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{"id":51550,"date":"2015-04-22T23:08:40","date_gmt":"2015-04-23T03:08:40","guid":{"rendered":"http:\/\/bznwz.com\/?p=51550"},"modified":"2015-04-23T11:11:19","modified_gmt":"2015-04-23T15:11:19","slug":"23-april-2015","status":"publish","type":"post","link":"https:\/\/bznwz.com\/23-april-2015","title":{"rendered":"23 April 2015"},"content":{"rendered":"


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


\n

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

Ship \u2013 Cheaper fuel to boost container shipping
\nRare Earths – China ends export tax
\nHospitals \u2013 Rural facilities struggle to survive
\n
<\/code><\/p>\n


\n

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

Japan – Apr: Markit PMI contracts for first time in 11 months; 49.7 from 50.3 \/ R<\/a><\/p>\n

SK – Q1: GDP data add strength to calls for further stimulus; +0.8% from +0.3% \/ FT<\/a> \/ AFP<\/a><\/p>\n

China – Apr: HSBC PMI contracts to one-year low; 49.2 from 49.6 \/ R<\/a> \/ WSJ<\/a> \/ b<\/a> *<\/a><\/p>\n

EZ – Apr: Markit PMI hit by French weakness; 53.5 from 54.0 \/ FT<\/a> \/ NYT<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

US – Apr: Markit factory activity growth slows; 54.2 from 55.7 \/ R<\/a><\/p>\n

US – Mar: New home sales tumble; 481k from 543k \/ R<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

US – Week: Jobless claims edge up; +1k to 295k \/ R<\/a>
\n
<\/code><\/p>\n


\n

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

Stocks – EU: American Activist Investors Take Another Charge WSJ<\/a> *<\/a><\/p>\n

Stocks – US: Should Withstand Tepid Earnings WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Russia – Economy shrinks 2-4% despite Putin\u2019s positive spin FT<\/a> *<\/a> *<\/a><\/p>\n

Russia – Workers Take Aim at Putin as Economy Exacts Its Toll NYT<\/a><\/p>\n

Russia – Borrowers unable to repay dollar loans AFP<\/a><\/p>\n

Russia – Industrial companies count the cost of doing business FT<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Russia – Brussels accuses Gazprom over gas stranglehold FT<\/a> \/ NYT<\/a> \/ AP<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

Russia – Gazprom and the EU test energy ties that bind FT<\/a> \/ NYT<\/a> \/ q<\/a> *<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

World – Who is right about the equilibrium interest rate? ft<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

World – Gender Gap Persists for Bank-Account Holders WSJ<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

EU – Gears up to take the fight to people smugglers FT<\/a> *<\/a><\/p>\n

EU – Rich Smuggling Trade Fuels Deadly Migration WSJ<\/a> *<\/a> *<\/a><\/p>\n

EU – The cruel sea e<\/a> *<\/a><\/p>\n

EU – Refugee Surge in Germany Puts Pressure on Small Towns WSJ<\/a> *<\/a><\/p>\n

EU – Anti-immigration mood weighs on EU politicians FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Telecoms – Google Wireless Service Undercuts Phone Plans WSJ<\/a> *<\/a><\/p>\n

Telecoms – Comcast Won\u2019t Founder Without Time Warner Cable Deal WSJ<\/a> \/ NYT<\/a> \/ WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Recycling – High Costs Put Cracks in Glass Programs WSJ<\/a> *<\/a><\/p>\n

Recycling – Becomes a Tougher Sell as Prices Drop WSJ<\/a> \/ E<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Ship – Cheaper fuel to boost container shipping r<\/a> *<\/a><\/p>\n

Ship – LA traffic increases following labor deal cr<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Rare Earths – China ends export tax FT<\/a><\/p>\n

Copper – Producers position for price recovery FT<\/a> *<\/a><\/p>\n

Lead – Gets the Lead Out WSJ<\/a> *<\/a><\/p>\n

Iron – Steelmakers braced for China slowdown FT<\/a> *<\/a><\/p>\n

China – Hedge funds bend nonferrous metals markets N<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Oil – Latest Fear: A Price Shock After Spending Cuts B<\/a><\/p>\n

Oil – ‘US Role Signals Jagged Future’ B<\/a> \/ NYT<\/a><\/p>\n

Oil – Industry\u2019s Battle Cry: Exports Now! WSJ<\/a><\/p>\n

Oil – Speculators divided over US prices r<\/a> *<\/a><\/p>\n

Oil – 5 years after BP spill: What’s changed in offshore drilling AP<\/a> *<\/a><\/p>\n

Oil – Saudi Arabia\u2019s keeps pumping at high levels \/ b<\/a> *<\/a><\/p>\n

Oil – Pemex prepares to expand production after decade of decline FT<\/a> *<\/a><\/p>\n

Oil – Angola seeks $10b for infrastructure despite price collapse FT<\/a> *<\/a> *<\/a><\/p>\n

Oil – The arctic holds ~525 BBOE; production years away \/ b<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Hospitals – University Facilities Now Source of Worry for Schools WSJ<\/a> *<\/a><\/p>\n

Hospitals – Rural facilities struggle to survive WaPo<\/a>
\n
<\/code><\/p>\n


\n

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

Government economist: US worth $22.98 trillion wsj<\/a> *<\/a>
\n
<\/code><\/p>\n


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