fiscal stimulus
The Balanced Budget Myth: Why Governments Aren’t Households and What It Means for Your Portfolio
The “balanced budget” is a flawed household analogy. For investors, understanding how sovereign governments truly spend is key to navigating the modern economy.
Japan’s Bond Market Tremor: Why a Ripple in Tokyo Could Become a Tsunami for Global Finance
Japan’s 10-year bond yields hit a post-GFC high, signaling a potential end to its ultra-easy money era and major implications for global finance.
The Great Disconnect: Decoding the Puzzling Strength of the US Economy
The US economy presents a major puzzle, defying traditional economic models. This analysis explores the paradox of its strength and what it means for investors.
The Blue Wave’s Ripple Effect: How a Unified Democratic Government Reshapes the Investment Landscape
A Democratic sweep in Washington fundamentally alters the US economic and investment outlook, prioritizing fiscal stimulus and creating new risks and opportunities.
The Perfect Storm: How Political Optimism and Geopolitics Sent Japanese Stocks to Record Highs
A deep dive into the confluence of domestic political optimism and U.S. geopolitics that propelled the Japanese stock market to record-breaking highs.
Japan’s Demographic Dilemma: Why More Stimulus Won’t Fix a Shrinking Economy
Japan’s economy faces a demographic cliff. Simply repeating past stimulus policies won’t work. A new path focused on reform and technology is essential.
Bubble Trouble on Wall Street? Why Banking Titans Are Sounding the Alarm
Wall Street’s top CEOs are warning of market bubbles. Discover the economic forces behind their concerns and what it means for your investment strategy.