Comments on: Double Dip Alert In Japan

By: Japan’s growth embarrassingly revised down by 3.5% - Credit Writedowns

Japan’s growth embarrassingly revised down by 3.5% - Credit Writedowns — Fri, 29 Jan 2010 15:16:28 +0000

[...] recently came in at a 48-year low and companies are cutting capital spending at a record pace. Edward Hugh sees a double dip as a distinct possibility despite the surging current account surplus. See also Morgan Stanley [...]

By: The Stimulus Has Stalled

The Stimulus Has Stalled — Tue, 29 Dec 2009 18:59:03 +0000

[...] This excessive debt also emasculates the effects of Keynesian stimulus based on deficits. I will repeat a chart I have published before, on the marginal productivity of debt. It says we have borrowed too much (private and public) and need to write down a lot of debt to fix the economy. Every additional $ borrowed contributes less and less to GDP, and soon we will hit a point where every $ of new debt destroys GDP. That is the point of no return, since if the increase in debt is not stopped, we would be unable to earn enough from our economy to pay it off. Japan may be at that point right now, and many pundits have noted how we are following the Japanese path of the ’90s. They already are heading into their double-dip recession. [...]

By: Is Austria Set To Join The Honourable Company of PIIGs? « Föhrenbergkreis Finanzwirtschaft

Thu, 17 Dec 2009 15:04:34 +0000

[...] double dip. And as I have pointed in out here in the case of Germany (as later confirmed here) and here in the case of Japan (as later confirmed here), the risk of a double dip is not, at this point, a negligable [...]

By: Is Austria Set To Become Just Another A PIIG? | afoe | A Fistful of Euros | European Opinion

Wed, 16 Dec 2009 11:26:27 +0000

By: Investment Implications of a Dollar Bottom

Investment Implications of a Dollar Bottom — Fri, 11 Dec 2009 20:14:47 +0000

[...] now the Japanese are facing a double-dip economy, and hence a weaker Yen; and Euroland is facing a growing number of sovereign default risk (Greece [...]

By: Atlantic Sentinel | Japan Lingering in Economic Trouble

Atlantic Sentinel | Japan Lingering in Economic Trouble — Tue, 08 Dec 2009 19:04:03 +0000

[...] last quarter there are reasons to be cautious about a speedy recovery for Japan, notes Edward Hugh at A Firstful of Euros. Japanese manufacturers continue to curb on capital spending and salaries, making any recovery in [...]

By: uberVU - social comments

uberVU - social comments — Tue, 08 Dec 2009 11:43:02 +0000

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By: Financial News: 2009-12-07 | TheTradingReport

Financial News: 2009-12-07 | TheTradingReport — Mon, 07 Dec 2009 23:50:02 +0000

[...] Double Dip Alert In Japan | Edward Hugh [...]