At Last – the Missing Arrow!
What went missing after the initial phase of Abenomics was the second arrow, fiscal stimulus.
Can Japan Become the Sixth Eye?
With a new Asia-focused Cold War taking shape, the idea that capital should flow across borders unimpeded is for the birds
Japan is Still the Future
In demographics too, Japan is looking more like a pioneer than an outlier.
Nikkei 39,000: Scenarios for a New High for Japanese Stocks
On that basis, new highs should come sooner rather than later.
Galactic Japanification – What Comes Next?
Politically, most Western countries are not in the same postcode… societies are already polarizing and political systems buckling.
Modern Monetary Theory: Coming Your Way Soon (Unless Big Changes Are Made)
Far from soaring interest rates, as doomsters consistently predicted, Japanese bond yields have fallen to vanishing point.
Europe Turning Japanese? It’s Much Worse Than That!
Two decades of “turning European” could prove disastrous. I really think so.
Japan’s Reflation Drive: Don’t Quit, Double Down!
For him to suggest that it is better for prices to fall than rise is equivalent to the Pope renouncing Catholicism.
Five Good Reasons to Ditch the Hike in Japan’s Consumption Tax
Referendums can be tricky operations, as former British Prime Minister David Cameron found out
Value Investment and Populism
Super-low interest rates and tame inflationary expectations would be unlikely to survive the elevation to prime minister of Jeremy Corbyn…