4 March 2016



Today’s Issue Cluster: European Economy & Policy

ECB – Faces Questions Over Which Bonds to Buy
F&B – Craft breweries scramble for hops after poor harvest
Zika – US Anticipates 4m+ Cases of Virus in Western Hemisphere


MAJOR DATA POINTS

US – Feb: Payrolls grew more than expected; +242k from +271k / WSJ / FT / NYT

US – Feb: Wages Drop in Mixed Jobs Report; -0.1% from +0.5% / B

US – Jan: Exports hit five-and-a-half-year low; -3.3% / R / WSJ


MARKETS

EU – Fear and Loathing of Negative-Yield Debt B *

EU – Switzerland Fights Uphill Battle Against Strong Franc WSJ *


ECONOMICS

EU – Industrials say stability begins at home FT *

EU – Germany’s exporters have bigger problems than China / b *

EU – Austerity cycle concludes / ubs *

EU – UK households and companies load up on debt FT *

EU – Oil collapse puts brake on Italy’s manufacturers FT * *

EU – Surging Swedish economy raises questions over negative rates FT *

EU – Russia’s Economy Is Tanking, So Why Is Putin Smiling? B *


POLITICS & FISCAL POLICY

EU – Merkel refugee policy faces first big electoral test FT *

EU – Brexit: Fraying union FT *

EU – UK bank rules won’t revert to pre-crisis days on `Brexit’ B *

EU – Why Banks Big And Small Will Fear Brexit WSJ *


MONETARY POLICY

ECB – Faces Questions Over Which Bonds to Buy WSJ *

ECB – Negative rates: vaulting ambitions FT *

ECB – Seeks ways to ease negative rate pain for banks FT *

ECB – Needs Support in Lonely Battle Against Deflation WSJ *


FINANCE

EU – Rolls Out Post-Crisis Stress Test B *


REAL ESTATE



LABOR & EDUCATION



SERVICES

Retail – Weak Holidays Force Chains to Shrink, Rethink Web WSJ *

Retail – Store owners lament French resistance to Sunday trading FT * *


MANUFACTURING

F&B – China brewer sale clears path to £71b deal FT *

F&B – Beer Megadeal Faces Hurdle in South Africa WSJ

F&B – Craft breweries scramble for hops after poor harvest FT *

F&B – Stricter Alcohol Guidelines Rattle UK Booze Makers WSJ *

F&B – India’s governments struggle with their addiction to booze E *


TECH



TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT



HEALTH

Zika – US Anticipates 4m+ Cases of Virus in Western Hemisphere wfb

H1N1 – Mexico sees spike in swine flu cases, 68 people dead R


ENDNOTE

Current Democratic Primary/Caucus Results by US County reddit *

Current Republican Primary/Caucus Results by US County reddit *


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