Pinboard (asterisk2a)
https://pinboard.in/u:asterisk2a/public/
recent bookmarks from asterisk2aThe constraints on cheap money | Authers' Note2016-04-08T21:41:15+00:00
https://www.youtube.com/watch?v=VWGBs7DC6tU
asterisk2aZIRP NIRP QE investment banking retail insurance industry Deutsche Bank distortion financial repression New Normal secular stagnation western world economic history recovery reflate reflation BOJ ECB Fed Yen BOE austerity fault lines Structural Impediments Taper QT liquidity traphttps://pinboard.in/u:asterisk2a/b:c396bfdbc623/Bank of Japan shocks markets by adopting negative interest rates | World news | The Guardian2016-01-29T17:17:17+00:00
http://www.theguardian.com/world/2016/jan/29/bank-of-japan-shocks-markets-by-adopting-negative-interest-rates
asterisk2aECB BOJ ZIRP NIRP QE debt monetisation monetization monetary policy transmission mechanism theory unconventional stimulus system deposit levy MarioDraghi Abenomics economic history deleveraging debtoverhang balance sheet recession GFC recovery Yen Euro credit bubble liquidity trap distortion asset allocation equity speculative bubbles bond property New Normal financial repression faultlines global economy structural imbalance imbalances demographic ageing population Japan UK secular stagnation western world inflation expectation targeting nominal GDP deflation Sweden Switzerland China Yuan JGB 2016 USA Europe sovereign crisis austerity business confidence consumer Super Cycle currency-war currency debasement warhttps://pinboard.in/u:asterisk2a/b:58f5fa2e9c35/Japan's IPO of the Century - Bloomberg View2015-09-12T14:18:17+00:00
http://www.bloombergview.com/articles/2015-09-10/japan-s-ipo-of-the-century-will-spur-change
asterisk2aAbenomics Japan economic history 2015 neoliberalism neoliberal TPP Privatisation liberal reform refugee corporate governance culture society demographic bubble competitive competition competitiveness zombie banks corporations deflation Yen BOJ fiscal policy monetary stimulus White Elephants asset allocation R&D STEM industrial China transmission mechanism liquidity trap excess reserves M3https://pinboard.in/u:asterisk2a/b:b0276181f484/Why did Japan stop growing? Professor Takeo Hoshi at ANU - YouTube2015-09-11T21:17:14+00:00
https://www.youtube.com/watch?v=8xpaAPTYAVo
asterisk2aJapan economic history lost decade generation ageing population demographic bubble culture society fiscal stimulus zombie banks corporations banking crisis Exportweltmeister Germany subsidies subsidizing distortion asset Abenomics monetary policy white elephants Richard Koo productivity corporate governance deflationary deflation crowding out Debt Super Cycle BOJ Yen public investment productive stagnation secular currency-war currency debasement war ZIRP QE NIRP liquidity trap transmission mechanism disinflation inflation expectation targeting Makers Career Politicians savings rate glut error marginal propensity to consume poverty squeezed middle class Sozialer Abstieg working poor precarious work inequality Gini coefficient industrial wage growth income disposable distribution low neoliberalism neoliberal part-time Zero Hour Contract Contractor underemployed microeconomic macroeconomic JGB bond monetisation monetization structural imbalance faultlines Impediments excess reserveshttps://pinboard.in/u:asterisk2a/b:62f3990020b3/Steen Jakobsen: Get Ready For The Biggest Margin Call In History - YouTube2015-08-31T23:59:01+00:00
https://www.youtube.com/watch?v=fnp5ETnKylU
