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{"id":57282,"date":"2016-04-25T23:20:43","date_gmt":"2016-04-26T03:20:43","guid":{"rendered":"http:\/\/bznwz.com\/?p=57282"},"modified":"2016-04-26T12:05:19","modified_gmt":"2016-04-26T16:05:19","slug":"26-april-2016","status":"publish","type":"post","link":"https:\/\/bznwz.com\/26-april-2016","title":{"rendered":"26 April 2016"},"content":{"rendered":"


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


\n

Today\u2019s Issue Cluster: Natural Gas<\/p>\n

Japan \u2013 The Tokyo Whale Is Quietly Buying Up Huge Stakes of Companies
\nAir \u2013 Plenty of Passengers, but Where Are the Pilots?
\nChina \u2013 First-quarter metal imports say more about supply than demand
\n
<\/code><\/p>\n


\n

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

SK – Q1: GDP slowdown deals fresh blow to Park; +0.4% from +0.7% \/ FT<\/a><\/p>\n

US – Feb: Case-Shiller home price gains moderating; +5.0% from +5.7% \/ CNBC<\/a> \/ WSJ<\/a> \/ B<\/a><\/p>\n

US – Mar: Durable goods rebound below expectations; -0.8% from -3.1% \/ R<\/a> \/ WSJ<\/a> \/ B<\/a><\/p>\n

US – Apr: ConfBd consumer confidence slips; 94.2 from 96.1 \/ AP<\/a>
\n
<\/code><\/p>\n


\n

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

Japan – Mrs Watanabes show share trading prowess FT<\/a> *<\/a><\/p>\n

Japan – Kuroda Calls Yen\u2019s Recent Rise \u2018Excessive\u2019 WSJ<\/a>
\n
<\/code><\/p>\n


\n

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

Japan – The Tokyo Whale Is Quietly Buying Up Huge Stakes of Companies B<\/a> *<\/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 – How Long Can Kuroda Wait? WSJ<\/a> *<\/a><\/p>\n

BOJ – Surging yen piles on easing pressure FT<\/a> *<\/a><\/p>\n

BOJ – \u2018Big easing\u2019 predicted as yen rises FT<\/a> *<\/a><\/p>\n

BOJ – What Will Kuroda Think of Next? WSJ<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

BOJ – Strengthening yen leaves Kuroda facing more radical options B<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Japan – Negative Rates and Patches of Trouble for Insurers WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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


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


\n

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

Retail – Wal-Mart Re-Thinks Small Format Strategy As Dollar Stores Swarm IBD<\/a><\/p>\n

Retail – Upscale Shopping Centers Nudge Out Down-Market Malls WSJ<\/a> *<\/a><\/p>\n

Retail – There Are More Consumer Goods Than Ever WSJ<\/a> *<\/a><\/p>\n

Retail – Department Stores Need to Cull Hundreds of Sites, Study Says WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

3D Printers – Gaining Traction With Nike, Boeing, HP Inc. IBD<\/a><\/p>\n

3D Printers – Auto Makers, Others Explore New Roles WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Air – Plenty of Passengers, but Where Are the Pilots? NYT<\/a><\/p>\n

Air – Asean demand for travel takes off FT<\/a> *<\/a><\/p>\n

Air – Too little freight, too much space E<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

China – Commodities rebound is for real FT<\/a> *<\/a><\/p>\n

China – First-quarter metal imports say more about supply than demand r<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

China – Clamps down on commodities frenzy FT<\/a>
\n
<\/code><\/p>\n


\n

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

NatGas – Has Best Week of 2016 as Supply Glut Narrows B<\/a> \/ R<\/a> *<\/a><\/p>\n

NatGas – Asia\u2019s LNG Prices Hit the Brakes WSJ<\/a> *<\/a><\/p>\n

NatGas – First US Shipment En Route to Europe WSJ<\/a> *<\/a><\/p>\n

NatGas – EU Has Most Favorable Economics for US LNG, BNEF Says \/ b<\/a> *<\/a><\/p>\n

NatGas – US shale gas producers bet Mexico is next bonanza FT<\/a> *<\/a> *<\/a><\/p>\n

NatGas – Glut Hands Pricing Power to Buyers WSJ<\/a> *<\/a><\/p>\n

NatGas – Summer could push producers into desperation WSJ<\/a> *<\/a><\/p>\n

NatGas – Likely reserves in the Arctic enormous vc<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

US Electric Generator Inventory \/ eia<\/a> *<\/a>
\n
<\/code><\/p>\n


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