Showing posts with label Japan. Show all posts
Showing posts with label Japan. Show all posts
Wednesday, January 15, 2020

15/1/20: What Trade Deal Phase 1/N Says About the Four Horsemen of Apocalypse

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Phase 1 of N of the "Greatest Trade Deal" that is "easiest to achieve' by the 'stablest Genius' is hitting the ...
Saturday, August 24, 2019

23/8/19: Counting Trillions: The Unrelenting March of Debt

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The never-ending march of leverage: Between 2001 and 2008, Big 4 Non-Financial Sector Debt rose USD 30.04 trillion or 96.5 percent fr...
Tuesday, October 2, 2018

2/10/18: Government Debt per Employed Person

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We often see Government debt expressed in reference to GDP or in per capita terms. However, carry capacity of sovereign debt depends not a...
Friday, January 27, 2017

27/1/17: Sovereign Debt Junkies Can't Get Negative Enough in 4Q 16

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There’s less euphoria in sovereign borrowers camps of recent, but plenty of happiness still. Per latest data from FitchRatings, “global ...
Wednesday, May 4, 2016

4/5/16: Canaries of Growth are Off to Disneyland of Debt

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Kids and kiddies, the train has arrived. Next stop: that Disneyland of Financialized Growth Model where debt is free and debt is never too...
Thursday, April 21, 2016

21/4/16: Economic Outlook: Advanced Economies

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My article on economic outlook forward for the Advanced Economies is now out at the Manning Financial quarterly:  https://issuu.com/public...
Tuesday, February 3, 2015

3/2/2015: Japanification of Europe?

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One of the main narratives for understanding European economy's longer term growth outlook has been the risk of Japanification: a long...
Tuesday, January 20, 2015

20/1/2015: IMF Global Growth Outlook 2015-2016: Europe Slips, U.S. Powers Away

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My analysis of the IMF update to the World Economic Outlook is now available on Learn Signal blog:  http://blog.learnsignal.com/?p=148
Sunday, October 19, 2014

19/10/2014: Chart of the Week: Japanising Europe

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A chart of the week, courtesy of @Schuldensuehner 10 year benchmark bonds: Japan for 1987-2004 period of decline and stagnation and G...
Monday, July 28, 2014

28/7/2014: Western Banks Exposures to Russia

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Last week I posted two charts detailing largest FDI exposures to Russia. Here is a chart, courtesy of Bloomberg, showing banks exposure t...
Saturday, April 19, 2014

19/4/2014: If Only Forecasts Were Falling Ripe from Trees...

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Here we go, folks… ESRI's latest thoughts on Irish economy... and they are earth-shattering. Let's take a few pointers from the...
3 comments:
Sunday, September 15, 2013

15/9/2013: A Surging... Floater...

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You've seen the 'Euro area economy is surging ahead' headlines on foot of recent PMIs... and you have seen warnings on the accu...
Sunday, April 28, 2013

28/4/2013: That German Miracle...

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Germany... the miracle economy of Europe: Let's do some growth facts. recall that G7 includes such powerhouses of negative growth ...
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Tuesday, February 19, 2013

19/2/2013: Japan's Woes: 3 recent posts

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Some excellent blogposts on Japan's problems via Economonitor: 1) All exports and money printing can't offset Japan's debt, ...
1 comment:
Sunday, January 13, 2013

13/1/2013: Decoupling: US v Euro Area 2011-2060

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Another interesting chart that speaks volumes about the topic I have been highlighting now since ca 2002-2003. The topic is the concept of...
Sunday, September 2, 2012

2/9/2012: Gun, no bullets, a charging bear

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Via an excellent  recent post on the SoberLook, here's a chart showing a Central Bank with no ammunition left to fire at the charging...
Friday, February 10, 2012

10/2/2012: Few thoughts on the global policy crisis

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What makes me really concerned nowdays is not the ongoing crisis, but the logical and numeric impossibility of the mounting policy "so...
4 comments: