Tag Archives: Japan

Most Overvalued Equity Markets – IMF

Posted on October 16, 2019 by macromon

October Datafest October is always a month of feasting for us macro data junkies as the IMF releases several of their annual reports and databases, such as the World Economic Outlook (WEO) and the Global Financial Stability Report (GFSR).   We … Continue reading →

Posted in Equities, Uncategorized | Tagged , , , | 1 Comment

Some Background On China Trade Talks

Posted on May 7, 2019 by macromon

Some perspective from a prior post on President Trump’s predisposition toward free trade. We hope for a good trade deal and China caves on everything.  We also hope for the end of poverty, world peace, and everyone to self actualize … Continue reading →

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Japan’s Contrary Move On Immigration

Posted on December 16, 2018 by macromon

Japan zigs (liberalizing) while the U.S. and Europe zag (restricting) on immigration. Interestingly Japan recognizes that immigration can move the needle on growth and is moving to finally liberalize its policies.    There are three main factors that drive economic … Continue reading →

Posted in Japan, Jobs, Uncategorized | Tagged , | Leave a comment

Free Ride Is Over: China & Japan Bailing On Treasuries

Posted on October 17, 2018 by macromon

We had a request to look at the annual change in foreign holdings of U.S. Treasury securities as an addendum to our post from last night. It’s clear the two largest foreign creditors to the United States government are pulling … Continue reading →

Posted in Bonds, Capital Flows, China, Japan, Uncategorized | Tagged , , , | Leave a comment

No Free Trader In The White House

Posted on September 6, 2018 by macromon

Yesterday’s NY Times guest Op/Ed confirmed our suspicions about President Trump, Furthermore,  we don’t believe President Trump is a free trader at heart but more of a protectionist and neo-mercantilist.  There is no “Art of the Deal” – see his … Continue reading →

Posted in Japan, Trade War, Uncategorized | Tagged , | 4 Comments

The Meaning of Life Or Life of Meaning

Posted on August 30, 2018 by macromon

What’s your reason for getting up in the morning? Just trying to answer such a big question might make you want to crawl back into bed. If it does, the Japanese concept of ikigai could help. Originating from a country … Continue reading →

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Tweet of the Day: Double Yikes!

Posted on July 6, 2018 by macromon

Unqualified term “war”?   Tell us it ain’t so, Ray Dalio! Remember the Great War with Japan started with trade tensions in response to the country’s agression in Manchuria, among other regions, Tokyo and Washington negotiated for months leading up … Continue reading →

Posted in China, Economics, Japan, Trade War, Uncategorized | Tagged , , , , , | 17 Comments

Japan’s Aging Population And Long-Term Growth

Posted on July 5, 2018 by macromon

Today’s FOMC minutes release illustrates labor shortages are global in the advanced economies (AE). Contacts in several Districts reported difficulties finding qualified workers, and, in some cases, firms were coping with labor shortages by increasing salaries and benefits in order … Continue reading →

Posted in Economics, Japan, Uncategorized | Tagged , | 2 Comments

Robots Are Even Coming For The Wolves!

Posted on March 15, 2018 by macromon

An example of Mother Nature and her delicate balance, and the ‘bots that bail us out… For the last eight months, farms near Kisarazu City in Japan have been home to a horrifying robot wolf. But don’t worry, it wasn’t … Continue reading →

Posted in Technology, Uncategorized | Tagged , , , | 1 Comment

Dangerous Gambit Out Of Davos

Posted on January 24, 2018 by macromon

We woke to a comment out of Davos that surprised both us and the market. The U.S. Treasury Secretary, Steven Mnuchin, broke from tradition and welcomed a weaker dollar. “Obviously a weaker dollar is good for us as it relates … Continue reading →

Posted in Bonds, Dollar, Uncategorized | Tagged , , , , , | 14 Comments