asterisk2aAbenomics Yen Yuan RMB devaluation currency-war fiat currency debasement war deflationary deflation credit bubble PBOC China cycle business financial crisis leverage margin trading underinvestment productive investment public personal infrastructure rebalancing structural imbalance Impediments Career Politicians short-term Fortune 500 shareholder value profit maximisation Wall Street ROI STEM Research R&D confidence consumer New Normal hunt for yield output gap productivity Software Is Eating The World Robotics 3D printing Steen Jakobsen incentive secular stagnation Manufacturing Industrial Revolution 2.0 policy AIIB Asia European Union share buyback 2015 equity speculative bubbles bond property asset allocation distortion demographic ageing population western developed liquidity trap UK USA Europe BOE Fed BOJ ECB bank bailout toobigtofail too big to jail bail banking sovereign debt austerity ideology dogma economic history trickle-down economics neoliberalism neoliberalhttps://pinboard.in/u:asterisk2a/b:d092a0875a0b/China economy: Weakened foundations by FT Big Read2015-08-24T22:39:44+00:00
https://soundcloud.com/ft-analysis/china-economy-weakened
asterisk2aChina QE reflate reflation GFC recovery economic history 2015 correction distortion asset bubble equity property speculative bubbles speculation hunt for yield allocation fiscal stimulus monetary policy hot-money infrastructure investment public devaluation Yuan RMB PBOC global trade economy deflationary deflation western world globalization globalisation imbalances secular stagnation developed currency-war currency debasement war ZIRP NIRP Japan Abenomics Yenhttps://pinboard.in/u:asterisk2a/b:4127a1424b81/The Renminbi Rumba | FT Markets - YouTube2015-08-21T11:04:12+00:00
https://www.youtube.com/watch?v=DTZwYppEUlY
asterisk2aYuan RMB China devaluation 2015 Dollar Taper Fed BOE PBOC monetary policy IMF SDR liberal economic reform Asia emerging market Developing World Frontier Markets Abenomics QE currency war debasement fiat Yen historyhttps://pinboard.in/u:asterisk2a/b:5e9654673873/Global economy woes spark share falls - BBC News2015-08-20T12:56:20+00:00
http://www.bbc.co.uk/news/business-34003197
asterisk2aChina Yuan RMB inflation expectation targeting disinflation wage dis-inflation deflationary deflation Fed PBOC currency debasement devaluation war currency-war Dollar Japan Yen BOJ Abenomics economic history Taper 2015 recovery labour market participation rate unemployment structural long-term productivity output gap distortion ZIRP NIRP QE secular stagnation UK USA Europe BIS Oil price OPEC energy New Normal FOMC commodity prices global trade economy headwindshttps://pinboard.in/u:asterisk2a/b:3c5f896bfba3/Japan Exports Its Way to Irrelevance - Bloomberg View2015-08-18T19:39:56+00:00
http://www.bloombergview.com/articles/2015-08-17/japan-exports-its-way-to-irrelevance
asterisk2aGermany Exportweltmeister Japan China India Latin America competitive competition competitiveness flat world borderless globalization globalisation differentiate differentiation Abenomics economic history IMF OECD global economy trade Future of Work Universal Basic Income tax free Mobile Creatives Creative 3D printing Software Is Eating The Robotics automation ownership cost Millennials consumerist consumerism Frontier Markets Developing western UK USA Europe secular stagnation developed current account deficit lohndumping Lohnzurückhaltung liberal reform neoliberalism neoliberal Career Politicians No Representation technological progress biotechnologie biotechnology on-demand convenience marketplace efficiencies commodity business commoditization deflationary deflation 21stcentury Industrial Revolution 2.0 policy error folly inequality Gini coefficient social mobility squeezed middle class complexity Supply and Demand unknown unkown unintended consequences asset bubble allocation hunt for yield currency whttps://pinboard.in/u:asterisk2a/b:74d63ee9ee42/Japan's economy shrinks by 0.4% in a blow for 'Abenomics' growth plan | World news | The Guardian2015-08-17T21:07:45+00:00
