Japan – Page 9 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

On secular bear markets and more on the primacy of monetary policy

BOJ’s aggressive QE has brought JGBs to negative real yields

Tapering, Chinese stabilization, European recovery, Japanese investors

Abenomics and Japan’s disastrous macro plans

Why the EM meltdown doesn’t change my positive macro view

There are four main drivers in this week’s markets

Yen Bid Ahead of BOJ Decision

The changing debate over China’s economy

How the United States gets deflation and becomes the next Japan

The Eurozone is trying to repeat Japan’s lost decade