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Signal Vs. Noise On JGBs And Yen
Did A Takaichi “Fiscal Shock” Really Cause JGB Yield Rise
Jul 10
8
1
1
Surprise CEO Switch At Toyota: How Will It Affect EV Strategy?
From “EV-First” Koji Sato To Toyoda-Protégé Kenta Kon
Jul 6
15
12
4
Former BOJ Board Member Shirai Says Yen Could Hit ¥165
BOJ Rate Hikes Are Not A Magic Bullet To Reverse Yen Weakness
Jul 1
8
2
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Japan’s Minimum Wage Miracle
Oct 14, 2024
24
2
Korea Has Surpassed Japan in Per Capita GDP
Jan 29, 2022
11
23
Ishiba “Gives Away The Store” to Trump
Sep 7, 2025
24
9
4
How Trump's Victory Will Impact Japan
Nov 10, 2024
25
3
Don’t Heed Panic-Mongers On Japanese Interest Rates Or Yen
Dec 15, 2025
26
2
5
Yen Going to ¥170/$?
Jul 3, 2024
24
3
2
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Discussions
Toyota Finally Moves On EVs—With Big Help From China, Part 1
Japan Announces Huge Subsidy Hikes for EVs (even Tesla), But BYD Subsidy Is Slashed
Jun 29
5
2
Alan Greenspan: The Excellent, the Bad, and the Ugly
A young Alan Greenspan with Ayn Rand
Jun 23
10
3
1
China Caught In “High-Technology/Low-Productivity Trap”
Comparisons With Japan
Jun 22
13
4
3
Assessing BOJ’s Claim That Companies Are Now Competing For Workers
The Growing Salary Bifurcation of the Labor Force
Jun 17
8
6
3
Thanks For Making Me 12th Highest on Substack’s List Of “Rising” Business- and Economics-Related Newsletters
A big thank you to those of you who upgraded to paid subscriptions to read my two most recent paid memos…
Jun 15
13
2
1
The Real Rate of Inflation In Japan: Official Numbers vs. BOJ Correction For Subsidies
As I detailed in this post, the Bank of Japan (BOJ) is now regularly releasing figures that correct the official consumer inflation numbers to account…
Jun 12
8
1
Will BOJ Rate Hike to 1% Be Tipping Point, Or Just A Step In Gradual Normalization?
Impact On Bank Lending Rates, JGBs, And Yen/Dollar
Jun 12
12
2
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Japan Economy Watch
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