http://www.theguardian.com/world/2015/aug/17/japans-economy-shrinks-by-04-in-a-blow-for-abenomics-growth-plan
asterisk2aequity bubble BOJ Abenomics China 2015 western world developed Taper QE NIRP ZIRP economic history global economy trade Europe UK USA fiscal policy monetary Yen Richard Koo Oil price OPEC energy Supply and Demand structural imbalance Impediments faultlines GFC trickle-down economics tax evasion avoidance capitalism crony Wall Street bank bailout microeconomic microeconomics behavioral finance deleveraging debt servitude balance sheet recession debtoverhang Psychology sociology savings rate uncertainty insecurityhttps://pinboard.in/u:asterisk2a/b:d98d1d7d3b3e/China's currency devaluation could spark 'tidal wave of deflation' | Business | The Guardian2015-08-13T04:54:37+00:00
http://www.theguardian.com/business/2015/aug/12/chinas-currency-devaluation-could-spark-tidal-wave-of-deflation
asterisk2ayuan RMB PBOC China devaluation deflationary deflation UK USA Europe Exportweltmeister competition competitive competitiveness Lohnzurückhaltung lohndumping secular stagnation western world globalisation globalization commodities commodity business commoditization Germany Asia Latin America borderless flat wage growth inflation expectation targeting pressure productivity output gap recovery GFC economic history New Normal hunt for yield Great Moderation fiscal policy monetary QE ZIRP NIRP Taper unintended consequences unknown unkown complexity Industrial Revolution 2.0 IMF SDR currency war disinflation Japan Australia Oil price energy Developing Frontier Markets Forex USD British Pound Euro Yen BOJ BOE Fed ECB Bank of Canada asset bubble macroprudential allocation productive investment underinvestment 2015https://pinboard.in/u:asterisk2a/b:20b47082ee8e/China devalues yuan currency to three-year low - BBC News2015-08-11T18:24:40+00:00
http://www.bbc.co.uk/news/business-33858433
asterisk2aChina economic growth 2015 yuan currency war devaluation PBOC Taper USA UK deflationary deflation RMB Japan Europe Germany disinflation inflation expectation dis-inflation targeting western world BOE Fed ECB BOJ Brazil Australia commodities IMF SDR Forex Yen USD Euro British Pound recovery faultlines global trade economy globalisation globalization imbalances savings glut hunt for yield asset bubble allocation ZIRP NIRP QE distortion unintended consequences unknown unkown monetary policy Oil price energyhttps://pinboard.in/u:asterisk2a/b:d9c841b25fa0/Richard Koo: "Out of the Balance Sheet Recession and into QE 'Trap'" - YouTube2015-07-14T20:49:47+00:00
https://www.youtube.com/watch?v=rMGUveWr7Fg
asterisk2a2015 UK USA liquidity trap QE ZIRP NIRP balance sheet recession deleveraging debtoverhang Japan Fed BOE BOJ GFC recovery austerity economic history model academia deflationary monetary transmission mechanism M3 LTRO TLTRO lost decade generation fiscal policy Career Politicians bond bubble equity property negative real interest rate deposit levy growth trickle-down economics secular stagnation headwinds Great Depression PIIGSFB PIGS macroeconomic microeconomic damage behavioral zombie banks Abenomics squeezed middle class wage cash flow management