30 April 2015



Today’s Issue Cluster: Coal

Fed – GDP Bust Is Final Nail in the Coffin for June Hike
LatAm – Stemming the migrant tide
Ship – Vale, Chinese builders in Talks Over 50 Giant Bulk Carriers


MAJOR DATA POINTS

Japan – Mar: Factory output inches down; -0.3% from -3.1% / AFP

Taiwan – Q1: Economy holds up; +3.46% from +3.35% / AFP

EZ – Apr: Deflation spell ends; flat from -0.1% / FT / WSJ / NYT / B *

Spain – Q1: Economy grows at fastest rate since before crisis; +0.9% / AP / B *

Canada – Feb: Economic output stalls; flat from -0.2% / CBC / G&M / R

US – Mar: Consumer spending up; +0.4% from +0.2% / AP / B / WSJ / R

US – Week: Jobless Claims Fall to Lowest Level in 15 Years; -34k to 262k / WSJ / AP / B


MARKETS

EMs – Are stocks cheap? FT *

EMs – Rally, for Now WSJ *


ECONOMICS

LatAm – Stemming the migrant tide E * *

Mexico – Peso Benefits From US Strength WSJ *

Cuba – Obama Moves to Take Havana Off Terror Sponsors List WSJ *

Cuba – Ferry Operators Eye Florida-to-Havana Service WSJ

Venezuela – Steps up nationalist rhetoric as economy worsens FT * *

Nicaragua – Changing Country Attracts Resort Investor WSJ

Brazil – Central Bank Raises Benchmark Interest Rate to 13.25% WSJ / R / ft *

Brazil – Petrobras and improving policy outlook help markets FT * *

Brazil – Taste for premium goods checked by economic reality FT *

Chile – Economy brightens amid political gloom FT *


POLITICS & FISCAL POLICY



MONETARY POLICY

Fed – GDP Bust Is Final Nail in the Coffin for June Hike B / FT / WSJ / bi *

Fed – Slowing Growth Muddles Fed Plans WSJ *

Fed – Sees Slower Growth as Blip WSJ / NYT / AP / R / B

Fed – Bank Talks, Rate Liftoff Date Walks WSJ *

Fed – 2% Inflation Rate Target Is Questioned NYT

Fed – Inflation low, would be lower without rising rents WSJ *

Fed – Some Investors Can’t Wait for the Raised Rates WSJ *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES

Gaming – Macau’s Glitter Fades as Beijing Takes Firmer Hand WSJ / WSJ *

Gaming – Macau looks for mass-market reincarnation FT *

Gaming – Macau: ‘Needs to make money from more than gambling’ FT *

Gaming – Macau: The big gamble FT * * * * * * * *

Gaming – Mohegan Tribal Gaming Authority to Develop SK Casino WSJ


MANUFACTURING



TECH

Google – Caps Costs as Growth Slows WSJ *

Yahoo – Mayer pushes deeper into search FT / NYT

Microsoft – ‘Determined to prove that life begins again at 40’ E *


TRADE & TRANSPORTATION

Ship – Ports See Costly Delays as Cargo Volumes Grow WSJ * *

Ship – Vale, Chinese builders in Talks Over 50 Giant Bulk Carriers WSJ


COMMODITIES



ENERGY & ENVIRONMENT

Coal – New Rules, Cheap Energy Heightens Battle With Gas WSJ

Coal – China’s miners shrug off global malaise for now R *

Coal – China may cut most use by 2050 q *

Coal – India’s stock / r *

Coal – RWE slams Germany’s plans for levy AFP


HEALTH



ENDNOTE

The World Map In Domains gizmodo *


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