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Fortune (August 15)

2026/ 08/ 17 by jd in Global News

“The first U.S.-Japan joint intervention in three decades aimed at boosting the yen has come and gone without doing much to ease anxiety in currency markets.” In fact, it may have heightened concern. A recent note from Yardeni Research captured this sentiment. “The financial system right now looks like a giant Jenga tower with the yen as a load-bearing piece.”

 

Financial Times (March 2)

2024/ 03/ 04 by jd in Global News

“Surging property prices in recent years has been a common theme for many major cities around the world.” In Tokyo, the difference is “that a longer-lasting trend is driving prices this time. The number of wealthy households in Japan has reached a record 1.5mn as the total amount of financial assets has also risen every year since 2013.” In addition, “demand from wealthy Chinese buyers” is boosting demand.

 

Wall Street Journal (December 22)

2023/ 12/ 23 by jd in Global News

“The Federal Reserve is winning its fight over inflation, boosting Americans’ spirits and offering greater reassurance that the U.S. economy can avoid a recession while bringing prices under control.” The PCE index favored by the Fed, “fell 0.1% in November from the previous month, the first decline since April 2020…. Prices were up 2.6% on the year, not far from the Fed’s 2% target.”

 

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