 2nd month; 50.1 from 50.2 / FT / WSJ

US – Apr: ISM manufacturing index falls; 50.8 from 51.8 / MW

US – Mar: Construction spending rises to 8-1/2-year high; +0.3% from +1.0% / R


MARKETS

Currencies – US adds China, Germany and Japan to new watchlist FT / B *

Currencies – Dollar stirs in jungle ready for a sustained run FT *

Currencies – Trading’s 20% Drop Raises Specter of Flash-Crash Future B *

Currencies – Sweden Declares Truce B *

Currencies – Denmark Seen Dumping Kroner B *

Currencies – Questions over whether EMs have hit an inflection point FT *


ECONOMICS

Puerto Rico – Heads for imminent default FT / WSJ

Brazil – Turmoil conceals signs of growth FT *

Argentina – How did Macri pull off a $16.5b bond sale? FT / FT *

Chile – Turning copper into wine FT *

Ecuador – Despairs after quake and seeks urgent funds to rebuild FT *

Venezuela – Civil servants put on 2-day week to cut power usage FT *

Venezuela – Doesn’t Have Enough Money to Pay for Its Money B *

Venezuela – Expat Oil Workers Fall on Hard Times WSJ *

Mexico – Explores regulating opium to fight drug violence R *


POLITICS & FISCAL POLICY

LatAm – Investors Applaud Political Changes in Brazil and Argentina WSJ *


MONETARY POLICY

Argentina – Central Banks Can Create Inflation WSJ *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Mobiles – In Smartphone Market, the Squeeze Is On WSJ *

Mobiles – Chipmaker Rout Worsens as Peak Smartphone Fears Punish Suppliers B / WSJ *


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

Oil – On track for biggest monthly gain in seven years FT *

Oil – Opec output near record as Iran, Iraq offset outages R

Oil – Market Deja Vu Triggers Predictions of a Return to $30 B *

Oil – Supply growth will moderate only slowly IMF *

Oil – Companies Begin to Benefit From Cost Cuts WSJ *

Oil – Refining’s silver lining loses luster R

Oil – Energy Companies Gain $400b on Rally B *

Oil – China’s Companies Produce Mixed Results Despite Aid WSJ *


HEALTH



ENDNOTE

Elevation of capitals reddit *