Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO ECONOMIC JAPAN TIME TO PAY ATTENTION TO THE JAPANESE CARRY TRADE! OBSERVATIONS: WHO IS BIDENOMICS HELPING MOST? We are going to focus on the Japanese Carry Trade in this newsletter, but first we need to make a few points on the Bidenomics debt buildup which […]
MACRO Global Regional Japan
A TENUOUS JAPANESE CARRY TRADE?
Gordon T Long Global Macro Research | Macro-Technical Analysis MACRO: REGIONAL JAPAN A TENUOUS JAPANESE CARRY TRADE? My view of Japan over the last couple of decades has changed. During the era of what even Japan refers to as the “Lost Decades”, I have come to view Japan as a Bank! It operates like […]
MACRO Global Macro Monetary Policy, MACRO Global Regional Japan, TP Highest Risk, TP Japan Debt Deflation Spiral
TRIGGER$ February 2019
QE PARTY IS STEADILY ENDING WHILE THE BANK OF JAPAN ATTEMPTS MIXED SIGNALS
QE PARTY IS STEADILY ENDING WHILE THE BANK OF JAPAN ATTEMPTS MIXED SIGNALS A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MACRO: MACRO MONETARY SOURCE: 02-04-19 – Wolf Richter – “QE Party Goes Dry, Bank of Japan Tries to Confuse the Markets” MATASII SYNTHESIS: In 2019, markets are facing a situation for the […]