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{"id":50490,"date":"2015-02-16T23:38:37","date_gmt":"2015-02-17T04:38:37","guid":{"rendered":"http:\/\/bznwz.com\/?p=50490"},"modified":"2015-02-17T11:58:30","modified_gmt":"2015-02-17T16:58:30","slug":"17-february-2015","status":"publish","type":"post","link":"https:\/\/bznwz.com\/17-february-2015","title":{"rendered":"17 February 2015"},"content":{"rendered":"


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


\n

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


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


\n

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

Japan – Q4: GDP Grows More Slowly Than Expected; +2.2% not +3.7% \/ R<\/a> \/ WSJ<\/a> \/ NYT<\/a> \/ FT<\/a> \/ AP<\/a> \/ B<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

Singapore – Q4: GDP Grew More Than Initially Estimated; +2.9% was +2.8% \/ B<\/a><\/p>\n

Thailand – 2014: Economy barely grew after protests, coup; +0.7% from +2.9% \/ AP<\/a> \/ AFP<\/a> \/ B<\/a><\/p>\n

Germany – Feb: ZEW investor confidence highest in a year; 53.0 from 48.4 \/ AP<\/a> \/ B<\/a> \/ AFP<\/a> *<\/a><\/p>\n

US – Feb: NAHB Home-Builder Confidence Dips; 55 from 57 \/ WSJ<\/a> \/ R<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Yen – Scoring on Bets Currency Will Fall Gets Harder WSJ<\/a> \/ B<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Japan – Exit from recession lacks momentum FT<\/a> \/ FT<\/a> *<\/a> *<\/a><\/p>\n

Japan – Affirms pledge to raise consumption tax in 2017 FT<\/a> \/ N<\/a> \/ wsj<\/a> *<\/a><\/p>\n

Japan – Growth Data Show Signal of Inflation wsj<\/a> *<\/a><\/p>\n

Japan – ‘Abenomics’ Seen As ‘Abemarkets’ As Economy Sputters IBD<\/a> *<\/a><\/p>\n

Japan – Piketty’s formula may lead to another answer for Abe N<\/a> *<\/a><\/p>\n

Japan – May Be Exception to Piketty\u2019s Thesis WSJ<\/a> \/ wsj<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

BOJ – Another round of QE might not be politically popular FT<\/a><\/p>\n

BOJ – Abenomics architects tighten grip FT<\/a><\/p>\n

BOJ – A top shareholder of Japanese electronic parts makers N<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Japan – Shrinking living rooms put squeeze on Abenomics FT<\/a> *<\/a> *<\/a><\/p>\n

Japan – Property shares struggle with deflation jitters R<\/a> \/ N<\/a> *<\/a><\/p>\n

Japan – REITs may have a leg up on property stocks N<\/a> *<\/a> *<\/a><\/p>\n

Japan – Corporate property deals soar to 7-year high N<\/a> *<\/a><\/p>\n

Japan – Hotel room rates near pre-2008 level N<\/a> *<\/a><\/p>\n

Japan – Tourism Boom Draws Hotel Investors WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Retail – Natural Food Grocers Thrive In A Choppy Stock Market IBD<\/a><\/p>\n

Retail – Self-Checkout Begins to Take Hold in Japan WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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


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


\n

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

Ship – Port Delays Starting to Damage Businesses WSJ<\/a> \/ R<\/a> \/ B<\/a> \/ NYT<\/a> \/ WSJ<\/a> \/ WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Miners – Dollar\u2019s Rise Papers Over Woes WSJ<\/a> *<\/a><\/p>\n

Miners – Margins r<\/a> *<\/a><\/p>\n

Miners – Concerns raised as China steel enters \u2018peak zone\u2019 FT<\/a> *<\/a> *<\/a><\/p>\n

Miners – Commodity prices go back to basics FT<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Oil – Black Swans on the Horizon WSJ<\/a> *<\/a><\/p>\n

Oil – Rigs Are Being Idled, but Boom Is Not Ending B<\/a> \/ B<\/a> *<\/a><\/p>\n

Oil – Traders celebrate market rout FT<\/a> *<\/a> *<\/a><\/p>\n

Oil – Cushing running out of storage \/ b<\/a> *<\/a><\/p>\n

Oil – Discoveries drop to 20-year low FT<\/a> *<\/a><\/p>\n

Oil – Europe\u2019s Companies Get a Boost From Their Refineries WSJ<\/a> *<\/a><\/p>\n

Oil – ‘Avoid Exxon, Chevron, Conoco and Royal Dutch’ Bn<\/a> *<\/a> *<\/a><\/p>\n

Oil – BP\u2019s battles leave it vulnerable to major move FT<\/a> *<\/a><\/p>\n

Oil – How a $50 drop in prices affects countries \/ bi<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Japan – Wage growth key for getting consumers to do the heavy lifting N<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Countries with a smaller population than Tokyo motw<\/a> *<\/a>
\n
<\/code><\/p>\n


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