How Inflation Bites Much More than the Official Hoax by Wolf Richter • Dec 11, 2016 • 162 Comments The numbers are out. Even Japanese consumers, supposedly suffering from deflation, are getting whacked. No one escapes.
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.