Wolf Richter

Japanese Ministry of Finance To Bondholders: You’re Screwed!

This has got to be the icing on the Japanese cake. The website of the Japanese Ministry of Finance, more specifically the FAQ page on government bonds, has been catapulted to stardom on Facebook and Twitter. Not in a good way. It asks the question: “In case Japan becomes insolvent, what will happen to government bonds?” And then, incredibly, it answers with a terse action plan for when the Big S hits the fan.

Catalonia Cries for Independence, Spain Might Break Apart, And Its Military Threatens To “Crush” The “Vultures”

Spain has enough problems: a debt crisis, a hangover from a housing bubble, unemployment of over 25%, youth unemployment of over 50%, massive demonstrations against “structural reforms” that the government is trying to implement in its desperate effort to keep its chin above water…. And now it has a new one: the possible breakup of the country. The military has already chosen sides.

“Forceful And Timely Action” To Nowhere

“Japan’s experience is a sobering real-world reminder of why forceful and timely action is appropriate,” said the Fed’s Eric Rosengren in his desperation to rationalize QE3. It would be a flood of money, not the “muted” response from Japan to two decades of stagnation. “Appropriate fiscal policies”—even larger deficits—should be used to battle Japanese-style stagnation. Alas, no developed country has done that for longer and to a greater extent than … Japan. And no developed country is in deeper trouble.

Monetary Schizophrenia in Germany

A pact with the devil—that’s now the official metaphor for the European Central Bank’s “unlimited” bond purchases that are supposed to save the Eurozone. Bundesbank President Jens Weidmann himself referred to it when he discussed the “dangerous correlation of paper money creation, state financing, and inflation.” But it’s too late. Germany has cracked in two. And part of it has embraced that pact with the devil.

American Consumers Put The Screws To Health-Care Expenses

There has been anecdotal evidence. But now GE’s quandary confirms it: the toughest creature out there that no one has been able to subdue yet, the inexplicable American consumer, has apparently accomplished a miracle: putting the screws to runaway health-care costs that are taking over the economy and that are bankrupting the country. Motive? Profit.

Japan’s Slow-Motion Tsunami

What got lost in the escalating Japan-China scuffle was an unassuming national holiday in Japan on Monday that symbolizes in the most respectful manner the slow-motion economic tsunami rolling over the country: “Respect for the Aged Day.” And this time, the young generations are paying the price.

French Rebellion Against Unelected Bureaucrats: “European Coup D’Etat And Rape Of Democracy”

When the German Constitutional Court nodded with a stern smile on the ESM bailout fund and the Fiscal Union treaty, the world, or at least the politicians at the top, breathed a sigh of relief. After months of verbal warfare, the German revolt was over. But steam is billowing once again from the rusty pipes of the Eurozone. This time in France, where the Fiscal Union treaty has been silenced to death—and it could blow apart the whole construct.

QE, Zimbabwe, And The Surreptitious 30% Haircut Every Decade

Dizzying QE gobbledygook is upon us once again. It would restart its big 480-volt money printer, in addition to the desktop machine it had been using recently, the Fed said, in order “to help ensure that inflation, over time, is at the rate most consistent with its dual mandate,” namely “maximum employment and price stability.” Thus, more inflation magically creates more jobs, and “price stability” requires more inflation in order to become more … stable maybe?

Power Grab: The Noose Tightens On National Sovereignty in Europe

When French and Dutch voters were given an opportunity to vote for the European constitution in 2005, which would have transferred considerable sovereignty from their countries to the European government and its unelected bureaucrats, they “unexpectedly” killed it. An unforgettable lesson for politicians: don’t let the riffraff decide. Such matters are best handled by the elite—politicians, bankers, and unelected bureaucrats. And on Wednesday, they were busy handling such matters.

The Pauperization Of America

It’s been an unrelenting process. Survey after survey has shown that wages haven’t kept up with inflation since the wage peak in 2000. Families earned less at the end of the decade than at the beginning, a phenomenon not seen since World War II—the process of hollowing out the middle class. But now there is a new phenomenon: the unmentionable class, the class that doesn’t exist in America, is ballooning.