As Japan’s expansion continues, compensation and especially savings are improving. The BOJ can now shift…
Browsing: GDP
Improving technology and management technique means that our economic growth isn’t as limited by labor…
Debt becomes most destructive – when, like a drug, more debt is needed to support…
“Wow” factor charts have helped readers see a reality in a fresh way. Some Fed…
The global tech and trade transformation has enabled a greater supply of funds in more…
The tech and trade transformation changed production, shopping, and inflation. It also changed funds flows…
In each of five equity market phases since 1951, just one factor explained over 90%…
Contrary to usual views, Japan’s Potential GDP is higher than estimated because: Available labor hours…
Japan’s GDP has grown in each of the past four quarters – good news. Next,…
The debate about the GDP measure gets muddled when people confuse three questions: What do…
“Real GDP up 3.2%” shouted the headlines — the traders (and politicos) were off to…
Product costs have fallen and shopping habits have changed over decades. But, investment portfolio design…
Larry Summers repeatedly cites powerful changes in our economy as he makes the case for…
Fed forecasters have erred because they’ve missed how tech and trade have transformed our economy.…
Potential GDP is widely used in quantitative (quant) and other investment models that select investments…
Idealized “business cycles” don’t exist. Business cycle causes and consequences have long been debated in…