GLOBAL ECONOMY SITE

Paul Krugman’s Perspective on the Yen Carry Trade

Nobel laureate Paul Krugman views the yen carry trade as a policy-created arbitrage, dependent on Japan’s ultra-low interest rates and vulnerable to BoJ policy shifts that could trigger global market volatility.

2025.08.30

ReportWORLD

Ray Dalio’s Investment Philosophy and the Yen Carry Trade

Explore how Ray Dalio and Bridgewater Associates integrate the yen carry trade into their global macro investment strategy, leveraging Japan’s ultra-low interest rates for diversified, risk-managed portfolios.

2025.08.29

Global EconomyJapan

The Role of the Japanese Yen in Today’s Global Financial Markets

Explore how the Japanese yen functions as both a global funding currency and a safe-haven asset, influencing carry trades, capital flows, and market volatility in the international financial system.

2025.08.28

Report

Structural Analysis of Japan’s Policy Interest Rate

Discover how Japan’s ultra-low policy rate drives the yen’s role as a global funding currency, fuels international carry trades, and impacts capital flows in both risk-on and risk-off markets.

2025.08.27

JapanReport

Germany: An Analysis of Inclusive and Extractive Institutions Based on Daron Acemoglu’s Theory

"Explore a comprehensive analysis of Germany’s political and economic institutions through the lens of Daron Acemoglu’s theory of inclusive and extractive institutions. Understand how inequality, immigration challenges, and elite influence impact the country’s long-term stability and growth."

2025.08.26

ReportWORLD

The United States: An Analysis Based on Daron Acemoglu’s Theory of Inclusive vs. Extractive Institutions

"Explore a detailed analysis of the United States through the lens of Daron Acemoglu’s theory of inclusive and extractive institutions. Understand the growing economic inequality, political influence of elites, and the challenges to sustainable growth in the U.S."

2025.08.25

Russia

Japan’s Economic and Political Systems: An Analysis Based on Daron Acemoglu’s Theory

Explore an in-depth analysis of Japan’s economic and political systems through Daron Acemoglu’s theory of inclusive and extractive institutions. Learn how Japan’s current challenges and institutional structures impact its long-term growth and stability.

2025.08.24

JapanReport

Gold Market Outlook Beyond August 2025: Tariff Risks, Supply Shocks, and Investor Strategies

An in-depth analysis of gold price prospects beyond August 2025, factoring in the 39% U.S. tariff risk on Swiss refining. Supply shocks, investor demand trends, and key trading strategies for gold investors.

2025.08.23

GOLDInvest

Gold as a Safe-Haven Asset in an Uncertain Global Economy

The World Gold Council’s 2025 report reveals strong demand, central bank buying, and strategic reasons for gold’s resilience. Essential reading for Japanese high-net-worth investors.

2025.08.22

GOLDInvest

Gold Market Investment Strategy Report

Expert analysis on gold market trends, scenarios, and actionable strategies to profit from the evolving 2025 global gold landscape.

2025.08.21

GOLDReport

Report: Learn from Warren Buffett’s Investment Philosophy

Discover Warren Buffett’s key investment lessons, from value investing and long-term focus to discipline and independent thinking. Learn how to build lasting wealth using his timeless principles.

2025.08.20

InvestWORLD

The Way of Life as a Wealthy Individual: Warren Buffett’s Philosophy and Practice

Discover Warren Buffett’s philosophy on wealth, simple living, and philanthropy. Learn how the legendary investor avoids luxury, maximizes capital, and returns over 99% of his fortune to society.

2025.08.19

未分類

U.S. Rail Mega-Merger: An Economist’s Analysis of Union Pacific’s $85 Billion Bid for Norfolk Southern

Union Pacific’s $85 billion bid to acquire Norfolk Southern could create the first coast-to-coast freight rail network in U.S. history. Explore the economic benefits, competition risks, and regulatory challenges in this in-depth analysis.

2025.08.18

ReportUS