3 November 2014



Today’s Issue Cluster: Japan

Air – Wanted: 500,000 pilots for China aviation gold rush
Oil – Libya: Warring factions quietly co-operate to keep up exports
Flu – Google Retools Its Prediction Engine, After Getting It Wrong


MAJOR DATA POINTS

China – Oct: HSBC PMI Rises Modestly; 50.4 from 50.2 / WSJ *

China – Oct: Official PMI edges down; 50.8 from 51.1 / R / B / WSJ / AP *

China – Oct: Official Services PMI Joins Manufacturing in Slowing; 53.8 from 54.0 / B / R *

EZ – Oct: Markit Manufacturing Remains Near Stagnation; 50.6 was 50.7 / B / WSJ / R *

US – Oct: ISM Manufacturing Unexpectedly Rises; 59.0 from 56.6 / WSJ *

US – Oct: Markit factory activity growth at three-month low; 55.9 from 57.5 / R *

US – Sep: Construction spending weaker than expected; -0.4% from -0.5% / R *


MARKETS

Currencies – Surprise Stimulus Hammers Yen WSJ

Currencies – Weak Yen Pressures Japanese Firms Operating in China WSJ *

Currencies – Yen’s Purchasing Power Eroding to Record Low B *

Currencies – Yen tensions emerge between Abe and Kuroda FT * * *


ECONOMICS

Japan – Kuroda’s Stimulus Turns Focus Back to Abe’s Third Arrow B / WSJ / FT *

Japan – Abe balances tax rise against economic damage FT / E *

Japan – Decision on Increasing Sales Tax to Resonate Globally WSJ *

Japan – Behind Profit Rebound WSJ * *

Japan – Asia a bright spot in dim export picture N *


POLITICS & FISCAL POLICY



MONETARY POLICY

BOJ – Opts for another dose of shock and awe FT / WSJ / NYT / AP * * *

BOJ – Stimulus boosts dollar and sends S&P 500 to new record FT / WSJ * * *

BOJ – Shock has logic FT *

BOJ – Split Vote Shows Kuroda Walking on Tightrope WSJ / R

BOJ – ‘Opens the floodgates’ ft * *


FINANCE



REAL ESTATE

Japan – Land values rising in biggest cities N * *

Japan – Investors Look Beyond Tokyo WSJ *

Japan – Blighted by zombie housing FT * *

Japan – Map of ‘Haunted’ Homes Is Landlords’ Nightmare WSJ *


SERVICES



MANUFACTURING



TECH



TRADE & TRANSPORTATION

Air – Wanted: 500,000 pilots for China aviation gold rush R

Air – Solar Flares From Sunspot Hamper Pilots, Satellites WSJ *


COMMODITIES

Coffee – Chinese farmers gain a taste FT

Cocoa – Prices Fall as Harvest Begins WSJ

Crops – Pain in Trains Falls Mainly on Grain WSJ * *


ENERGY & ENVIRONMENT

Oil – Saudi: Price Drop Has Officials Divided WSJ *

Oil – Saudi: Refining Strategy WSJ *

Oil – Libya: Warring factions quietly co-operate to keep up exports E *

Oil – Asean: Southeast Asia and the shock r *

Oil – World: Big Cos Feel the Need to Get Smaller WSJ *


LABOR & EDUCATION



HEALTH

Flu – Shot Supply Dented by Production Woes WSJ

Flu – Google Retools Its Prediction Engine, After Getting It Wrong wsj / nyt *


ENDNOTE

Emergency numbers by country reddit *


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