22 January 2015



Today’s Issue Cluster: Japan

Defense – Asia’s military budgets surge as armies go high-tech
Japan – To Rescue Economy, Abe Turns to Supermom
Demog – Japan: Has been too optimistic


MAJOR DATA POINTS

US – Week: Jobless Claims Flash Some Warning Signs; -10k to 307k / WSJ / R / B / cr *


MARKETS

Japan – Weak Yen Rekindles Hope for Bringing Production Back Home WSJ *

Japan – BOJ’s bond buys dragging yields to record lows N *

Japan – Inventories shrink as BoJ’s bond appetite grows FT * *

Japan – Yield on Five-Year Government Bond Falls to Zero WSJ * *

Japan – French Connection Bodes Ill for Stocks B *


ECONOMICS

Japan – Raises Long-Term Growth View WSJ / B / NYT

Japan – Restructuring costs weigh down companies FT *


POLITICS & FISCAL POLICY



MONETARY POLICY

BOJ – Slashes inflation forecast WSJ / FTAFP / R / N / FT / WSJ * *

BOC – Shocks With Rate Cut “Insurance” Against Oil Slump WSJ / FT / NYT / R / NYT / B / R / G&M / CBC / B * * *

BCB – Brazil benchmark rate at three-year high FT / WSJ / B / AFP

ECB – Announces €60b a Month QE FT / WSJ / R / NYT / B *

ECB – Eyes €50b monthly bond purchases WSJ / FT / B / AP / R *

ECB – Four reasons why QE will be different in the EZ FT * * * *

BOE – Unanimous in holding interest rates FT / NYT / FT *

World – Global Monetary Policy Changes in a Map bp *


FINANCE



REAL ESTATE



SERVICES



MANUFACTURING

Defense – Abe boosts Japan spending FT *

Defense – Asia’s military budgets surge as armies go high-tech N / N / N *


TECH

Net Neutrality – Amazon backs White House FT

Net Neutrality – Broadband Industry Backs GOP’s Proposed Bill WSJ


TRADE & TRANSPORTATION



COMMODITIES

Sorghum – US Farmers’ Latest Hot Crop WSJ *

Sugar – Is on a High at Year’s Start WSJ *


ENERGY & ENVIRONMENT

Natural Gas – Takes Unseasonal Plunge WSJ *

Heating Oil – Cheaper Prices Fuel Billions in Savings in Northeast WSJ / AP *


LABOR & EDUCATION

Japan – Government Presses Companies to Raise Wages WSJ * *

Japan – To Rescue Economy, Abe Turns to Supermom NYT

Japan – Female truckers move into the driving seat FT


HEALTH

Demog – Japan: 2014 births fall to lowest on record FT / q / wsj * *

Demog – Japan: Has been too optimistic wapo *


ENDNOTE

Crop that supplies most calories motw *


Comments are closed.