Today’s Issue Cluster: Latin America
Ship – Baltic Dry Index Drops to All-Time Low
NatGas – China on Hook for More LNG Than It Needs
El Niño – Likely to drench key California drought zone
EZ – Nov: Markit PMI rises; 54.4 from 53.9 / FT / B *
US – Oct: NAR existing home sales fall more than expected; -3.4%, +3.9% yr / R / WSJ
LatAm – Political color bad guide for macro prospects B * *
Argentina – Tempts Big Money Managers Again WSJ *
Argentina – Fever Is Back for Investors as Kirchner Rival Triumphs B *
Brazil – Inflation at 12-year high compounds economic crisis FT * * * *
Brazil – Foreign Investors Buy In WSJ *
Venezuela – Now Losing to Bolivia B * *
Colombia – The promise of peace E * *
Colombia – Economic slowdown highlights the need for structural change E *
Mexico – The mood is gloomy, but the tills are ringing E * *
Puerto Rico – Close to default precipice FT * *
Puerto Rico – Barriers to growth need to come down WSJ *
Argentina – Macri wins presidential election FT / WSJ / AP / R / FT
Argentina – The first round of voting shook up the presidential race E / E *
BCB – Brazil Central Bank concedes high inflation for longer B *
US – Mexican Immigration Reverses WSJ / NYT / AP *
Ship – Baltic Dry Index Drops to All-Time Low B *
Ship – LA area Port Traffic declines / cr *
Ship – Quiet US Ports Spark Slowdown Fears WSJ *
El Niño – Still gathering strength B *
El Niño – Could be the most powerful on record LAT *
El Niño – Likely to drench key California drought zone LAT *
El Niño – Threatens fishmeal prices FT
El Niño – May Warm US Economy in Early 2016 B *
El Niño – Leaves much of South-East Asia choking in smog E / e * *
El Niño – Businesses Take Heat From Haze in Indonesia WSJ / N / N *
NatGas – China Hopes to Fire Up Economy With Cheaper Fuel WSJ *
NatGas – China on Hook for More LNG Than It Needs B * *
NatGas – Bulging Storage Should Terrify Investors WSJ *
If you can’t understand what economists are saying… b *
