by Bill | Feb 27, 2013 | Asia, Emerging Markets, Global Economy, UK
The aggregate real global policy rate is still firmly negative due to the commitment to low interest rates in the major G4 economies, Still, we are seeing notable divergence between countries. Emerging economies largely remain among the economies with positive...
by Bill | Nov 2, 2012 | Asia, Fiscal Policy, Global Economy, Japan, Monetary Policy
The Japanese economy continues to weaken and a recession is now the main consensus. The country’s trade balance, which was long in surplus, is now moving deeper and deeper into deficit and the third quarter numbers almost certainly will show contraction, and these are...
by Bill | Oct 15, 2012 | Asia, Demographics, Emerging Markets
South Korea is still being touted as an emerging market, but this is increasingly becoming a misnomer. The country’s demographics are now increasingly negative and the South Korean society is in the throes of a long and painful economic and demographic...
