Jason Clenfield Archive

Japan industrial output up more than expected

[Skip to the end] The Great Mike Masters Global Inventory Liquidation pretty much ran its course by year end, and now depleted inventories are beginning to be replaced as high and rising government deficits support incomes and savings: Japan’s Factory Output Rises as Twice Predicted Pace by Jason Clenfield Apr 30 (Bloomberg) ...Read More

3 blind mice- nonsense from the BOJ, MOF, and Prime Minister

[Skip to the end] Running with tails cut off with a carving knife: This is what you get when the head of the CB doesn’t understand monetary operations and reserves accounting: Shirakawa Says BOJ to Limit Asset Buying to Save Balance Sheet by Jason Clenfield and Toru Fujioka Feb 5 (Bloomberg) — ...Read More