Edward BallsdonOct 27, 20231 minLeveraged developed countries.The charts in this report highlight that credit metrics in 5 countries with highly leveraged private sectors have been crushed. At the...
Edward BallsdonOct 25, 20231 minJapanese Inflation and the BOJRESEARCH CONTENT A complete analysis of Japanese inflation, showing the various sub trends and upcoming energy, food and currency base...
Edward BallsdonOct 20, 20231 minThe BOJ’s debt "strait jacket” RESEARCH CONTENT An ex-BOJ member has suggested that the BOJ could raise short end rates, but the hurdle to raise long end is high due to...