Structural Reform II: Political Economy Backdrop
 One of the enduring questions regarding Japan’s “lost decades of growth” remains the degree to which failure to grow owes to insufficient...
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BoJ Tapped to Taper
In their policy meeting on September 20-21, the BoJ will be essentially admitting that they can no longer pursue 2% inflation rate target as...
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Three Pronged Attack on Japan's Banks, Becomes More Pointed
Japan’s banks face pressure on margins, credit costs and stock market losses. Much of this will worsen further since events in the UK....
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Japan's Banks Can Lose 30% of Income
With less interest income on cash, securities and loans, Japan’s banks can lose a considerable amount of current profit. We show how negative...
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Japan's Nasty Margin Trend
It was bad enough before, but negative rates will only exacerbate the worsening margins of Japan’s banks. These banks are highly liquid, so that...
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