Wednesday, May 14, 2014

Thursday May 15 Housing and Economic stories


Bondholders Urged U.S. to Curb Russia Sanctions, Fitch Says - (www.bloomberg.com) The U.S. is holding off on sanctions against some Russian companies because it doesn’t want to hurt American holders of their debt, according to Fitch Ratings. “We’ve heard quite a lot of anecdotal evidence that there’s actually a lot of consultation with big investors and bondholders in terms of what sanctions might be imposed by the U.S.,” James Watson, a managing director at Fitch, told reporters today in London. “It seems there has been a significant push back on potentially sanctioning companies that have significant foreign debt.” Fitch has spoken with investors over the past month, he said. The Obama administration on April 28 named seven individuals, including Igor Sechin, chief executive officer of oil giant OAO Rosneft, and 17 companies linked to Putin’s inner circle, such as InvestCapitalBank and Volga Group. Other companies include OOO Stroygazmontazh, a gas-pipeline builder, OAO Sobinbank and ZAO Zest, a leasing company. Russia’s Micex Index (INDEXCF) of shares climbed for a third day after the latest round of sanctions failed to penalize the country’s major companies or banks.

Marc Faber: We haven't had the big correction...yet - (www.cnbc.com) Technology stocks may have suffered a sell-off in the last few weeks, but the U.S. market as a whole is still set for a dramatic correction this year, Marc Faber, the market watcher known as "Dr. Doom" told CNBC Wednesday. The editor and publisher of The Gloom, Boom and Doom Report said that he personally favors emerging market securities that are still "cheap," adding that he had even made investments in Iraq last year. In early April, the wider technology sector was hit by a selloff in momentum stocks which saw the Nasdaq Composite Index fall below 4,000 points for the first time since early February. Momentum stocks are fast-rising stocks which can unexpectedly reverse when investors fear they have overshot and a bubble is brewing. The Nasdaq Composite suffered its worst weekly hit since June 2012, and recorded its longest weekly losing streak since late 2012. Telecommunication, social media, and biotechnology companies were all part of the move lower, but Faber believes this selling will eventually hit the wider indexes, with energy and utility companies seeing a sharp pullback. Faber reiterated his concerns that equities were facing a crash that could be worse than the financial world saw in 2008.

Mortgage Applications Sink To Lowest Level Since December 2000 - (www.businessinsider.com) Applications for U.S. home mortgages fell last week to their lowest level since December 2000 as both refinancing and purchase applications declined, an industry group said on Wednesday. The Mortgage Bankers Association said its seasonally adjusted index of mortgage application activity, which includes both refinancing and home purchase demand, fell 5.9 percent to 333.2 in the week ended April 25. That was the lowest level since December 2000, the group said. "Purchase application volume remains weak despite other data which indicated the overall pace of economic growth is picking up. The combination of higher rates, new regulation and tight inventory are all leading to a weaker spring market than we have seen in years," said Mike Fratantoni, MBA's chief economist. The MBA's seasonally adjusted index of refinancing applications declined 6.9 percent, while the gauge of loan requests for home purchases, a leading indicator of home sales, fell 4.4 percent.

U.S. Lost $11.2 Billion in GM Bailout, TARP Report Says - (www.bloomberg.com) The U.S. Treasury’s bailout fund lost $11.2 billion on the rescue of General Motors Co. (GM) with the government’s exit of the largest U.S. automaker, a report said. The total includes $826 million that the Treasury wrote off in March for its remaining claim in old GM, the special inspector general for the Troubled Asset Relief Program said in a report to Congress today. In December, the government had put the loss at about $10.5 billion on its $49.5 billion investment. The Treasury sold its remaining shares in GM in December, signaling the end of Government Motors, as the Detroit-based automaker was derisively labeled by some critics after the U.S. government stepped in with emergency funding in 2008. Bailouts from the George W. Bush and Barack Obama administrations helped GM avoid liquidation and reorganize in a 2009 bankruptcy that has given new life to the company.

China Steel Industry Facing Harshest Ever Operating Environment - (www.bloomberg.com) China’s steel industry, the world’s biggest, is facing the harshest operating environment ever,Baoshan Iron & Steel Co. (600019) said, as a credit squeeze and overcapacity weighs on the sector and economic growth slows. “Some less-competitive mills will find it hard to continue,” He Wenbo, chairman of China’s biggest publicly-traded steelmaker, said today in a web cast. The environment is “harsher than any years in the past,” he said. The comments underscore the challenges facing China’s steel sector, producer of about half the world’s steel. The nation’s major steelmakers had a combined loss of 2.3 billion yuan ($367 million) in the first quarter, according to an industry group. At the same time, data this month showed the Chinese economy expanded 7.4 percent in the first three months of the year, the weakest pace in six quarters. China isn’t likely to “initiate massive stimulus policies on investment in the second quarter, but may have a series of fine-tunes to ensure economic steadiness,” He said. The government may push forward major infrastructure projects including railways and may implement some “loosening’ of monetary policy to prevent a further slowdown, the chairman said.





No comments: