7 March 2016



Today’s Issue Cluster: US Labor

EMs – Stocks Have Underperformed Since Reagan
Retail – Online in India: The great race
Alt – Solar: US fight over incentives


MAJOR DATA POINTS

X


MARKETS

EMs – Don Rally Cap WSJ *

EMs – Stocks Have Underperformed Since Reagan B *

EMs – Currencies show signs of life FT *

EMs – Currencies hit two-month highs FT *

EMs – Currencies Show Wear and Tear WSJ *

EMs – Flows (almost) back in the black FT / FT *

EMs – Debt: The well runs dry E * *

EMs – Is It Time to Make Up? WSJ *


ECONOMICS

EMs – Start to look less barren FT *

EMs – Ex-communist states great for business, despite a taste for graft FT *


POLITICS & FISCAL POLICY



MONETARY POLICY

World – Latin America and Asia diverge on interest rates FT *


FINANCE



REAL ESTATE

World – Rich have 25% of wealth invested in homes B *


LABOR & EDUCATION

US – Employers Look Past Global Tumult WSJ *

US – Full picture requires closer inspection WSJ *

US – Wages Drop in Mixed Jobs Report B / FT *

US – Typical Worker May Get Bigger Raises Than in the Jobs Report WSJ *

US – The Hurdles to Getting Workers Off the Sidelines WSJ *

US – This Is the Largest Job-Growth Streak Ever, Kind Of WSJ * * *

US – Hispanic Job Gains Accelerate B *

US – Productivity Slump Is for Real B *

US – A Less-Skilled Workforce May Be Holding Back Growth WSJ *

US – Minimum Wage Hikes Aren’t All Bad News for Wal-Mart B *

US – More female workers are delaying retirement WSJ * *

US – Is It Millennials’ Time to Shine? WSJ *

US – Oregon Just Set a New Minimum-Wage High WSJ *


SERVICES

Retail – Amazon vs. Wal-Mart: Who’s Winning Title Fight? IBD

Retail – Online in India: The great race E * * *


MANUFACTURING



TECH



TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

Alt – Solar: US fight over incentives R *

Alt – Wind: China’s Goldwind Knocks GE From Top Spot B *


HEALTH



ENDNOTE

World population density am *


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