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{"id":56580,"date":"2016-03-07T22:55:28","date_gmt":"2016-03-08T03:55:28","guid":{"rendered":"http:\/\/bznwz.com\/?p=56580"},"modified":"2016-03-08T10:15:49","modified_gmt":"2016-03-08T15:15:49","slug":"8-march-2016","status":"publish","type":"post","link":"https:\/\/bznwz.com\/8-march-2016","title":{"rendered":"8 March 2016"},"content":{"rendered":"


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


\n

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

Japan \u2013 The $5t Quandary as Negative-Yielding Debt Doubles
\nJapan \u2013 Shrinking Economy Threatens Abe\u2019s Political Goals
\nShale \u2013 Boom More Resilient Than the US Government Thought
\n
<\/code><\/p>\n


\n

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

Japan – Q4: GDP revised up; -1.1% was -1.4% \/ R<\/a> \/ FT<\/a><\/p>\n

China – Feb: Exports plunge fastest since 2009; -25.4% from -11.2% \/ FT<\/a> \/ WSJ<\/a><\/p>\n

US – Feb: NFIB Small Business Index decreased; 92.9 from 93.9 \/ cr<\/a>
\n
<\/code><\/p>\n


\n

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

Japan – Global Pressure Mean Few Options to Weaken Yen WSJ<\/a> *<\/a><\/p>\n

Japan – The Government Gets Paid to Borrow Money WSJ<\/a> \/ FT<\/a> *<\/a><\/p>\n

Japan – Long-term bonds set new record lows FT<\/a> *<\/a><\/p>\n

Japan – The $5t Quandary as Negative-Yielding Debt Doubles B<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Japan – Tucking 10,000-Yen Bills Under the Mattress Spells Worry for Abe B<\/a> *<\/a><\/p>\n

Japan – Snapping Up Safes to Stash Cash WSJ<\/a> *<\/a><\/p>\n

Japan – Department stores bask in glow of negative rates policy FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Japan – Shrinking Economy Threatens Abe\u2019s Political Goals WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

BOJ – Abe board choice signals determination on stimulus FT<\/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

Japan – Population fell nearly 1m in 2010-15 AP<\/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 – US Disrupts Technology Plans WSJ<\/a> \/ R<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

China – ZTE Restrictions Bad News for US Tech Suppliers WSJ<\/a><\/p>\n

China – ZTE\u2019s Smartphone Ambitions Run Into US Trade Restrictions WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Metals – Prices signal market bottom FT<\/a> *<\/a><\/p>\n

Metals – Glencore Lost $5b in 2015 WSJ<\/a> *<\/a><\/p>\n

Metals – Port Sale Highlights Western Australia\u2019s Sinking Fortunes WSJ<\/a> *<\/a><\/p>\n

Gold – Price hits 13-month high FT<\/a> *<\/a><\/p>\n

Gold – Becomes the Biggest Winner of 2016 B<\/a> *<\/a><\/p>\n

Iron – Jumps by record 19% on China stimulus hopes FT<\/a> *<\/a><\/p>\n

Iron – Soars on Expectation of China Stimulus WSJ<\/a> *<\/a><\/p>\n

Iron – Price Surge Unprecedented \/ B<\/a> *<\/a><\/p>\n

Iron – China Will Make Sure Rebound Won\u2019t Last WSJ<\/a> *<\/a><\/p>\n

Iron – Miner Alliance Keeps Ore Going WSJ<\/a> \/ B<\/a> *<\/a> *<\/a><\/p>\n

Iron – The Theory That Flower Power Helped Fuel Massive Rally B<\/a> *<\/a><\/p>\n

Copper – Skeptics Boost Bearish Wagers, Defying Rally for Prices B<\/a> \/ FT<\/a> *<\/a><\/p>\n

Copper – Bears Turn Into Bulls Before Prices Rally Most Since 2011 B<\/a> *<\/a><\/p>\n

Zinc – Rallies 25% after falling in January FT<\/a><\/p>\n

Nickel – Can\u2019t Find a Silver Lining WSJ<\/a> *<\/a><\/p>\n

Aluminum – Autos shed weight B<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Shale – Boom More Resilient Than the US Government Thought B<\/a> *<\/a><\/p>\n

Shale – OK Puts Limits on Wells to Fight Quakes NYT<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

If Mexico says no, there’s always Australia… dm<\/a> *<\/a>
\n
<\/code><\/p>\n


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