A sobering insight into Abenomics

In this video from FT's Authers Note we, for those capable of understanding what Mr.Yasunari Ueno says, glimpse why economic policies of lowering wages and low inflation aren't good for the economy as whole, and not good for stock markets either: Abenomics no good

The behavior of Dumb Money...

In this video FT's investor editor James Mackintosh asks if the recent rally in Mutual Funds and ETFs  focusing in Japan's economy  is a bubble of Dumb Money ready to burst:

Danger of Bubble Money

Are we in for Deflation hangover.....

Are we in for a period of difficult and without pain period of Deflation for the global economy. The problems in Europe seems clearly to mirror the Japanese lost decade. Economic performance in the US still remains below expectations, and Central Banks Globally are functioning like ultimate health machines trying to prop up Markets. The net result of all this is very low inflation expectations as Gavyn Davies post here in his Financial Times Macroeconomics' Blog. We maybe need to remember well how one resolves dilemmas ...Any dilemmas!