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Watching Japan


JEast
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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

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