Macroeconomic History of Japan

[Joe Leote]

This long video walks through Japan's macroeconomic history from World War II up to the present:

Why Japan’s Debt ‘Crisis’ Isn’t What You Think | AB Explained

Over the decades Japan's macroeconomy expressed hyperinflation, rapid economic growth, and persistent balance sheet recession. Today there is pressure on Japan to raise interest rates and/or defend its currency due to global inflation.

Joe

[Joe Leote]

This video argues that Japan's recent GDP increase is inflationary price illusion and perhaps so is some of the US GDP stimulus caused by AI capex spending with shortages in the supply chain raising prices of input goods:

Google Issues a Dire Warning About the “AI Boom”

Joe

[Joe Leote]

This video provides analysis of global interest rates, Japanese interest rates, and the weak Yen:

Has Japan's Debt Crisis Finally Arrived?

There are reports arguing that Japan's firms are increasing capex spending in real terms for the first time in decades. Japan, like the United States, wants to reshore some of its supply chain, modernize its military, develop greater economic independence from China, sponsor AI/robotic workforce automation, and perhaps solve its demographic problem via substitution of labor with specialized capital. Rapidly increasing investment spending, perhaps with government stimulus or industrial policies, is similar to shifting toward a war economy: both impulses tend to contribute toward inflation while stimulating GDP.

Joe

[Joe Leote]

This video attempts to explain Japan's rapid industrialization and economic growth policies in the late 1800s:

Why Japan industrialized first

Joe

On Wed, Jul 22, 2026 at 6:11 PM Joe Leote <joel...@gmail.com> wrote:

[William Meyer]

I still have to watch these but I think all of us here have probably been watching usd yen for a while now wondering why the boj doesn't take decisive action.  This would of course mean accelerated rate hike schedule (fx burn not doing anything).

Reminds me of Spirited Away when the crash gets referenced early in the film even though it happened more than 10 years prior to the movie's release.  

They really don't want a repeat. 

Maybe if the ai crash comes and there's a recession anyway, they surprise everyone by not cutting?    

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