Archive

TOE Alert: BOJ Sends up Grey Flag in Revising Downward Its Inflation Forecast

written by Richard Katz on Sunday, January 25, 2015

Richard reports that the Bank of Japan Governor has raised the grey flag for achieving the 2% inflation target in two years.

TOE Alert: Some Real Momementum on TPP Raises Likelihood of Conclusion, But Still Uphill Climb

written by Richard Katz on Saturday, January 24, 2015

Richard discusses the likelihood of the U.S. and Japan reach the TPP pact this year.

TOE Alert: Offshoring Continues to Grow Despite Weak Yen

written by Richard Katz on Saturday, January 24, 2015

Richard analyzes the reason behind Japanese multinational companies' growing trend to produce in overseas countries, especially in Asia, despite the weakening yen.

Slower Household Formation Driven by Demographics

written by Michael Lewis on Wednesday, January 21, 2015

FMI’s commentary on the moderation in the rate of household formation.

Data Round-Up: Housing Starts Perk up in 14Q4, Boding Well for 2015

written by Michael Lewis on Wednesday, January 21, 2015

FMI’s review of today’s December Housing Starts results.

Data Round-Up: Mixed Regionals Point to Moderate Growth; Core PPI Higher than Expected

written by Michael Lewis on Thursday, January 15, 2015

FMI’s analyses of today’s January Philadelphia Fed and NY Fed Empire Regional Manufacturing surveys, the December PPI, and the latest Weekly UI Claims & Rail Traffic data.

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

written by Richard Katz on Wednesday, January 14, 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).