Macro

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Vehicle Sales Remain Healthy in July

Vehicle sales reached an estimated 16.4 mm units in July (seasonally-adjusted at annual rate). While down a bit from June’s cycle high of 16.8 mm, sales were in line with the strong 14Q2 average.

June Spending, Income Drops Again, Worse than 1997

Income and Spending Down Again in June in Japan

Real Exports in June Down 2% From Last Year

Plurality of Voters Disapprove of Abenomics; Exports down in June 2% from Last Year

Abe's Approval Down Another Notch, Disapproval at Record 40%

Abe’s Approval Ratings Fell Another Big Notch in a Late July Sankei Poll

Another Setback for TPP, Republicans Say No TPP Without TPA First

Republicans Say Won't Vote for TPP Without TPA First; That Means No Pact This Year

Abe Lures Back Foreign Stock Investors

Foreign Investors Return to Japan in June, But on Much Smaller Scale than in 2013

Post-Tax Hike Consumer Spending Tracking 1997 Path

April-May Post-Tax Hike Spending Tracks Fairly Closely the Pattern in 1997

Preview of Data Releases: May 27 - 30, 2014

Also of note this week will be April Durable Goods Orders and Personal Income reports on Tuesday and Friday, respectively. Tuesday’s March Home Prices data should show continued solid year-over-year appreciation, though momentum is slowing gradually.

Preview of Data Releases: May 19 - 23, 2014

With the Fed on auto-pilot – monitoring data and tapering QE3 until this autumn – no revelations are likely

Multi-Family Tilt No Threat to Housing Sector or Economy

Apartment Construction Adds to Economy also

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