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{"id":58686,"date":"2016-07-29T07:26:05","date_gmt":"2016-07-29T11:26:05","guid":{"rendered":"http:\/\/bznwz.com\/?p=58686"},"modified":"2016-07-29T10:38:13","modified_gmt":"2016-07-29T14:38:13","slug":"29-july-2016","status":"publish","type":"post","link":"https:\/\/bznwz.com\/29-july-2016","title":{"rendered":"29 July 2016"},"content":{"rendered":"


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


\n

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


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


\n

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

Japan – Jun: Industrial Output Rebounds; +1.9% from -2.6% \/
\n
B<\/a> \/ FT<\/a><\/p>\n

Japan – Jun: Retail Sales Improve; +0.2% from +0.1% \/ FT<\/a> \/ B<\/a><\/p>\n

EZ – Q2: Economy Slowed; +1.2% from +2.2% \/ WSJ<\/a> \/ FT<\/a> \/ R<\/a><\/p>\n

EZ – Jun: Inflation up; +0.2% from +0.1% \/ eu<\/a><\/p>\n

EZ – Jul: Unemployment stable; 10.1% \/ eu<\/a><\/p>\n

US – Q2: GDP Disappoints; +1.2% not +2.6% \/ WSJ<\/a> \/ R<\/a> \/ FT<\/a> \/ NYT<\/a> *<\/a><\/p>\n

US – Q2: Employment Costs Up; +0.6% from +0.6% \/ WSJ<\/a><\/p>\n

US – Jul: UMich consumer sentiment drops; 90.0 from 93.5 \/ MW<\/a><\/p>\n

US – Jul: Chicago PMI dips; 55.8 from 56.8 \/ MW<\/a>
\n
<\/code><\/p>\n


\n

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

Japan – 20-Year Bond Yield Turns Negative WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Japan – Strong Yen Could Further Damp Corporate Earnings WSJ<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

Japan – Abe may have the votes he needs to change the constitution E<\/a> *<\/a><\/p>\n

Japan – Election win puts Abe in position to change the constitution N<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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

BOJ – Plays for time with weak stimulus FT<\/a> \/ WSJ<\/a> \/ R<\/a> \/ NYT<\/a> \/ WSJ<\/a> \/ B<\/a> *<\/a> *<\/a><\/p>\n

BOJ – Under govt pressure, Kuroda mulling specific steps for easing R<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

BOJ – \u2018Helicopter Money\u2019 Prospect Has Yen Traders On Edge WSJ<\/a> *<\/a><\/p>\n

BOJ – Kuroda set to dash hopes of \u2018helicopter money\u2019 FT<\/a> \/ WSJ<\/a><\/p>\n

BOJ – Holds 1\/3rd of all government bonds \/ t<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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


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


\n

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

Japan – Population Falls by Most Since Records Began in 1968 B<\/a> *<\/a> *<\/a><\/p>\n

Japan – As population shrinks, bears and boars roam LAT<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

Planes – Airbus takes \u20ac1.4b charges FT<\/a> \/ B<\/a><\/p>\n

Planes – Boeing takes $2b charges FT<\/a><\/p>\n

Planes – Air show witnessed slowdown in jet orders FT<\/a> *<\/a> *<\/a> *<\/a><\/p>\n

Planes – Airbus and Boeing put pressure on supply chain FT<\/a> *<\/a> *<\/a>
\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


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


\n

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

Refiners – Why It’s All Downhill B<\/a>
\nThe U.S. Is Swimming in Gas…
*<\/a>
\n…And So Is Europe
*<\/a><\/p>\n

Refineries – The Glut Strikes Back B<\/a> *<\/a> *<\/a><\/p>\n

Refiners – On cusp of bear market after stocks rise FT<\/a> \/ WSJ<\/a> *<\/a><\/p>\n

Refiners – Fuel Glut Keeps Pressure on Profit WSJ<\/a> \/ B<\/a> *<\/a><\/p>\n

Refiners – ‘A Correction Is Upon Us’ B<\/a> *<\/a><\/p>\n

Refiners – Majors Losing Other Engine B<\/a> \/ B<\/a> *<\/a>
\n
<\/code><\/p>\n


\n

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


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


\n

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

World’s top 10 largest Cities by GDP am<\/a> *<\/a>
\n
<\/code><\/p>\n


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Today\u2019s Issue Cluster: Refiners MAJOR DATA POINTS Japan – Jun: Industrial Output Rebounds; +1.9% from -2.6% \/ B \/ FT Japan – Jun: Retail Sales Improve; +0.2% from +0.1% \/ FT \/ B EZ – Q2: Economy Slowed; +1.2% from +2.2% \/ WSJ \/ FT \/ R EZ – Jun: Inflation up; +0.2% from +0.1% […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/bznwz.com\/wp-json\/wp\/v2\/posts\/58686"}],"collection":[{"href":"https:\/\/bznwz.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bznwz.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bznwz.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bznwz.com\/wp-json\/wp\/v2\/comments?post=58686"}],"version-history":[{"count":8,"href":"https:\/\/bznwz.com\/wp-json\/wp\/v2\/posts\/58686\/revisions"}],"predecessor-version":[{"id":58707,"href":"https:\/\/bznwz.com\/wp-json\/wp\/v2\/posts\/58686\/revisions\/58707"}],"wp:attachment":[{"href":"https:\/\/bznwz.com\/wp-json\/wp\/v2\/media?parent=58686"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bznwz.com\/wp-json\/wp\/v2\/categories?post=58686"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bznwz.com\/wp-json\/wp\/v2\/tags?post=58686"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}