Abenomics

My contention has been that global growth is accelerating. Backing that up, yesterday I looked at four economies where growth has been good. Only in Sweden were we seeing renewed weakness. Today, I want to look at four economies where…

There are four main forces shaping the immediate investment climate and these remain essential unchanged: 1) Fed tapering not expected until late Q1 14. 2) ECB will likely take additional action to ease financial conditions and…

debt matters, even if it is possible to pretend for many years that it doesn’t (and this pretense was made possible by the implicit capitalization of debt-servicing costs). Japan never really wrote down all or even most of its investment…

In the links today, the biggest threads outside of the NSA scandal were on Greece and Europe. I believe the economy there is bottoming and I want to discuss some of the news flow. There was also a rate decision by the Japanese central bank…

Daily comments on finance, economic and market news for 6 Jun 2013