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TOE Alert: Is Japan's potential growth really just 0.5%?

Japan’s productivity growth faces two challenges from the labor side: a demographic crunch in which each worker must finance the livelihood of more retirees and an erosion of the skills of the labor due to the rise of non-regular workers to 37% of the labor force.

How Will BOJ Respond to Return of Deflation?

By one measure, deflation, like the swallows at Capistrano, has returned to Japan. According to the official target of the Bank of Japan (BOJ)—the consumer price index (CPI) except for fresh food—prices fell -0.1% in August from last year. This is the first time Japan has seen deflation since April 2013.

Data Round-up: Bond Issuance Up Sharply as Fed Clings to Ultra-Low Rates

FMI’s review of today’s 15Q2 U.S. Financial Accounts (formerly known as Flow of Funds).

How Much Do Stock Prices Help Abe?

In this report, Richard argues why Abe's belief that the rising stock prices will help his overall approval rating is incorrect.

TOE Alert: Consumption and Real Income Slowly Recovering, but Still Below Pre-Tax Hike Levels

Japan's household spending is rebounding from its post-tax hike bottom, but at a very slow pace and in a zig-zag fashion.

U.S. Financial Accounts: 14Q4 March 12, 2015, Household Net Worth & Tax Burden

FMI’s analysis of today’s 14Q4 US Financial Accounts (formerly known as Flow of Funds) data.

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