Today’s Issue Cluster: Oil
France – Hollande jobs plan for ‘economic emergency’
BOE – UK not strong enough for rate rise, says Carney
Italy – Banks Lead European Decliners on Bad Loans Concerns
Japan – Jan: Markit Manufacturing PMI resilient; 52.4 from 52.6 / m *
EZ – Jan: Markit Composite PMI fell; 53.5 from 54.3 / AFP / WSJ
US – Jan: Markit manufacturing PMI rebounds; 52.7 from 51.2 / m
US – Dec: NAR Existing-Home Sales Rebound; +14.7% / WSJ / R
US – Dec: ConfBd leading indicators dip; -0.2% from +0.5% / CNBC
EU – Corporate-Bond Spreads Rise to Recession Levels WSJ *
EU – Investors shun riskier European bonds FT *
Switzerland – A Test Case for Currency Shock WSJ *
France – Hollande jobs plan for ‘economic emergency’ FT / WSJ *
France – Hollande’s travails FT * * *
EU – Latest Fault Line: Italy Versus Germany WSJ
ECB – Keeps rates on hold amid turmoil B *
ECB – Draghi Hints at More Stimulus in March WSJ / FT / AP / R *
ECB – China Worries Weigh WSJ *
BOE – UK not strong enough for rate rise, says Carney FT * * * *
EU – Market Turmoil Hinders Banks’ Recovery WSJ *
Italy – Banks Lead European Decliners on Bad Loans Concerns B
EU – Unemployment rates / motw *
Oil – Notches Biggest Percentage Gains Since October WSJ / R / WSJ *
Oil – Saudi Arabia says $30 oil is ‘irrational’ FT / WSJ *
Oil – $15 Oil? It’s Already Here, in Canada WSJ *
Oil – ‘Almost as cheap as the world has seen in 50 years’ FT *
Oil – IEA Sees Risk of Oversupply WSJ / B
Oil – Speculators Raise Bets on Falling Prices to All-Time High B *
Oil – Prices Aren’t as Cheap as They Look WSJ *
Oil – Iran to boost output by 500k barrels FT / WSJ / B / FT / B *
Oil – Iran Could Quickly Send Prices Even Lower WSJ *
Oil – Saudi Arabia and Iran Tussle Over Exports to China WSJ *
Oil – Asian Companies Retreat as China Demand Dwindles WSJ *
Oil – Idled rigs stack up as crisis grips North Sea FT *
Oil – Canada legacy projects still in the pipeline B *
Oil – Giants Start Losing Safety Net as Refining Margins Squeezed B *
Oil – Russia’s Two Giants Diverge in Bond Market Amid Sub-$30 Oil B *
Oil – The ND Crude That’s Worth Less Than Nothing B *
Oil – ‘Some See Age of Oil Coming to End’ B *
2012 French presidential election; Red=Hollande, Blue=Sarkozy motw *