Let's see if this scenario plays out afterall.
There are several studies (need to check my library after trading hours) which show US unemployment to be around 9%, which is a bit better than...
At least your news sources are not citing nonsense like "yen is falling because of high oil prices" like most do... It's true that the only...
In other words, cut wages (in real terms) to boost corporate profits. PS: Not about Japan, but I recently read that in US, corporate profits as...
Let me try to interpret what you're suggesting and sum it up: Basic goods (foodstuff, energy etc) expressed in Yen is going higher every day...
Goldman Sachs Commodity Index, expressed in Yen is +40% YTD (esignal data has bad ticks, hence the spikes): [img]
I don't get it, I really don't. E.g., in today's 6mo US debt auction, 40% of the issuance was absorbed by Foreign Central Banks. Not by "real"...
I agree that Yen would be a buy, on several reasons (some of which I've outlined in prior posts) Anyway, I don't get it, I really don't....
How exactly does Renaissance's methodology of (quoting original message): "The firm relies on a system to make thousands of rapid-fire,...
In short, Mish seems to think that by lowering the real rates to subzero after Bubble-I, the neocon government actually bailed out the banks....
An interesting discussion of this subject: http://globaleconomicanalysis.blogspot.com/2005/06/deflation-debate-heats-up.html Also see...
The scenario you've described was exactly my idea as well. i.e. a downwards breakout from last month's consolidation range 1.20-1.22, towards...
Mish is making a case for deflation. But see the comments of visitors:...
Q1 outstanding U.S. debt by sector, courtesy Fed flow of funds and Bureau of the Public Debt, in trillions of dollars (Q1 2000 in brackets):...
I'm copying a reply in the gold thread, as the Economics category is more relevant: Recent price action (stronger dollar, precious metals...
Euro and Europe have their share of problems, that's for sure, but if you want to read a "balanced" view on the issues, read this:...
Can it really work that way? I mean without "inflating the debts away" ? Will US citizens pay with more valuable dollars the debts they have...
Let me add this: I would NEVER, repeat NEVER, have imagined that the powers that be would be able to prop up USD to these levels of 90. And I...
Also, wrt Japan's "competitive devaluation" i.e. depressing the Yen: Instead of pressuring China to reval RMB, USA would gain more (by not...
Funnymentally, I'm bullish on Yen/USD. And I think a long from here (long 0.009080, or short 110.95 in spot forex terms) is a low-risk trade....
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