22 June 2015



Today’s Issue Cluster: Aviation

BOJ – US-Japan policy gap behind Nikkei uptrend
Hemp – Welcome to the Cannabis Revolution
Alt – Wind: World’s largest floating turbine nearly complete


MAJOR DATA POINTS

US – May: NAR existing home sales jump to 5-1/2-year high; +5.1% / R / WSJ / AP *


MARKETS

Japan – Hedge fund bets against shares hit record levels FT


ECONOMICS



POLITICS & FISCAL POLICY



MONETARY POLICY

BOJ – Holds fire on stimulus as economy picks up AFP / R / B / N

BOJ – US-Japan policy gap behind Nikkei uptrend N *


FINANCE



REAL ESTATE



LABOR & EDUCATION



SERVICES

Hemp – Industry enters 2nd year with hazy market potential AP

Hemp – GOP-controlled House backs state medical marijuana laws AP

Hemp – Welcome to the Cannabis Revolution S *


MANUFACTURING

Planes – Markets: Airbus deals exceed Boeing FT / WSJ *

Planes – Markets: Demand strong, but turbulence cannot be ruled out E *

Planes – Supplier: Wary as Airbus and Boeing push output envelope R

Planes – 747: Boeing Gets Cargo Boost at Paris Air Show WSJ / R

Planes – A400M: Airbus to resume deliveries R

Planes – A320: Airbus outlines ambitious plans FT

Planes – C Series: Bombardier leaves Paris ‘satisfied’ but without orders R


TECH



TRADE & TRANSPORTATION

Air – Stocks Could Soar Up to 50% Bn * *

Air – Profits soar but concern rises for sector’s prospects FT * * *

Air – Lines hit headwinds from investors R / FT / WSJ

Air – Investors Shouldn’t Bail Out WSJ *

Air – IATA hikes profit forecast to $29b R / B *

Air – Record 65m passengers boarded US lines in March / b *

Air – Europe’s Top Lines to Spend Billions to Win Back Passengers WSJ

Air – Qatar CEO defends Gulf carriers FT / WSJ / R / FT

Air – MERS outbreak now No. 1 aviation sector risk R

Air – China Travel Sites Take Flights of Fancy WSJ *


COMMODITIES

Gold – Gains Allure as US Economy Stumbles WSJ * *

Gold – Peak Doesn’t Mean New Price Heights WSJ * *

Gold – Woes Pile Up for South African Producers WSJ *


ENERGY & ENVIRONMENT

Alt – Wind: UK onshore subsidies to end early under plan FT / WSJ *

Alt – Wind: World’s largest floating turbine nearly complete N *


HEALTH

Insurance – Cigna Rejects Anthem Takeover Bid WSJ / FT / NYT / R / B

Insurance – Anthem Had Raised Offer for Cigna WSJ / NYT / FT / R / AP *

Insurance – Humana’s Baby-Boomer Focus Makes Insurer a Prize B / B *

Insurance – UnitedHealth, Anthem Seek to Buy Smaller Rivals WSJ *

Insurance – Humana Won’t Get Lost in Merger Shuffle WSJ / WSJ *

Insurance – Investors Debate the End of the Stock Surge WSJ *

Insurance – Bracing for Affordable Care Act Ruling WSJ / NYT


ENDNOTE

Map where purple shows potential visibility for Mount Fuji motw *


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