28 April 2016



Today’s Issue Cluster: Crops

Stocks – Strange Trades Are Happening in Global Markets
BOJ – Holds Off on More Stimulus
Oil – Bulls Plunge Into Market as US Gasoline Demand Hits Record


MAJOR DATA POINTS

Japan – Mar: Falls back into deflation; -0.1%, core +0.7% / FT / R / B

EZ – Apr: Confidence Picks Up After ECB Stimulus; 103.9 from 103.0 / WSJ

US – Q1: Growth cools; +0.5% from +1.4% / FT / NYT / WSJ / R / B

US – Week: Jobless Claims Rose; +9k to 257k / WSJ / B


MARKETS

Stocks – Strange Trades Are Happening in Global Markets B * * *

Stocks – US set for second-longest bull run FT *

Stocks – US in Midst of Historic Bull Market B * * *


ECONOMICS



POLITICS & FISCAL POLICY

EU – Obama Praises Europe in Op-Ed Aimed at Swaying Brexit Vote B

EU – Putin’s Propaganda Machine Is Meddling With Elections B *


MONETARY POLICY

Fed – Concerns about global economic risks ease FT / WSJ / NYT / B *

Fed – No One Believes It, but Inflation Is a Pretty Good Bet WSJ *

Fed – Japan’s Nirp is an alarm bell for the US FT

BOJ – Holds Off on More Stimulus B *

BOJ – Stuns Market B *

BOJ – Hold disappoints FT / FT *

BOJ – Why Kuroda Held Fire WSJ *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING

F&B – Big food in health drive to keep market share FT * *

F&B – Wholesale Food Distributors Push Higher IBD


TECH

Cybersecurity – Thieves target bank systems after Bangladesh heist FT *

Cybersecurity – Iran opens a new front FT *


TRADE & TRANSPORTATION



COMMODITIES

Crops – Hedge funds double bets on rally as weather gets nastier B *

Crops – Corn and soybeans attract heavy investor buying FT

Crops – China may relax its almost total ban on growing GM food E *

Crops – Global Coffee Shortage Looms B *

Crops – Are the sweet days over for orange juice? FT *

Crops – El Niño: Feeling the heat FT *


ENERGY & ENVIRONMENT

Oil – Bulls Plunge Into Market as US Gasoline Demand Hits Record B *

Oil – Magic Number Becomes $50 for Promise of Recovery B *

Oil – Could Reach $75 in Q1 Says Standard Chartered / b *

Oil – Most Analysts Aren’t Buying the Rally WSJ *

Oil – Companies’ Bet on Kurdistan Turns Sour WSJ *

Oil – Unexpected consequences of slump FT *

Oil – Skid in Prices Pulls Recycling Industry Down With It NYT / B *


HEALTH



ENDNOTE

Country flags: Have families, too *


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