Aug 31, 20233 minA Tale of Two Post-Bubble Capital FlowsIchiro Suzuki China’s renminbi is under pressure recently. Beijing is reportedly making great efforts to stem the currency’s decline...
Aug 21, 20234 minChile’s 9/11Ichiro Suzuki This September 11 marks the 50th anniversary of a military coup in Chile that overthrew a democratically elected...
Aug 12, 20234 minJapanification of ChinaIchiro Suzuki By the summer of 2023, it has become almost public knowledge that China’s economy is in trouble, mired in a ‘balance sheet...
Aug 12, 20233 minBalance Sheet RecessionIchiro Suzuki Nomura Research Institute economist Richard Koo is forever proud of having coined a word ‘balance sheet recession’ to...
Jul 7, 20234 minCapital Flight from Japan?Ichiro Suzuki The Japanese yen is under pressure again halfway through 2023. The yen is falling almost unilaterally. Its precipitous...