Kyle Bass Archives - snbchf.com

Tag Archive: Kyle Bass

What Drives Government Bond Yields, Part2: Emerging Markets and Recent Discussions

Two additional criteria important for Emerging Markets: High foreign debt, a weak net investment position and a current account deficit increases government bond yields.

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Monetarist and Austrian Critique against MMT

Has Abenomics Failed? Let us Go for Exchange Rate Targeting and Maintain Stability

2013-06-13

by George Dorgan

2013-06-13

Abenomics has failed It was doomed from the very beginning. You cannot create out of risk-averse Japanese risk-tolerating Americans. Public Japanese opinion puts enormous pressure on BoJ policy and on the government; the risks of rising JGB yields are too high. Japanese hate volatility, the government cannot risk its funding. The emphasis on the word …

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Opinions of Leading Economists on Japan and the Unholy Alliance of Kyle Bass and Shinzo Abe

We give an overview of opinions of leading economists that want to help Japan out of deflation. Paul Krugman, Richard Koo, Adam Posen and Kyle Bass.

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Japanese Currency Debasement, Part 1: Current Account and Japanese Bond Bears

2013-01-30

by George Dorgan

2013-01-30

In our first part on Japans currency debasement, we look on three aspects, government bond yields, current account balances and potential hyper-inflation which causes yields to rise strongly.

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Debt, the Financial Cycle Determinant between 2011 and 2017

Between 2011 and 2017, the reduction of debt , the hunt on the rich and investment into countries with low debt will become the main rational expectation and the determinant of the next financial cycle.

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