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Globalization and scarcity

A physicist, a chemist and an economist are stranded on an island, with nothing to eat. A can of soup washes ashore.

The physicist says, “Let’s smash the can open with a rock.”

The chemist says, “Let’s build a fire and heat the can first.”

The economist says, “Let’s assume that we have a can-opener…”

— Paul Samuelson

Perhaps it was not Paul Samuelson, 1970 Nobel Laureate in Economic Science, who started that joke on himself and all economists, for he lived to 94 (died in 2009), to the end still writing “prescriptions” on world economics, finance, and trade. He also wrote Economics, a textbook that was first published in 1948, which later ran up to 19 editions, sold over four million copies, and has shaped the economic thinking of generations of students.

The can-opener joke hinges on scarcity — nothing to eat, and then there’s this can of soup that becomes available to three hungry men.

And that scarcity described is the core concept of economics, as defined by British economist Lionel Robbins in his 1932 Essay on the Nature and Significance of Economic Science: “Economics is the science which studies human behavior as a relationship between ends and scarce means which have alternative uses.”

With the joke on themselves that simplistically solves all problems by assumptions sometimes absurd like affirming a nonexistent can opener, know-it-all economists must be asked: Is there still such a thing as scarcity in a globalized world, and is it legitimate to assume, ceteris paribus, or “all things being equal” conditions which cannot ever happen in the fluidity of instant and near-complete information brought by technology and progress?

In the 1950s, Nobel Prize awardee for Economics (1987) and Massachusetts Institute of Technology (MIT) Professor Emeritus Robert Solow thought of an economic model that predicted an equalization of living standards across the globe whereby the diminishing returns of capital of rich countries vis-à-vis the access of poorer countries to technology and the experience of the former provide catch-up opportunities for the latter.

“Over time, all countries will be rich,” Solow said (The Economics Book, UK: 2012). Paul Samuelson, elder colleague of Solow at MIT, revised the sixth edition of Economics and added a new chapter on Solow’s “theory of growth,” acknowledging the changes effected by globalization on economics (History of Political Economy (2014): Business Source Complete. Web. 24 Mar. 2016 from Wikipedia).

Joseph Stiglitz, who had Solow as doctoral adviser for his Ph.D. dissertation (and also a Nobel Prize winner in Sciences laureate in his own right in 2001), believed in the paradigm shift wrought by globalization, but not quite in the spontaneity of Adam Smith’s “invisible hand.” He openly criticized the intervention of the World Bank and the International Monetary Fund (IMF) and other organizations that channeled and curtailed the development of the poorer countries by stringency on loans and assistance, this, despite the fact that he was Chief Economist of the World Bank from 1997 to 2000.

But despite Stiglitz’s and other economists’ seeming mistrust of institutions and governments in globalization, Adam Smith’s “invisible hand” seems to be visibly fusing the markets of the world together into one. The new technologies allow market integration where open trading borders and collapsed tariff barriers spread opportunity to where it would run, like water seeking the drier earth.

For a world GDP growth rate of 2.499% in 2016, poor countries like Bangladesh grew 7.1%; Bhutan 8%; Cambodia 7%; China 6.7%; Dominican Republic 6.6%; Ethiopia 7.6%; India 7.1%; Iran 13.4%; Iraq 11%; Philippines 6.9%; Uzbekistan 7.8%; and Vietnam 6.2%, as examples. Compare the growth of the rich countries: United States of America 1.5%; Japan 1.0%; France 1.2%; Germany 1.9%; United Kingdom 1.8% European Union 1.9%; and the OECD 1.7%, for examples (dataworldbank.org). Does this not look like Solow’s “catch-up” model in economic growth?

And so, is “scarcity” a dying word in economics?

The free flow of goods and services, specially the phenomenal overseas foreign workers (OFW) and business process outsourcing (BPO) have evened out supply and demand such that economists hardly have the opportunity (nor the confidence, perhaps) to play with “subject-to” constraints in analyzing scenarios of outcomes. The can-opener joke assuming the absurd possibility of a miracle as basis for decision on action is no longer funny in today’s free flow of information and technology.

