The recent decision by Fitch Ratings to downgrade the Japanese sovereign by one notch, from from AA minus to A plus, has all the outward appearance of being a predictable non event. As the Reuters ar...
In an era of expensive energy, Japans lack of natural resources and distance from markets (except China) are significant liabilities. Consider Morgan Stanley Ship Hauls Frozen Gas 14,500 Miles to Tok...
Chris Martenson has released an interesting essay Japan Is Now Another Spinning Plate In The Global Economy Circus and provides a neat summary of the issues the country is facing:-The total shutdown ...
Japans energy and industrial policy that has been in place since the oil crisis of the early 1970s has been overturned.Reuters reports today that Japans first trade deficit since 1980 raises debt dou...
The FT reports that "Japan relaxes weapons export ban", stating that "Tokyo has relaxed a decades-old ban on arms exports, opening the way for Japanese companies to participate in the ...
According to a BusinessWeek article from 2000 Japan, a Nation of Risk-Takers? (int’l edition)“Seniors aged 60 years and over own about 70% of Japan’s $11 trillion in household financial assets. Only ...
"Japan’s V-shaped recovery has now become a statistical fact rather than our forecast. According to retail sales statistics, the level of retail sales in June has already exceeded the level prio...
Alex Kerr, in the book Dogs and Demons, documents how Japan has “only the most primitive regulation of toxic waste” (p. 57), and for comparison describes how “There are more than a thousand controlle...
In the book "Dogs and Demons: Tales from the Dark Side of Japan", Alex Kerr notes that Japan has very high inheritance taxes relative to other developed countries. This could be a significa...
Japans economy has fallen into recession again with two consecutive quarters of negative GDP growth. Gross domestic product contracted 0.9% during the January-March quarter, marking a 3.7% annualized...
With the arrival of the first real Japanese data since the Tsunami struck the immensity of the tragedy which Japan is passing through is only now gradually becoming apparent. Exports were down by a s...
Evidence which would enable us to assess the full economic impact of the Japanese earthquake and tsunami is still hard to come by. There is a lot of talk of supply chain disruptions, but little in th...
As Japanese officials continue to toil away in what we all hope will be a successful bid to avert a worst case scenario nuclear meltdown even while thousands of Japanese still remain missing and unac...
According to this source, Yoshio Watanabe, a professor of electrical engineering at Kanagawa University states that many Japanese companies have outsourced research, development, and engineering over...
Edward posted this in a comment to the previous post:"Those who argue that Japan can simply keep eating its own debt indefinitely are right until and unless the economy can no longer run an exte...
On December 27, Bloomberg reported that "Japanese workers´ willingness to accept wage cuts to safeguard their jobs is lowering prices and deepening deflation". This assertion was attributed...
I highly recommend WHEN JAPAN COLLAPSES, released today over at The Burning Platform. While the tone of the piece is a bit hyperbolic, the author has gathered a solid set of data shown in chart form ...
Guest Post by Manuel Alvarez RiveraElection Resources On The InternetWithout doubt, the Democratic Party of Japan (DPJ) has had a decidedly rough ride in power in the ten months since its historic Ho...
According to the Financial Times, "China replaced the US as Japan’s biggest export market last year(2009)".(1) Heres a chart from RIETI showing the relative shares of Japans total exports:I...
The population pyramid is inverted: Population growth is zero: Japans population is projected to shrink by approximately 32 million persons, or 25%, over the next forty years: Source: Statistical Han...
By Claus Vistesen: CopenhagenPopular myth and, allegedly, the laws of aerodynamics have it that the bumblebee should not be able to take flight. Yet still, our good bumblebee refuses to be pulled dow...
By Claus Vistesen: CopenhagenSometimes no news is more telling than one might initially think and although it was hardly earth shattering for the market that the BOJ chose yesterday to keep its main ...
By Claus Vistesen: CopenhagenIn short, if the world economy is to get through this crisis in reasonable shape, credit worthy surplus countries must expand domestic demand relative to potential output...
Whoever said economists are people who don't ever get anything right?"Economic growth in Germany probably stagnated in the fourth quarter from the previous three months, the Federal Statistics o...
By Claus Vistesen: CopenhagenI shall openly admit that I have always found the exact role of the rating agencies a bit odd in the global financial system. I mean, do we really need them to tell us wh...
By Claus Vistesen: CopenhagenLast week was a good lesson in terms of what might, or what might not, happen when policy makers attempt to steer currency markets. Notwithstanding the obvious question o...
Despite recent optimism about the apparent renaisance of growth in the Japanese economy, and the heightened sense of enthusiasm which surrounds the surge in economic activity right across the Asian c...
By Claus Vistesen: CopenhagenIn case you had not noticed, the IMF is blogging and it is not "merely" the garden variety IMF staffers they are rolling out to fill the pages; nope here we are...
A few days back there were rumblings of dissatisfaction from the market about Ministry of Finance projected issuance:Japan’s Bonds Drop a 4th Day After 20-Year Auction Demand Cools – Bloomberg.comIt’...
By Claus Vistesen: Copenhagen(click on pictures for better viewing) Last week, we learned that industrial production rose yet again in Japan clocking in at 1.4% month-on-month in September after havi...
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