20 June 2014



Today’s Issue Cluster: Japan

[all japan]


MAJOR DATA POINTS



MARKETS

Argentina – Says next bond payment ‘impossible’, default looms R / FT / WSJ / E / NYT * *


ECONOMICS

Japan – Companies loosen grip on cash FT / B *

Japan – Business mood suggests economy resilient after sales tax hike R *

Japan – What’s Behind Capex Surge? Old Windows May Play a Role wsj *

Japan – Uniqlo bids sayonara to deflation FT *

Japan – Abe updates ‘third arrow’ reforms FT / WSJ / FT / R / B / WSJ / FT / FT * *

Japan – Weighs Tax Change to Push Housewives Into Job Market wsj *

Japan – Investors enticed as Tokyo tackles structural issues FT * * *

Japan – Stock Rise Signals Global Approval of Abe Plans WSJ *

Japan – Individual ownership of shares lowest since fiscal 2007 N *

Japan – Overseas tourists offer fresh boost to economy FT * *


POLITICS & FISCAL POLICY

EU – ‘Commission Crusade: Cameron might face his Waterloo over Juncker’ S / WSJ / ft

EU – Budget-Rule Outliers Complicate Enforcement WSJ *


MONETARY POLICY

BOJ – Said to Mull Keeping Big Balance Sheet After Target B

BOJ – Becomes Top Holder of Japan Government Bonds WSJ / AS * * *


FINANCE

World – Hedge fund chiefs and former bankers enter the shadows FT * *


REAL ESTATE

Japan – Property revival catches foreign attention FT * * *


SERVICES

Gaming – Japan Ready to Bet on Casinos WSJ / B

Gaming – Deal Would Create World’s Largest Online Gambling Company NYT / WSJ

Gaming – Casino Boom Pinches Northeastern States WSJ *


MANUFACTURING

Motorcycles – Harley-Davidson Wheels Out an Electric Bike WSJ / B / AP *


TECH



TRADE & TRANSPORTATION

EU/US – DC says basic outline in place for international services trade deal R

EU/US – Threat on banking in trade talks is empty, official says R


COMMODITIES

Metals – As western automakers embrace aluminium, Asia still welded to steel R

Metals – Oversupply in China drags down Asia’s steel market N *

Metals – Probe May Hit China’s Imports of Copper, Iron Ore WSJ

Metals – Nickel’s record-breaking week dampens bull spirits r *

Metals – South Africa minister offers olive branch to mine owners FT * * *


ENERGY & ENVIRONMENT

Coal – Rising German Use Imperils European Emissions Deal B

Coal – Foresight Energy Bets That There’s Gold in Carbon WSJ *

Coal – Low Prices Stop Another Australia Port Project WSJ

Coal – Australia industry caught in ‘perfect storm’ FT *


LABOR & EDUCATION

Japan – ‘Foreign interns pay the price for labor shortage’ R

Japan – Labor crunch pushes businesses to reform R *


HEALTH

Demog – Japan: Population Shrinks for Third Year B / AS / AS

Demog – Japan: Population Problem in Five Charts wsj ** * * *

Demog – Japan: Population is ageing and shrinking at a rapid pace R / * * * *

Demog – Japan: Areas outside big cities to face drops in young women K *

Demog – Japan: Stands by immigration controls despite shrinking population FT / E * *


ENDNOTE

Which teams have the most fans at the World Cup GP *


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