The Philippines is the world’s 34th largest economy, the 13th in Asia, and the 3rd largest in ASEAN after Indonesia and Thailand. By GDP per capita values it is the 6th richest in the Southeast Asia region after Singapore, Brunei, Malaysia, Thailand and Indonesia (IMF World Economic Outlook Database).

As in most developing economies, the worry is still the trickle-down of the bonanza to the poor, who belong to 26.3% of population as of 2015 (psa.gov.ph).

The economy is on “auto-pilot,” a small group of economists half-laughingly concluded, at loose tête-à-tête at a common friend’s wake. Though they were of different and conflicting political leanings, all agreed that economics as a science is dramatically changing with the dizzying pace of technology and information, and with the ingraining of world globalization and its common markets. It was also admitted that the coziness of nations with each other in trade and economics can be trumped by the political leadership of the big nations who would want to play their cards to reverse globalization and turn inward, like US President Donald Trump’s radical “America first” policy.

In whatever case, there seems to have been a core-concept challenge to economics: does scarcity exist? Is a can-opener even needed to analyze this can of worms?

 

Amelia H. C. Ylagan is a Doctor of Business Administration from the University of the Philippines.

ahcylagan@yahoo.com

Japan urges China to up cooperation on curbing N. Korea’s nuke program

BEIJING — Japan’s foreign minister called on China to increase cooperation on curbing North Korea’s nuclear weapons program Sunday during a meeting with his Chinese counterpart in Beijing.

The meeting between Japan’s Taro Kono and China’s Wang Yi comes as the rival nations aim to improve relations held back by longstanding and seemingly intractable disputes over territory and Japan’s war-time legacy.

While ties between Asia’s two largest economies have shown signs of warming, China’s President Xi Jinping and Japan’s Prime Minister Shinzo Abe have yet to meet on their own soil.

In remarks at Beijing’s Diaoyutai State Guest House, Mr. Kono praised the progress between the countries towards improving ties, while calling on Beijing to do more to curb Pyongyang’s weapons program.

“I believe it is important not only to discuss issues related to our two countries, but for Japan and China to stand side by side to deal with global issues,” he said.

“In particular, the North Korea issue is now an urgent issue for the whole of international society.”

Tokyo has been wooing China with official visits and business delegations, but an exchange of state visits has remained a hard sell.

Japan is hoping that will change this year as the two countries prepare to celebrate the 40th anniversary of the signing of a Japan-China friendship treaty.

Relations between the two countries are at a “crucial stage,” Chinese Mr. Wang told Mr. Kono.

“There is positive progress, but many disturbances and obstacles remain,” he said, adding he hoped that the two sides could work together to push ties “toward the track of normal and sound development at an early date.”

A major source of tensions is a long-standing dispute over islands in the East China Sea, known as “Senkaku” in Japanese and “Diaoyu” by the Chinese side.

Tokyo’s decision to “nationalize” some of the islets in 2012 led to a major falling out between the two countries, and the fragile relationship has been slow to recover.

Chinese coast guard vessels routinely travel around the disputed islands, a practice that has elicited regular objections from Japan, which controls the region.

Although the issue was not mentioned publicly, it was likely a subject of conversation behind closed doors, as the disagreement heated up earlier this month when Tokyo revealed that Beijing had sent a nuclear-powered submarine to the area for the first time.

Japan is also pushing to host a trilateral summit with leaders from China and South Korea to discuss a broad range of regional issues, including North Korea’s nuclear weapons program.

The meeting, which was scheduled for last December, was postponed following the impeachment of former South Korean president Park Geun-Hye. — AFP

UCPB sees 15-20% net income growth this year driven by consumer business

By Melissa Luz T. Lopez,
Senior Reporter

THE United Coconut Planters Bank (UCPB) is looking to sustain double-digit income growth this year via robust consumer loans, as it shelves expansion plans ahead of its privatization.

