Japanic Attack

Japanic Attack While many investors have been very focused on the rapid evolution of AI, one of the world’s largest economies, Japan, has been under siege. Japan’s problems have been brewing since the massive Japanese asset bubble burst back in 1989. The latest episode in Japan began with a sudden rise in long-term yields, which […]
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This is Not the Recession You are Looking For | April 30, 2022

This is Not the Recession You are Looking For Q1 preliminary GDP estimate shocks at -1.4%, vs. expectations of about +1.0% We have been saying growth is decelerating, but Q1 is not as bad as it first appears PCE (Personal Consumption Expenditures) have reverted to pre-pandemic levels The pandemic recovery continues to make data twitchy […]
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