Sitemap - 2026 - Japan Economy Watch
Response To Readers: Regarding “The Myth Of Yen Intervention And US Interest Rates”
Myth: US Intervened to Support Yen Out Of Fears About US Interest Rates
Yen Has Already Given Up Half Of Its Gains From Joint US-Japan Intervention
CNN Interviews Me On Joint US-Japan Intervention To Strengthen the Yen
¥370 Trillion Won’t Yield Miraculous GDP Boost If Companies Can't Compete
Takaichi Claims Her Investment Plan Will Yield 1.4% GDP Growth, Part 1
Japan’s “Make China Great Again” Energy Policy in Southeast Asia
Power Wars: Japan’s Fossil Empire Strikes Back
Signal Vs. Noise On JGBs And Yen
Surprise CEO Switch At Toyota: How Will It Affect EV Strategy?
Former BOJ Board Member Shirai Says Yen Could Hit ¥165
Toyota Finally Moves On EVs—With Big Help From China, Part 1
Alan Greenspan: The Excellent, the Bad, and the Ugly
China Caught In “High-Technology/Low-Productivity Trap”
Assessing BOJ’s Claim That Companies Are Now Competing For Workers
The Real Rate of Inflation In Japan: Official Numbers vs. BOJ Correction For Subsidies
Will BOJ Rate Hike to 1% Be Tipping Point, Or Just A Step In Gradual Normalization?
Why Hasn’t the Labor Shortage Pushed Up Real Wages?
Foodflation: Eating Takes 29% of Household Budget, Up From 23% Before Abenomics
The Economist Cites Me on Japan's Anorexic Demand
Bessent Hints BOJ Should Raise Rates to Boost Yen
China’s Slowdown and the Myth of the Middle-Income Trap
In Rare 6-3 Vote, BOJ Delays Interest Rate Hike Again
Educational Equality: From “Paradise Lost” To “The Great Gatsby Curve”
Why Rates on Ultra-Long Gov’t Bonds Hit Record Levels
Why Japan Gets “Less Bang for the Buck” From Its Educational Achievements
Correction and New Material On Who Gets A College Education
How Middle School "Fork in the Road" Hinders Equal Educational Opportunity
Inflation Hawks Given More Ammo by New BOJ Measurements
METI Tells Oil Refiners To Charge Below-Market Prices; Consumer Subsidies Raised
Restoring Equal Educational Opportunity
Shunto Provides Little Evidence For BOJ To Hike Rates
Innovation Dilemma: How Legacy Automakers Lost $118 Billion Fumbling The EV Revolution
Fossil Fuel Lobby Made Japan Hostage to Trump, Netanyahu, and Khamenei
Iran War Worsens BOJ’s Stagflation Dilemma, Postpones Rate Hike
Chinese Automakers: Pioneering Technology, But Plunging Domestic Sales & Profits
Fantasy Island: Takaichi’s Economic Guru Prescribes Conditions That Created 1980s Bubble
Japan Caught In Crossfire Of US-ChinaTrade War
Takaichi Feeds Japan’s Addiction to Fiscal Stimulus
Beijing Tells Private Banks to Trim Holdings Of US Government Debt
Adverse Selection: Bolstering Zombies While Letting Healthy SMEs Die
Addendum: Why Japanese Investors Can’t Avoid High Costs Via Investment Trusts
Corporations Deliberately Make Share Prices Too High For Most Japanese To Invest
Decline of Yen "Carry Trade" Won't Destabilize US Finances
Bessent Falsely Blames Japan For Stock Market Revolt Over Trump Threats Over Greenland, Part 1
BBC Interviews Me on Starmer-Takaichi Summit in Tokyo
EV Revolution Helps China Replace Japan As Tops In Global Auto Sales
Mini-Post: December Headline Inflation at 2.1%; Ex-Food & Energy At 1.5%
Mini-Post: Yen Keeps Weakening Despite Interest Rate Hikes
New "Memos" That Go Only To Paid Subscribers
Japan’s “Digital Chasm” Hamstrings Growth
Japan Caught In the Crossfire Of Trump's Trade War Against China
IMF: Japan Could Double Growth by Curing Rigidity in Labor and Capital Markets