EMAIL DETAILS
SUBJECT:
David Hale Podcast (Feb. 27th, 2013): Findings from Washington DC Meetings and Revised Japan Report
PRI: NORMAL
FROM:
D
davidhale@davidhaleweb.com
DATE:
2013-02-27 22:25:19
MSG_ID:
<ZTCABZ$UWZVTTWCUCCZB@127.0.0.1>
RECIPIENTS:
TO:
H
R. Hunter Biden
<hbiden@rosemontseneca.com>
CONTENT:
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To view this message in a browser: http://ci26.actonsoftware.com/acton/ct/3037/s-0051-1302/Bct/l-sf-cl-701C0000000UEmJIAW-0024/l-sf-cl-701C0000000UEmJIAW-0024:15c/ct0_1/1 To download [Japan's New Monetary Policy-Update.pdf], click on the following link: http://ci26.actonsoftware.com/acton/ct/3037/s-0051-1302/Bct/l-sf-cl-701C0000000UEmJIAW-0024/l-sf-cl-701C0000000UEmJIAW-0024:15c/ct1_2/1 Dear R. Hunter, Following my recent trip to Washington DC, I have recorded a podcast that details my key findings from the trip and analyzes recent developments in Japan and Europe. Key conclusions in the podcast include: The sequester will not be averted by March 1 st , and this will hurt GDP growth in the second quarter even if it is eventually reversed The inconclusive results of the Italian election have partially reignited the eurozone crisis, with bond yields already rising materially in Italy The likely forthcoming announcement of Haruhiko Kuroda as the new governor of the Bank of Japan means that the Bank's balance sheet will expand dramatically during 2014 You can access the podcast for the next two weeks by entering the following dial-in details: • Dial-in Number: 1-347-614-1000 • Passcode: 578332 Additionally, I have attached a revised version of my recent report on Japan's monetary policy that includes important quotes from Richard Katz of the Oriental Economist http://www.orientaleconomist.com/index.html , which puts the current yen valuation and past BOJ easing efforts in historical context. As always, we welcome any questions or comments. With all best wishes, David Hale Chairman David Hale Global Economics, Inc. 546 Lincoln Avenue, 2 nd Floor Winnetka, Illinois 60093 USA 847-386-6009 (tel) 847-386-6011 (fax) davidhale@davidhaleweb.com LinkedIn Profile http://www.linkedin.com/pub/david-hale/18/ba8/595 http://davidhaleweb.com http://davidhaleweb.com/ http://whatsnextbook.com http://whatsnextbook.com/ Copyright 2013, David Hale Global Economics Inc. All rights reserved. This document is not for attribution in any publication, and you should not disseminate, distribute or copy this e-mail without the explicit written consent of David Hale Global Economics, Inc. This email and any attachments to it may be confidential and are intended solely for the use of the individual to whom it is addressed. Any views or opinions expressed are solely those of the author and do not necessarily represent those of David Hale Global Economics, Inc. If you are not the intended recipient of this email, you must neither take any action based upon its contents, nor copy or show it to anyone. Please contact the sender if you believe you have received this email in error. -------------------------------------------------------------------------------- If you do not wish to receive future e-mails from David Hale Global Economics, click here http://ci26.actonsoftware.com/acton/rif/3037/s-0051-1302/-/l-sf-cl-701C0000000UEmJIAW-0024:15c/l-sf-cl-701C0000000UEmJIAW-0024/zout
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