Today’s Issue Cluster: Trade
US – Prices Are Plunging. So Why Is Everyone Freaking Out?
Cotton – Bangladesh Set to Supplant China as World’s Top Importer
Oil – Could Prices Jump 50% by the End of 2016
Indonesia – 2015: Growth Beats Estimates; +4.79% from +5.02% / FT / B / AFP
Germany – Dec: Factory Orders Fall; -0.7% from +0.5% / B
US – 2015: Exports fell for first time since recession; -4.8% / AP
US – Jan: US jobs growth slows; +151k from +262k / FT / WSJ / R / NYT / AP / B *
Stocks – Tracing Oil’s Hypnosis of Equities From Wealth Funds to Junk B * *
Stocks – Tightest Correlation with Oil in 26 Years WSJ *
US – Oil Rout Threatens Vicious Cycle for Economy WSJ *
US – Prices Are Plunging. So Why Is Everyone Freaking Out? wsj * *
TPP – Deal signed, but years of negotiations still to come R / AFP
TPP – Senator Portman to Oppose Pact NYT
TPP – Pharma holds key to US ratification FT
TPP – US Election Complicates Passage WSJ
TPP – ‘None of four most likely to be next president in favor’ cfr / NYT
TPP – May Spare US Workers Overall But Slow Factory Hiring WSJ / NYT
TPP – The latest and probably best estimate mr
TPP – Canada will sign trade deal, but ratification not certain CP
TPP – Set to Give Big Boost to Japan, Vietnam, Malaysia WSJ *
TPP – What a Misleading Chart on US Trade Looks Like wsj * *
World – Recovery From Trade Swoon May Be Slow WSJ *
Rubber – World’s Top Producers Curbing Output WSJ *
Cotton – Bangladesh Set to Supplant China as World’s Top Importer B *
Olive Oil – About to Have Its Moment? B * *
Oil – Could Prices Jump 50% by the End of 2016 B *
Oil – Producers retool for lower prices FT *
Oil – Industry’s Plan to Keep Investors Happy: Borrow B *
Oil – Texas Isn’t Scared of $30 B *
Oil – Refiners starting to feel the pressure of record stockpiles / b *
Oil – Iranian Political Battles Pose Risk for Contracts WSJ *
Oil – Don’t underestimate the impact of Middle East politics WSJ / WSJ *
Oil – Collapse brings North Sea fields near end of production FT *
Oil – Hedge funds split over outlook FT *
Oil – From boom to bailout? FT * *
From where countries import the most am *
