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Response To Readers: Regarding “The Myth Of Yen Intervention And US Interest Rates”
Response To Readers: Regarding “The Myth Of Yen Intervention And US Interest Rates”
Aug 14
17
6
2
Myth: US Intervened to Support Yen Out Of Fears About US Interest Rates
At 2.7%, Japan's Share of Treasury Debt Is Too Small To Impact US Rates
Aug 12
25
3
3
Yen Has Already Given Up Half Of Its Gains From Joint US-Japan Intervention
Interest Rates Show No Big Reaction to Takaichi Fiscal Package
Aug 12
7
2
CNN Interviews Me On Joint US-Japan Intervention To Strengthen the Yen
CNN interviewed me today about the joint US-Japan intervention to strengthen the yen.
Aug 4
12
1
¥370 Trillion Won’t Yield Miraculous GDP Boost If Companies Can't Compete
Takaichi’s Pie-in-the-Sky Investment Scheme, Part 2
Aug 1
9
4
July 2026
Takaichi Claims Her Investment Plan Will Yield 1.4% GDP Growth, Part 1
Will This Be High-Tech “Bridges To Nowhere”?
Jul 30
11
1
Japan’s “Make China Great Again” Energy Policy in Southeast Asia
Trying To Keep Nations Hooked On Fossils, While They Seek Renewables
Jul 23
22
3
3
Power Wars: Japan’s Fossil Empire Strikes Back
Solar Power Flattening Out In Japan While Soaring Elsewhere
Jul 19
17
20
2
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
16
11
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
June 2026
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
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