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{"id":52572,"date":"2015-07-01T00:06:51","date_gmt":"2015-07-01T04:06:51","guid":{"rendered":"http:\/\/bznwz.com\/?p=52572"},"modified":"2015-07-01T11:09:56","modified_gmt":"2015-07-01T15:09:56","slug":"1-july-2015","status":"publish","type":"post","link":"https:\/\/bznwz.com\/1-july-2015","title":{"rendered":"1 July 2015"},"content":{"rendered":"


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


\n

Today\u2019s Issue Cluster: Solar Power<\/p>\n

Japan \u2013 Growth Rebound Short-Lived as Challenges Loom
\nUS \u2013 Low Interest Rates, Jobs Boost Subprime Auto Lenders
\nRare Earths \u2013 Bet Flopped as Scarcity Was a Mirage
\n
<\/code><\/p>\n


\n

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

Japan – Jun: Tankan Confidence Index Unexpectedly Improves; 15 from 12 \/ B<\/a> \/ FT<\/a><\/p>\n

China – Jun: HSBC manufacturing remains weak; 49.4 from 49.2 \/ AP<\/a> \/ R<\/a><\/p>\n

EZ – Jun: Markit factory growth tepid; 52.5 from 52.2 \/ R<\/a> \/ WSJ<\/a><\/p>\n

US – Jun: Markit factory activity slowest since October 2013; 53.6 from 54.0 \/ R<\/a><\/p>\n

US – Jun: ISM Manufacturing Index Rises; 53.5 from 52.8 \/ WSJ<\/a><\/p>\n

US – Jun: ADP Private Sector Jobs Up; +237k from +203k \/ WSJ<\/a> \/ R<\/a><\/p>\n

US – May: Construction spending rises to 6-1\/2-year-high; +0.8% from +2.1% \/ R<\/a>
\n
<\/code><\/p>\n


\n

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

Currencies – Indonesia Bans Foreign Currencies in Domestic Transactions WSJ<\/a> *<\/a><\/p>\n

Currencies – Rupiah slump dents corporate Indonesia FT<\/a> *<\/a><\/p>\n

Currencies – Yen is running out of wiggle room FT<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Japan – China\u2019s Slowdown Stings Companies WSJ<\/a> *<\/a><\/p>\n

Japan – Bets on growth to curb debt as Abe reveals three-year plan FT<\/a> *<\/a> *<\/a><\/p>\n

Japan – Growth Rebound Short-Lived as Challenges Loom b<\/a> *<\/a><\/p>\n

Japan – Takes On Its Deficit-Ridden Finances WSJ<\/a> *<\/a><\/p>\n

Japan – \u2018Productivity Revolution\u2019 Plan Offers Few Major Steps WSJ<\/a>
\n
<\/code><\/p>\n


\n

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

Greece – Tsipras backs down on many Greece bailout demands FT<\/a><\/p>\n

Greece – Proposal Falls Short of Creditors\u2019 Demands WSJ<\/a> \/ R<\/a> \/ B<\/a><\/p>\n

Greece – Default Deals Blow to IMF WSJ<\/a> *<\/a><\/p>\n

Greece – Athens Race to Sway Bailout Referendum WSJ<\/a> *<\/a><\/p>\n

Greece – Heat dries up new stock sales in EU FT<\/a> *<\/a> *<\/a><\/p>\n

Puerto Rico – Close to Deal to Avoid Default WSJ<\/a> \/ NYT<\/a> \/ WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

US – Online Lenders Offer New Competition for Banks WSJ<\/a> *<\/a><\/p>\n

US – Shadow banks take up the running in risky lending FT<\/a> *<\/a><\/p>\n

US – Low Interest Rates, Jobs Boost Subprime Auto Lenders IBD<\/a><\/p>\n

US – Banks Feel Pinch From Declining Overdraft Fees WSJ<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

US – Office Market Is on a Slow Roll WSJ<\/a> *<\/a><\/p>\n

US – Housing stages \u2018lopsided\u2019 recovery FT<\/a> *<\/a> *<\/a> *<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

HigherEd – Surge of Chinese Applicants Tests US Colleges WSJ<\/a><\/p>\n

HigherEd – Foreign Grad-School Applications Rise, Driven by India WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Rare Earths – Molycorp Files for Bankruptcy Protection WSJ<\/a> \/ FT<\/a><\/p>\n

Rare Earths – Bet Flopped as Scarcity Was a Mirage B<\/a><\/p>\n

Rare Earths – After the boom and the bust r<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Alt – Solar: Boom Raises Doubts on Sale of Australia Power Assets WSJ<\/a> *<\/a><\/p>\n

Alt – Solar: Japan aims for space power N<\/a> *<\/a><\/p>\n

Alt – Solar: How Chinese Billionaire’s Bet Soured WSJ<\/a> *<\/a><\/p>\n

Alt – Solar: Investors again sour on Chinese stocks N<\/a> *<\/a><\/p>\n

Alt – Solar: Industry Hustles As Tax Credit Deadline Nears IBD<\/a><\/p>\n

Alt – Solar: High-Tech Projects Fail to Deliver WSJ<\/a> *<\/a><\/p>\n

Alt – Solar: Battle Puts Hawaii at Forefront of Changes NYT<\/a><\/p>\n

Alt – Solar: ‘Enjoys a glowing outlook’; r<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Interest rates lower than at any time in the past 5,000 years ft<\/a> *<\/a>
\n
<\/code><\/p>\n


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