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Iron Harbor
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Fundamental Global Macro Manager
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  • Slow Motion Train Wreck Speeds Up 0 comments
    Feb 7, 2013 10:22 AM

    Last August in our Japan Economic Outlook, we argued that economic and political events were developing in such a way as to make continued sustained yen and JGB strength untenable. This had been a trend that we began tracking as early as February 2012.

    While the worsening economic data trend has been long established (balance of payments, national savings, industrial production), political events have more recently begun to accelerate. Elected officials are approaching debt consolidation with increasing urgency. This urgency indicates that, if not publically, they are privately aware that time is running out.

    Please review our Japan Economic Update: http://www.scribd.com/doc/121462161/

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