2014: Abenomic's the wrong policy mix for Japan and more is to come

We said:

Japan's dismal export performance for 20 years has undermined its recovery potential. Abenomics has produced only a temporary growth spurt and has worsened already-weak household incomes. Without further major devaluation, inflation will relapse to zero or turn into deflation. Abenomics will have failed. Only with major fiscal measures to extract excessive cash directly from corporations can this 'lose-lose' choice be avoided. (LSR View 11th June 2014)

Outcome:

Investors lose faith in Abenomics. Inflation falls through 2014 and 2015 and reverts to deflation in 2016 as Yen rises.

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