Tuesday, October 28, 2014

Wednesday October 29 Housing and Economic stories


Leveraged Money Spurs Selloff as Record Treasuries Trade - (www.bloomberg.com) When markets are buckling and volatility is signaling a crisis, you sell what you can, not what you want. That’s what happened last week on Wall Street, where slowing economic growth in Europe, Ebola anxiety and escalating conflicts in the Middle East and Ukraine tore through the calm with a force not seen in three years. Loath to find out what their record holdings of corporate bonds and leveraged loans were worth as liquidity thinned and markets slid, professional traders turned to stocks and Treasuries to defuse risk. The result was a frenzy. U.S. government debt volume surged to an all-time high of $946 billion at ICAP Plc, the world’s largest interdealer broker, more than 40 percent above the previous record. 

Two Female Japan Ministers Resign in a Day in Blow to Abe - (www.bloomberg.com) Japanese Prime Minister Shinzo Abe rushed to appoint two new members of his cabinet yesterday, after two female ministers were forced to resign as he confronts some of the most difficult decisions since he took office. Trade and Industry Minister Yuko Obuchi, 40, and Justice Minister Midori Matsushima, 58, quit over allegations of financial impropriety. Abe picked Yoichi Miyazawa, a 64-year-old man, for the trade position and Yoko Kamikawa, a 61-year-old woman and former gender equality minister, for the Justice Ministry.

IBM Plunges as CEO Abandons 2015 Earnings Forecast - (www.bloomberg.com) International Business Machines Corp. (IBM) plunged the most in more than four years after abandoning an earnings forecast for 2015, as the company struggles to transform fast enough to handle the shift to cloud computing. IBM said it will provide an update on its projections in January, ditching a five-year plan to boost profit. The shares tumbled as much as 8.4 percent, dragging down the Dow Jones Industrial Average. Warren Buffett, IBM’s biggest shareholder, had as much as $1 billion of his investment wiped out. While Chief Executive Officer Ginni Rometty had been banking on a strong second half of the year, IBM instead faced weaker-than-expected software sales and lower productivity in services in the third quarter. With technology customers moving from owning hardware to storing data in the cloud, IBM is now cutting more jobs, reducing its forecast for free cash flow and offloading an unprofitable chip unit to Globalfoundries Inc.

Ebola Front-Line Doctors at Breaking Point - (www.bloomberg.com) At 3:30 a.m. in the world’s biggest Ebola treatment center, Daniel Lucey found the outbreak reduced to its essentials: patients lying on mattresses on the floor and vomiting in the dark, visible only by the wavering flashlight beam of a single volunteer doctor. “I don’t see a light at the end of the tunnel,” said Lucey, a physician and professor from Georgetown Universitywho is halfway through a five-week tour in Liberia with Medecins Sans Frontieres, the medical charity known in English as Doctors Without Borders. “The epidemic is still getting worse,” he said by phone between shifts.

OPEC Finding U.S. Shale Harder to Crack as Rout Deepens  - (www.bloomberg.com)  OPEC is resisting pressure to cut oil production while demand slumps as it tests how low prices must go to make U.S. shale oil unprofitable. As producers become more efficient, that floor is sinking. The Organization of Petroleum Exporting Countries boosted output by the most in 13 months in September, even as crude plunged into a bear market and demand growth weakens to a five-year low, according to the International Energy Agency. Saudi Arabia and Kuwait, the largest and third-largest members of OPEC, indicated the price slump doesn’t warrant immediate production cuts, the IEA said. While OPEC acted as a “swing producer” over the past decade, responding to surpluses by cutting output, it’s now letting oil slide to see if North American production can withstand lower prices, said Antoine Halff, head of the IEA’s oil industry and markets division. So far drillers are showing no signs of cracking, with the U.S. government forecasting record shale output in November, helping boost the nation’s crude supply to the highest level since 1986.




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