Brian Byrne on LinkedIn: Japan is CRASHING and it’s Spreading to the Rest of the World (2024)

Brian Byrne

Investment Committee Member at Assembler Growth Capital LLC

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🤥 THE TRUTH ABOUT JAPAN (+ IMPACT--> REST OF THE WORLD) 📌🔴 BEING A FAN OF MOST things Japanese, I point out inconvenient truths standing in the way of prosperity. They blame others for a six year recession.🤝 MY FIRST EVER business deal (1984) signed at Windows of the World (WTC) with Mitsubishi. Awesome culture. Poor industrial policy/ governance.👉JAPANESE POINT TO external risks that scuppers their latest plan to pull out of a depressionary spiral. Exporting their way into prosperity is over.✅ 10Y JGB bond yields trending down (and they can't raise rates)✅ their labor demand is down (and labor is much cheaper in Mexico)✅ M2 money stock (credit proxy) is up 1.3 % (lowest since April 2007) and,✅ funding draining out of equity funds at a record rate [my Friday post]🤔 WE ALL KNOW what started in spring 2007. Japan's Business Index of Economic Activity is heading lower than 2020. Intertwined with global markets on every level: Fx, fund flows--everything. Blaming USA election? Silly.#Japan #Bubble #JGB #carrytrade #DXY #M2 #recession #depression #JGB #manufacturing

Japan is CRASHING and it’s Spreading to the Rest of the World

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Brian Byrne

Investment Committee Member at Assembler Growth Capital LLC

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#EURODOLLARUNIVERSITY goes on to day that the global synchronization has even spread to the subcontinent. India is still a long term player, but it cannot buttress the entire global economy in 2025; but it has a lot going for it:https://www.youtube.com/watch?v=-mGv6StBbOA

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WoW Health

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It's interesting that you highlight Japan's internal issues as significant contributors to their economic challenges, rather than solely focusing on external factors.

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Roman Wenzl MBA MBA

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They have been kicking the can down the road for 20 years, now the run out of road.

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  • Brian Byrne

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  • Brian Byrne

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  • Brian Byrne

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    WHAT MIGHT DRIVE CAD USD TO PARITY?THIS.....

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Brian Byrne on LinkedIn: Japan is CRASHING and it’s Spreading to the Rest of the World (44)

Brian Byrne on LinkedIn: Japan is CRASHING and it’s Spreading to the Rest of the World (45)

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