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Japan Treasury (JAPAN GOVT)

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bearishMacroeconomics
14 Feb 2018 14:35

Japan: Weak GDP Headline Hides Healthier Growth

According to Cabinet Office, the Japanese economy grew by 0.1% quarter on quarter (QoQ), or at an annualized rate of 0.5%. The headline number...

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bearishMacroeconomics
13 Feb 2018 20:11

Kuroda's Next 5 Years (Part 2): Prepare to Ease Again

What could the Bank of Japan do if it is to face a recession? This question is the foremost critical challenge for Mr. Kuroda in the next five...

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bearishMacroeconomics
11 Feb 2018 17:18

Kuroda's Next 5 Years

On February 9, the Japanese government leaked their intention to reappoint the BoJ governor Haruhiko Kuroda when his current term expires on April...

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11 Feb 2018 12:22

Japan: Kuroda Stays, Focus on Fiscal Reform

For my first column in 2018, my thoughts on the news that Haruhiko Kuroda will be re-appointed as governor of the Bank of Japan (BoJ). In my view,...

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bullishMacroeconomics
10 Feb 2018 19:38

The Next BoJ Governor, What If It Is Not Kuroda?

The overwhelming consensus among BoJ watchers is that the current governor, Haruhiko Kuroda, will be re-appointed for the second term. We agree...

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