Shipbuilding in Japan, Korea, China Collapses in Death Spiral of Orders by Wolf Richter • Nov 24, 2016 • 54 Comments “Worse than the one following the Global Financial Crisis.”
OECD Warns Fed, BOJ, ECB of Asset Bubbles, “Risks to Financial Stability,” Pinpoints US Stocks & Real Estate by Wolf Richter • Sep 21, 2016 • 59 Comments But the Fed is steadfastly blind to bubbles & their consequences.
“We had a lot of Drama in the Markets this Week,” Thanks to the Bank of Japan by Wolf Richter • Sep 17, 2016 • 44 Comments Erode that confidence, and you have a crisis on your hands.
QE, End of the Private Sector? Japanese Government Now Largest Shareholder of 474 Big Companies by Wolf Richter • Aug 29, 2016 • 27 Comments The two biggest buyers of Japan Inc. are flying blind and don’t care.
Japan Mega-Pension Fund Dives into Stocks, Foreign Assets, Loses Shirt. People Not Amused by Wolf Richter • Aug 27, 2016 • 33 Comments “It will not harm the pension beneficiaries”: official
Bank of Japan Prepares for Crash Triggered by Fed Tightening by Wolf Richter • Aug 26, 2016 • 36 Comments Building up a big pile of dry powder.
Why this Spike Will Perforate Yield Chasers by Wolf Richter • Jul 24, 2016 • 21 Comments Record moneys suddenly pile into the material that debt crises are made of.
LEAKED: Japan’s Mega-Pension Fund Plows into Stocks, Eats $50Bn Loss, Tries to Hide it till after Election by Wolf Richter • Jul 3, 2016 • 29 Comments Benefiting hedge funds and banks that had front-run the fund.
NIRP Absurdity Soars after Brexit, Hits $11.7 Trillion by Wolf Richter • Jun 29, 2016 • 49 Comments No one knows how to back out without blowing up the whole system.
NIRP Absurdity Sets Record, Euro Stocks Drown in Bear Market by Wolf Richter • Jun 14, 2016 • 32 Comments Glorious times for Draghi’s scheme.