Category Archives: Japan

Tweet of the Day: Double Yikes!

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

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

Sovereign Risk and Debt Crises

We received some interesting pushback on our recent post, Is the U.S. Government Bankrupt?  Not Even Close. The purpose of the post was to remind readers to not ignore the left side of a government’s balance sheet — assets —  … Continue reading

Posted in Black Swan Watch, Bonds, Euro, Eurozone Sovereign Spreads, Italy, Japan, Uncategorized | Tagged , | Leave a comment

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

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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America-first and the dollar-yen trade – FT

The FT’s Leo Lewis looks at how uncertainty over US President Donald Trump’s America First policy affects the dollar-yen currency trade. ► Subscribe to here:

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Japan’s economy v company reform – FT

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

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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60 seconds on the Japanese economy – FT

After growing in the first quarter, Japan’s gross domestic product fell sharply in the second quarter. In one minute, the FT’s Jonathan Soble explains why. For more video content from the Financial Times, visit (click here if video is not … Continue reading

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Fixing Japan Inc – Reuters Breaking Views

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)

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Stratfor: Japan’s Geographic Challenge

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

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