UCPB President and Chief Executive Officer Higinio O. Macadaeg, Jr. said the bank is looking at a “15-20%” net profit growth this 2018, coming from an estimated 21% increase posted last year.

“The loan growth made up for lower treasury earnings… Our loan growth, particularly consumer loans, became the main contributor for the profit,” Mr. Macadaeg said in a recent interview, citing preliminary figures regarding their 2017 performance.

The state-run bank said it has so far made P3.03 billion from January-September, up by five percent from the P2.88 billion booked during the same period in 2016. Total loan portfolio stood at P157.57 billion, with lending to retail clients leading the year-on-year growth at 16%.

Asked about prospects for the year ahead, Mr. Macadaeg said UCPB — which is the 11th biggest bank in the country in asset terms — will largely rely on organic sources of growth to drive the business.

“For 2018, still no new branches because we are waiting for the privatization to happen,” the bank executive said, noting that they will instead focus on additional credit lines for the consumer and middle markets.

The government is free to proceed with selling its majority stake in UCPB after the Supreme Court lifted a halt order on the disposition of coco levy assets. In a decision rendered on Aug. 8, 2017, the high court lifted the temporary restraining order imposed in 2015 on the privatization of UCPB, which involves selling the government’s 73.9% stake in the bank worth at least P1.1 billion.

International debt watchers said the buyout of the state’s stake would be “credit positive” for UCPB.

Since 2008, the government has been providing financial support to the UCPB for its financial rehabilitation program. This expires by December 2018, and Finance Secretary Carlos G. Dominguez III has said that the government is not keen on extending the aid.

Instead, the bank is eyeing to draw fresh income from new products as the bank maintains status quo on expansion activities.

“It (income) will still be driven by loans, but we are focusing on our non-interest income particularly bancassurance and other fee-based income,” Mr. Macadaeg added.

“We’re just trying to improve on existing operations, not to add anything new in the business.”

UCPB’s bancassurance business has generated P38 million income as of end-September, which comes months after its April launch.

The bank has been selling insurance policies through its network as offered by its partners, the UCPB General Insurance Co., Inc. for non-life products and the United Coconut Planters Life Assurance Corp. (Cocolife) for life insurance.

Mr. Macadaeg said they are also “not bullish” about trading gains this year amid expectations of soft treasury revenues for the second straight year.

2nd Paul George Nike shoe out next month

AFTER the good reception it got for the first signature shoe of National Basketball Association star Paul George, Nike Basketball is set to launch the PG2 in the country next month.

Worn recently by the Oklahoma City Thunder forward, the PG2 features a traditional tongue construction and “dynamic wings” at the forefoot.

The wings try to mimic a similar level of lockdown seen on the strap in the PG1, but improves on the overall fit.

Underfoot features include an increased Zoom Air unit that is now 10 millimeters, which gives that extra bounce directly beneath the soles of his feet.

Taking inspiration from Mr. George’s passion for video games, one of the shoe’s first colorways is dubbed “PlayStation,” which boasts of a light-up tongue, starry graphic, and distinct access code on the heel.

“Players are going to get everything they loved in the PG1 plus a lot more [in this second shoe],” said the Thunder forward of the latest iteration of his signature shoe.

The PG2 will be available in select Nike stores and Titan branches for P5,795. — Michael Angelo S. Murillo

Market may take breather after climb to 9,000

By Arra B. Francia, Reporter

LOCAL SHARES may take a dip in the coming days after reaching three fresh peaks last week, with foreign investors turning to Western markets for higher gains.

The main index breached the 9,000 mark last Friday, gaining 0.47% or 42.03 points to finish at 9,041.20.

Week on week, the Philippine Stock Exchange index (PSEi) gained 125.28 points or 1.4%, lifted by services which added 3.54%, holding firms (up 2.3%), and property (up 2.2%).

