2 May 2014



Today’s Issue Cluster: Japan Economy



MAJOR DATA POINTS

EZ – Mar: Unemployment Shows Jobs Market Still Stagnant; 11.8% from 11.8% / NYT / AP / B / R

EZ – Apr: Markit factory recovery broadens, except for France; 53.4 from 53.0 / FT / R / WSJ *

US – Apr: Gains jobs; +288k from +203k / B / FT / WSJ / r * *

US – Apr: Unemployment rate falls; 6.3% from 6.7% / AP / NYT / R / r *

US – Mar: Factory orders up; +1.1% from +1.5% / R / AP


MARKETS

Stocks – Retirement Investors Return WSJ *


ECONOMICS

Japan – Consumers Keep Spending After Sales Tax Rise WSJ / N

Japan – Consumption Hangover Begins as Car Sales Decline B / b *

Japan – Diaper shortage shows how China demand can relieve tax pain R

Japan – Corporate-Tax Cut Plan Spells Pain for Smaller Businesses B

Japan – Tepid Victory Over Deflation wsj / FT / B / FT *

Japan – BOJ blames export concerns for cut to growth forecast FT / WSJ / b *

Japan – BOJ Recovery Picture at Odds With Cabinet Data B *

Japan – Sluggish guidance raises doubts over Abenomics recovery FT

Japan – Contractors feeling impact of ‘Abenomics’ B

Japan – Trade stats show Abenomics failing N *

Japan – Investors losing faith in Abenomics FT / B

Japan – IMF warns failure to reform threatens growth FT / wsj *

Japan – Abenomics scorecard r *

Japan – Elderly curb effort to buoy stocks FT *

Japan – Abe Rewrites Rules to Rouse With Governance Revamp B

Japan – Obama seeks to reassure on US commitment FT / WSJ


POLITICS & FISCAL POLICY

Ukraine – German Businesses Urge Halt on Sanctions Against Russia WSJ *

Ukraine – Exxon Sticks With Russia Despite Sanctions WSJ *

Ukraine – Sanctions on Russia Block New US Deals to Purchase Rocket Engines WSJ

Ukraine – Visa, MasterCard fear sanctions fallout FT / WSJ

Ukraine – Foreign banks’ lending to Russia E *

Ukraine – America is no longer as alarming to its foes or reassuring to its friends E / E * *


MONETARY POLICY

BOJ – Stays course amid calls for bolder reforms AP / B

BOJ – Said to Be Concerned Japan Bond Market Ignores Inflation B / B / R


FINANCE

Insurance = Japanese companies finding their way in the rest of Asia N *


REAL ESTATE



SERVICES

TV – DirecTV Shows a Need for AT&T WSJ / WSJ *

TV – As Netflix Resists, Most Firms Just Try to Befriend Comcast NYT / R / AP / WSJ *


MANUFACTURING

Autos – US Sales Bloom in April WSJ / NYT * *


TECH



TRADE & TRANSPORTATION

TPP – Unlikely to wrap up trade deal soon R / WSJ / AP


COMMODITIES

Water – Sizing Up Wheat in Parched Midwest Fields WSJ / WSJ *

Water – The depths of California’s drought e *

Water – California Drought Spurs Bonds for 30-Mile Tunnels B *


ENERGY & ENVIRONMENT



LABOR & EDUCATION

Japan – Jobs go part-time amid Abenomics-led revival FT


HEALTH



ENDNOTES

Murder rate North American states, provinces & territories motw *


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