Commentary / Japan Aug 10, 2018
The Bank of Japan is committed to low rates, for now
Don't read too much into this talk of an "extended period" of stimulus. The board is already divided.
Commentary / Japan Jul 11, 2018
Japan isn't stepping aside as China steps up
The Abe adminisration and the private sector are reasserting influence in Asia and beyond.
Commentary / Japan Jul 3, 2018
Japanese firms don't cower among trade gloom
Capital expenditures are set to rise, while the rest of the world is increasingly wary.
Commentary / World Apr 20, 2018
U.S. earns more in China than trade numbers reveal
The huge missing ingredient in U.S.-China trade deficit numbers is the business done in China by American companies.
Commentary / Japan Apr 11, 2018
Good news is no longer unspeakable in Japan
The central bank has been too obsessed with reassuring investors that stimulus would continue.
Commentary / Japan Feb 20, 2018
Here's who really matters at the Bank of Japan
Masayoshi Amamiya could provide Japan's central bank with much-needed room to maneuver.
Commentary / Japan Feb 13, 2018
'More of the same' isn't a choice for Kuroda
Reports that Haruhiko Kuroda will be reappointed don't mean he can continue stimulus forever.
Commentary / Japan Feb 8, 2018
Bank of Japan is missing a golden opportunity
Investors think things are looking up — central bankers should stop telling them they're wrong
Commentary / Japan Jan 23, 2018
Japan and Europe start the central bank reset
Officials are going to respond accordingly to the improving global economy.
Commentary / World Dec 31, 2017
2017 didn't see a trade war but flashpoints remain
What if globalization is just getting started? The resilience of the international system should get its due.