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title
description
image
site name
author
Bob Elliott
updated
2026-03-06 11:03:29
raw text
Nonconsensus | Bob Elliott | Substack Subscribe Sign in Home Notes Chat Archive Leaderboard About Easy Money Here To Stay In Japan The biggest threat to continued low rates has come from the surge in rice-driven inflation recently. But that is fading, it hasn't flowed into other… Jul 18 • Bob Elliott 13 Share this post Nonconsensus Easy Money Here To Stay In Japan Copy link Facebook Email Notes More Latest Top Discussions The Household Demand Problem The US expansion remains reliant on household consumption powering the rest of the economy forward. That's tough in an environment of weak job growth… Jul 17 • Bob Elliott 14 Share this post Nonconsensus The Household Demand Problem Copy link Facebook Email Notes More 6 China's Stable Malaise The Chinese economy remains relatively stable these days - with neither an acute trade-war driven deceleration nor the type of big bang stimulus and… Jul 16 • ...
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