“With three days left of trading in January, I will not be surprised if we see a pullback [this] week as we are currently up 5.7% for the month. If we do see a pullback, our first major support will be at 8,910 and if that is breached we may see it come all the way down to 8,830,” Eagle Equities, Inc. Research Head Christopher John Mangun said in a market note.

Foreigners remained buyers for the week at P500 million, although lower than the prior week’s P2.86 billion in net purchases. 

“We saw a slowdown in net foreign buying at around P500 million compared to the last three weeks due to foreign investors focusing on trading western markets as they had significant gains [last] week,” Mr. Mangun said.

US markets also reached new highs last week, with the Dow Jones Industrial Average trading above the 26,000 mark on the back of positive sentiment on corporate earnings for 2017.

“However, if we see an increase in foreign capital [this] week, we may maintain our momentum and stay above 9,000,” he added.

Online brokerage firm 2TradeAsia.com meanwhile said the market’s rise to the 9,000 level could serve as the market’s “base-building” effort to support its long-term trend.

“Breathers should be regarded as opportunities to position gradually on stocks slated to perform this year. Our overweight view is maintained for infra/holdings; consumer-retail; property; banks; logistics and electronics, as these are widely seen to benefit from improved economic growth prospects,” 2TradeAsia said in a weekly market note.

A negative outlook is still seen among power/energy, water, telco, and gaming firms, given the regulatory hurdles in these sectors. 

The brokerage also warned of volatile risk premiums resulting from the debates on the government’s potential switch to federalism, that could weigh on business sentiment. Investors however should focus on efforts to expedite the distribution of funds for critical infrastructure projects.

“The clear guide rests on how fiscal plans on ‘Build, Build, Build’ will be hastened and resolving administrative issues without necessarily sacrificing transparency relative to proponent selection and implementation of mutually beneficial terms and condition,” the brokerage said.

2TradeAsia pegged the bellwether’s support within the 8,850 to 8,880 range, while resistance is from 9,100 to 9,200.

DENR sees less environmental harm from domestic ore processing

THE Department of Environment and Natural Resources (DENR) said allowing more firms to engage in domestic mineral processing will facilitate the restoration of mining lands, in contrast to the current practice of exporting ore, which leaves the ground disturbed.

Environment and Natural Resources Secretary Roy A. Cimatu added that local processing will also fulfill the government’s goal of capturing more value from the country’s mineral wealth, both from the value-added and the domestic jobs created.

“I [asked] those mining companies what the revenue increase is if they process here compared with exporting the mineral ore, and they said 50%,” he said.

From the environment’s point of view, exporting ore “leaves our land with holes” because ore export entails shipping even the soil removed by the mining operation. “But if it’s processed here, the soil will be left in the country and we can put it back from where it is dug.”

The DENR is asking mining companies to adopt strip mining rather than open-pit mining. Strip mining requires replacement of the soil and restoration of greenery after a certain area is worked over by the miners, before a new area is opened up for mining.

Mr. Cimatu did not give an update on the memorandum of agreement with the Philippines Economic Zone Authority (PEZA) which will facilitate domestic processing, but added that PEZA will help deal with investors who have expressed interest in setting up facilities, especially in Mindanao.

“The processing [of minerals] is very expensive but foreign companies have [expressed interest]. In fact, Russia will be investing. China as well. They already have joint ventures with the local mining companies here,” he added.

Last year, PEZA proposed that domestic ore processing and agro-forestry activities like furniture-making take place in economic zones, requiring the approval of DENR.

PEZA expressed plans to revive the Paper Industries Corp. of the Philippines (PICOP), which has tree plantations in Mindanao, through the proposed agro-forestry economic zone but it has yet to receive a reply from the DENR. — Anna Gabriela A. Mogato

Bayer CropSciences to focus on improving logistics

BAYER CropSciences, Inc. is planning to focus its investments on logistics in the next two years, after unveiling its P80-million seed line conditioning system in Canlubang, Laguna last Friday.

