Tuesday, March 4, 2014

Wednesday March 5 Housing and Economic stories


Puerto Rico Debt Floats on Dubious Tax Privilege - (www.ritholtz.com) By not issuing an opinion the IRS and US Treasury postpone the constitutional test litigation and perpetuate a policy that funnels an indirect subsidy of $2 billion a year to PR; [so] US taxpayers are consequently funding almost one-fourth of the PR general fund budget without congressional approval, under the public radar screen, and based on an administrative deferral technique... The amount involved each year is about equal to the annual interest payment on ALL of PR's outstanding debt... [thus,] the Obama Administration avoids a possible embarrassing default by PR [for the time being].

How Much Does It Cost to Be Ambassador to Hungary? - (www.bloomberg.com) Who is Colleen Bell? Bell is a soap opera producer -- “The Bold and the Beautiful” is her masterwork -- who was nominated by Barack Obama's administration to serve as U.S. ambassador to Hungary. Bell, one of Obama’s larger fundraising “bundlers,” bought this nomination with more than$500,000 of mostly other people’s money. At her confirmation hearing last month, McCain asked Bell an exceedingly simple question: “What are our strategic interests in Hungary?” She gave the following imperishable answer: “Well, we have our strategic interests, in terms of what are our key priorities in Hungary, I think our key priorities are to improve upon, as I mentioned, the security relationship and also the law enforcement and to promote business opportunities, increase trade-- ”

Emerging-Market Sharks Circle Currency Reserves After Rapid Drop - (www.bloomberg.com) “If you start to burn too quickly through your foreign reserves, it’s an ominous sign -- and of course in the forex market, they smell blood,” Robbert Van Batenburg, the director of market strategy at broker Newedge Group SA in New York, said Feb. 5 by phone. “It creates this domino effect.” From Argentina to Turkey, emerging markets are under siege as the U.S. Federal Reserve pares its record stimulus measures and reports showing a slowdown in Chinese manufacturing raise concerns about the strength of their economies. A Bloomberg index tracking 20 exchange rates has fallen 2 percent this year, building upon the 7 percent decline in 2013.

Kazakh Devaluation Shows Currency War Stirring as Ruble Dips - (www.bloomberg.com) Two years after Russia,Kazakhstan and Belarus formed a trade pact, a currency war is breaking out between the former Soviet republics. Kazakhstan devalued the tenge by 19 percent yesterday, saying the Russian ruble’s plunge to a record low this month put additional pressure on its currency. The tenge will trade at 185 per dollar, with a range of 3 tenge on either side after a previous target of about 150, the National Bank of Kazakhstan said yesterday. The ruble fell to a record 41.0472 against the Russian central bank’s dollar-euro basket this month, dropping 6.3 percent this year and 15 percent from the start of 2013.

China coal miner’s $50m loan default fuels shadow banking fears – (www.ft.com) A Chinese mining company, whose flamboyant boss made headlines for spending $11m on his daughter’s wedding, has defaulted on a $50m trust loan, underlining the stresses in China’s vast shadow banking system. The investment product, which was backed by loans to coal miner Liansheng Resources, failed to repay investors on Friday, according to state media reports. It had raised Rmb289m ($47.7m) from wealthy clients of China Construction Bank. Though this tranche – the fourth of six – is now technically in default, investors may yet see some of their money returned under a restructuring of the company. Liansheng has previously failed to repay investors on earlier tranches of maturing trust loans, having borrowed a total of Rmb1bn ($165m).



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