Today’s Issue Cluster: LatAm
Pistachios – Iran’s About to Shake the World Market
Crops – El Niño blows back; commodity markets wary of false alarm
TPP – Senator Warren hits back at Obama in Pacific Rim trade fight
Japan – Mar: Current-Account Surplus Widens to Biggest Since 2008; +¥2.8t not +¥2.1t / WSJ / B
China – Apr: Industrial-production growth improves slightly; +5.9% from +5.6% / WSJ
China – Apr: Retail sales slowest pace since 2006; +10.0% from +10.2% / FT / R *
EZ – Q1: Economy picks up pace but Germany lags; +0.4% from +0.3% / R / FT / NYT / AP / WSJ *
US – Mar: Business inventories suggest Q1 GDP contraction; +0.1% from -0.2% / R
US – Apr: Retail sales flat from +1.1% / R / R / B / cr *
US – Apr: Import prices fall for 10th month; -0.3% from -0.2% / R / WSJ
Bonds – US: Many Investors Still Bullish on Treasury Bonds WSJ *
Bonds – US: Bloodbath Is in the Math WSJ *
Bonds – EU: This is €1t less nuts ft * *
Bonds – EU: Of negative rates and reserve managers ft *
Bonds – China: Debt Stands Tall WSJ *
World – Inflation Expectations Tick Up WSJ *
World – Oil and bond yields signal shift from deflation worry FT * * *
LatAm – China tilts towards liberal economies FT *
Puerto Rico – Faces battle to avoid default FT / B / AP *
Cuba – US Permits Ferry Service WSJ *
Mexico – Investors take a century-long bet on boom-and-bust E *
Mexico – A deadly new enemy in drugs war FT * * *
Venezuela – Economy Suffers as Import Schemes Siphon Billions NYT
Bolivia – Access to the sea E *
Peru – Fails to dig its way out of deadlock amid mining unrest FT *
Brazil – Economy Struggles to Take Off WSJ
Brazil – Farm sector no savior for economy as credit tightens R *
LatAm – Braces for higher US rates FT
US – Senate committee chair plans to wind back bank rules FT / WSJ / WSJ / FT
US – Big Banks’ Debt-Cost Conundrum WSJ *
Brazil – Big Property Investors Hunt for Bargains WSJ / WSJ *
TPP – Senate Democrats Foil Obama FT / WSJ / NYT / AP / R / B
TPP – Obama Calls Elizabeth Warren ‘Absolutely Wrong’ NYT / WSJ / FT / NYT
TPP – Senator Warren hits back at Obama in Pacific Rim trade fight R / wapo
TPP – Talks trigger nostalgia for trade wars in Japan N
TPP – ‘The embattled future of global trade policy’ ft * *
Pistachios – Iran’s About to Shake the World Market B
Olives – Fear of Ruin as Disease Takes Hold of Italy’s Trees NYT
Soybeans – Prices Fall as USDA Forecasts Big Crop WSJ
Wheat – Heavyweights battle for global market share FT * *
Crops – El Niño blows back; commodity markets wary of false alarm FT *
Carbon – El Niño confirmation puts climate specialists on alert FT / B
Carbon – Greece, other EU strugglers emerge winners from reforms R *
Carbon – Fossil fuel: warming to a theme FT *
UK coalfields correlate closely with general election results motw *
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