Money and Finance
- Today's Market Indicator
Monday, 22 October 2012 TimeCountryMacroeconomic IndicesPeriodPrevious ReadingForecastActual ReadingImportance00:50Merchandise Trade ImportsSep-5.4% y/y2.9% y/y4.1% y/yReflects changes in the volume of imported goods in comparison to the...
- Kyle Bass: The Looming Crises In Asia
Link to: Kyle Bass: The Looming Crises in Asia For the last several years, nobody has been more outspokenly bearish on Japan than Kyle Bass. In a recent talk, Bass reiterated his doubts about Japan’s chances of averting a debt crisis. What’s...
- Doom Heralded At Hayman By Widening Trade Deficit: Japan Credit
Thanks to Will for passing this along. Going back and reviewing an investor letterfrom Kyle Bass dated November 30, 2011, Bass wrote “We believe that Japan would have a bond crisis of its own within the next two years without the current European debt...
- Look To The East For Cheap Yield – By Merryn Somerset Webb
This brings me to one of my favourite long-term investments – what many readers insist is my “blind spot” and a market that no one has used the word “bubble” to describe for over two decades. I’m talking about Japan, of course (full disclosure:...
- Three Reasons Japan’s Economic Pain Is Getting Worse – By Jared Diamond
Japan’s economic problems are serious and getting worse. Foremost among them is the crushing burden of government debt. Japan’s ratio of government debt to gross domestic product, currently about 2.28, is by far the highest in the industrial world,...
Money and Finance
John Mauldin: Central Bankers Gone Wild
When Jonathan Tepper and I wrote Endgame some two years ago, the focus was on Europe, but we clearly detailed how Japan would be the true source of global volatility and instability in just a few years. “A Bug in Search of a Windshield” was the title of the chapter on Japan. This year, I wrote in my forecast issue that 2013 would be “The Year of the Windshield.” For the last two weeks we have focused on the problems facing Japan, and such is the importance of Japan to the world economy that this week we will once again turn to the Land of the Rising Sun. I will try to summarize the situation facing the Japanese. This is critical to understand, because they are determined to share their problems with the world, and we will have no choice but to deal with them. Japan is going to affect your economy and your investments, no matter where you live; Japan is that important.
- Today's Market Indicator
Monday, 22 October 2012 TimeCountryMacroeconomic IndicesPeriodPrevious ReadingForecastActual ReadingImportance00:50Merchandise Trade ImportsSep-5.4% y/y2.9% y/y4.1% y/yReflects changes in the volume of imported goods in comparison to the...
- Kyle Bass: The Looming Crises In Asia
Link to: Kyle Bass: The Looming Crises in Asia For the last several years, nobody has been more outspokenly bearish on Japan than Kyle Bass. In a recent talk, Bass reiterated his doubts about Japan’s chances of averting a debt crisis. What’s...
- Doom Heralded At Hayman By Widening Trade Deficit: Japan Credit
Thanks to Will for passing this along. Going back and reviewing an investor letterfrom Kyle Bass dated November 30, 2011, Bass wrote “We believe that Japan would have a bond crisis of its own within the next two years without the current European debt...
- Look To The East For Cheap Yield – By Merryn Somerset Webb
This brings me to one of my favourite long-term investments – what many readers insist is my “blind spot” and a market that no one has used the word “bubble” to describe for over two decades. I’m talking about Japan, of course (full disclosure:...
- Three Reasons Japan’s Economic Pain Is Getting Worse – By Jared Diamond
Japan’s economic problems are serious and getting worse. Foremost among them is the crushing burden of government debt. Japan’s ratio of government debt to gross domestic product, currently about 2.28, is by far the highest in the industrial world,...