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The Bullish Case for Japan Revisited
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The Bullish Case for Japan Revisited

The bullish case for Japan remains intact

David Rosenberg's avatar
David Rosenberg
Mar 21, 2024
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Early Morning with Dave
Early Morning with Dave
The Bullish Case for Japan Revisited
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Highlights

  • The bullish case for Japan remains intact

  • Not-so-hawkish Powell was a relief for markets

  • Fiscal policy in Canada continues to crowd out private investment

  • Charting the real estate market shows deflation (not inflation)

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