Today’s Issue Cluster: Currencies
Russia – Tough budget rhetoric masks laxer reality
Italy – Investors cool on bad loans accord
UK – Property shows no sign of cooling
EZ – Q3: Household real income per capita up; +0.5% from +0.1% / eu *
US – Jan: NAR Pending home sales almost flat; +0.1% from -1.1% / R / WSJ
US – Dec: Durable Goods Orders Tumbled; -5.1% from -0.5% / WSJ
US – Week: Jobless Claims Fell; -16k to 278k / WSJ / R / AP
Currencies – Market in thrall to Fed FT *
Currencies – China mouthpiece warns Soros against shorting renminbi FT / R
Currencies – China Trying to Allay Global Concerns WSJ *
Currencies – China Can’t Paper Over Policy Contradictions WSJ *
Currencies – Yuan’s Fall Is Just ‘Noise’ Amid Deeper Woes WSJ
Currencies – Risk matters for China’s property sector FT
Currencies – Breaking the HK dollar peg FT *
Currencies – Stronger yen casts shadow over equities FT * *
Currencies – Investors Betting on Continued Yen Strength WSJ *
Currencies – Bitcoin Breaking Up? WSJ
Russia – Problems move from the acute to the chronic E *
Russia – Tough budget rhetoric masks laxer reality R *
Fed – March Rate Hike Less Likely B / WSJ / FT / NYT / R *
EU – Bank debt sales 18% down FT
Italy – Investors cool on bad loans accord FT * *
Italy – Offloading bad debt to private buyers could go awry FT *
Italy – Scrambles to Resuscitate Banks WSJ / WSJ *
Spain – Santander: No Margin for Error WSJ / FT *
Germany – Cautious Savers Find New Taste for Risk WSJ *
UK – Property shows no sign of cooling B
UK – Property insolvencies rise as ‘zombies’ are killed off FT *
UK – Landlord housing wealth eclipses owner-occupiers with mortgages FT * * * *
UK – Skills shortage slows housebuilding FT
F&B – Smaller Sizes Add Pop to Soda Sales WSJ *
F&B – Energy Drinks, Bottled Water On Tap For Soda Giants IBD
Streaming – Why Apple Hasn’t Won the TV War WSJ *
Streaming – So Far, Amazon and Netflix Are Sundance’s Top Buyers NYT
Streaming – Netflix Adds More Subscribers Than Expected WSJ *
Streaming – Netflix Investors Like What They See B / NYT *
Streaming – Netflix’s Utopian Plan to Conquer the World B / B * *
Building heights in London motw*