trust distrust long-term view thinking sovereign debt crisis servitude household monetisation monetization Super Cycle student loan private consumer George Osborne David Cameron competitiveness competitive industrial budget2015 business investment infrastructure demographic uncertainty Sozialer Abstieg disposable income discretionary spending Yen JGB Taper greatrecession USD dogma ideology public short-term productivity output gap underinvestment productive book savihttps://pinboard.in/u:asterisk2a/b:7117ac773faf/Yen breakout - YouTube2015-05-29T02:35:54+00:00
https://www.youtube.com/watch?v=UybEc-qCXcM
asterisk2aYen Japan Abenomics debt monetisation monetization devaluation currency warhttps://pinboard.in/u:asterisk2a/b:5850d8cc9cc6/Müllers Memo: Mit Draghi Auf dem Weg zum Währungskrieg - SPIEGEL ONLINE2014-10-13T01:05:19+00:00
http://www.spiegel.de/wirtschaft/soziales/muellers-memo-mit-draghi-auf-dem-weg-zum-waehrungskrieg-a-996544.html
asterisk2aECB currency war Europe Exportweltmeister Euro Yen Abenomics BOJ secular stagnation GFC economic historyhttps://pinboard.in/u:asterisk2a/b:2cdafd4a8067/Goldman Slams Abenomics: "Positive Impact Is Gone, Only High Yields And Volatility Remain; BOJ Credibility At Stake" | Zero Hedge2013-06-18T22:46:46+00:00
http://www.zerohedge.com/news/2013-06-18/goldman-slams-abenomics-positive-impact-gone-only-high-yields-and-volatility-remain-
asterisk2atrustagent JGB deflation trust BOJ inflation targeting confidence reflation Abenomics Yenhttps://pinboard.in/u:asterisk2a/b:1e2d76e88199/Wall Street Journal article: BOJ Chief Struggles With Dilemma of Untested Policy | ForexLive2013-05-24T00:25:25+00:00
http://www.forexlive.com/blog/2013/05/23/wall-street-journal-article-boj-chief-struggles-with-dilemma-of-untested-policy/
asterisk2aJGB 2013 monetary policy BOJ economic history political folly error Japan Yenhttps://pinboard.in/u:asterisk2a/b:f0810f6ed546/UBS On Japan - Are You 'Abe'liever? | Zero Hedge2013-05-24T00:21:57+00:00
http://www.zerohedge.com/news/2013-05-23/ubs-japan-are-you-abeliever
asterisk2aJGB 2013 BOJ economic history Abenomics Japan Yenhttps://pinboard.in/u:asterisk2a/b:36db1213557d/Bass On Japan's Turbo QE: "It Won't Be Enough" | Zero Hedge2013-05-23T23:19:27+00:00
http://www.zerohedge.com/news/2013-05-23/bass-japans-turbo-qe-it-wont-be-enough
asterisk2aJGB monetary policy BOJ reflation inflation Abenomics Richardkoo Japan Yenhttps://pinboard.in/u:asterisk2a/b:f74ad4718640/Quote Of The Day | Zero Hedge2013-05-23T23:15:03+00:00
http://www.zerohedge.com/news/2013-05-23/quote-day
asterisk2aZIRP QE JGB NIRP Jens Weidmann 2013 monetary policy BOJ Japan Yenhttps://pinboard.in/u:asterisk2a/b:567720d2cb81/Abenomics is nothing new - YouTube2013-05-23T19:18:33+00:00
http://www.youtube.com/watch?v=z38V-i773aw
asterisk2aJGB BOJ Abenomics Japan Yenhttps://pinboard.in/u:asterisk2a/b:0e0bd95ec1f2/OtterWood Observations on Japan, May 2013 - YouTube2013-05-22T23:53:28+00:00
http://www.youtube.com/watch?v=AR3TyfKTeNE#!
asterisk2a> "The Math Is Stacked Against Japan - It's Not 'If', It's When" >> - 5 year time horizon - + http://www.businessinsider.com/kyle-bass-warns-against-japanese-stocks-2013-4 + http://www.creditwritedowns.com/2013/04/kyle-bass-gets-it-wrong-on-japanese-bonds.html "The bond vigilante stuff is a myth."]]>currency debasement monetary policy bond bubble war vigilante GFC reflation unintended consequences New Normal Yen BOJ currency-war Gold Abenomics lostdecade debtoverhang QE JGB NIRP financial repression economic history Debt Super Cycle Carry Trade monetisation sovereign crisis hunt for yield ZIRP inflation monetization Japanhttps://pinboard.in/u:asterisk2a/b:807a9da234e4/Are Japanese Banks On The Verge Of Insolvency? | Zero Hedge2013-05-17T00:33:59+00:00