Iiinas Ivan T. Lao, Bayer Cropsciences country commercial lead, said the company is focusing on logistics by refining storage facilities for hybrid seeds, especially as its channel partners and distributors boost their supply.

Bayer currently has 50 distributors nationwide.

“Because right now, we know that some of their facilities are not really up to standard. We can only give them the seeds that they really need so sometimes there’s inefficiency there [in their storage],” he said on Friday.

“We’re partnering with our distributors to make sure that they also try to improve on their facilities so that they could store the products as well and always be in time when the farmers need the seeds,” he added.

In the meantime, Bayer will hold off adding more distributors, noting it would have to depend on the market conditions and the demand.

Mr. Lao said the hybrid seeds business has been on a continuous upward growth of “more or less double digits” in the past three to four years.

With its major investment in the seed conditioning line facility, Bayer is expected to maintain its momentum.

Mr. Lao said the planned upgrade in logistics will also include renovations of their warehouses. He added the company is also looking for a partner for the project.

Bayer currently has a capacity to produce 35,000 metric tons of seeds for the Southeast Asian region. In the Philippines, the company has allotted 120 hectares to produce around 150 MT to 200 MT of seeds as its starting point.

With the new seed conditioning line facility, Bayer Asia Pacific Head of Seeds Amit Trikha said the Philippines is likely to become Bayer’s hub for the region, similar to having India as the main source of seeds in South Asia.

“The intention is to put up the breeding station here to cater to the Southeast Asian market. So, we are getting people who have these abilities [to boost our capacity]. When it comes to neighboring countries like Vietnam or Indonesia and Cambodia, Philippines can be a central location,” he added. — Anna Gabriela A. Mogato

Miseducating people is no different from spreading fake news

In the weeks that followed the passage of the Tax Reform for Acceleration and Inclusion (TRAIN), some critics, well meaning or otherwise, have lambasted it for the wrong reasons.

Some of the criticisms are unfounded, misinformed, oversimplified, or exaggerated. A number of these objections are opinionated but not backed up by data or facts. A few use data, but the data or the methods are wrong. Of the latter, we can use IBON Foundation’s analysis as an example, for others use it as well.

Late last year, my colleagues from Action for Economic Reforms pointed out the problematic aspects of IBON’s analysis. (See Joshua Uyheng and Madeiline Joy Aloria, “Facts, not fear: Responding to Critics of TRAIN,” BusinessWorld, Sept. 4, 2017.)

That is why I feel that troublesome analyses like IBON Foundation’s, which Manila Bulletin columnist Tonyo Cruz used to criticize an unnamed colleague (see Tonyo Cruz, “Derailing TRAIN,” Manila Bulletin, Jan. 15) warrant a proper rebuke.

In criticizing TRAIN, Mr. Cruz relies on the IBON study that is riddled with loopholes.

I enumerate the arguments from the above-mentioned column authored by my colleagues, Ms. Aloria and Mr. Uyheng to refresh us why IBON (and as an extension, Mr. Cruz) is wrong:

“The estimated inflationary impact on food is double-counted, bloating figures by P5,240, more than half of the projected net loss. Next, they used the amount of Pantawid Pasada transfer worth P1500 as an estimate of how much transportation costs would increase after TRAIN’s passage.” But the fact is the transportation costs for different deciles especially the lower ones (the poor) are much lower than P1,500. The amount of P1500 is not a cost but the proposed amount for subsidy.

The IBON’s estimates also exaggerate the price effects of fuel and broadening the VAT (value-added tax) base because of wrong assumptions. (For example, most of the items that the poor consume are still exempted from VAT and because the expanded VAT coverage exempts establishments whose sales are below P3 million. IBON also claims an incredible 20% increase in electricity prices when only 7% of gross power generation is oil-based.

