Category Archives: Japan

Japan Remembers Earthquake

Posted on March 11, 2012 by macromon

(click here if video is not observable)

Posted in General Interest, Japan, Video | Tagged , | Leave a comment

Dollar/Yen Clears Resistance, Next Stop 85.5

Posted on March 9, 2012 by macromon

Dollar/yen cleared the top of the resistance zone, which we identified in our last post.   Note the rocket ship to a 10-month high after retesting the generational low in February. We’re in the process of constructing a Weekly Japan Sustainability … Continue reading →

Posted in Black Swan Watch, Dollar, Japan | Tagged , | 3 Comments

Major Holders of Japanese Govt Bonds (JGBs)

Posted on March 7, 2012 by macromon

Note the central bank holdings are increasing significantly . (click here if chart is not observable)

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Why the Yen is swan diving

Posted on March 5, 2012 by macromon

The WSJ does a good explaining what is driving the Yen and seems to agree with us that there is a huge difference between quantitative easing to stimulate the economy versus monetizing bad government debt for which there is no … Continue reading →

Posted in Black Swan Watch, Japan, Monetary Policy, Sovereign Debt | Tagged , , , | 3 Comments

Bernanke’s “No Mas” Send Gold, Bonds, & Yen into Swan Dive

Posted on February 29, 2012 by macromon

Wow!  Take a look at gold, bonds, and the yen after Fed Chairman Ben Bernanke’s testimony on Capitol Hill was interpreted as “no mas” on further quantitative easing.  We we’re a little too complacent with our covered gold positions and … Continue reading →

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Yen Continues to Swan Dive…

Posted on February 24, 2012 by macromon

The Yen got hammered again this week breaking through almost all technical support and looks to at least test last year’s lows, equivalent to an 85 dollar/yen.  It must first clear a key zone of resistance  at 81.50-82.25. Lots of factors … Continue reading →

Posted in Japan | Tagged , | 2 Comments

No Yen for the Yen….

Posted on February 20, 2012 by macromon

We’re sure you’ve noticed the Yen’s swan dive against the U.S. dollar.  Last week’s monetary measures by the Bank of Japan in the global “race to debase” gave it an added kick, The Bank increases the total size of the … Continue reading →

Posted in Japan, Sovereign Debt, Sovereign Risk | Tagged , | 1 Comment

The New Normal: Resource Poaching

Posted on February 5, 2012 by macromon

Guess we should get used to it. (click here if video is not observable)

Posted in China, Crude Oil, Geopolitical, Japan | Tagged , , , | 1 Comment

Romney’s Gift from Bernanke

Posted on January 25, 2012 by macromon

Mitt Romney just received a huge campaign gift from Ben Bernanke as he moves to the Florida primary.    The Fed just announced they will continue to flog savers  — i.e., Florida retirees who live off CD income, and we’re … Continue reading →

Posted in Black Swan Watch, Japan, Monetary Policy, Sovereign Debt, Sovereign Risk | Tagged , , , , , | 4 Comments

Surprising Global Demographic Trends

Posted on November 3, 2011 by macromon

Digging through some old IMF publications last night we came across this little nugget of data on global demographic trends that really caught us by surprise.   When most think about Asia x/Japan they picture a young dynamic growing population ready … Continue reading →

Posted in China, Demographics, Economics, General Interest, Japan | Tagged , , , | 1 Comment