http://www.zerohedge.com/news/2013-05-16/are-japanese-banks-verge-insolvency
asterisk2a> He who sells first wins... <<]]>QE JGB NIRP 2013 lostgeneration economic history inflation targeting reflation Yen ZIRP banking crisis BOJ bank Abenomics Richardkoo lostdecade Japanhttps://pinboard.in/u:asterisk2a/b:613e313e3868/Japanese bond market jitters are a warning sign for USD/JPY bulls | ForexLive2013-05-13T19:15:32+00:00
http://www.forexlive.com/blog/2013/05/13/japanese-bond-market-jitters-are-a-warning-sign-for-usdjpy-bulls/
asterisk2aJGB Yenhttps://pinboard.in/u:asterisk2a/b:950e8e04e10f/JGB Futures Halted (Again) For Biggest 2-Day Plunge Since Lehman; 5Y Yields Hit 13 Month Highs | Zero Hedge2013-05-13T15:49:23+00:00
http://www.zerohedge.com/news/2013-05-13/jgb-futures-halted-again-biggest-2-day-plunge-lehman-5y-yields-hit-13-month-highs
asterisk2aZIRP QE JGB NIRP BOJ economic history inflation reflation unintended consequences Abenomics Yenhttps://pinboard.in/u:asterisk2a/b:5d855fbeb189/Japanese Government Bonds Halted Limit Down; Yields Spike To 10 Week High; Worst Day In 5 Years | Zero Hedge2013-05-10T17:29:39+00:00
http://www.zerohedge.com/news/2013-05-10/japanese-government-bonds-halted-limit-down-yields-spike-10-week-high-worst-day-5-ye
asterisk2a> " Sure enough, midway through the evening session, Sri Lanka cut its reverse repo and repurchase rate to 9% and 7% respectively, promptly followed by Vietnam cutting its own refinancing rate from 8% to 7%, then moving to Thailand where the finance chief Kittiratt called for a rate cut exceeding 25 bps, and more jawboning from South Korea suggesting even more rate cuts from the export-driven country are set to come as it loses trade competitiveness to Japan. Asian financial crisis 2.0 any minute now? "]]>currency debasement QE JGB monetary policy war Politics lostgeneration economic history inflation targeting reflation devaluation Yen ZIRP BOJ competitiveness Asia centralbanks Japan lostdecadehttps://pinboard.in/u:asterisk2a/b:b85c1c006536/40 Years Of Dueling Devaluers | Zero Hedge2013-05-10T17:26:11+00:00
http://www.zerohedge.com/news/2013-05-09/40-years-dueling-devaluers
asterisk2acurrency debasement Yenhttps://pinboard.in/u:asterisk2a/b:1aa4ec6da075/Santelli: Yen and High Frequency Trading Linked?2013-04-25T00:36:33+00:00
http://video.cnbc.com/gallery/?play=1&video=3000163839
asterisk2aalgos WallStreet HFT algorithms Carry Trade Yen flashcrashhttps://pinboard.in/u:asterisk2a/b:3bdcc61cc298/Mr Soros Trumps Mrs Watanabe | Zero Hedge2013-04-09T17:03:13+00:00
http://www.zerohedge.com/news/2013-04-09/mr-soros-trumps-mrs-watanabe
asterisk2a> the world is selling their Yen holdings and or bet against the Yen. >> the last few months have seen not Mrs Watanabe (euphemistically selling her JPY to find better returns elsewhere) but the likes of Mr. Soros and Mr. Bass who see the endgame disorderly collapse of a currency (or perhaps it is the rest of the G7 central bankers unwinding JPY-based reserves to 'help' their fellow central planner out). The bulk of JPY selling pressure has come during non-Tokyo trading hours, as the Japanese, until last week at least, appear much more timid about Abenomics' chances of success. + >> http://www.zerohedge.com/news/2013-04-08/yen-surges-japans-deputy-pm-says-excessive-yen-gain-corrected]]>currency debasement QE JGB war G7 debt monetisation G8 Yen ZIRP BOJ currency-war G20 Abenomics centralbanks monetizationhttps://pinboard.in/u:asterisk2a/b:11934888aed8/Overnight Levitation Returns As The Elephant In The Room Is Ignored | Zero Hedge2013-04-08T19:18:20+00:00
