Tag Archives: Japan

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

COTD: Guess Who Is Growing And Who Is Not?

Posted on July 23, 2017 by macromon

We will give you a hint: …credit is the mother’s milk of growth; without credit the economy cannot flourish. And credit cannot flow freely without a well-functioning financial system. – Mark Zandi But as Japan and the others illustrate, there’s … Continue reading →

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QOTD: Tokyo’s Real Estate Bubble of the 1980’s

Posted on March 30, 2017 by macromon

Nice follow-up quote from our last post on federal land holdings and assets.  U.S. government praying for a land bubble?  Just yanking your Markov chain. At the peak of the real estate bubble in the late 1980s, the 1.32 square … Continue reading →

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Japan’s economy v company reform – FT

Posted on October 6, 2015 by macromon

James Mackintosh on economic woes facing Japanese equities Abenomics has one bright point: Japanese corporate governance is improving fast. Unfortunately, says investment editor James Mackintosh, even the best-run company is not immune to the economic cycle. For more video content … Continue reading →

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Yen breakout – FT

Posted on May 21, 2015 by macromon

The yen has broken out of its Y118-120 to the dollar rut and is expected possibly to fall to Y123. The FT’s Leo Lewis explains to Roger Blitz what has triggered this, its impact on the country’s stock market and … Continue reading →

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Japan’s Economic Revival – Stratfor

Posted on April 30, 2015 by macromon

Stratfor East Asia Analyst John Minnich and Managing Editor Ben Sheen discuss Japan’s recent economic and domestic revival, its relations with the U.S., and the Trans-Pacific Partnership. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

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The three gluts – FT

Posted on January 13, 2015 by macromon

Government borrowing costs in developed countries continue to fall with Japan’s five-year bond yields hitting zero. Three gluts are behind these low yields, as Morgan Stanley’s Joachim Fels explains to capital markets editor Ralph Atkins. The latest global markets overview … Continue reading →

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Japan Tops List of Innovators

Posted on November 9, 2014 by macromon

Today’s IBD notes that Japan has moved to the top of list  countries hosting the world’s most innovative countries.   The study is based on a Thompson-Reuters report, The U.S. was the most innovative nation among the top 100 in … Continue reading →

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