• It's Coming...

    MARKET EDGES

    Identify global risks and opportunities with essential macro intel using Hedgeye’s Market Edges.

Japanese GDP shrank last quarter as diminishing export levels and domestic inflation weighed on the world's second largest economy like an anchor in the arms of a swimmer treading water. This chart says it all – an economic moonshot stretching from the end of the occupation into the 80’s followed by decades of stagnation resulting from weak political leadership and easy money.

Andrew Barber, Director

*Full Disclosure: Keith remains short Japan via the EWJ etf.