This “Trade War is a Different Ballgame” by Wolf Richter • Jul 16, 2018 • 84 Comments How the US Trade War with China over autos stacks up against the Trade War the US Lost against Japan.
Bank of Japan Takes Away Punch Bowl, Balance Sheet Declines by Wolf Richter • Jul 4, 2018 • 35 Comments Was “QQE” just a pretext for bringing the government bond market under absolute control to avoid a Greek-style debt crisis?
Who the Heck Bought $1.2 trillion in New US Treasuries over the past 12 Months? by Wolf Richter • Jun 15, 2018 • 61 Comments Russia, Japan, and the Fed dumped. So who bought?
But Who the Heck Bought the $1.2 trillion in New US Debt Over the Past 12 Months? by Wolf Richter • May 16, 2018 • 70 Comments Japan systematically dumps US Treasuries while China hangs on.
LEAKED: Trump’s Next Shoe to Drop on US-China Trade by Wolf Richter • Mar 13, 2018 • 102 Comments This is the big one. It makes steel and aluminum tariffs look like a game.
QE Party Over, even by the Bank of Japan by Wolf Richter • Jan 5, 2018 • 67 Comments First decline in its colossal balance sheet since 2012.
Bank of Japan Tapers (Quietly), QE Party Over by Wolf Richter • Dec 4, 2017 • 39 Comments No flashy announcement, to avoid alarming the markets.
US to Import Inflation from Japan, China, South Korea by Wolf Richter • Nov 12, 2017 • 57 Comments Even from Japan! Its export producer prices are jumping.
Kobe Steel Scandal Could Rattle US Nuclear Industry by Leonard Hyman and Willian Tilles • Oct 15, 2017 • 27 Comments Second major scandal involving a steel supplier of reactor components.
Peak US Asset Prices? Japanese Acquisitions Hit Record by Wolf Richter • Aug 27, 2017 • 24 Comments Their buying binge in the US goes into the “Contrarian Indicators” category.
