The latest data imply that little has changed since August.
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The latest data on wages suggest that declining job market churn has not been sufficient to normalize the pace nominal income growth.
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Brad Delong's new history makes an important point well, and gave me a lot of food for thought. But I have some quibbles.
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What the return of inflation means, and doesn't mean, for our understanding of the link between inequality and underconsumption.
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Goods prices are falling and input costs have mostly stopped rising. Wage gains associated with labor market churn have slowed, although not enough…
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Total imports have largely recovered thanks to surging exports from China and Turkey. Also: figuring out where the current account surplus has been…
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More details on Japanese financial positions and the state of yield curve control.
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Japan's unique balance of payments and inflation dynamics allow the Ministry of Finance to focus on supporting the currency even as the Bank of Japan…
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Temporary forces that pushed annualized inflation into the double-digits are going into reverse. The remainder is being determined (mostly) by the pace…
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I just want things to make sense.
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What makes the economy different, and why this (might) make Japanese stocks relatively attractive.
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The BEA has updated its estimates of everything from private sector wages to spending at restaurants and dividend payouts.
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