Today’s Issue Cluster: Japan
EMs – ‘Fragile Five’ Is the Latest Club of Emerging Nations in Turmoil
Netflix – And the future of television
Auto – “Peak travel” theory hitting a few bumps?
Germany – Feb: GfK Consumer Sentiment Reaches Six-Year High; 8.2 from 7.7 / WSJ
SK – Dec: Industrial output quickest in more than four years; +2.6% from -0.8% / FT
EU – Portugal: Sets course for ‘clean’ bailout exit FT *
EMs – ‘Fragile Five’ Is the Latest Club of Emerging Nations in Turmoil NYT *
Japan – Is Abenomics Misguided? Officials Not Ready to Concede wsj
Japan – Abe Stresses Resolve to Sustain Growth WSJ / FT * *
Japan – China rejects Abe’s WW1 comparison with Pacific tensions FT / WSJ
Japan – No Longer an Export Powerhouse wsj
Japan – Canon to Return Some Production to Japan WSJ
Japan – Government Stimulus Lifts Economy NYT *
Japan – Abe Eyes Land-Price Reflation to Spur Construction Boom B
Japan – Bond market signals lack of inflation faith FT
Japan – New savings accounts could be game changers FT *
Japan – Can Rising Property Values Spur Spending? WSJ *
BOJ – Easing may not compensate for Federal Reserve’s taper FT *
TCMB – Turkey Raises Overnight Lending Rate to 12% WSJ / FT / NYT / B / R / B *
SARB – South Africa Follows Emerging Markets in Raising Key Rate WSJ / B / AP / FT
EMs – Impact of Rate Decisions Fades Fast FT / WSJ *
Thailand – Government Holds to Plans for Voting WSJ / FT / R / AP / B / E *
EU – Bank reforms set out to reduce complexity and curb speculation FT / AP / NYT / R
EU – Banks Show Signs of Healing WSJ *
Consumer – Japanese diaper makers are fighting a new competitor: Chinese diaper pirates q * *
Consumer – No easy money in skin care for fashion brands R *
Consumer – L’Oréal Pulls Garnier Brand From China WSJ *
Consumer – A vigorous competition among sportswear-makers e *
Netflix – Gears Up to Expand in Europe WSJ *
Netflix – And the future of television NYer *
Auto – A Cooling of Americans’ Love Affair With Cars WSJ *
Auto – “Peak travel” theory hitting a few bumps q *
Auto – Traffic Forecasts / mr *
Cocoa – Bulls in the ascendant as supply tightens FT *
NatGas – Fracking Boom Keeps Home Heating Bills in Check WSJ *
Demog – Japan: How nation stood up to old age FT *
Pareidolia update: Hungry helicopter eats delicious soldiers kottke *