http://www.zerohedge.com/news/2013-04-08/overnight-levitation-returns-elephant-room-ignored
asterisk2aJGB 2013 BOJ new-normal Japan New Normal Yenhttps://pinboard.in/u:asterisk2a/b:967d37eb390e/Kyle Bass: "Japanese Retirees Will Lose Up To Half Of Their Life Savings" | Zero Hedge2013-04-08T19:13:47+00:00
http://www.zerohedge.com/news/2013-04-07/kyle-bass-japanese-retirees-will-lose-half-their-life-savings
asterisk2a> 70 year debt super cycle winding down. Creative Destruction Never happened in Japan. Disorderly Yen move because of loss of confidence and trust. Social fabric will be torn. Likely that G7 / G20 start to mistrust each other. There is no 'if', there is only 'when'. The crowd doesn't get the moves right. >> http://www.zerohedge.com/news/2013-04-07/japanese-finance-ministry-warns-surge-jgb-volatility-may-lead-sharp-bond-selloff >> http://www.zerohedge.com/news/2013-04-07/livid-chinese-economists-call-boj-decision-monetary-blackmail-demand-chinese-central >> http://www.zerohedge.com/news/2013-04-07/nikkei-63000000-and-other-flashbacks-complete-dylan-grice-japan-series]]>monetization currency debasement monetary policy Politics unintended consequences G7 zombie banks Yen liquidity-trap social fabric BOJ currency-war Abenomics unrest greatrecession lostdecade folly QE JGB 2013 trust economic history confidence debt monetisation bubble Error trustagent ZIRP greatdepression G20 toobigtofail centralbanks Japanhttps://pinboard.in/u:asterisk2a/b:f3135d622c3f/Japan accelerating auto production offshoring | ForexLive2012-06-25T23:03:29+00:00
http://www.forexlive.com/blog/2012/06/25/japan-accelerating-auto-production-offshoring/
asterisk2aforeignexchange foreign forex Yen Japanhttps://pinboard.in/u:asterisk2a/b:9eaefc6ff52c/BofA's Fujii Says Yen to Stay Strong for Next Few Months - YouTube2011-08-25T18:34:18+00:00
http://www.youtube.com/watch?v=-2QH43c7Euk
asterisk2aJGB Japan Yen 2011 BOJ downgradehttps://pinboard.in/u:asterisk2a/b:aff925ee08c8/TIMELINE-Japan primes markets for yen intervention | Reuters2011-08-03T14:32:42+00:00
http://www.reuters.com/article/2011/08/02/markets-forex-yen-timeline-idUSL3E7J20DQ20110802
asterisk2aJapan Yen intervention history 2011https://pinboard.in/u:asterisk2a/b:ffac84c7b52f/TV Pricing Bloodbath Threatens Already Razor-Thin Retailer Margins, Will Send Japanese FX Interventions Into Overdrive | zero hedge2010-10-30T23:35:55+00:00
http://www.zerohedge.com/article/tv-pricing-bloodbath-threatens-already-razor-thin-retailer-margins-will-send-japanese-fx-int
asterisk2aJPY yen japan export 2010 currency currencies rare-earthshttps://pinboard.in/u:asterisk2a/b:eecbd7cd688b/Strong Yen Fuels Rise in Japanese Takeovers Abroad - NYTimes.com2010-09-14T21:15:06+00:00
http://www.nytimes.com/2010/09/15/business/global/15rakuten.html?_r=1
asterisk2aYen Japan competitiveness currencies 2010 devaluationhttps://pinboard.in/u:asterisk2a/b:42d4db3268d7/G-20 Clash Over Recovery Risks ’Sub-Potential’ Growth (Update1) - Bloomberg.com2010-06-09T01:37:21+00:00
http://www.bloomberg.com/apps/news?pid=20601085&sid=ajjdwY8IJU.4
asterisk2aG20 june fiscal monetary policy greatrecession tobin-tax banking recession 2010 recovery demand growth Europe timgeithner germany USA PIIGS austerity capital liquidity basel2 export exports currency currencies euro yen dollar yuan protectionism economicshttps://pinboard.in/u:asterisk2a/b:b2cf00c4838f/