23 June 2016



Today’s Issue Cluster: Crops



MAJOR DATA POINTS

Japan – Jun: Markit manufacturing PMI contracts for 4th month; 47.8 from 47.7 / R

Germany – Jun: Markit manufacturing and services PMI dips; 54.1 from 54.5 / B

US – May: New Home Sales Slows; -6.0%, +6.4% yr / WSJ / R

US – May: ConfBd Leading Indicators Declined; -0.2% from +0.6% / CNBC

US – Week: Jobless Claims Fell; -18k to 259k / WSJ / R / B


MARKETS

Japan – Foreign Investors Unload Stocks as Disenchantment Grows WSJ *


ECONOMICS



POLITICS & FISCAL POLICY



MONETARY POLICY

BOJ – Japan: The dash to stash FT *


FINANCE

Japan – In a World of Negative Rates, These Lenders Get 18% WSJ *


REAL ESTATE



LABOR & EDUCATION



SERVICES

E-Cigs – US use stalls as health concerns grow R *

E-Cigs – Could Be Taxed By States Missing Out on Tobacco Revenue B *

E-Cigs – FDA to Regulate, Ban Sales to Minors WSJ / NYT / R / B / E *


MANUFACTURING

EVs – Challenger in China Promises to Debut $106k E-Roadster B / R *

EVs – Could slice fuel consumption up to 20% in two decades WSJ

EVs – Electric Cars Demand Power B *


TECH



TRADE & TRANSPORTATION

Ship – The New Panama Canal: A Risky Bet NYT / WSJ

Ship – NY Isn’t Ready For Expanded Panama Canal WSJ * *

Ship – SC Will Get Boost From Expanded Canal WSJ *

Ship – LA area Port Traffic Increased / cr *


COMMODITIES

Crops – Milder La Niña forecast for commodity markets FT

Crops – Brazil’s credit crunch threatens exports, farmers R *

Crops – The corn shortage that Brazil really can’t afford FT * *

Crops – Agriculture becoming more like manufacturing E *

Crops – Hops: Craft brewing leads to record harvest R

Crops – Palm Oil: Cargill and Bunge refuse to cut ties with trader FT *

Crops – Peanuts: Consumers face roasting from rising prices FT * *


ENERGY & ENVIRONMENT

Alt – Solar: Tesla Offers to Acquire SolarCity WSJ / NYT / R / FT * *

Alt – Solar: Tesla Shares Hit Hard WSJ / FT / B / WSJ *

Alt – Solar: Deal May Be About Debt B / WSJ *

Alt – Solar: Cost of Clean Energy Seen Nosediving Into the Next Decade B *

Alt – Solar: Competition clouds prospects FT *


HEALTH



ENDNOTE

Modern Distribution of Celtic Languages reddit *


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