Mr. Cruz also mentions that the P200 monthly cash transfers are an admission of TRAIN’s harsh effects on the poor, and cannot possibly be enough to mitigate the effects of such an avalanche of new and higher taxes. My response: From the Family Income and Expenditure Survey and elasticity estimates, we can compute that the poorest (or the subsistence poor) will only spend P58 more for the whole 2018 because of TRAIN’s price effects, and the richest 10% will spend P1,600 more. The point is, that the cash transfer of P200 a month for each poor household is more than enough to offset the muted price effects of TRAIN.

In a letter to the editor, IBON proposed the following steps to “ease the burden on the poorest”

1. Maintain exemptions on products where the poorest are directly affected;

2. Tax the rich more, specifically, raise taxes on those belonging to the highest income bracket.

3. Allocate specific budget items for essential social services.

But all these proposed steps are already embedded in TRAIN (including the next packages).

The top marginal income tax rate has been raised from 32% to 35%; the excise fuel tax has a bigger burden for the rich than the poor; the law still maintains VAT exemptions for basic commodities, among others. And TRAIN does earmark 30% of the incremental revenues from the law in the next five years for several social protection measures.

TRAIN, being a compromise, has flaws and problems, like other legislative measures. There are components of TRAIN that we object to such as the distortion in the automobile excise tax (which has become cheaper for luxury cars) and the compromises on the value-added tax, to cite a couple. But on balance, TRAIN is a necessary significant step, despite its flaws, to make the tax system more progressive, fairer and simpler.

There is so much yet to be done and pursued for real, positive change to happen. We cannot keep pushing for social programs like free education, access to universal health care, jeepney modernization, without considering how to finance these reforms. Without revenues to enable the implementation of these programs, they will all just remain a pipe dream.

Enough then with bad analysis. It is as dangerous as fake news. It is a disservice to miseducate the people whom the likes of Tonyo Cruz ostensibly want to serve.

A woman for whom I have the utmost respect said something that struck me: “No one group or ideology has the monopoly of good intentions or love for country.” We all think that we’re doing the right thing and perhaps even for the same reasons. But if our method of expressing this is to miseducate the public for the sake of propaganda, then perhaps it’s time to take a step back and assess whether or not this makes us no different from the internet trolls who peddle fake news.

 

Karla Michelle Yu is a research associate of Action for Economic Reforms (AER) on tax reform.

Cavs imploding

Despite Isaiah Thomas’ emphatic — and, to be sure, reasoned — denial that the Cavaliers are imploding, only the most partisan observers would dare conclude that things haven’t taken a turn for the worse. When a team meeting in which fingers are pointed becomes necessary and is then followed by an unconvincing victory, fissures can’t be dismissed as part and parcel of any franchise’s long and arduous trek to success. Theirs are deep-rooted and systemic, and not even their prodigious talent base starring an All-World figure looks to be enough to stem their swoon.

Granted, the Cavaliers aren’t new to drama; every year since LeBron James returned to the fold in 2014, they have had to weather highly publicized storms. They then seem to gather themselves and subscribe to a collective cause once they see themselves at a crossroads. And so they have wound up not so much as overcoming their dysfunction as riding them en route to three Finals stints and one championship (and, of course, in record-setting, come-from-behind fashion).

This time, though, the travails don’t just feel different. They are different, complicated in no small measure by a significant roster turnover that has rocked both their identity and their culture. And so their quest to do battle for the Larry O’Brien Trophy yet again has hit hurdles so high that not even James’ best season since the turn of the decade appears enough to overcome. The All-Star break is just around the corner, and yet they’re still adjusting to each other, still struggling to buy in, still, well, detached.

If there is any optimism, it’s grounded on three inherent truths: 1) James is James, and his capacity to lead — as proven by his personal streak of seven consecutive Finals stints — trumps adversity; 2) the Cavaliers are stacked, and, at the very least on paper, built to provide a variety of productive lineups in the pace-and-space era; and 3) there remains time to correct flaws in what looks to be a solid foundation.

