29 July 2014



Today’s Issue Cluster: Japan



MAJOR DATA POINTS

US – May: Case-Shiller Home-Price Growth Slows Sharply; +9.3% from +10.8% yr / WSJ / R / B * *

US – Jul: ConfBd consumer confidence jumps; 90.9 from 86.4 / AP *


MARKETS

Currencies – Euro stamina challenged by Draghi’s mettle FT *

Currencies – Trading Falls Into Torpor WSJ *


ECONOMICS

Japan – After Tax Increase, Signs of Recovery in Consumption wsj *

Japan – Demand Exceeds Supply for First Time Since 2008 B

Japan – In corporate tax reform, Abenomics giveth, and taketh away R *

Japan – Abenomics picks up speed E * * *

Japan – Households say worse off under Abenomics / b *

Japan – Seeks to Lure Investors With Improved Corporate Governance WSJ *

Japan – Boosting Growth: Some Low-Hanging Fruit wsj *

Japan – Companies outside metropolises performing well N *

Japan – ‘Export-Champ Days Are Left Behind’ B *

Japan – Sees Record Number of Foreign Travelers wsj * *


POLITICS & FISCAL POLICY

Japan – Abe’s Support Dips Below 50% in Fallout Over Easing Pacifism B / N

Japan – Abe faces rising disenchantment FT *

Japan – Ruling Party Lost Regional Election WSJ *


MONETARY POLICY

BOJ – Slower Japan Inflation Highlights Reflation Task B / wsj


FINANCE

Japan – Going it alone is no longer an option for stagnant banks FT


REAL ESTATE

Japan – Housing loan demand collapses ft *

Japan – Office market bottoms out N *

Japan – Construction costs at 21-year high N *

Japan – Tokyo to get an Olympic facelift N *


SERVICES

Media – Turner TV Tops Time Warner’s To-Do List WSJ *

Media – Fox Bolsters Cash with BSkyB Deal FT / WSJ / NYT / q * * * * * * *

Media – Riches and Risks for Fox in Time Warner Takeover WSJ / NYT / FT / B / WSJ / FT *


MANUFACTURING



TECH

Japan – Electronics companies are starting to turn themselves around E * *

Japan – Sony’s Walkman Makes Comeback WSJ *


TRADE & TRANSPORTATION

Rail – Albany Nears Hub Status as 100-Car Trains Jam Port B


COMMODITIES



ENERGY & ENVIRONMENT

Oil – OPEC’s Two-Decade Ride on Global Growth Stalls B *

Oil – Saudi market reforms invite access to growth FT *

Oil – Kurdish Gambit Hits Troubled Waters WSJ *

Oil – Cuba’s vast untapped reserves still untapped AP *

Oil – Prospectors Shift Back to Wealthy Lands WSJ * *


LABOR & EDUCATION

Japan – Midnight Hours Thwart Abe’s Plans for More Working Moms B

Japan – Plenty of demand, not enough hands N / FT *


HEALTH



ENDNOTE

Where cats are more popular than dogs wapo * *


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