Japan

As industrial production collapses in Europe, the ECB’s reluctance to follow the UK and US down the quantitative easing path is forcing some hard decisions.

One of the world’s largest holders of US dollar assets will press for a move away from the dollar at the upcoming G20 meeting.

Investors have started wondering about the timing of any recovery and what sort of sign to look for.

Now that Japanese retail investors have been severely burnt and interest rate differentials have evaporated the yen carry trade is in hibernation.

Contract coal prices look to have fallen 44% on last year, but a weaker AUD and falling production costs are compensating Australian producers.

Deflation is the biggest threat currently facing the global economy. How would this affect the stock market?

The West has stopped buying so the East has stopped exporting. Where will this lead us? Can the whole world hyperinflate?

With the first thermal coal settlements in Japan indicting a benchmark price of US$70/t, brokers are starting to pick their Aussie coal favourites.