Japan Will Recover
Japan’s immediate focus is on the enormous human suffering, and rightly so. Attention also turns towards the extent of the damage to the economy and its reconstruction and rehabilitation plans. The...
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Surely There Is Nothing “Funny” About What Is Going On In Japan?
By Edward Hugh As Japanese officials continue to toil away in what we all hope will be a successful bid to avert a worst case nuclear meltdown, even while thousands of Japanese remain missing and...
View ArticleNotes from Private Briefing with BOJ
By Marc Chandler The BOJ’s rep office in NY invited a number of analysts to meet the Deputy Director of the stats office and hear a presentation about the economic impact from the recent disaster. The...
View ArticleJapan is even worse than the economic data suggest
By Marc Chandler Since April 8th, the Japanese yen has been the strongest of the major currencies. Yet as is often the case, the yen’s performance in the foreign exchange market does not appear to be a...
View ArticleSlow progress at Fukushima Daiichi
By The Casey Research Energy Team The outcome at the embattled Fukushima Daiichi nuclear plant is so important to the future of nuclear power that we thought an update would be in order. The long and...
View ArticleNotes from a Private Briefing with the Bank of Japan
By Marc Chandler The Bank of Japan held a private briefing with a small group of analysts from leading financial institutions in their NY rep office. The Director-General of the Research and Statistics...
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