Today’s Issue Cluster: Natural Gas
Japan – The Tokyo Whale Is Quietly Buying Up Huge Stakes of Companies
Air – Plenty of Passengers, but Where Are the Pilots?
China – First-quarter metal imports say more about supply than demand
SK – Q1: GDP slowdown deals fresh blow to Park; +0.4% from +0.7% / FT
US – Feb: Case-Shiller home price gains moderating; +5.0% from +5.7% / CNBC / WSJ / B
US – Mar: Durable goods rebound below expectations; -0.8% from -3.1% / R / WSJ / B
US – Apr: ConfBd consumer confidence slips; 94.2 from 96.1 / AP
Japan – Mrs Watanabes show share trading prowess FT *
Japan – Kuroda Calls Yen’s Recent Rise ‘Excessive’ WSJ
Japan – The Tokyo Whale Is Quietly Buying Up Huge Stakes of Companies B * *
BOJ – How Long Can Kuroda Wait? WSJ *
BOJ – Surging yen piles on easing pressure FT *
BOJ – ‘Big easing’ predicted as yen rises FT *
BOJ – What Will Kuroda Think of Next? WSJ / WSJ *
BOJ – Strengthening yen leaves Kuroda facing more radical options B *
Japan – Negative Rates and Patches of Trouble for Insurers WSJ *
Retail – Wal-Mart Re-Thinks Small Format Strategy As Dollar Stores Swarm IBD
Retail – Upscale Shopping Centers Nudge Out Down-Market Malls WSJ *
Retail – There Are More Consumer Goods Than Ever WSJ *
Retail – Department Stores Need to Cull Hundreds of Sites, Study Says WSJ *
3D Printers – Gaining Traction With Nike, Boeing, HP Inc. IBD
3D Printers – Auto Makers, Others Explore New Roles WSJ *
Air – Plenty of Passengers, but Where Are the Pilots? NYT
Air – Asean demand for travel takes off FT *
Air – Too little freight, too much space E *
China – Commodities rebound is for real FT *
China – First-quarter metal imports say more about supply than demand r * * *
China – Clamps down on commodities frenzy FT
NatGas – Has Best Week of 2016 as Supply Glut Narrows B / R *
NatGas – Asia’s LNG Prices Hit the Brakes WSJ *
NatGas – First US Shipment En Route to Europe WSJ *
NatGas – EU Has Most Favorable Economics for US LNG, BNEF Says / b *
NatGas – US shale gas producers bet Mexico is next bonanza FT * *
NatGas – Glut Hands Pricing Power to Buyers WSJ *
NatGas – Summer could push producers into desperation WSJ *
NatGas – Likely reserves in the Arctic enormous vc *
US Electric Generator Inventory / eia *
