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{"id":55067,"date":"2015-12-02T23:22:55","date_gmt":"2015-12-03T04:22:55","guid":{"rendered":"http:\/\/bznwz.com\/?p=55067"},"modified":"2015-12-03T11:52:18","modified_gmt":"2015-12-03T16:52:18","slug":"3-december-2015","status":"publish","type":"post","link":"https:\/\/bznwz.com\/3-december-2015","title":{"rendered":"3 December 2015"},"content":{"rendered":"


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


\n

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

World \u2013 Citi: US recession, zero interest rates in China next year
\nFed \u2013 Rate hike has Democrats feeling nervous
\nRail \u2013 Cheap Crude Stalls Oil Trains
\n
<\/code><\/p>\n


\n

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

EZ – Oct: Retail trade down; -0.1%, +2.5% yr \/ EU<\/a> *<\/a><\/p>\n

Germany – Nov: Markit Composite PMI rises to 8-month high; 55.2 from 54.2 \/ m<\/a> *<\/a><\/p>\n

US – Nov: Markit service PMI fastest since August; 56.1 from 54.8 \/ m<\/a> *<\/a><\/p>\n

US – Nov: ISM Services PMI Falls; 55.9 from 59.1 \/ WSJ<\/a> \/ R<\/a><\/p>\n

US – Oct: Transportation buoys factory orders; +1.5% from -0.8% \/ R<\/a><\/p>\n

US – Week: Jobless claims edge up; +9k to 269k \/ R<\/a> \/ WSJ<\/a> \/ AP<\/a>
\n
<\/code><\/p>\n


\n

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

World – The return of inflation could define capital markets in 2016 FT<\/a> *<\/a><\/p>\n

World – Credit homework pivotal for investors FT<\/a> *<\/a> *<\/a><\/p>\n

World – Debt defaults near milestone FT<\/a> *<\/a><\/p>\n

World – Investors Too Slow to Catch Peak Returns WSJ<\/a> *<\/a><\/p>\n

World – Global company debt sales eclipse $2t FT<\/a> *<\/a><\/p>\n

World – Private market readies for credit ructions FT<\/a> *<\/a> *<\/a><\/p>\n

World – Private sector debt threatens EM governments, says Fitch FT<\/a> *<\/a> *<\/a><\/p>\n

World – EM Defaults Rise After Asia\u2019s Debt Pileup WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

World – Citi: US recession, zero interest rates in China next year R<\/a><\/p>\n

World – Fiscal Policy Makers Act B<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Fed – Yellen Says Economy Is Ripe for Hike NYT<\/a> \/ WSJ<\/a> \/ FT<\/a> \/ R<\/a> \/ AP<\/a> \/ B<\/a> *<\/a><\/p>\n

Fed – Economy Expands at \u2018Modest\u2019 Pace, Beige Book Says WSJ<\/a> \/ AP<\/a> \/ B<\/a> \/ B<\/a> *<\/a><\/p>\n

Fed – Rate hike has Democrats feeling nervous Pol<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

World – Bubble Watch B<\/a> *<\/a><\/p>\n

World – UBS: These 12 massive housing markets are too hot \/ bi<\/a> *<\/a>
\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


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


\n

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

Rail – Keystone Rejection Seen Pushing Crude Back Onto Cars B<\/a> *<\/a><\/p>\n

Rail – Cheap Crude Stalls Oil Trains B<\/a> *<\/a><\/p>\n

Pipeline – Climate policy is good for projects, Canada minister says G&M<\/a><\/p>\n

Pipeline – After Keystone setback, TransCanada turns to Mexico B<\/a> \/ G&M<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Oil – Falls Below $40 Amid New Signs of Glut WSJ<\/a> *<\/a><\/p>\n

Oil – Iran To Increase Output 1 mbpd, Calls on Others to Cut B<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

Oil – Opec Is Ready to Rumble Over Saudi Output WSJ<\/a> *<\/a><\/p>\n

Oil – Saudi counters \u2018lower for longer\u2019 mantra FT<\/a> \/ B<\/a> *<\/a> *<\/a><\/p>\n

Oil – Opec Argues About Cuts WSJ<\/a> \/ AP<\/a> \/ B<\/a><\/p>\n

Oil – Opec\u2019s Faith in Demand Rise on Shaky Ground WSJ<\/a> *<\/a><\/p>\n

Oil – How China trimmed its Opec dependence FT<\/a> *<\/a> *<\/a><\/p>\n

Oil – IEA Sees Glut Through 2016 After Reaching 17-Year High B<\/a> *<\/a><\/p>\n

Oil – Bulls Brace for Repeat of Opec’s Bearish Blow B<\/a> *<\/a><\/p>\n

Oil – Futures suggest fears of further sharp drop are premature WSJ<\/a> *<\/a><\/p>\n

Oil – Cut Supply or Drop Riyal Peg? Saudis Face \u2018Critical\u2019 Choice B<\/a> *<\/a><\/p>\n

Oil – Russia and Saudi Arabia Battle for Europe WSJ<\/a> *<\/a><\/p>\n

Oil – Saudi Arabia Edges Out Russia in China Sales B<\/a> *<\/a><\/p>\n

Oil – Low Crude Prices Catch Up With US Producers WSJ<\/a> *<\/a><\/p>\n

Oil – Writedowns Plague US Companies \/ B<\/a> *<\/a><\/p>\n

Oil – Strippers are more vulnerable than the frackers WSJ<\/a> *<\/a><\/p>\n

Oil – Japan falls out of love with petrol FT<\/a><\/p>\n

Oil – Petrobras the World\u2019s Most Indebted Oil Company WSJ<\/a> *<\/a><\/p>\n

Oil – Italy\u2019s Eni Plans to Pump in Arctic WSJ<\/a> *<\/a><\/p>\n

Oil – Alberta\u2019s carbon plan roils industry NP<\/a> *<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Schumpeter hits camera operator industry t<\/a> *<\/a>
\n
<\/code><\/p>\n


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