Tag Archives: Japan

Fixing Japan Inc – Reuters Breaking Views

Posted on October 8, 2013 by macromon

Oct. 8 – Fresh off a trip to Asia, Rob Cox talks with Richard Beales about three recent M&A deals that show signs of overdue change in corporate Japan. – ReutersTV (click here if video is not observable)

Posted in Japan | Tagged , | 1 Comment

Stratfor: Japan’s Geographic Challenge

Posted on March 11, 2013 by macromon

Stratfor examines Japan’s primary geographic challenge of sustaining its large population with little arable land and few natural resources. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

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

Week in Review

Posted on March 9, 2013 by macromon

(click here if charts are not observable)

Posted in Week in Review | Tagged , , , , , , , , | 1 Comment

Weekend Lecture: Economics of Abenomics

Posted on March 1, 2013 by macromon

The Peterson Institute held a high-level discussion of the economic policy initiatives of Japan’s new government, or Abenomics, on February 15, 2013. This timely event took place just ahead of Prime Minister Abe’s upcoming summit meeting with President Obama. The … Continue reading →

Posted in Fiscal Policy, Japan, Monetary Policy | Tagged , , , , , | Leave a comment

Stratfor: A ‘Powder Keg’ in Asia Between China and Japan?

Posted on March 1, 2013 by macromon

One of our Seven Swans A Simmering.  Keep it on your radar. Stratfor Vice President of East and South Asia Analysis Rodger Baker discusses the increasing strategic and economic tensions between China and Japan. For more analysis, visit: http://www.Stratfor.com (click … Continue reading →

Posted in China, Geopolitical, Japan | Tagged , , , | Leave a comment

Macro Fishing – Five Good Reads

Posted on February 24, 2013 by macromon

Challenges for the new Governor of the Bank of Japan – Gavyn Davies,  FT Is there a tipping point for government debt? – Washington Post WonkBlog Global Economy-Hoping for Answers to Three Big Questions – Reuters Are Stock Markets Really Becoming … Continue reading →

Posted in Reads | Tagged , , , | 1 Comment

Kospi and Nikkei diverge in the Bretton Woods

Posted on January 13, 2013 by macromon

Take a look at the divergence between Korea’s Kospi and Japan’s Nikkei over the past month.   Clearly the result of Shinzo Abe’s policy to weaken the yen. Recall how the last big dollar/yen reversal in 1995 helped set the stage … Continue reading →

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

Daily Interest Rate Monitor

Posted on January 7, 2013 by macromon

(click here if table is not observable)

Posted in Interest Rates | Tagged , , , , , | Leave a comment

Stratfor: Political Change in Asia

Posted on December 22, 2012 by macromon

Good background on the changes coming as the result of Japan and South Korea’s elections.   Good stuff. Stratfor’s Vice President of East Asia Analysis Rodger Baker discusses this week’s elections in Japan and South Korea and the effects on the … Continue reading →

Posted in China, Geopolitical, Japan, Politics | Tagged , , , , | Leave a comment

Stratfor: Japan and Korea Elections

Posted on December 17, 2012 by macromon

Stratfor’s Vice President of East Asia Analysis Rodger Baker discusses the elections in Japan and South Korea and how the countries’ national interests could complicate U.S. efforts to shape its security policy in Northeast Asia. For more analysis, visit: http://www.Stratfor.com … Continue reading →

Posted in Japan, Politics | Tagged , , , | 1 Comment