Today’s Issue Cluster: Energy
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EMs – Bills Are Coming Due WSJ
Fed – Fischer Signals 2016 Rate Hike With Economy Nearing Goals B *
Fed – Officials Brace for (Familiar) New Normal WSJ / FT *
Fed – Forget rate calls, be ready for the return of inflation FT
US – Goldman Says It’s Too Late to Chase the Booming Real Estate Sector B *
US – Spending on Home Improvement Is Set to Pick Up WSJ
US – Lumber Suppliers Outrun Housing’s Recovery IBD
US – Rent-to-Own Homes: A Win for Landlords, Less for Tenants NYT
US – How America accidentally nationalised its mortgage market E * * * *
TPP – Obama Readies One Last Push NYT / FT / WSJ / NYT
TPP – US Faces Setback in Asia if Trade Deal Doesn’t Pass WSJ
TPP – Odds Worsen WSJ
Oil – Market: Shale Drillers Party Like It’s 2014 With Bull Market B *
Oil – Market: Some Shale Drillers Return WSJ *
Oil – Market: Opec Talk Forces Bears Into Record Reversal B *
Oil – Market: Shift leaves investors walking tightrope FT *
Oil – Market: Price Rise Puts These Stocks In Position To Profit IBD
Oil – Majors: Need Prices to Keep Rising Past $50 WSJ *
Oil – US: Sinking Gulf Coast Is a $100b Nightmare for Majors B *
Oil – Venezuela: May Boost Market WSJ
Oil – Gulf: Rivals Pumping More B *
Oil – Saudi: Exports Hit Three-Month High B / FT *
Oil – Iraq: Will Boost Exports After Agreement on Kirkuk Fields B *
Alt – Solar: Chile Cheapest Ever at Half the Price of Coal B
Alt – Solar: US PV is set to slightly falter, then recover / b *
