20 July 2015



Today’s Issue Cluster: Oil

Japan – Abe’s Inflation Hits Households
WTO – Deal reached on cuts to global IT tariffs
Gold – Continues Sliding, Hits 5-Year Low


MAJOR DATA POINTS

EZ – May: Current account surplus narrows; +€18b from +€24b / MW *


MARKETS

Japan – ‘Time to Buy Blue Chips’ Bn *


ECONOMICS

Japan – BOJ downgrades GDP and inflation forecasts FT / AFP

Japan – Abe’s Inflation Hits Households B * * *


POLITICS & FISCAL POLICY

Japan – Abe’s polls plummet after defense bills pass R / WSJ / FT / NYT / AP / B


MONETARY POLICY

World – Divergence in monetary policy is still the big theme for 2015 WSJ * *


FINANCE



REAL ESTATE

Japan – REIT market gets the ‘death cross’ R *


LABOR & EDUCATION

Japan – Funding the Retirement of the Oldest Wealthy Nation WSJ *


SERVICES

Retail – Property: lease worst scenario FT *

Retail – Pressure to Sell the Land Beneath Them WSJ *


MANUFACTURING



TECH



TRADE & TRANSPORTATION

WTO – Deal reached on cuts to global IT tariffs FT / B / R


COMMODITIES

Gold – Heads for Five-Year Low as Traders Brace for Higher Rates WSJ / B *

Gold – Continues Sliding, Hits 5-Year Low WSJ / FT / FT / B *

Gold – China breaks 6-year silence on reserves FT / WSJ / R / B * *


ENERGY & ENVIRONMENT

Oil – Investors Get Caught in Slippery Wake WSJ *

Oil – For Asia’s Consumers, It’s a Buyer’s Market WSJ / WSJ / WSJ * *

Oil – Iran: The multibillion-dollar ‘candy store’ FT * * * *

Oil – ‘Iran needs time and favorable conditions to boost output’ r *

Oil – Iran’s possible production response r * * * *

Oil – History Shows Iran Could Surprise the Market B / b * * * *


HEALTH



ENDNOTE

Just time zones cwob *


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