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June 2014 Industrial Production

FMI’s analysis of this morning’s June Industrial Production report and June PPI data. Also this morning, the NY Fed’s Business Leaders Survey, a regional services index, fell -4 points to a still-healthy 12 in July (zero is break-even). The services employment measure held steady at 12.

Shiga Governor Election Loss A Setback for Abe

LDP Loses Governor Election in Shiga Prefecture Due to Backlash Over Collective Self-Defense

What does China Want in Senakus, South China Sea? Part 2

Costs vs. Benefits on Beijing’s Abrasive Tactics in South China Sea Not Currently Big Subject of Internal Debate within Leadership

What does China Want re: Senkakus, South China Sea, Part 1

Experts Unclear about Beijing’s Motivations/Ambitions in South China Sea, Worried About Crudeness of Xi’s Tactics

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

Expecting Contraction in April-June; Test is July-September

1st Quarter GDP: Jump in Pre-Tax Hike Spending