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{"id":50874,"date":"2015-03-10T22:57:00","date_gmt":"2015-03-11T02:57:00","guid":{"rendered":"http:\/\/bznwz.com\/?p=50874"},"modified":"2015-03-11T11:18:05","modified_gmt":"2015-03-11T15:18:05","slug":"11-march-2015","status":"publish","type":"post","link":"https:\/\/bznwz.com\/11-march-2015","title":{"rendered":"11 March 2015"},"content":{"rendered":"


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


\n

Today\u2019s Issue Cluster: Currencies<\/p>\n

China \u2013 Strengths Are Now Weaknesses
\nMetals \u2013 China: Changing signals from metals trade
\nChina \u2013 Manufacturers shift from quantity to quality
\n
<\/code><\/p>\n


\n

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

China – Feb: Industrial output grows; +6.8% from +7.9% \/ B<\/a> \/ X<\/a> *<\/a><\/p>\n

China – Feb: Retail sales up; +10.7% from +11.9% \/ X<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Currencies – Euro slides against the dollar as parity looms FT<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

Currencies – Central-Bank Moves Spook Investors WSJ<\/a> *<\/a><\/p>\n

Currencies – Strong Dollar Boosts US-Owned EU Hotels WSJ<\/a> *<\/a><\/p>\n

Currencies – EMs extend slide FT<\/a> \/ WSJ<\/a> \/ NYT<\/a><\/p>\n

Currencies – Renminbi settles into reverse gear FT<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Currencies – Yen Resumes Slide to Hit Seven-Year Low WSJ<\/a><\/p>\n

Currencies – Optimists see end for Brazil currency slide FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

China – Data point to sharper slowdown FT<\/a> *<\/a> *<\/a><\/p>\n

China – Economy Sputters Toward More Stimulus WSJ<\/a> \/ R<\/a> *<\/a> *<\/a><\/p>\n

China – Strengths Are Now Weaknesses NYT<\/a><\/p>\n

China – Prepares Mergers for Big State-Owned Enterprises WSJ<\/a> *<\/a><\/p>\n

China – Deficit plans put squeeze on local government financing R<\/a> *<\/a><\/p>\n

China – Lowers Growth Target to About 7% WSJ<\/a> \/ FT<\/a> *<\/a><\/p>\n

China – On Long, Slow Road to Reform WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

PBOC – China shifts stimulus focus from monetary to fiscal policy FT<\/a> *<\/a> *<\/a><\/p>\n

PBOC – ‘Low inflation and high real rates keep up pressure to ease more’ \/ b<\/a> *<\/a><\/p>\n

ECB – Bankers\u2019 hunger for QE purchases outweighs risk of losses FT<\/a> *<\/a> *<\/a><\/p>\n

ECB – Real-Estate Investors Sing Praises of Bond Buys WSJ<\/a> *<\/a><\/p>\n

Fed – Likely to Remove \u2018Patient\u2019 WSJ<\/a> *<\/a><\/p>\n

World – Low prices are stymying policy makers all over WSJ<\/a> *<\/a><\/p>\n

World – How Far Below Zero Can Interest Rates Go? wsj<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Investment Banking – JPMorgan Chase Tilts Toward the Consumer Side NYT<\/a><\/p>\n

Investment Banking – UK retreat gathers pace FT<\/a> \/ WSJ<\/a> \/ FT<\/a> *<\/a><\/p>\n

Investment Banking – UK decay leaves smaller clients exposed FT<\/a> *<\/a><\/p>\n

Investment Banking – Slow Start for Asia Revenue WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

China – Jobs Picture Darkens WSJ<\/a><\/p>\n

China – Manufacturers shift from quantity to quality N<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Gaming – China Corruption Crackdown Deals Macau a Rough Hand WSJ<\/a> \/ B<\/a> *<\/a><\/p>\n

Gaming – Macau slump stings US casino operators N<\/a> *<\/a><\/p>\n

Gaming – Macau Revenue (plunging) vs Visitors from China (stable) \/ b<\/a> *<\/a><\/p>\n

Gaming – Cambodian casinos look to win from China crackdown FT<\/a>
\n
<\/code><\/p>\n


\n

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

Ship – China builders urged to merge to stay afloat FT<\/a> \/ C<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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


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


\n

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

Metals – China: Weak Economy Dims Rebound WSJ<\/a><\/p>\n

Metals – China: Changing signals from metals trade r<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Metals – China: Copper fate hinges on demand FT<\/a> *<\/a> *<\/a><\/p>\n

Metals – China: Production of more nickel pig iron hitting obstacles WSJ<\/a>
\n
<\/code><\/p>\n


\n

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

Air – Measures to combat pollution are biting hard E<\/a> *<\/a><\/p>\n

Air – What Indians breathe is dangerously toxic E<\/a> *<\/a><\/p>\n

Air – ‘Delhi Wakes Up to Pollution Problem It Cannot Ignore’ NYT<\/a> *<\/a><\/p>\n

Air – The urban environment: Clean-up time FT<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Air – LA Sees Health Benefits as Its Smog Haze Clears WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

When Genius Sleeps NY<\/a> *<\/a>
\n
<\/code><\/p>\n


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