Wednesday, March 18, 2015

Thursday March 19 Housing and Economic stories


Braskem Plunges After Report on Ties to Petrobras Scandal - (www.bloomberg.com) Braskem SA, Latin America’s largest petrochemicals producer, sank the most in more than 20 years after a newspaper cited court testimony that linked the company to a graft scandal at Petroleo Brasileiro SA. The shares tumbled as much as 21 percent, the biggest intraday drop since August, 1994, when Bloomberg records began. The stock was down 19 percent to 11.18 reais at 3:16 p.m. in Sao Paulo. Bonds due in 2024 declined 5.3 cents to 95.84 cents on the dollar, the lowest since they were issued in January 2014. Braskem denied any irregularities in its dealings with Petrobras. “All the payments and contracts between Braskem and Petrobras followed the legal requirements and were approved in a transparent manner in accordance with the governance rules of both companies,” Braskem said Wednesday in an e-mail response to questions.

A Company That Helicopters Oil Workers to Offshore Rigs Is Taking a Beating - (www.bloomberg.com)  Another company getting hit by the oil collapse. One of the biggest downward movers today is Era Group, a company that offers transportation services via helicopters. It's off more than 6 percent today and down about one-third from its high of last April. ($20.28 vs. $30.60). The company announced fourth-quarter earnings on Tuesday night, March 10, and despite record revenue in fiscal 2014, income was down over the previous quarter and the same quarter last year. Why? Because ERA's biggest clients are oil and gas companies, which use their helicopters to ferry workers and equipment to offshore rigs. Oil has taken a huge drop over the past six months, and companies are cutting back on drilling, so they don't need as many helicopters. 

Gunmakers have been going gangbusters – (www.businessinsider.comSo far, the big winners to come of lawmakers' attempts to rein in gun violence are the makers of guns, themselves. Have a look at this chart that Washington Post editor Chris Cillizza tweeted out Wednesday: It suggests that the gun industry has benefited to the tune of $9 billion since President Barack Obama took office in 2009, and, that firearms enthusiasts started loading up on guns and ammo almost the moment he won the 2008 election. Lawmakers including President Obama railed against the gun industry in the wake of the Newtown, Connecticut, shooting that left more than two dozen students and staffers dead at Sandy Hook Elementary School. But, so far, the biggest beneficiaries of attempts to scale back on the availability and volume of guns and ammunition in America have been the makers of firearms. The popular explanation is that when anti-gun rhetoric amplifies, gun enthusiasts hoard guns.

Get Ready for Oil Deals: Shale Is Going on Sale - (www.bloomberg.com) A decision by Whiting Petroleum Corp., the largest producer in North Dakota’s Bakken shale basin, to put itself up for sale looks to be the first tremor in a potential wave of consolidation as $50-a-barrel prices undercut companies with heavy debt and high costs. For the first time since wildcatters such as Harold Hamm of Continental Resources Inc. began extracting significant amounts of oil from shale formations, acquisition prospects from Texas to the Great Plains are looking less expensive. Buyers are ultimately after reserves, the amount of oil a company has in the ground based on its drilling acreage. The value of about 75 shale-focused U.S. producers based on their reserves fell by a median of 25 percent by the end of 2014 compared to 2013, according to data compiled by Bloomberg. That’s opening up new opportunities for bigger companies with a better handle on their debt, said William Arnold, a former executive at Royal Dutch Shell Plc.

Bond Trading Just Keeps Getting Worse as Treasury Prices Swing - (www.bloomberg.com) It’s taking less and less these days to make the $12.5 trillion U.S. Treasury market jump. And it’s been jumping a lot lately: The bonds gained 2.9 percent in January, then plunged 1.7 percent the following month, according to Bank of America Merrill Lynch’s U.S. Treasury index. That 4.6 percentage-point swing in returns was the biggest to start any year since at least 1978. All of this has happened as trading declined. In the first two months of the year, activity at primary dealers dropped to an average $511 billion a day, down 1 percent from the same period in 2014 and 7 percent from a year before that. Those declines mean fewer trades are moving the needle on government rates that serve as benchmarks for auto loans, corporate debt and mortgages.


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