3 May 2016



Today’s Issue Cluster: Commodities

ECB – Mario battles the Wutsparer
Media – Vinyl Sales Beat Ad-Supported Streaming
Solar – Utilities, companies are ‘finally playing nicely’


MAJOR DATA POINTS

China – Apr: Caixin PMI in 14th month of contraction; 49.4 from 49.7 / WSJ


MARKETS

Portugal – Canadian rating agency gives lifeline FT *


ECONOMICS

EU – Eurozone Growth is Bucking the Global Trend WSJ *

EU – Eurozone in a Modest but Uncertain Recovery NYT / FT *


POLITICS & FISCAL POLICY



MONETARY POLICY

ECB – Brussels downgrades forecasts for inflation FT *

ECB – Draghi returns fire over Berlin’s attacks FT / WSJ

ECB – Mario battles the Wutsparer E *


FINANCE



REAL ESTATE



LABOR & EDUCATION

Italy – Stagnant jobs growth challenges Renzi FT *


SERVICES

Media – Vinyl Sales Beat Ad-Supported Streaming paste *

Media – Labels step up YouTube fight over music FT *

Media – Rise of Digital Music Stops the Industry’s Decline / statista *


MANUFACTURING



TECH

Telecoms – Landline Business Shrinks WSJ *

Telecoms – Will Cord Cutting Come to the Cellphone? wsj


TRADE & TRANSPORTATION

TTIP – Leaked documents cast doubt on EU-US trade deal G

TTIP – Anti-Americanism fuels German fears over trade pact FT


COMMODITIES

Commods – In China, the New Casino Is Iron Ore WSJ *

Commods – Soaring steel price threatens China capacity cuts FT *

Commods – China’s 2016 surge in metals demand B * *

Commods – Speculators march into China FT / FT *

Commods – Crops Egged On by China’s Futures Frenzy WSJ

Commods – China Trades Enough Cotton in One Day to Make Jeans for Everyone B *

Commods – Brazil’s political turmoil hangs over agricultural markets FT *

Commods – ‘The bad times are just beginning’ N *


ENERGY & ENVIRONMENT

Solar – Utilities, companies are ‘finally playing nicely’ B *

Solar – SunEdison: Death of a star FT / WSJ / R * *

Solar – Consolidation looms in cut-price Indian sector FT *


HEALTH



ENDNOTE

Introducing The PIZZA BOX PIZZA vinnies *


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