Turkey: Gradual recovery in IP
At 1.6% y/y, February’s industrial production (IP) index was slightly below the market consensus and our expectation of 2%. On a seasonally and calendar adjusted basis, IP increased by 1.5% m/m, following a rise of 2.4% m/m in January and offset the 3.5% m/m contraction in December. The weaker-than-expected IP data in February hint that the economic recovery is likely to be gradual and slower than envisaged, despite the CBRT’s monetary easing. Yet, we expect the pickup in the manufacturing activity to become more visible in Q2, as suggested by the strong pace of credit growth and above 50 PMI readings.
Monday, April 8, 2013
Sunday, April 7, 2013
Chile: Feeble February Growth
Chile: Feeble February Growth
Nader Nazmi - Market Economics
Latam Macro Snapshot | 05 Apr 2013 |
Growth of real GDP, as measured by its monthly proxy Imacec, decelerated from 6.5% y/y in January to 3.8% y/y in February. This is in line with our 3.9% y/y forecasts but falls well short of the 4.8% y/y median estimate from the Bloomberg survey.
Nader Nazmi - Market Economics
Latam Macro Snapshot | 05 Apr 2013 |
Growth of real GDP, as measured by its monthly proxy Imacec, decelerated from 6.5% y/y in January to 3.8% y/y in February. This is in line with our 3.9% y/y forecasts but falls well short of the 4.8% y/y median estimate from the Bloomberg survey.
Friday, April 5, 2013
Texas Refinery Is Saudi Foothold in U.S. Market
Texas Refinery Is Saudi Foothold in U.S. Market
Published: Friday, 5 Apr 2013 | 9:21 AM ET
By: By Clifford Krauss
PORT ARTHUR, Tex. — It is hard to imagine the desert sands of the Persian Gulf being any farther away than from this swampy refinery port known for Cajun food, sport fishing and being the birthplace of Janis Joplin.
But right in the middle of town stands a strategic outpost for Saudi Arabia's global ambitions, although one that the Saudis appear loath to publicize.
http://www.cnbc.com/id/100618028
Published: Friday, 5 Apr 2013 | 9:21 AM ET
By: By Clifford Krauss
PORT ARTHUR, Tex. — It is hard to imagine the desert sands of the Persian Gulf being any farther away than from this swampy refinery port known for Cajun food, sport fishing and being the birthplace of Janis Joplin.
But right in the middle of town stands a strategic outpost for Saudi Arabia's global ambitions, although one that the Saudis appear loath to publicize.
http://www.cnbc.com/id/100618028
Investment opportunities in debt fund strategies
Investment opportunities in debt fund strategies
Thu, 04/04/2013 - 11:13
Download the special report Investment opportunities in debt fund strategies
BNP Paribas
By James Williams – Prior to the global financial crisis the ability for European corporates to finance themselves via leveraged loans was dominated by a prevalence of collateralised loan obligations (CLOs): in 2007, at its peak, the CLO market bought up two thirds of the USD166billion of leveraged loans issued that year, according to ratings agency Standard & Poor’s.
http://www.hedgeweek.com/2013/04/04/182608/investment-opportunities-debt-fund-strategies
Thu, 04/04/2013 - 11:13
Download the special report Investment opportunities in debt fund strategies
BNP Paribas
By James Williams – Prior to the global financial crisis the ability for European corporates to finance themselves via leveraged loans was dominated by a prevalence of collateralised loan obligations (CLOs): in 2007, at its peak, the CLO market bought up two thirds of the USD166billion of leveraged loans issued that year, according to ratings agency Standard & Poor’s.
http://www.hedgeweek.com/2013/04/04/182608/investment-opportunities-debt-fund-strategies
Thursday, April 4, 2013
US Hears Footsteps of Global Challengers in NatGas Boom
US Hears Footsteps of Global Challengers in NatGas Boom
Published: Thursday, 4 Apr 2013 | 2:15 PM ET
By: Javier E. David
Special to CNBC.com
The United States, currently one of the world's largest sources of natural gas, may find itself fending off increasingly stiff competition in the resource's development, as the move to tap natural gas supplies goes global.
http://www.cnbc.com/id/100617228
Published: Thursday, 4 Apr 2013 | 2:15 PM ET
By: Javier E. David
Special to CNBC.com
The United States, currently one of the world's largest sources of natural gas, may find itself fending off increasingly stiff competition in the resource's development, as the move to tap natural gas supplies goes global.
http://www.cnbc.com/id/100617228
Wednesday, April 3, 2013
San Francisco SERI Report 2013
http://www.studley.com/research-documents-search-results.htm?l=San Francisco
San Francisco SERI Report 2013
Total rent, $58.35, posted a 4.7% year-on-year increase. Net rent rose for the second year in a row, averaging $38.00. Electricity (+1.5%), real estate taxes (+2.0%) and operating expenses (+2.1%) all increased.
http://www.studley.com/research-documents-search-results.htm?l=San Francisco
San Francisco SERI Report 2013
Total rent, $58.35, posted a 4.7% year-on-year increase. Net rent rose for the second year in a row, averaging $38.00. Electricity (+1.5%), real estate taxes (+2.0%) and operating expenses (+2.1%) all increased.
http://www.studley.com/research-documents-search-results.htm?l=San Francisco
The United States of Oil (12 of 12)
The United States of Oil
By John Lippert - Apr 2, 2013
12 of 12
Millions of Barrels
http://www.bloomberg.com/slideshow/2013-04-02/the-united-states-of-oil.html#slide12
By John Lippert - Apr 2, 2013
12 of 12
Millions of Barrels
http://www.bloomberg.com/slideshow/2013-04-02/the-united-states-of-oil.html#slide12
The United States of Oil (11 of 12)
The United States of Oil
By John Lippert - Apr 2, 2013
11 of 12
In the Zone
http://www.bloomberg.com/slideshow/2013-04-02/the-united-states-of-oil.html#slide11
By John Lippert - Apr 2, 2013
11 of 12
In the Zone
http://www.bloomberg.com/slideshow/2013-04-02/the-united-states-of-oil.html#slide11
The United States of Oil (10 of 12)
The United States of Oil
By John Lippert - Apr 2, 2013
10 of 12
From Ranch to Oilfield
http://www.bloomberg.com/slideshow/2013-04-02/the-united-states-of-oil.html#slide10
By John Lippert - Apr 2, 2013
10 of 12
From Ranch to Oilfield
http://www.bloomberg.com/slideshow/2013-04-02/the-united-states-of-oil.html#slide10
Pimco's Bill Gross Looks at the Man in the Mirror
Pimco's Bill Gross Looks at the Man in the Mirror
Published: Wednesday, 3 Apr 2013 | 10:08 AM ET
By: John Carney
Senior Editor, CNBC.com
When Bill Gross looks in the mirror, what does he see?
In his latest monthly "Investment Outlook" commentary, the Pimco chief waxes philosophical. He questions whether he and other legendary investors are really all they're cracked up to be. Maybe guys like Warren Buffett, George Soros, and Ray Dalio were just lucky guys in the right place at the right time.
http://www.cnbc.com/id/100612898
Published: Wednesday, 3 Apr 2013 | 10:08 AM ET
By: John Carney
Senior Editor, CNBC.com
When Bill Gross looks in the mirror, what does he see?
In his latest monthly "Investment Outlook" commentary, the Pimco chief waxes philosophical. He questions whether he and other legendary investors are really all they're cracked up to be. Maybe guys like Warren Buffett, George Soros, and Ray Dalio were just lucky guys in the right place at the right time.
http://www.cnbc.com/id/100612898
Subscribe to:
Posts (Atom)