Thursday, January 7, 2016

Friday January 8 2016 Housing and Economic stories


Puerto Rico to Default on $37 Million Bond Payments Due Jan. 1 - (www.bloomberg.com) Puerto Rico will default on about $37 million in bond payments due Jan. 1 and divert revenue to make others, escalating a conflict with investors as Governor Alejandro Garcia Padilla seeks to restructure a $70 billion debt burden. The amount is a fraction of the almost $1 billion in interest due at the start of the year. The island will miss payments on $35.9 million of non-commonwealth guaranteed Puerto Rico Infrastructure Financing Authority debt and $1.4 million of Public Finance Corp. bonds. The money is being used to help pay investors who are owned $328.7 million of interest on general-obligation debt. Garcia Padilla has warned for weeks that if forced to choose between paying creditors and paying for essential services, he would favor his people. A skipped general-obligation payment would have marked a turning point in Puerto Rico’s debt crisis because the securities are considered to have the strongest legal protections among the island’s different issuers. The commonwealth’s constitution states that general-obligation bonds must be repaid before other expenses.

Here's one huge sign that Saudi Arabia is in for a difficult new year - (www.businessinsider.com)  A number of oil-dependent countries could see their fortunes turn in the new year, thanks to a global plunge in crude prices and the possibility of increased supply thanks to the anticipated removal of most oil-related sanctions on Iran. Although Saudi Arabia is second in the world in proven reserves and daily production — a gaudy9.7 million barrels per day in 2014 — there are already signs that the country isn't going to remain unscathed. On December 28, the Saudi government announced a budget that included an unprecedented round of austerity measures.

Oil Investors Suffer Record Second Year of Misery - (www.bloomberg.com) Another horrendous year is drawing to a close in the oil patch. After starting out with hopes of a rebound, 2015 will instead punctuate the worst two years ever suffered by U.S. crude producers. West Texas Intermediate futures are heading for their biggest-ever two-year drop, while the Standard & Poor’s Energy Sector Index is set to mark its first consecutive decline since 2002. Futures and equities will post December decreases, signaling more discomfort as 2016 starts. Oil has tumbled since Saudi Arabia led the Organization of Petroleum Exporting Countries in November 2014 in deciding to maintain output and defend market share against higher-cost producers, generating a record supply glut. Record output this year from Saudi Arabia, Russia and Iraq has boosted global stockpiles to an all-time high, theInternational Energy Agency said on Dec. 11.

Buffett’s Utility Monopoly In Nevada Socks Musk’s Solar Firm - (www.wolfstreet.com)  In a clash of the titans, Warren Buffett just defeated Elon Musk. The fight was over solar net-metering in Nevada, a state that has the fifth largest installed solar capacity in the country. Nevada is home to Tesla’s ‘Gigafactory,’ which will produce batteries for electric vehicles. In addition to CEO of Tesla, Elon Musk is also the chairman of SolarCity, and net-metering – the policy that allows homeowners with solar panels to be paid for the power they produce – is central to solar economics. But while Musk has quite a bit of sway in the Silver State, he came up short against Warren Buffett. NV Energy, a major Nevada utility and subsidiary of Buffett’s Berkshire Hathaway, strongly opposed the net-metering provision.

The Wheels Just Fell Off: US Trucking Has Not Been This Bad Since The Financial Crisis – (www.zerohedge.com) Earlier this month, we profiled yet another casualty of slumping trade, falling commodity prices, and mediocre, double-adjusted economic “growth”: trucking. More specifically, we highlighted the dramatic November decline in Class 5-8 orders. The numbers for Class 8 - those trucks with a gross weight over 33K pounds and which, you’re reminded, make up the backbone of U.S. trade infrastructure and logistics - were a veritable disaster. “Class 8 orders of 16,600 were below our channel check based 22,000-25,000 expectation, dropped 59% yr/yr and 36% from October (vs. the ten-year average 7% decrease in November from October), and was the weakest order month on a seasonally adjusted basis since August 2010,” Wells Fargo exclaimed, before adding that “clearly, November Class 8 orders slowed to weak levels and were beneath expectations.” 



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