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Notayesmanseconomics's Blog
03.10.2025
In these strange times we have something that has become rather familiar over the years which is a US government shut down. It has become like a piece of performance art where the players talk about reducing government spending and then increase the debt ceiling and go back to spending ever more. So it is…
04.10.2025
This morning has brought us more information on the Euro area economy and from an indicator we know that ECB policymakers look at closely. Eurozone growth ticks up once again but remains muted. That is something that is a theme here as maybe thee is some growth but not much which is reinforced by the…
07.10.2025
Over the weekend an event we had been expecting in Japan arrived although as you can see many were rather wrong-footed. apan just shocked the world. Sanae Takaichi is now Prime Minister, Japan’s first-ever female leader and she’s coming in swinging with huge stimulus plans. Markets are ripping and investors everywhere are bracing for what…
08.10.2025
It is a theme of these times that we see Western governments struggling. We started the week with the effective appointment of a new Japanese Prime Minister and we also had the fall of a French Prime Minister accompanied by a desperate attempts by Prime Minister Macron to keep him. The reality according to the…