Justin Mallen
@justinmallen.bsky.social
Formerly 30 years in China developing data centers. Back in the Bay Area. Developing a new GigaHub in Southern Japan.
Reposted by Justin Mallen
1/7
Very good piece by Richard Koo on the relationship between foreign inflows, US trade deficits and the weakness of US manufacturing: "This strength in the dollar began with major changes in the participants of...
@INETeconomics
www.ineteconomics.org/perspectives... #inet
Very good piece by Richard Koo on the relationship between foreign inflows, US trade deficits and the weakness of US manufacturing: "This strength in the dollar began with major changes in the participants of...
@INETeconomics
www.ineteconomics.org/perspectives... #inet
Trump, Tariffs, and Exchange Rates: The Message of Elections in the US and Japan
What Japan, the US, and Europe have in common is growing popular anger over the economy despite high stock prices and low unemployment.
www.ineteconomics.org
December 3, 2024 at 4:59 AM
1/7
Very good piece by Richard Koo on the relationship between foreign inflows, US trade deficits and the weakness of US manufacturing: "This strength in the dollar began with major changes in the participants of...
@INETeconomics
www.ineteconomics.org/perspectives... #inet
Very good piece by Richard Koo on the relationship between foreign inflows, US trade deficits and the weakness of US manufacturing: "This strength in the dollar began with major changes in the participants of...
@INETeconomics
www.ineteconomics.org/perspectives... #inet
Reposted by Justin Mallen
1/7
According to the FT, "China’s long-term bond yields have fallen below Japan’s for the first time, as investors bet that the world’s second-biggest economy will become bogged down by the deflation that has long afflicted its neighbour."
www.ft.com/content/d299...
According to the FT, "China’s long-term bond yields have fallen below Japan’s for the first time, as investors bet that the world’s second-biggest economy will become bogged down by the deflation that has long afflicted its neighbour."
www.ft.com/content/d299...
Chinese bond market grapples with ‘Japanification’
Deflation fuels ‘inexorable’ slide in China’s long-term sovereign bond yields below Japan’s for the first time
www.ft.com
November 29, 2024 at 8:40 AM
1/7
According to the FT, "China’s long-term bond yields have fallen below Japan’s for the first time, as investors bet that the world’s second-biggest economy will become bogged down by the deflation that has long afflicted its neighbour."
www.ft.com/content/d299...
According to the FT, "China’s long-term bond yields have fallen below Japan’s for the first time, as investors bet that the world’s second-biggest economy will become bogged down by the deflation that has long afflicted its neighbour."
www.ft.com/content/d299...