15 September 2014



Today’s Issue Cluster: Japan

Silicon Valley – ‘Era of untrammelled global expansion is over’: FT
Shale – Shell Finds Stretch Utica Boundary Many Miles East


MAJOR DATA POINTS

China – Aug: Industrial Production Slumps to Six-Year Low; +6.9% from +9.0% / WSJ / R / B / AP / AFP / X *

US – Aug: Industrial Output Falls for First Time Since January; -0.1% from +0.2% / B / WSJ / AP / cr *


MARKETS

Currencies – Volatility is back FT *

Currencies – Bitcoin unlikely to enjoy widespread use FT / coinsman *


ECONOMICS

Japan – Alternative Index Shows Price Fall WSJ *

Japan – Economy has shown virtually zero real growth FT * * *

Japan – ‘Abenomics’ feared in trouble as challenges build R / WSJ / FT / WSJ

Japan – Abe Adviser Warns Against Further Sales-Tax Increase WSJ / B

Japan – Prepares to tackle debt burden FT * *

Japan – Auto, machinery makers cheer strong results abroad N / B *

Japan – Stock Rally Fate Found in Watching Won B *

Japan – Abe Wants to Get Women Working WSJ *

Japan – Now World’s Least Optimistic wsj *


POLITICS & FISCAL POLICY

Japan – Majority in China expect war FT


MONETARY POLICY

BOJ – Aso Signals Prepared to Boost Stimulus for Growth B / R / R / FT / WSJ / B / WSJ *

BOJ – Japan’s Phillips curve is sloping up says Iwata / b *


FINANCE



REAL ESTATE

Japan – Tokyo condominium prices have fallen sharply N *


SERVICES

Streaming – Netflix ready for its European close-up FT / WSJ / R / AP / NYT / E / WSJ / BW * *

Streaming – The shifting sands of video consumption / q *


MANUFACTURING

Space – Japan’s Tech Giants Look for Growth WSJ *


TECH

Silicon Valley – ‘Era of untrammelled global expansion is over’ FT


TRADE & TRANSPORTATION



COMMODITIES



ENERGY & ENVIRONMENT

Shale – Fracking Gives US Energy Boom Plenty of Room to Run WSJ *

Shale – Shell Finds Stretch Utica Boundary Many Miles East B / cd * *


LABOR & EDUCATION

Japan – Overlooked Data Shows Wages Rising wsj *

Japan – Kuroda Urges ‘Visible Hand’ to Raise Wages wsj / B *

Japan – Tokyo Gives Housewives Hard Choice WSJ *


HEALTH

Tech – Japan’s medical services look for growth by going abroad N * *


ENDNOTE

Cheese consumption highly correlated to rate of death by entanglement in bed sheets spuriouscorrelations *


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