Today’s Issue Cluster: US Economy
Japan – 2015: Trade deficit narrows as oil prices tumble; -78% / AFP / AP
Russia – 2015: Worst year since global financial crisis; -3.7% from +0.6% / AP / AFP
Germany – Jan: Ifo business confidence hits 11-month low; 107.3 from 108.6 / AFP / m *
World – Shareholders Have $27t Locked in Bear Markets B *
World – Battered EMs Race to Stem Outflows WSJ *
World – EMs stressed debt reaches record levels FT *
World – Core inflation nears post-millennium high FT * *
US – Deeper Dive Shows Recession Alert Mute B *
US – Recession Warnings May Not Come to Pass WSJ *
US – Global Malaise Spurs Growth Worries WSJ *
US – Economic Growth Cracking B * *
US – RBS: The chance of an imminent recession is 75% bi *
US – Growth and Employment Data Tell Different Stories NYT *
US – Industry weighed down by dollar and oil FT / NYT * *
US – Market Is Flashing an Inflation Warning Sign WSJ *
US – What’s Wrong With The PPI? Rent Is Too Damn High wsj *
World – Inflation Lows Vex Central Bankers WSJ *
Fed – Talk of ‘policy error’ grows FT / wsj * *
US – The good times are ending before they had really begun E *
US – Home Sizes Expand, Along With Prices WSJ
US – Hope for First-Time Home Buyers B *
US – New Homes Make Room for Airbnb Crowd WSJ
US – Hotels Ramp Up Deal Making as an Antidote to Airbnb WSJ
US – Negative Equity Hits One in Five in MD / B *
US – Home cost as % of income is 20%; NJ at 26% / B *
US – Apartment Markets Recede: NMHC cr *
US – AIA billings edge up / cr *
eTaxi – SF’s Biggest Taxi Operator Files Chapter 11 WSJ
eTaxi – Uber dismisses Chinese rival Didi over subsidies FT
eTaxi – Uber pushes into public transit R
Diamonds – De Beers looks to bring clarity to market FT
Diamonds – Miners face more price cuts in 2016 FT
Diamonds – Too much supply and too little demand FT *
Gemstones – Mining Company Strives to Spark Dazzling Demand WSJ *
