Rebooting Abenomics

(Feb 2020) Peter reviews Japan's poor fourth quarter GDP data and the prospects for a wave of fiscal activism across the globe as well as a reversal in rates.


  • Japan’s Q4 GDP was not as horrible as reported, but to secure his legacy Abe needs to change tack.
  • Reports of abolishing the “60 year rule” could portend greater fiscal activism.
  • Ground zero for global fiscal reflation and yield curve steepening is the UK.
  • Japanese stocks would be a major beneficiary.

Please contact us to gain access to this insight

Request more information