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{"id":51083,"date":"2015-03-24T03:45:47","date_gmt":"2015-03-24T07:45:47","guid":{"rendered":"http:\/\/bznwz.com\/?p=51083"},"modified":"2015-03-24T11:00:59","modified_gmt":"2015-03-24T15:00:59","slug":"24-march-2015","status":"publish","type":"post","link":"https:\/\/bznwz.com\/24-march-2015","title":{"rendered":"24 March 2015"},"content":{"rendered":"


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


\n

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

Bonds \u2013 EZ going long is better than going south
\nRare Earths \u2013 A Stock Soars After Showing Up on \u201960 Minutes\u2019
\nOil \u2013 Feds\u2019 Fracking Rule Won\u2019t Have Big Impact For Now
\n
<\/code><\/p>\n


\n

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

China – Mar: Flash HSBC PMI contracts to 11-month low; 49.2 from 50.7 \/ R<\/a> \/ WSJ<\/a> \/ B<\/a> \/ AP<\/a> *<\/a> *<\/a><\/p>\n

EZ – Mar: Markit PMI Strengthens; 54.1 from 53.3 \/ FT<\/a> \/ WSJ<\/a> \/ NYT<\/a> \/ AP<\/a> *<\/a> *<\/a><\/p>\n

UK – Feb: Inflation falls; zero from +0.3% \/ WSJ<\/a> \/ FT<\/a> \/ AP<\/a> \/ t<\/a> *<\/a><\/p>\n

US – Feb: Consumer Prices Rise For First Time Since October; +0.2% from -0.7% \/ R<\/a> \/ WSJ<\/a><\/p>\n

US – Jan: Home Prices Rose Less Than Expected; +0.3%, +5.1% yr \/ B<\/a><\/p>\n

US – Feb: Sales of New Homes Climb to Seven-Year High; +7.8% \/ B<\/a> \/ R<\/a> \/ cr<\/a> *<\/a><\/p>\n

US – Mar: Markit factory activity inches up; 55.3 from 55.1 \/ R<\/a> \/ B<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Bonds – ECB Stimulus Pushes Investors to Riskier Debt WSJ<\/a> *<\/a> *<\/a><\/p>\n

Bonds – US companies sell record euro debt FT<\/a> *<\/a><\/p>\n

Bonds – Market fears liquidity crunch repeat FT<\/a> *<\/a> *<\/a><\/p>\n

Bonds – EZ going long is better than going south R<\/a> *<\/a><\/p>\n

Bonds – The credit clock tolls for (some of) thee ft<\/a> *<\/a> *<\/a><\/p>\n

Bonds – China\u2019s market passes property test FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

China – Stumble Is More Than Seasonal WSJ<\/a> *<\/a><\/p>\n

China – ADB sees growth of at least 7% for next two years FT<\/a><\/p>\n

China – Needs Overhaul to Avoid Further Slowdown, OECD Says WSJ<\/a><\/p>\n

China – Firms Shift Investment From Mines to Trophy Assets WSJ<\/a> *<\/a><\/p>\n

China – ‘Wealth is flooding the world’ N<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

China – All of Asia feeling ‘new normal’ N<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

China – Slowdown sparks deflation fears N<\/a> *<\/a><\/p>\n

China – Japanese slow to open up to growing economic interest N<\/a> *<\/a><\/p>\n

China – Resource exporters face a glut as Beijing curbs imports N<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

China – Beijing has lent billions but defaults loom FT<\/a> *<\/a> *<\/a> *<\/a> *<\/a> *<\/a> *<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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


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


\n

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

China – Home Prices Extend Slide WSJ<\/a> \/ WSJ<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

HK – Property boom poised to end as Fed preps for rate hike R<\/a>
\n
<\/code><\/p>\n


\n

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

HigherEd – China: A surge in US overseas study E<\/a> *<\/a><\/p>\n

HigherEd – China\u2019s Anticorruption Campaign Drives Out MBA Students WSJ<\/a> *<\/a><\/p>\n

HigherEd – China\u2019s elderly flock back to university FT<\/a> *<\/a>
\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

China – Internet: Commerce and control FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Rare Earths – A Stock Soars After Showing Up on ’60 Minutes’ B<\/a> *<\/a> *<\/a><\/p>\n

Rare Earths – Production with US import sources \/ motw<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Oil – India Won\u2019t Pick Up China\u2019s Slack WSJ<\/a> *<\/a><\/p>\n

Oil – Price Drop Hurts Spending on Business Investments WSJ<\/a> *<\/a><\/p>\n

Oil – Debt Is Sector’s Four-Letter Word B<\/a> *<\/a> *<\/a><\/p>\n

Oil – Majors pile on record debt FT<\/a> *<\/a><\/p>\n

Oil – Feds’ Fracking Rule Won’t Have Big Impact For Now IBD<\/A> *<\/a><\/p>\n

Oil – Shale producers blame export ban for low US price FT<\/a> \/ AP<\/a> *<\/a><\/p>\n

Oil – Sands producers face harsh reality of rout B<\/a><\/p>\n

Oil – US refiners turn to tanker trucks to avoid ‘dumbbell’ crudes R<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Most popular web browser across the world wiki<\/a> *<\/a>
\n
<\/code><\/p>\n


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