13 March 2015



Today’s Issue Cluster: Poultry

Japan – Lopsided economy shows Abenomics is still a two-legged stool
Asia – ‘Housing looks like US bubble’
Carbon – US Tells Canada Its Climate Goal May Play Keystone Role


MAJOR DATA POINTS

US – Feb: Producer Price Index Falls; -0.5% from -0.8% / WSJ / B / R *

US – Mar: UMich Sentiment at Four-Month Low; 91.2 from 95.4 / B / R *


MARKETS

Currencies – Weaker Euro Ripples Around World WSJ / bi * *

Currencies – Dollar strength weighs on Fed rate-setters FT * *

Currencies – Drops Don’t Always Usher In Export Booms WSJ *

Currencies – EMs Defenses May Come Up Short Over Long Term WSJ *

Currencies – Strength Another Culprit of Low Inflation wsj *

Currencies – Are Wars Looming in Asia? WSJ

Currencies – Yen Too Weak Even for Japan WSJ


ECONOMICS

Japan – Lopsided economy shows Abenomics is still a two-legged stool N * * *

Japan – Carmakers add horsepower to recovery N * *

Japan – ‘Electronics makers show a knack for reform’ N *

Asia – The future of Factories: A tightening grip E * *


POLITICS & FISCAL POLICY



MONETARY POLICY

BOJ – Helps Tokyo Stocks to Soar WSJ * *

BOK – South Korea Cuts Interest Rate WSJ / AP / b *

Asia – Central banks in rate cut rush FT / NYT

Asia – Central Banks’ Dilemma: Balancing Debt and Growth wsj *


FINANCE

US – Stress Tests Still Pose Puzzle to Banks WSJ *

US – Deutsche Bank and Santander vow to improve capital planning FT *

US – Banks learn to play the stress test challenge FT * *


REAL ESTATE

Asia – ‘Housing looks like US bubble’ wapo *


LABOR & EDUCATION

Japan – Has Plenty of Jobs, but Workers Still Struggle WSJ *


SERVICES



MANUFACTURING



TECH

Asia – Tech Giants Are Investing in U.S. Startups WSJ *

Asia – Are Chinese Tech Startups Overvalued? WSJ *


TRADE & TRANSPORTATION



COMMODITIES

Poultry – US exports at risk with bird flu R / WSJ / AP

Poultry – Chicken growers set to pay price for no-antibiotic McNugget R / R *

Poultry – US consumers turning to cheaper chicken / r *

Pork – Growing US hog herd, flat Chinese demand slams prices R / WSJ

Beef – New Zealand exports / r *


ENERGY & ENVIRONMENT

Carbon – Global emissions stall in 2014 FT / FT * * * *

Carbon – Climate change warning catches investors off guard FT *

Carbon – Europe Unlikely to Meet Climate Goal, Study Finds NYT

Carbon – US Tells Canada Its Climate Goal May Play Keystone Role B / FP

Carbon – ‘Is Capitalism Destroying Our Planet?’ S * * *


HEALTH



ENDNOTE

Farmer uses drone to capture bird’s-eye view of ‘cow art’ cnet *


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