27 May 2016



Today’s Issue Cluster: Mining

Japan – Wary of a new round of deflation, Abe to delay sales tax hike
Apple – Next Big Moneymaker Could Be Cars
Quakes – Japan: The next big one


MAJOR DATA POINTS

Japan – Apr: Deeper into deflation; -0.3% from -0.1% / FT

US – Q1: GDP Revised Up; +0.8% was +0.5% / WSJ / R / B / FT *

US – UMich Sentiment Revised Down; 94.7 was 95.8 / R


MARKETS

Japan – Negative interest rates fuel record share buybacks FT *


ECONOMICS



POLITICS & FISCAL POLICY

Japan – Wary of a new round of deflation, Abe to delay sales tax hike N *


MONETARY POLICY



FINANCE

Japan – Negative Rates Scorned by Megabanks B * * *


REAL ESTATE



LABOR & EDUCATION



SERVICES



MANUFACTURING



TECH

Apple – Suppliers See Earnings Take Hits WSJ / B *

Apple – Cook lays some groundwork for growth in India N *

Apple – Looks to India for Growth WSJ *

Apple – Invests $1b in Chinese Uber rival FT / WSJ *

Apple – Next Big Moneymaker Could Be Cars B *

Apple – To Revamp Streaming Music Service B *

Apple – Executive proposed bid for Time Warner FT / FT / FT * *


TRADE & TRANSPORTATION



COMMODITIES

Mining – Once Bullish, Miners Turn Bearish on Metals Prices WSJ *

Mining – Sales stumble on looming clean-ups R

Mining – China Wants to Set Commodities Prices B / FT *

Mining – Rearing steers in Australia during slump WSJ *

Gold – ‘Strong Hands’ Returning in New World of Negative Yields B * *

Gold – Demand falls, but jewelry market poised to grow more B *

Gold – Venezuela Stepping Up Sales as Petrodollars Dry Up B *

Gold – Calls for Everyone’s Favorite Standard Are Back B *

Silver – Miner Sees Price Surging Ninefold on Gadgets B * *

Cobalt – China plays long game on electric batteries FT * *

Aluminum – Detroit Pile That Rattled Beer Makers Is Vanishing B *

Copper – To remain weak, says mining chief FT

Iron – Price drops to 10-week low FT *

Iron – EU warns China to expect new steel tariffs FT

Iron – Chinese Steel Can’t Support Prices WSJ *


ENERGY & ENVIRONMENT

Quakes – Japan: The next big one FT * *


HEALTH



ENDNOTE

Next Generation Express Train in Japan to Meld Into the Environment s&t *


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