Marc to Market: Abenomics

Results for Abenomics

When Doves Cry

Marc Chandler April 26, 2018

The BOJ's two-day meeting concludes tomorrow. For all practical purposes, there is no chance of a change in policy. At last week's G20 meeting Kuroda made it clear that the aggressive stance is needed for some time. He was quoted in the papers saying, "There is still a long way to achieve the 2% inflation target, but risks are skew…

When Doves Cry

Reviewed by Marc Chandler on April 26, 2018 Rating: 5

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Japanese Election Update

Marc Chandler October 02, 2017

Japan's election is three weeks away. Since last June's UK referendum, through the US election, and more recently, the German election, there have been plenty of political surprises.
Like Merkel, Abe may find that winning is not enough. Merkel was denied a majority and may have to form a coalition that no doubt will be more unwieldy tha…

Japanese Election Update

Reviewed by Marc Chandler on October 02, 2017 Rating: 5

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Nothing Like A Good US Drama

Marc Chandler May 21, 2017

The no-drama Obama has given way to "The Donald" who appears to be providing more melodrama than an Emmy-winning soap opera.To be sure it is not just him. Hope triumphed over reason among those who thought that the US economy would be ramped to 3%-4% growth, if not higher. Talk of impeachment, or the fact that some betting internet s…

Nothing Like A Good US Drama

Reviewed by Marc Chandler on May 21, 2017 Rating: 5

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Abe's Fiscal Policy: More of the Same

Marc Chandler August 02, 2016

The Japanese government is delivering the other half of its fiscal policy today. Earlier, Abe decided to postpone the sales tax hike for the second time. Today, the cabinet approved a JPY28 trillion (5.6%) of GDP package.
The market is looking past the headlines and is not impressed with the details. The JPY4.6 trillion of measures (~1% of GDP)…

Abe's Fiscal Policy: More of the Same Abe's Fiscal Policy: More of the Same