15 April 2015



Today’s Issue Cluster: Japan

World – IMF warns of ‘super taper tantrum’ ahead
Water – Almond backlash tied to California drought
Nuclear – UK: Home-grown small reactors on agenda


MAJOR DATA POINTS

China – Q1: Economic growth slows; +7.0% from +7.3% / R / FT / AP / WSJ / NYT / X *

US – Mar: Industrial production fell; -0.6% from +0.1% / R / WSJ / AP / cr *

US – Apr: NAHB Homebuilder Sentiment Rose for First Time in Five Months; 56 from 52 / B / WSJ / R / cr *


MARKETS

Bonds – Challenging times await US junk after banner run FT * *

Bonds – Buying Treasurys With Foreign Currencies Pays Off WSJ / FT *

Bonds – European Markets Go Down the Rabbit Hole WSJ *

Bonds – Investors Hunt Bargains in European Corporates WSJ *


ECONOMICS

World – IMF warns of ‘super taper tantrum’ ahead FT

World – Slowing EM Growth Is Sapping Economic Prospects WSJ *

World – ‘Deflation: A look at the historical record’ voxeu *


POLITICS & FISCAL POLICY

Japan – Abe bids to end economic burden FT * ** * *

Japan – Reforms push companies to unlock cash FT

Japan – Dramatic push to save economy G&M *

Japan – The economy gets a boost from record numbers of visitors E *


MONETARY POLICY

BOJ – Votes Down Call to Slash Easing WSJ / FT / B / b *

BOJ – Growing Speculation Easing May Outlast Kuroda’s Tenure wsj

BOJ – Economists Give Kuroda Higher Grades Than Abe WSJ *

BOJ – Government increasingly at odds with the central bank E *


FINANCE

Japan – Regional banks feel impact of BoJ stimulus FT


REAL ESTATE

Japan – Foreign investors snap up property on weak yen N *


LABOR & EDUCATION

Japan – Says sayonara to long hours working culture FT *


SERVICES

Telecoms – Nokia Is in Talks to Buy Alcatel-Lucent WSJ / FT / NYT / R / FT *

Telecoms – Nokia confirms Alcatel-Lucent acquisition FT / WSJ *

Telecoms – ‘Nokia and Alcatel-Lucent should heed the lesson of past mergers’ FT * *

Telecoms – US broadband providers wake up to the need for speed FT


MANUFACTURING



TECH

Google – Expected to Face Antitrust Charges in Europe NYT / WSJ / FT / WSJ *

Google – France set to push to reveal ‘secret sauce’ algorithm FT

Google – Music groups claim YouTube ‘abuses’ copyright law FT


TRADE & TRANSPORTATION



COMMODITIES

Water – Almond backlash tied to California drought CBC

Water – ‘California’s Farm-Water Scapegoat’ wsj *

Water – Mapping exceptional drought conditions / r *

Water – Mighty Rio Grande Now a Trickle Under Siege NYT


ENERGY & ENVIRONMENT

Nuclear – Japan: Court blocks restart of two reactors FT / WSJ / NYT / N

Nuclear – Japan: Considers evaporation, storage of Fukushima water R * * *

Nuclear – UK: Home-grown small reactors on agenda FT *


HEALTH



ENDNOTE

A new technology to prevent yogurt from sticking to the lid medium * *


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