Unfortunately, nothing the Cavaliers have done of late gives cause for hope. They’re splintered on and off the court. Under the klieg lights, their offense — once a reliable crutch, if nothing else — has skirted with mediocrity and is no longer able to hide their glaring lack of effort on the other end of the floor. In private, they’ve resorted to backbiting and pettiness, going so far as to sell otherwise-innocuous moments as slights to an inviting media, and anonymously to boot.

German philosopher Friedrich Nietzsche once said, “That which does not kill us makes us stronger.” Which should be good news for the Cavaliers, because whatever “that” is hasn’t snuffed the life out of them yet. And as defensive as Thomas may have been yesterday, even he subscribed to the notion that the best version of themselves lies ahead. “I know in this circle and this team, everybody believes in each other, and everybody’s in here for it to work and for us to be playing in June. That’s the ultimate goal.” Depending on perspective, he’s either right or simply blowing hot air.

 

Anthony L. Cuaycong has been writing Courtside since BusinessWorld introduced a Sports section in 1994. He is the Senior Vice-President and General Manager of Basic Energy Corp.

Yields on gov’t debt mixed as Draghi turns hawkish

By Mark T. Amoguis, Researcher

YIELDS on government securities (GS) ended mixed last week amid hawkish sentiments from the European Central Bank after its first policy meeting this year.

Bond yields, which move opposite to prices, went up by an average of 11.04 basis points (bps) week-on-week, data from the Philippine Dealing & Exchange Corp. as of Jan. 26 showed.

“As expected, yields increased [last] week primarily because of some hawkish hints from the European Central Bank (ECB) during its January policy meeting,” said Guian Angelo S. Dumalagan, market economist at Land Bank of the Philippines (Landbank).

“ECB President [Mario] Draghi underscored the steady expansion of the currency bloc and projected inflation to rise in the medium term. His remarks fuelled views of more tightening moves from the ECB later this year,” he explained.

Late last week, ECB kept its policy rates on hold. It also said it will continue its €30-billion asset buying per month at least until the end of September.

Although Mr. Draghi made it clear that he does not expect to change policy rates in 2018, he said that there may be “very few chances” at all that interest rates could be raised this year.

Mr. Dumalagan added that the rise in yields was capped by political noise on the US government shutdown.

The US federal government shut down at midnight of Jan. 19 after failing to pass a funding bill. But US Senators last Monday reached a deal to keep the government funded until Feb. 8.

Meanwhile, a trader said the partial award of three-year Treasury bonds auctioned last week helped buoy sentiment.

Last Tuesday, the Bureau of the Treasury raised P14.891 billion out of the planned P20 billion borrowing after it partially awarded fresh three-year bonds for a coupon rate of 4.25%.

National Treasurer Rosalia V. De Leon said the auction committee decided for a partial award to temper the rates of the debt papers.

At the secondary market on Friday, double-digit gains were recorded for the yields on the 91-day, 20-year, two-year, and 364-day debt papers as they increased week on week by 66.90 bps, 38.22 bps, 28.42 bps, and 24.56 bps, respectively, to fetch 2.8767%, 6.3536%, 4.1857%, and 3.0439%.

Trailing behind were the yields on 10-year, 182-day, and three-year notes, which increased by 9.71 bps, 0.79 bp, and 0.61 bp, respectively, to close at 6.0421%, 2.9039%, and 4.1575%.

On the other hand, the rate of the four-year Treasury bond (T-bond) dropped the most, losing 47.97 bps to yield 4.4557%. It was followed by the yields on the seven- and five-year T-bonds, which declined by 5.71 bps and 5.09 bps, respectively, to close at 5.4236% and 4.6850%.

For this week, Landbank’s Mr. Dumalagan said, “yields are expected to still move with an upward bias, supported by likely hawkish signals from the US Federal Reserve and potentially firm US data on PCE (personal consumption expenditures) inflation and employment.”

The US PCE price index for December will be reported on Jan. 29, while the employment data is scheduled to be released on Feb. 2.

