Monday Macro: Watching Japan and why it matters to all of us
Tremors coming out of Japan might make a massive difference to the global economy
Programming note: I’m off next week, travelling, so there will be no letters. I'll send out a weekly note for the week commencing June 9.
The Japanese funding line frays
Japan pioneered the great experiment of quantitative easing, which in turn produced an avalanche of cheap money and asset price inflation. Its government…
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