Ebina Koichi

[Ebina Koichi @Koebina]

@1989hatooku This approach works better than conventional fiscal discipline approach because government have bigger incentive to promote GDP growth. Higher GDP growth makes this goal attainable.

[Ebina Koichi @Koebina]

@_rob_anderson @NDR_Research If your analysis is true, AI boom has around two years more to run. It is too early to exit from the AI boom. Otherwise, we miss significant opportunity.

[Ebina Koichi @Koebina]

@classcnbc I believe EU is going to create complicated regulations and rules to comply with their liberal values for sovereign funds and ends up too late for investment to AI.

[Ebina Koichi @Koebina]

@Globalstats11 Where is the Eli Lilly?
Market Cap at this moment is 1.02T!

[Ebina Koichi @Koebina]

@dividendology No way. I am investing some money to stocks to learn real economy, business, and enjoy it. If it is fixed and guaranteed, apparently boring.

[Ebina Koichi @Koebina]

@robin_j_brooks @Brad_Setser @GagnonMacro It is true that JPY is getting weaker because of accommodative monetary and fiscal policies. By the way, USD is still strong in general, and gold price is gradually falling. We can’t observe both debasement trade, and fall of USD, which some FX strategist predicted previously.

[Ebina Koichi @Koebina]

@TheRayMyers In addition to PER, investors need to examine drugs under development and trial. Market is now considering LLY has better future blockbuster drugs candidates.

[Ebina Koichi @Koebina]

@robin_j_brooks However, there is no political crisis somebody predicted observed in Japan.

[Ebina Koichi @Koebina]

@StockSavvyShay @FuturumEquities Yes, some of above mentioned stocks had descent value in any metric in this spring. It was a great buying opportunity.

[Ebina Koichi @Koebina]

@Bank_of_Japan_j Monetary base is shrinking significantly while M2 is slowly growing. Interesting phenomenon is occurring.

[Ebina Koichi @Koebina]

@AndreaGiuricin On the other hand, the countries which have smaller government debts and higher taxes, like German, also struggle with too strong currency, floods of Chinese imports, and sluggish exports. Economy is not so simple.

[Ebina Koichi @Koebina]

@robin_j_brooks Even if Iran War settled and oil prices down, it is not clear whether FED could cut rate in near future. It is too early to make such predictions.

[Ebina Koichi @Koebina]

@robin_j_brooks Although some FX strategist predicted Truss shock type political crisis risks in Japan, we do not observe such issue now. Instead of that, German and UK, which have better fiscal condition on paper, actually have serious political mess.

[Ebina Koichi @Koebina]

@Brad_Setser Euro is too strong against Chinese Yuan. European industries don’t have competitive edges against Chinese goods. I think ECB should take action to make their currency weaker.

[Ebina Koichi @Koebina]

@robin_j_brooks Now, Japanese politics is relatively stable, GDP growth rate is solid, CPI is picking up but not too high, and unemployment is low. Only bond vigilantes are shouting something now.

[Ebina Koichi @Koebina]

@robin_j_brooks Japanese Yen is weak. However, Truss shock style political crisis which some FX strategist predicted has not yet observed, and fiscal disciplined countries like UK and German are struggling with political mess. Reality is always counterintuitive.

[Ebina Koichi @Koebina]

@takitanufs Pretty counterintuitive phenomenon. Japanese economy is not as bad as it seems.

[Ebina Koichi @Koebina]

@fujimaki_takesi Robin Brooks, FX strategist of the institution, also made similar wrong predictions as you made.

[Ebina Koichi @Koebina]

@fujimaki_takesi Mr Fujimaki also lost credibility from everyone in this particular 20 years by made so many wrong predictions.

[Ebina Koichi @Koebina]

@Colin_P_A_Jones I agree with you. This is a reason why hawkish economists and bond vigilantes make wrong predictions in Japanese economy.