Japan Needs New Bazooka
Increasing urgency for policy action Exports are cratering, plunging 14% y/y in July, after falling 7.4% in June, the worst decline in its exports...
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The Best Chart I Have Ever Seen... Well This One Ranks High
I have thought long and hard about writing this, in part because my firm is a relatively new contributor to this site, and in part because someone...
637 Views
Fastest Horses into September Stall
US equities remain bullish on dips with DJI and financials (leaning into a rate hike) the laggard bets. Market breadth is weak with A/D line...
365 Views
Is 'Womenomics' A Sham?
As Lully Miura points out in a CSIS Newsletter, the election of Yuriko Koike to the Tokyo governorship by over 10 million voters is a landmark...
350 Views
Japan Market Strategy - Japanese 1Q Earnings Better than Feared
As we head into Obon, with earnings season now behind us, the impression is that Japan has dodged a bullet on the earnings front. The surge in the...
284 Views