Jump to content

Watching Japan


JEast

Recommended Posts

Two snippets from a larger piece by Albert Edwards on why we should be watching Japan.  Of note, only two occasions when implied inflation turned negative for the US and that was in '08 and during the '97-'98 Asian crisis. If you recall, the Asian crisis was primarily the result of a weakening Yen.

 

http://www.cnbc.com/id/101086245

http://www.businessinsider.com/japan-bigger-for-markets-than-the-fed-2013-10?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+businessinsider+%28Business+Insider%29

 

Why is it that Japan has implemented a QE that on an apples-to-apples comparison that is more than 3X larger then the US and their bonds are again approaching all-time lows?  Head scratcher, or is it.

 

 

Cheers

JEast

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...