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{"id":47618,"date":"2014-08-19T23:05:54","date_gmt":"2014-08-20T03:05:54","guid":{"rendered":"http:\/\/bznwz.com\/?p=47618"},"modified":"2014-08-20T11:06:34","modified_gmt":"2014-08-20T15:06:34","slug":"20-august-2014","status":"publish","type":"post","link":"https:\/\/bznwz.com\/20-august-2014","title":{"rendered":"20 August 2014"},"content":{"rendered":"


<\/code><\/p>\n


\n

Today\u2019s Issue Cluster: Japan Economy<\/p>\n

Currencies \u2013 Ruble: Russia pushes ahead with free float plans
\nUS \u2013 Two Good Omens for Housing Market
\nPot \u2013 Hemp homecoming: Rebirth sprouts in Kentucky
\n
<\/code><\/p>\n


\n

MAJOR DATA POINTS<\/b><\/a><\/p>\n

Japan – Jul: Export rebound offers hope for economic growth; +3.9% from -1.9% \/ R<\/a> \/ B<\/a> \/ AP<\/a> \/ FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

MARKETS<\/b><\/a><\/p>\n

Currencies – Aussie: Central Bank Keeps Currency Intervention as Option WSJ<\/a><\/p>\n

Currencies – Ruble: Russia pushes ahead with free float plans AFP<\/a><\/p>\n

Currencies – Franc: Spells Headwinds for \u2018Made-in-Switzerland\u2019 Label B<\/a><\/p>\n

Currencies – Pound: Gets Pounded WSJ<\/a> \/ FT<\/a> \/ WSJ<\/a> \/ FT<\/a> \/ WSJ<\/a> \/ NYT<\/a> \/ R<\/a> \/ B<\/a> *<\/a><\/p>\n

Currencies – Renminbi: Fights back as PBOC intervention subsides FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

ECONOMICS<\/b><\/a><\/p>\n

Japan – Economy shrinks as tax hike hits spending WSJ<\/a> \/ FT<\/a> \/ AP<\/a> *<\/a> *<\/a><\/p>\n

Japan – GDP Slump Stirs Stimulus Talk WSJ<\/a> *<\/a><\/p>\n

Japan – Trade With China Set to Grow First Time in 3 Years WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

POLITICS & FISCAL POLICY<\/b><\/a><\/p>\n

Japan – ‘Polarising PM Abe learns the long game’ R<\/a>
\n
<\/code><\/p>\n


\n

MONETARY POLICY<\/b><\/a><\/p>\n

BOJ – Changed economy helping Bank attain price goal N<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

FINANCE<\/b><\/a><\/p>\n

Japan – Megabanks\u2019 $800b Cash Pile Shows Abe Task B<\/a><\/p>\n

Japan – Lenders Seek Out Riskier Borrowers WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

REAL ESTATE<\/b><\/a><\/p>\n

US – Two Good Omens for Housing Market NYT<\/a><\/p>\n

US – AIA Billings Index “Highest Mark Since 2007” cr<\/a> *<\/a><\/p>\n

US – Construction Shifts Into Second Tier WSJ<\/a> *<\/a><\/p>\n

US – Home Price Growth Slowdown a Mixed Trend for Economy WSJ<\/a> *<\/a><\/p>\n

US – Home Size Levels Off, for Now at Least WSJ<\/a> *<\/a><\/p>\n

US – Housing Affordability Hits Six-Year Low wsj<\/a> *<\/a><\/p>\n

US – Higher Housing Costs Aren\u2019t Likely to Fade Soon, Cleveland Fed Study Says wsj<\/a> *<\/a> *<\/a><\/p>\n

US – Rising Costs in Midsize Cities Take Bigger Bite Out of Income WSJ<\/a> *<\/a><\/p>\n

US – ‘Record income gap fuels weakness’ FT<\/a> *<\/a><\/p>\n

US – Battle scars FT<\/a> *<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

SERVICES<\/b><\/a><\/p>\n

Pot – Hemp homecoming: Rebirth sprouts in Kentucky AP<\/a><\/p>\n

Pot – Canola growers turn to more profitable hemp G&M<\/a><\/p>\n

Pot – Next Gold Rush: Legal Marijuana Feeds Entrepreneurs\u2019 Dreams NYT<\/a>
\n
<\/code><\/p>\n


\n

MANUFACTURING<\/b><\/a><\/p>\n

Defense – Japan Military Shares Beats National Benchmark as Abe Beefs Up B<\/a> *<\/a><\/p>\n

Defense – Putin Arouses European Tank Ambitions Dormant Since Cold War B<\/a>
\n
<\/code><\/p>\n


\n

TECH<\/b><\/a><\/p>\n

Mobiles – Smartphone owners\u2019 appetite for new apps wanes FT<\/a> \/ FT<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Mobiles – Smartphone Add-Ons Offer Thermal Imaging WSJ<\/a> *<\/a><\/p>\n

Mobiles – Hopes Fade for Third Smartphone Ecosystem WSJ<\/a>
\n
<\/code><\/p>\n


\n

TRADE & TRANSPORTATION<\/b><\/a><\/p>\n

Rail – Canada Agency Cites Host of Factors for Quebec Disaster WSJ<\/a> \/ NYT<\/a> \/ FP<\/a> \/ G&M<\/a> *<\/a><\/p>\n

Rail – Proposal Threatens to Aggravate Shortage of cars to Move Oil WSJ<\/a> *<\/a><\/p>\n

Rail – Oil tankers, victim of US safety rules, also unwanted in Canada R<\/a> \/ <\/p>\n

Rail – US Regulators Summon Two Operators Over Crop-Transport Delays WSJ<\/a><\/p>\n

Rail – Slow pace of recovery stirs fear of future woes R<\/a>
\n
<\/code><\/p>\n


\n

COMMODITIES<\/b><\/a><\/p>\n

Mining – BHP Billiton\u2019s spin-off is a turning point for industry FT<\/a> \/ WSJ<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

ENERGY & ENVIRONMENT<\/b><\/a><\/p>\n

Oil – New World Order wsj<\/a> *<\/a><\/p>\n

Oil – Iran Sidesteps Sanctions NYT<\/a><\/p>\n

Oil – Turkey urges US to lift obstacles on Kurdish sales FT<\/a> \/ R<\/a> *<\/a><\/p>\n

Oil – Permian light crude stranded as US exports begin to flow R<\/a> *<\/a><\/p>\n

Oil – US refiners face battle to prolong halcyon days FT<\/a><\/p>\n

Oil – Mexico Outlines Plan to Open Fields to Private Companies WSJ<\/a><\/p>\n

Oil – Prices Tumble as Demand Flags WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

LABOR & EDUCATION<\/b><\/a><\/p>\n

Japan – Workers still wait for wage boost FT<\/a> \/ E<\/a> *<\/a><\/p>\n

Japan – ‘Not so cosmopolitan’ \/ N<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

HEALTH<\/b><\/a><\/p>\n


<\/code><\/p>\n


\n

ENDNOTE<\/b><\/a><\/p>\n

Dahala Khagrabari the only “counter-counter-enclave”: an island of India, inside a Bangladeshi village, which sits inside an Indian enclave in Bangladesh TLS<\/a> *<\/a>
\n
<\/code><\/p>\n


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