4 June 2015



Today’s Issue Cluster:



MAJOR DATA POINTS



MARKETS

Bonds – Investors continue to sell German Bunds FT / WSJ / WSJ * *

Bonds – US banks face challenger in US Treasuries FT * *

Bonds – Wipeout in Europe Tests Investors’ Resolve WSJ *


ECONOMICS

EU – Why Spain and Others Aren’t Feeling the Recovery WSJ * *

EU – Regional GDP (PPP) per capita / *


POLITICS & FISCAL POLICY

Greece – Walks thin line on IMF default FT * *


MONETARY POLICY

ECB – Stands Ready to Provide More Stimulus WSJ / FT *


FINANCE

EU – Private debt funds enter public eye FT * *


REAL ESTATE



LABOR & EDUCATION



SERVICES

Travel – Rivals Race to Dominate China’s Online Market WSJ

Travel – China drives Asia tourism spending to fresh heights FT *


MANUFACTURING

Ships – SK builders ride oil tanker wave FT * * *

Ships – Costly Bet on Big Cargo Ships Comes Up Short WSJ *


TECH



TRADE & TRANSPORTATION

Ship – Nicaragua study finds canal ‘viable’; no details public AP


COMMODITIES

Commods – Two pioneering academics make the case for index investments FT * * * * * *


ENERGY & ENVIRONMENT

Oil – Opec moots $80 as new ‘fair’ price R / FT / WSJ

Oil – Opec meeting in an altered landscape FT / R *

Oil – How Opec Hurt Big Companies WSJ *

Oil – Saudi Arabia has plenty of scope to raise output / b * *

Oil – What’s Opec Going to Do With Iran’s Million Barrels a Day? B / R

Oil – Wild swings in US crude baffles trade R *

Oil – Today’s US producers are more like tech startups WSJ *

Oil – Naimi invoking ‘contango’ fails to soothe growing glut fear R *

Oil – ExxonMobil at the crossroads: buy a rival or shrink FT * * *

Oil – North Sea Rivals Race to Keep Region Relevant NYT

Oil – For green activists, Arctic drilling could be the next big thing R *


HEALTH

Insurance – Health Law Enrollees on Track to Meet Revised Goals WSJ *

Insurance – 13% Left Health Care Rolls, US Finds NYT

Insurance – Hospitals Expected More of a Boost From Health Law WSJ

Insurance – New Medicare Data Offer a More Complete Picture WSJ *

Insurance – Long-term-care policies getting pricier, difficult to justify WSJ *


ENDNOTE

The most liberal and conservative jobs in the US wapo *


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