7 April 2015



Today’s Issue Cluster: Iran

World – Land has returned as a constraint on growth
Rail – US Board Seeks Stiffer Standards for Oil Tank Cars
Aluminum – The decline and fall of South American production


MAJOR DATA POINTS

EU – Mar: Producer price fall slows more than expected; +0.5%, -2.8% yr / R *

US – Feb: JOLTS job openings at 14-year high; +168K to 5.1m R *


MARKETS

Bonds – Corporate debt rally puts equities in shade FT * *

Bonds – Investors Scoop Up Companies’ Debt WSJ *


ECONOMICS



POLITICS & FISCAL POLICY

Iran – Deal primes market for rising exports FT * * *

Iran – Deal May Be Slow to Affect Oil Sector NYT / R / WSJ / E * *

Iran – Has a little surprise for oil markets that’s ready to ship B *

Iran – US, EU positioning N *

Iran – Deal Prospects Stir Hopes of Consumers, Importers WSJ / B / WSJ * *

Iran – Private Businesses Hope for Relief From Easing Sanctions WSJ *

Iran – Nuclear Deal Could Drive Foreign Investors to Stocks WSJ / WSJ *

Iran – Economic pressure grows on president as nuclear deal nears FT * *


MONETARY POLICY



FINANCE



REAL ESTATE

World – Land has returned as a constraint on growth E * * *

World – Tech innovators aim to shake up property industry FT

World – Silicon Valley Firms Plant Roots in Farm Belt WSJ *


LABOR & EDUCATION



SERVICES

Music – Pandora: going for a song FT *

Music – Scrutinizing the Streaming Model WSJ *


MANUFACTURING



TECH

EU – Regulators scrutinise Apple over music streaming plans FT / WSJ

EU – Lays Groundwork for Antitrust Charges Against Google WSJ / FT

EU – Steps Up Pressure on Tech Giants WSJ / NYT *


TRADE & TRANSPORTATION

Rail – Oil Shipments Take Slow Track WSJ *

Rail – US Board Seeks Stiffer Standards for Oil Tank Cars NYT

Rail – New rules take effect for ND oil shipments AP

Rail – Where the oil trains go / bi * *

Rail – Stock Ratio with Air Seen Lifting Off B *


COMMODITIES

Copper – Supply Problems Buff Away Some Tarnish WSJ * *

Aluminum – The decline and fall of South American production r * *


ENERGY & ENVIRONMENT

Oil – Surges on Signs of Growing Demand WSJ / WSJ

Oil – Companies are poised to post ‘ugly’ quarterly results WSJ / IBD *

Oil – Saudi strategy to retain dominance FT * *

Oil – Libya’s Biggest Port May Reopen B / NYT / motw *

Oil – Cheap crude, corruption charges hit China’s majors N *

Oil – Price Drop Offers Petro-States Chance to Curb Domestic Demand WSJ *


HEALTH



ENDNOTE

How genre affects musician life expectancy conv * *


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