Richard Katz

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TOE Alert: Cabinet Office Admits BOJ won't Make 2% Inflation Goal in FY 2015

The Bank of Japan (BOJ) is pulling out all the stops in order to make good on its promise of achieving 2% inflation toward the latter half of fiscal 2015 (which ends April 2016).

Abe’S Man Loses Saga Governor Vote To JA (Japan Agriculture)

Richard analyzes the Saga Prefecture election setback to Abe and its possible implications for TPP.

A Victory, not a Mandate

Hope in Abe and Abenomics disappearing.

LDP Does Not Owe Victory to Rural Districts

This report analyzes that Abe has the electoral ability to override the farm lobby on TPP—and its allies within the LDP if he wants to, since the LDP was not dependent on the rural vote for its victory.

LDP: A Victory, Not Mandate

In this report, Richard explains why Shinzo Abe and his Liberal Democratic Party (LDP) won a victory, but not a mandate.

Tax Delay the Right Move

Richard analyzes why Abe's delay on consumption tax hike is the right move to the Japanese economy.

TOE Alert: LDP Predicted tO Win 300 or More Seats

The Liberal Democratic Party (LDP) is currently on a trajectory to win 300 or more seats in the Dec. 14 Lower House election, according to polls in Nikkei, Asahi, Kyodo and Yomiuri, all based on tens of thousands of phone calls.

TOE Alert: Real Wages Drop 16th Month in a Row

For the 16th month in a row, real wages for workers were below year-earlier levels.

Consumption, income, inflation Drop in October

In October, core inflation—excluding the effect of the consumption tax hike—fell to a rate of 0.9%, price-adjusted income and consumption both fell to levels sharply below year-earlier levels, although there were up from September.

TOE Alert: Election Likely to Buttress Abe - for a while

Abe likely to gain clout from elections--temporarily.