“Moreover, yields might also increase, as likely firm growth data from the euro area may continue to fuel views of more tightening moves from the ECB later this year,” he added.

Paris braces for floods as swollen Seine inches higher; Louvre wing closes

PARIS — Paris was on alert Saturday as the swollen Seine crept higher, with forecasters expecting the flooding to peak before the weekend is out.

The river had risen 11cm in 24 hours by Saturday evening, more than four meters above its normal height, causing headaches for commuters as well as people living near its overflowing banks.

Tourists suffered too with the capital’s famous Bateaux Mouches rivercraft out of service, and only emergency services authorized to navigate the Seine.

The Vigicrues flooding agency believe the river will continue to rise, peaking at 5.95 meters on Sunday night or Monday, but not quite reaching the 2016 high of 6.1 meters, when the Louvre museum was forced to close its doors for four days.

But the world’s most visited museum was on high alert on Saturday, along with the Musee d’Orsay and Orangerie galleries, with the lower level of the Louvre’s Islamic arts wing closed to visitors.

Leaks started to appear in some basements in Paris on Friday, while some residents on the city’s outskirts were forced to travel by boat through waterlogged streets.

A health center in Paris’s northwestern suburbs, where 86 patients were receiving care, was also evacuated on Friday.

In total around 1,000 people have been evacuated from their homes in the greater Paris region, according to police, while around 1,500 homes were without electricity.

“Due to the spread of flooding to different tributaries, the level of the Seine in Paris will continue rising again on the weekend,” said Vigicrues, adding that highest level would last for about 10 hours before slowly going down.

The extent of the rising water levels was evident from the Seine lapping half way up the Zouave statue of a Crimean soldier on the Pont de l’Alma bridge.

DUCKS INSTEAD OF CARS
It was enough to worry Joao de Macedo, janitor at a residential building in Paris’s upscale 16th Arrondissement.

“There are six studios in the basement, and we’ve had to set up blocks outside to keep the windows from breaking and covering everything in water,” he said.

Inside the studios, tables and dressers have been lifted off the floor as water seeps through the walls.

Outside, where the river was nearly lapping the tyres of parked vehicles, a young woman said it was “great to see ducks instead of cars.”

The December-January period is now the third-wettest on record since data collection began in 1900, according to France’s meteorological service.

However, fears of flooding like that of 1910, which saw the Seine rise to 8.62 meters, shutting down much of Paris’ basic infrastructure, appeared unfounded.

More favorable weather is expected for the week ahead, and Vigicrues has lowered its warning level from orange to yellow in several areas upstream of the capital.

But even once the water levels start to recede, forecasters and officials say it will be a slow process, since much of the ground in northern France is already waterlogged.

“If we’re talking about things going completely back to normal, that’s going to take weeks,” said Jerome Goellner, regional head of environmental services.

A main commuter line, the RER C, has halted service at Paris stops through Wednesday, and some expressways that run alongside the Seine have been closed.

In Paris the Seine flows through a deep channel, limiting the potential flooding damage to riverside structures.

But several areas on the city’s outskirts are under water, such as the southern suburb of Villeneuve-Saint-Georges, where some residents were getting around by boat and dozens have been evacuated from their homes. — AFP

VP Robredo welcomes consultative group on charter change

 

VICE-PRESIDENT Maria Leonor G. Robredo, whose position could be dissolved with a shift to a federal form of government, has welcomed the consultative commission created by President Rodrigo R. Duterte to review the 1987 Constitution. “Very welcome na development ito,” Ms. Robredo said during her weekly radio program BISErbisyong Leni, adding that the formation of the group eases concerns and the impression that the proposed charter change is being rushed by the administration. Ms. Robredo also said that open and public discussions, such as the Senate hearing last Jan. 18, would help form the people’s decision when the proposal is put to a referendum. The consultative committee, created on Jan. 25, is headed by former chief justice Reynato S. Puno and is composed of 18 members who are justices, lawyers, and political science experts. — Minde Nyl R. dela Cruz