How the Bank of Japan Can Turn Disaster into Triumph
The BoJ has taken on the appearance of an enormous and dangerous Moby Dick.
Five and a Half Super Scenarios for the Year of the Dragon
Japan is now a more strategically important player than ever before in the post-war era
Why China Needs A Dose of Abenomics
The Showa depression of the early 1930s led to the era of “government by assassination”
Learning to Love Inflation: the Japanese Experiment
Higher immigration is a certainty, given that opinion surveys show a large majority of the public accepting the case.
Buffett-san Validates the Abe Reforms
Could it be that Buffett sees a more cosmopolitan Japan filling a crucial new role?
The Kuroda era – and what comes next
One thing is for sure – unlike most of his predecessors, he will be remembered.
Funny Money: Edward Chancellor’s “The Price of Time”
“We have come to live in a controlled environment, with its fake money, fake interest rates, fake economy, fake jobs, and fake politicians…”
Five + 1 Surprising Scenarios for the Year of the Rabbit
2022 was definitely a “Roubini year”, but 2023 could well be a “Pinker year”
Blowback: Sunak, Kishida & the Supercompetitive Yen
Large currency moves always create winners and losers: the losers complain loudly while the winners count their profits and keep quiet.
Currency Crunch: The Yen is massively mispriced
Deflation could easily return