Analytics

 Investment Office

Selecting relevant market observations

Investment Thoughts
Macro Observations
Capital Markets
Markets in History
Beyond Finance
Quotes on the Fly
Chart Gallery
Academia
Coffee Chronicles
Archives
Asset Management
Pension Funds
Family Offices
Wealth Managers
Asset Managers
About
Disclaimer
Privacy Policy
Cookie Policy

   Investment Thoughts - Quotes on the Fly

Kabuki Economic Paradox

 

"Politicians want the BOJ to dramatically expand their balance sheet. But they are seemingly unable to achieve this because JGB holders won't sell their paper and hold Yen. That this could happen in the midst of fiscal profligacy and massive debt/GDP raises many questions about macro economics not covered in textbooks or research papers."

 

 

Daily Speculations, May 22, 2012-Rocky Humbert

22.05.2012