August 2014
M T W T F S S
« Jul    
 123
45678910
11121314151617
18192021222324
25262728293031

Recent Posts

Why the US economy is not doomed to a Japan-style deflation or …

10-yr sovereign yields in Germany have plunged to just under 1%, and Japanese yields are a mere 0.5%. U.S. 10-yr yields seem to be following suit, dropping from 3.0% at the end of last year to 2.34% today. Is the U.S. [...]

Growth and Inflation In America: Why Deflation Is Knocking at the …

I don't track growth and inflation rates for Japan and the Euro zone, but it seems highly likely that the deflationary pressures in Japan for more than a decade and in the Euro zone recently are a direct result of prolonged [...]

Deflations Door Shuts in Spain & Opens in Japan – Market …

Similar to the patterned reversal in the SPX in the fall of 2011, investors are getting one more chance to buy Japanese equities on sale before we expect Japan to overcome the pernicious tentacles of deflation , that [...]

Why Japan? Why Now? | ETF Trends

Japan's monetary accommodation, fiscal policy, and structural reforms have been coined “Abenomics” after Japan's Prime Minister Shinzo Abe. Abenomics is a three arrowed multi-front attack on the deflation and slow [...]

GaveKal Capital: Excluding Tax Increase, Japanese Consumer …

Excluding Tax Increase, Japanese Consumer Prices Are Already Back in Deflation . The recent sales tax increase in Japan is wreaking havoc with price statistics, making year-over-year comparisons basically [...]

Draghi on Why the Euro Area Is Not Sliding into Deflation like Japan …

Draghi on Why the Euro Area Is Not Sliding into Deflation like Japan Did. June 3, 2014. History and economic history is full of rationalizations that “this time is different.” So it seems to be with the ECB officials, who have defended their [...]

Japan sees end to deflation after 20 years | The Times

Japan has finally pulled itself out of deflation after nearly two decades of falling prices. Inflation is now rising at the fastest rate since 1991, the year the asset bubble burst, propelling what was then the world's [...]

Quantitative and qualitative monetary easing and Japan's recent …

Excessive appreciation of the yen. A persistent decline in prices means continued appreciation in the value of the yen; that is, the value of money to buy goods and services. If deflation only takes place in Japan , it [...]

Can The Stock Market Rally Continue? Maybe Japan Has The …

I propose that the Nikkei 225 is a useful leading indicator in anticipating the movements of the S&P 500 Index. Given Japan's experience with deflation , I hypothesize that Japanese financial markets are faster at accounting [...]