Category Archives: Japan

Godspeed, Japan

Posted on March 11, 2011 by macromon

(click here if table and video are not observable)

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

Nonlinear Thinking: 3D Printing To Revolutionize Manufacturing

Posted on February 11, 2011 by macromon

The Economist has a great piece out today on the coming revolution in manufacturing with 3D printing, which could have as a profound impact on the world as the factories once did. It works like this. First you call up … Continue reading →

Posted in BRICs, China, General Interest, Japan, Nonlinear Thinking, Technology | Tagged , , , | 5 Comments

Japan: Risk of Sovereign Interest Rate Shock – IMF

Posted on January 27, 2011 by macromon

In the context of S&P’s recent sovereign downgrade of Japan we thought you’d be interested in this IMF piece published in October.  The basic thesis is that Japanese commercial banks have been the main buyers of JGBs over past few … Continue reading →

Posted in Black Swan Watch, Bonds, Budget Deficit, Chart of the Day, Economics, Japan, Monetary Policy, Policy, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment

The Comps of Doing Business in the G5 and BRICs

Posted on January 26, 2011 by macromon

The President spoke a lot about competitiveness in his State of the Union last night so we thought we’d do a little comparative analysis.  Sorry to throw so many charts at you but we think they’re a little more sexy … Continue reading →

Posted in BRICs, Charts, Economics, Japan | Tagged , , , | Leave a comment

2011 Radar: Japan Sovereign Risk

Posted on January 2, 2011 by macromon

It’s late but want to start with a quick post on what we see as potential off-radar risks that could potentially derail the equity rally.   Let’s focus tonight on Japan, which is on the mind of very few traders and … Continue reading →

Posted in Black Swan Watch, Bonds, Japan, Sovereign Debt | Tagged , , | Leave a comment

Equity Bulls Battle on Two Fronts

Posted on November 28, 2010 by macromon

The slow improvement of the U.S. economy, reflected in weekly jobless claims, coupled with QE2 is providing an underlying bid to the equity market, which is surprising to many, given the increasingly ugly global macro picture.  On the Western Front, … Continue reading →

Posted in China, Commodities, Currency, Equities, Geopolitical, Japan, PIIGS, Rare Earth Elements, Sovereign Debt, Sovereign Risk | Tagged , , | 1 Comment

Chart of the Day

Posted on November 26, 2010 by macromon
Posted in Black Swan Watch, Bonds, Budget Deficit, Fiscal Policy, Japan, Sovereign Risk | Leave a comment