Tag Archives: Japan

Black Swan Watch: Japan could pull out of China

Posted on September 25, 2012 by macromon

This could be big and is not priced.  Keep it on your radar. (click here if video is not observable)

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Economist Cover: War Over These?

Posted on September 20, 2012 by macromon

The new cover story of the Economist.  Gulp! Low probability, high impact event and very unlikely but keep it on your radar. …Amid heated rhetoric on both sides, one Chinese newspaper has helpfully suggested skipping the pointless diplomacy and moving … Continue reading →

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Debt of Honor in the East & South China Seas

Posted on September 19, 2012 by macromon

We can’t  help but think the Chinese are reading Tom Clancy’s 1994 thriller, Debt of Honor, as we watch their latest tiff with Japan unfold.  Recall China suspended its exports of rare earths to Japan in September 2010 over a similar … Continue reading →

Posted in Black Swan Watch, China, Geopolitical, Japan | Tagged , , | 3 Comments

A Microcosm of Japan’s Tough Future?

Posted on September 8, 2012 by macromon

Sorry to ruin your weekend with more dismal science,  but we thought this video is a reflection of the potential problems Japan is now facing.   If the city of Yubari is, indeed,  a glimpse of future Japan,  this may be … Continue reading →

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Stratfor: Asia’s Balance of Power

Posted on August 24, 2012 by macromon

(click here if video is not observable)

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Stratfor – Tensions Flare in China-Japan Islands Dispute

Posted on August 21, 2012 by macromon

Wash, rinse, repeat! Remember the rare earth retaliation and panic in 2010?  These tensions and the local anxiety over a more assertive China is the best thing that has happened for U.S. diplomatic relations in Asia in a long time. … Continue reading →

Posted in China | Tagged , , , | 2 Comments

Global Slowdown Hits Japan Machinery Orders

Posted on July 8, 2012 by macromon

Huge drop and much worse than expected in Japan’s machinery orders.  The Japan Cabinet Office reports, 1)  The total value of machinery orders received by 280 manufacturers operating in Japan decreased by 14.5% in May from the previous month on … Continue reading →

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Japan and the IMF

Posted on July 8, 2012 by macromon

Ahead of the Annual Meetings of the International Monetary Fund-World Bank, due to take place in Tokyo later this year, this video takes a brief look at 60 years of partnership between Japan and the IMF – International Monetary Fund … Continue reading →

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Global PMI At Three-Year Low

Posted on July 2, 2012 by macromon

Markit reported the JP Morgan Global Manufacturing PMI fell to 48.9, the fasted rate of contraction since May 2009.  Led by weak growth in the U.S. rates of decline accelerated in China, Brazil, and Vietnam.  Japan, Taiwan, and South Korea … Continue reading →

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Nikkei Ugly

Posted on May 29, 2012 by macromon

Seems like yesterday that everyone wanted to emulate the Japanese. The Nikkei stock index is down 78 percent a little more than 22 years after its peak at the end of 989.   Imagine the U.S. equivalent –  the S&P500 at … Continue reading →

Posted in Equities, Global Stock Performance | Tagged , | 1 Comment