Macro
June Spending, Income Drops Again, Worse than 1997
written by Richard Katz on July 30, 2014
Income and Spending Down Again in June in Japan
Real Exports in June Down 2% From Last Year
written by Richard Katz on July 24, 2014
Plurality of Voters Disapprove of Abenomics; Exports down in June 2% from Last Year
Abe's Approval Down Another Notch, Disapproval at Record 40%
written by Richard Katz on July 23, 2014
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
written by Richard Katz on July 18, 2014
Republicans Say Won't Vote for TPP Without TPA First; That Means No Pact This Year
Abe Lures Back Foreign Stock Investors
written by Richard Katz on July 03, 2014
Foreign Investors Return to Japan in June, But on Much Smaller Scale than in 2013
Post-Tax Hike Consumer Spending Tracking 1997 Path
written by Richard Katz on July 01, 2014
April-May Post-Tax Hike Spending Tracks Fairly Closely the Pattern in 1997
Preview of Data Releases: May 27 - 30, 2014
written by Michael Lewis on May 27, 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
written by Michael Lewis on May 21, 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
written by Michael Lewis on May 20, 2014
Apartment Construction Adds to Economy also
Nikkei Index Loses Third of Its Initial Gains Under Abe
written by Richard Katz on May 11, 2014
Foreign Investors Losing Faith in Abenomics
