Tag Archive: Japan

CNY Market Thoughts: Let’s Not Forget Chicken Little Pandemonium Is Fowl Play

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Cancel our cable TV subscriptions because reality is really more entertaining these days and there hasn’t been a day without entertainment just reading the news since Trump took office with fake news taken… Continue reading

Ad Hoc Commentary – the sovereign debt crisis oscillates back to Japan

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Japan was downgraded by S&P from A+ to AA-. We said many times before that the sovereign debt crisis will center around Europe, Japan, and America. Europe is the ugliest, and America is… Continue reading

FX Thoughts : USDJPY and Unhappy Whisky Drinkers

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We have the US Non Farm Payrolls tonight and raining on this SG50 public holiday when admissions to numerous public attractions are free which is a shame. Thus the best thing to do… Continue reading

Ad Hoc Commentary – Abe’s third arrow

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The front cover of the latest edition of The Economist features a picture of Shinzo Abe’s head superimposed as a traditional Japanese archer: http://www.economist.com/printedition/2014-06-28 The magazine praised the success of Abenomics’ first two… Continue reading

How About Long Term Military Rule ? Fx Thoughts

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Foreword : Tradehaven is an independent website striving to promote awareness on financial products and understanding of risks. The costs of maintaining a steady stream of articles is SGD 30k per annum and… Continue reading

Month End : Losing Patience With Abe and Hello Kitty

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Read this. “Japan’s debt burden is extraordinary. Total debt to GDP tops 500%. Government expenditure is 20x government revenues. Interest on government debt is 25% of government revenue.” http://www.forbes.com/sites/jamesgruber/2014/04/27/japan-deflation-to-end/ It is not that… Continue reading

Ad Hoc Commentary – investment-less Abenomics

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As we mentioned some time back: “…Pundits are still optimistic on Japan Inc investing within Japan. But yours truly believe that CEOs of Japan Inc will first want to see better policies on… Continue reading

Lunch With Legends, The Take On USDJPY And More

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It makes me feel important when I spend time in the company of market legends because their aura rubs a little off onto little old me and I feel taller sometimes, which had… Continue reading

Radiation Risks In Japan for 2014

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BOJ: BANKS IN INDONESIA CAN GET RUPIAH AGAINST JGB COLLATERAL “Nothing pains some people more than having to think.” Martin Luther King, Jr. From past crises, we know that the Indonesian banks need… Continue reading

Ad Hoc Commentary – as China stops buying accumulating USD reserves, USD will first strengthen before declining

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“It’s no longer in China’s favor to accumulate foreign-exchange reserves,” Yi Gang, a deputy governor at the central bank, said in a speech organized by China Economists 50 Forum at Tsinghua University yesterday.”… Continue reading