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{"id":54885,"date":"2015-11-22T23:29:53","date_gmt":"2015-11-23T04:29:53","guid":{"rendered":"http:\/\/bznwz.com\/?p=54885"},"modified":"2015-11-23T10:42:17","modified_gmt":"2015-11-23T15:42:17","slug":"23-november-2015","status":"publish","type":"post","link":"https:\/\/bznwz.com\/23-november-2015","title":{"rendered":"23 November 2015"},"content":{"rendered":"


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


\n

Today\u2019s Issue Cluster: Latin America<\/p>\n

Ship \u2013 Baltic Dry Index Drops to All-Time Low
\nNatGas \u2013 China on Hook for More LNG Than It Needs
\nEl Ni\u00f1o \u2013 Likely to drench key California drought zone
\n
<\/code><\/p>\n


\n

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

EZ – Nov: Markit PMI rises; 54.4 from 53.9 \/ FT<\/a> \/ B<\/a> *<\/a><\/p>\n

US – Oct: NAR existing home sales fall more than expected; -3.4%, +3.9% yr \/ R<\/a> \/ WSJ<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

LatAm – Political color bad guide for macro prospects B<\/a> *<\/a> *<\/a><\/p>\n

Argentina – Tempts Big Money Managers Again WSJ<\/a> *<\/a><\/p>\n

Argentina – Fever Is Back for Investors as Kirchner Rival Triumphs B<\/a> *<\/a><\/p>\n

Brazil – Inflation at 12-year high compounds economic crisis FT<\/a> *<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Brazil – Foreign Investors Buy In WSJ<\/a> *<\/a><\/p>\n

Venezuela – Now Losing to Bolivia B<\/a> *<\/a> *<\/a><\/p>\n

Colombia – The promise of peace E<\/a> *<\/a> *<\/a><\/p>\n

Colombia – Economic slowdown highlights the need for structural change E<\/a> *<\/a><\/p>\n

Mexico – The mood is gloomy, but the tills are ringing E<\/a> *<\/a> *<\/a><\/p>\n

Puerto Rico – Close to default precipice FT<\/a> *<\/a> *<\/a><\/p>\n

Puerto Rico – Barriers to growth need to come down WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Argentina – Macri wins presidential election FT<\/a> \/ WSJ<\/a> \/ AP<\/a> \/ R<\/a> \/ FT<\/a><\/p>\n

Argentina – The first round of voting shook up the presidential race E<\/a> \/ E<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

BCB – Brazil Central Bank concedes high inflation for longer B<\/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

US – Mexican Immigration Reverses WSJ<\/a> \/ NYT<\/a> \/ AP<\/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


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


\n

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

Ship – Baltic Dry Index Drops to All-Time Low B<\/a> *<\/a><\/p>\n

Ship – LA area Port Traffic declines \/ cr<\/a> *<\/a><\/p>\n

Ship – Quiet US Ports Spark Slowdown Fears WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

El Ni\u00f1o – Still gathering strength B<\/a> *<\/a><\/p>\n

El Ni\u00f1o – Could be the most powerful on record LAT<\/a> *<\/a><\/p>\n

El Ni\u00f1o – Likely to drench key California drought zone LAT<\/a> *<\/a><\/p>\n

El Ni\u00f1o – Threatens fishmeal prices FT<\/a><\/p>\n

El Ni\u00f1o – May Warm US Economy in Early 2016 B<\/a> *<\/a><\/p>\n

El Ni\u00f1o – Leaves much of South-East Asia choking in smog E<\/a> \/ e<\/a> *<\/a> *<\/a><\/p>\n

El Ni\u00f1o – Businesses Take Heat From Haze in Indonesia WSJ<\/a> \/ N<\/a> \/ N<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

NatGas – China Hopes to Fire Up Economy With Cheaper Fuel WSJ<\/a> *<\/a><\/p>\n

NatGas – China on Hook for More LNG Than It Needs B<\/a> *<\/a> *<\/a><\/p>\n

NatGas – Bulging Storage Should Terrify Investors WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

If you can’t understand what economists are saying… b<\/a> *<\/a>
\n
<\/code><\/p>\n


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