Today’s Issue Cluster: Solar Energy
Currencies – IMF to debate adding yuan to SDR basket
US – Will the US soon have a budget surplus?
TTIP – Europeans Fear Wave of Litigation from US Firms
China – Dec: Industrial Profits Fall Most Since 2011; -8.0% from -4.2% / B / FT / b *
UK – Q4: Economy Slowed More Than Expected; +0.5% from +0.7% / WSJ / FT / B / AP / AFP *
US – Dec: Durable Goods Falter For Fourth Month; -3.4% from -2.1% / AP / B / R / WSJ
US – Nov: Home price gains slow; +4.3% from +4.5% / B / AP *
US – Dec: New home sales surge; +11.6% / R / WSJ *
US – Jan: ConfBd Consumer Confidence Highest Since 2007; 102.9 from 93.1 / WSJ / B / R *
Currencies – China’s Yuan Falls to Seven-Month Low WSJ *
Currencies – IMF to debate adding yuan to SDR basket R *
Currencies – EM boost seen as euro weakens FT *
US – CBO: Deficit to Narrow, Then Widen in ’18 WSJ / FT *
US – Will the US soon have a budget surplus? ft *
US – CBO: Visions of the 3rd Longest Expansion wsj * *
US – Only 2% Of Counties Have Fully Recovered From The Recession / wsj / bi *
US – Finance, Real Estate and Mining Drive Q3 Growth wsj * *
US – Oil States’ Budgets Face Crude Awakening WSJ *
Russia – Downgraded to ‘junk’ by S&P FT / WSJ / R / AP / NYT / B / WSJ
Russia – Obama threatens more sanctions FT / WSJ
Russia – EU leaders warn of more sanctions FT / WSJ
EU – Regulators Pressure Big Banks to Increase Capital WSJ *
EU – Banks warns capital rules will blunt QE FT
Media – Download slide shows digital music shift FT / WSJ / a *
Media – Era of Free Digital Music Wanes WSJ *
Media – Music-Discovery Company Shazam Valued at Roughly $1b WSJ / FT *
TTIP – Europeans Fear Wave of Litigation from US Firms S
TPP – Currency Fight Hinders Talks on Trade Deal WSJ *
China – Iron ore falls to lowest since May 2009 on weak demand FT
China – Steel output slows FT / FT
China – Rest of world discipline has tamed aluminum supply R / CD *
China – Has base metals import appetite peaked? r * *
China – As Commodities Fall, Some Investors See Reasons to Buy WSJ *
Alt – Solar: Worry for Projects After End of Tax Credits NYT
Alt – Solar: Ivanpah Project Struggles WSJ / AP / AP
Alt – Solar: China Criticizes Steep US Tariffs NYT / B / FT
Alt – Solar: Rises in Malaysia During Trade Wars Over Panels NYT *
Alt – Solar: Boom Driving First Global Panel Shortage Since 2006 B
Alt – Solar: Panels Gain Momentum in Con Ed Territory WSJ *
Alt – Solar: Perovskite Offers Shot at Cheaper Energy WSJ / B *
Alt – Solar: Investors Start to See Some Light and Heat WSJ *
Alt – Solar: Home Builders Tap the Sun WSJ *
Alt – Solar: Why Homeowners Are Leasing Panels IBD *
Alt – Solar: How Grid Efficiency Went South NYT
Alt – Solar: Investors still wary of getting burnt FT
Alt – Solar: Britain Is Hot Spot WSJ *
Alt – Solar: China demand in doubt as rooftop installations lag target R *
Alt – Solar: Future grows darker in Japan R / R / N * *
Alt – Solar: India Plans an Upgrade of Its Infrastructure WSJ / WSJ
People Don’t Go To Movies This Time Of Year 538 *
Movies Have Bad Ratings This Time Of Year slate *
