Abe’s Next Move: Doubling Down on Growth
The yen has acted as a financial version of the “wind of the gods” – the fortuitous typhoon that destroyed the fleet of Kublai Khan
Beware The Psycho
Back in 2002 Ben Bernanke recommended the deployment of “helicopter money” – meaning a broad-based tax cut financed by the central bank – as the best cure for deflation.
Enter the Ninja – Kuroda’s Negative Therapy
Remarkably even Zimbabwe, once the poster-child for hyperinflation, is now in deflation
Five Market Mysteries for the Year of the Monkey
What havoc might result if the Chinese authorities were to stage a large-scale currency depreciation?
Grossly Deceptive Parameters
The UK and France added a few extra percent to their GDPs by including drug-dealing, prostitution and smuggling.
Busted – How Low Can Commodities Go?
Fear of shortages may be hard-wired in the human brain, leading us to worry about threats that are fading and downplay those that loom large.
China and the Three Japans
Today’s China resembles a blurry overlay of at least three different phases of Japan’s historical trajectory
Twenty First Century Schizoid Markets
We have something akin to a poorly microwaved pizza — parts are still frozen and parts hot enough to blister your lips.
What the Nikkei-FT Deal Says about the World (and Japan)
What do Vice, the FT and the WSJ have that the Washington Post, Business Week and many other once iconic titles do not?
Eurogeddon – the Japanese Perspective
Yet successful conservative politicians are always empiricists, not idealists…