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{"id":50783,"date":"2015-03-04T23:00:22","date_gmt":"2015-03-05T04:00:22","guid":{"rendered":"http:\/\/bznwz.com\/?p=50783"},"modified":"2015-03-05T11:28:34","modified_gmt":"2015-03-05T16:28:34","slug":"5-march-2015","status":"publish","type":"post","link":"https:\/\/bznwz.com\/5-march-2015","title":{"rendered":"5 March 2015"},"content":{"rendered":"


<\/code><\/p>\n


\n

Today\u2019s Issue Cluster: Monetary Policy<\/p>\n

LatAm \u2013 Petrobras fall from grace roils wider debt markets
\nBrazil \u2013 Petrobras scandal threatens to tear apart ruling coalition
\nShip \u2013 Ports Gridlock Reshapes the Supply Chain
\n
<\/code><\/p>\n


\n

MAJOR DATA POINTS<\/b><\/a><\/p>\n

Germany – Jan: Factory orders down more than expected; -3.9% from +4.4% \/ AP<\/a> \/ R<\/a> *<\/a><\/p>\n

US – Jan: Factory orders fall for sixth straight month; -0.2% from -3.5% \/ R<\/a><\/p>\n

US – Week: Jobless Claims Rise to Highest Level Since May; +7k to 320k \/ WSJ<\/a> \/ R<\/a> \/ B<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

MARKETS<\/b><\/a><\/p>\n

LatAm – Petrobras fall from grace roils wider debt markets FT<\/a> *<\/a> *<\/a><\/p>\n

Brazil – Struggles Hammer the Real WSJ<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

ECONOMICS<\/b><\/a><\/p>\n

Brazil – The crash of a titan E<\/a> *<\/a> *<\/a><\/p>\n

Brazil – Waxing and waning e<\/a> *<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Brazil – Drought-Stricken S\u00e3o Paulo Battles Dengue Fever Outbreak WSJ<\/a><\/p>\n

Brazil – Large Divergence Forming in Brics Forecasts \/ b<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

POLITICS & FISCAL POLICY<\/b><\/a><\/p>\n

Brazil – Petrobras scandal threatens to tear apart ruling coalition AFP<\/a> \/ WSJ<\/a><\/p>\n

Brazil – Downgrade of Oil Giant Stirs Wider Concern WSJ<\/a> *<\/a><\/p>\n

Brazil – As Brasilia Tightens Belt, Other Woes Follow WSJ<\/a>
\n
<\/code><\/p>\n


\n

MONETARY POLICY<\/b><\/a><\/p>\n

BCB – Brazil raises rates to six-year high FT<\/a> \/ WSJ<\/a> \/ B<\/a><\/p>\n

RBI – India makes second rate cut FT<\/a> \/ WSJ<\/a> \/ WSJ<\/a><\/p>\n

PBOC – China Cuts Interest Rates on Special Lending Tools WSJ<\/a><\/p>\n

Asia – Low growth, disinflation create climate for easing \/ b<\/a> *<\/a><\/p>\n

RBA – Australia Holds Rates WSJ<\/a> \/ FT<\/a> \/ AFP<\/a> \/ r<\/a> *<\/a> *<\/a><\/p>\n

World – Since year-start, 17 central banks have cut rates \/ b<\/a> *<\/a><\/p>\n

World – Negative Interest Rates Yield Positive Results\u2014So Far WSJ<\/a> *<\/a><\/p>\n

EU – Negative Rates Test Technology at European Banks WSJ<\/a> \/ FT<\/a> *<\/a><\/p>\n

ECB – Bond-buying to start on Monday FT<\/a> \/ WSJ<\/a> \/ NYT<\/a> \/ B<\/a> \/ AP<\/a> \/ R<\/a> *<\/a><\/p>\n

ECB – Prepares to give details of QE scheme FT<\/a> \/ FT<\/a> *<\/a> *<\/a><\/p>\n

ECB – European Stimulus Sparks Bond Blitz WSJ<\/a> *<\/a><\/p>\n

BOE – Keeps rates on hold, six years after crisis cut R<\/a> *<\/a><\/p>\n

BOE – Embroiled in money-market fraud probe FT<\/a><\/p>\n

BOC – Chance of another Canada rate cut slim G&M<\/a><\/p>\n

Fed – Washington Strips New York Region\u2019s Power WSJ<\/a> *<\/a> *<\/a><\/p>\n

Fed – Beige Book: Hiring and Consumer Spending Look Solid WSJ<\/a> \/ AP<\/a><\/p>\n

Fed – Yellen Urged \u2018Bold Action\u2019 in 2009 WSJ<\/a> \/ FT<\/a> \/ NYT<\/a> \/ R<\/a> \/ AP<\/a> \/ B<\/a> \/ WSJ<\/a> <\/p>\n

Fed – Near majority backs June liftoff Yellen hasn’t yet endorsed R<\/a> \/ WSJ<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

Fed – Inflation Undershoots 2% Target For 33rd Straight Month wsj<\/a> *<\/a><\/p>\n

Fed – Faces Foreign-Policy Dilemma on Rates WSJ<\/a> *<\/a><\/p>\n

Fed – Dudley, top economists urge later rate hike R<\/a> \/ R<\/a> *<\/a><\/p>\n

Fed – Markets play chicken over rates FT<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

Fed – Stimulus \u2018only now being fully felt\u2019 FT<\/a> *<\/a><\/p>\n

Fed – S&P 500 Returns During QE Era \/ bp<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

FINANCE<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

REAL ESTATE<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

LABOR & EDUCATION<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

SERVICES<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

MANUFACTURING<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

TECH<\/b><\/a><\/p>\n

Net Neutrality – EU: Proposals open up \u2018two-speed\u2019 internet FT<\/a> \/ WSJ<\/a><\/p>\n

Net Neutrality – US: $850m spent on lobbying \/ wapo<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

TRADE & TRANSPORTATION<\/b><\/a><\/p>\n

Ship – Ports Gridlock Reshapes the Supply Chain WSJ<\/a> *<\/a><\/p>\n

Ship – Panama Canal expects boost from US ports dispute FT<\/a><\/p>\n

Ship – Egyptians race to expand Suez Canal AP<\/a>
\n
<\/code><\/p>\n


\n

COMMODITIES<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

ENERGY & ENVIRONMENT<\/b><\/a><\/p>\n

Oil – Exxon CEO says prices will stay low FT<\/a> *<\/a><\/p>\n

Oil – US running out of storage room; price collapse next? AP<\/a> \/ B<\/a> *<\/a> *<\/a><\/p>\n

Oil – US majors set to buy smaller players FT<\/a><\/p>\n

Oil – Saudi Minister Denies Price War With US Shale WSJ<\/a><\/p>\n

Oil – Companies Begin to Give Up on Yemen WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

HEALTH<\/b><\/a><\/p>\n

Insurance – Biggest Fear: A Health-Law Death Spiral WSJ<\/a> *<\/a><\/p>\n

Insurance – Hospitals optimistic they’ll dodge bullet R<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

ENDNOTE<\/b><\/a><\/p>\n

Which export makes each country the most money gp<\/a> *<\/a>
\n
<\/code><\/p>\n


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