Today’s Issue Cluster: Japan
Japan – Mar: Reuters Tankan business mood steady but seen weakening; 31 from 30 / R *
EZ – Jan: Current Account Surplus Reaches Record High; +€25b from +€20b / WSJ
Canada Feb: Inflation exceeds forecast; 1.1% from 1.5% / R / FP / CBC
Canada – Jan: Retail sales rise better-than-expected; +1.3% / R *
Yen – BOJ stimulus hesitance feeds currency bulls FT / B * *
Stocks – Foreign Investors Rush to Sell Japanese Holdings WSJ *
Japan – Tests Begin to Mount for Abe WSJ / R *
Japan – Central-Bank Chief Defends Consumption-Tax Rise WSJ / IBD / N *
Japan – Companies rediscovering appetite for loans N *
Japan – Pension giant: Risk on E *
Japan – What if Export Boom Never Shows Up? wsj *
Japan – Foreign Buyers Have a Yen for Tokyo Real Estate WSJ
Japan – Big cities emerge from land-price deflation FT / K
Japan – Property price rises provide firmer ground for inflation FT
Ukraine – Broader EU Sanctions on Russia Could Hurt Europe’s Economy WSJ / AP / WSJ / B *
Ukraine – US companies urge restraint on Russia sanctions FT / NYT / FT / WSJ / AP / R / B
Ukraine – Links with Putin made Bank Rossiya prime US sanctions target FT / FT
Ukraine – Impact on Western banks ft * *
Ukraine – London has more to lose than most E *
Ukraine – S&P Cuts Outlook on Russia to Negative from Stable WSJ / AP
Ukraine – Russia threatens to raise gas prices as Kiev signs EU deal FT
Ukraine – EU Readies Natural-Gas Plan to Cut Reliance on Russia in Months B / FT
Ukraine – Russia wants a divided country E * *
Fed – Yellen puts Treasury markets on edge FT / WSJ *
US – Fed ‘Stress Test’ Results: 29 of 30 Big Banks Could Weather Big Shock WSJ / FTB / AP / R *
US – Housing Recovery Hits Hurdles WSJ
Autos – Carmakers predict plunging sales on Japan tax increase FT
Autos – Nissan snubs Japan, giving India a Go N * *
Air – Lufthansa Pilots Vote in Support of Strike WSJ / R
Air – Budget Lines Spur Shrinking Japan to Travel B *
Air – Despite a recent tragedy, air flights are getting safer e *
Air – Pilot Shortage Adds to Regional Airlines’ Woes BW *
Air – Thousands Extra for a Few Inches of Legroom on Long Flights WSJ *
Air – Stocks Are Looking Up Again WSJ *
Metals – Indonesia export ban turns nickel from dog to star FT *
NatGas – Storage Tanks WSJ * *
DMs – Developed Country Wage Growth Picks Up WSJ
EMs – Slumping Fertility Rates in Developing Countries Spark Labor Worries WSJ * *
Demog – Japan: Elephant in the Room–Births vs. Deaths / b *
Demog – Japan: Abe Funds Last-Chance Saloon to Arrest Drop in Births B
Demog – Japan: Immigrants eyed as a key to maintaining population level AS *
When each country formed into it’s current state motw *