disaster

The Bank of Japan held a private briefing with a small group of analysts from leading financial institutions in their NY rep office. The Director-General of the Research and Statistics Department led the presentation. This column…

Japan is set to release a slew of economic data on July 1. Of these the jobless rate is probably the least important. It is lagging indicator, though softness in the job-to-applicant ratio would warn of no quick improvement. On the other…

As workers continue to battle with the crippled Fukushima Daiichi Nuclear Plant, more impacts from the worst nuclear disaster since Chernobyl are starting to arise. The latest impact will hit car manufacturers, with plants in central Japan…

A year later, the waters are still murky, but a few things are starting to become clear. For energy investors, the most important aspect of the disaster was the moratorium on deepwater drilling in the Gulf. That ban was lifted in late…

The outcome at the embattled Fukushima Daiichi nuclear plant is so important to the future of nuclear power that we thought an update would be in order. The long and the short of it is that Tepco is making progress, but oh so slowly.

Australia's powerful coal industry is rocking the country's political boat again. It was only 10 months ago that former Prime Minister Kevin Rudd lost his job over an emissions trading scheme that the mining industry opposed vehemently. Now…

The power shortages and damaged factories are taking a larger toll than was initially evident. Press reports, for example, warn that the contagion via the supply chains may have greater global impact, which in turn could impact the…

The private sector (particularly the household sector) is overly indebted. The level of debt households now carry cannot be supported by income at the present levels of consumption. The natural tendency, therefore, is toward more…

By Marc Chandler The BOJ's rep office in NY invited a number of analysts to meet the Deputy Director of the stats office and hear a presentation about the economic impact from the recent disaster. The key take away points from the…

By Niels Jensen The Absolute Return Letter, April 2011 “When models turn on, brains turn off.” Til Schulman I have been thinking a great deal about risk over the past couple of years. The depth of the financial crisis…