Category Archives: Japan

Japan’s September Exports Down 10.3% Y/Y

Posted on October 22, 2012 by macromon

Great data from Japan’s Ministry of Finance (MOF) showing the sharp drop in exports to each of the country’s major trading partners. TOKYO — Japan’s trade deficit widened in September as exports plunged 10.3 percent from a year earlier, weighed … Continue reading →

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Black Swan Watch: Japan could pull out of China

Posted on September 25, 2012 by macromon

This could be big and is not priced.  Keep it on your radar. (click here if video is not observable)

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Economist Cover: War Over These?

Posted on September 20, 2012 by macromon

The new cover story of the Economist.  Gulp! Low probability, high impact event and very unlikely but keep it on your radar. …Amid heated rhetoric on both sides, one Chinese newspaper has helpfully suggested skipping the pointless diplomacy and moving … Continue reading →

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Debt of Honor in the East & South China Seas

Posted on September 19, 2012 by macromon

We can’t  help but think the Chinese are reading Tom Clancy’s 1994 thriller, Debt of Honor, as we watch their latest tiff with Japan unfold.  Recall China suspended its exports of rare earths to Japan in September 2010 over a similar … Continue reading →

Posted in Black Swan Watch, China, Geopolitical, Japan | Tagged , , | 3 Comments

A Microcosm of Japan’s Tough Future?

Posted on September 8, 2012 by macromon

Sorry to ruin your weekend with more dismal science,  but we thought this video is a reflection of the potential problems Japan is now facing.   If the city of Yubari is, indeed,  a glimpse of future Japan,  this may be … Continue reading →

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Stratfor: Asia’s Balance of Power

Posted on August 24, 2012 by macromon

(click here if video is not observable)

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Global Slowdown Hits Japan Machinery Orders

Posted on July 8, 2012 by macromon

Huge drop and much worse than expected in Japan’s machinery orders.  The Japan Cabinet Office reports, 1)  The total value of machinery orders received by 280 manufacturers operating in Japan decreased by 14.5% in May from the previous month on … Continue reading →

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Japan and the IMF

Posted on July 8, 2012 by macromon

Ahead of the Annual Meetings of the International Monetary Fund-World Bank, due to take place in Tokyo later this year, this video takes a brief look at 60 years of partnership between Japan and the IMF – International Monetary Fund … Continue reading →

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Markets Want More FED “Crack” – Harry Dent

Posted on April 4, 2012 by macromon

Harry Dent does a pretty good job in ‘splaining today’s risk sell-off, in our opinion. We’re beginning to sense, however, the markets are awakening to the fact the U.S. government is going to have a funding problem. As the world … Continue reading →

Posted in Black Swan Watch, Budget Deficit, Gold, Japan, Monetary Policy, Sovereign Debt, Sovereign Risk | Tagged , , , , , , | Leave a comment

Ugly Chart Contest: Safe Haven Swan Diving

Posted on March 19, 2012 by macromon

There’s something happening here What it is ain’t exactly clear…. Everybody look what’s going down – For What It’s Worth – Buffalo Springfield,  circa 1967 The former safe havens – U.S. treasury bonds, gold, and the Japanese yen — have … Continue reading →

Posted in Black Swan Watch, Bonds, Currency, Dollar, Economics, Gold, Japan | Tagged , , , , , | 2 Comments