Yen Turning Point
While official intervention captures the headlines, the credit creation fundamentals are the strongest indication of a change in direction of the yen against the US dollar
Richard Werner’s Substack
My personal Substack. Read economic analysis based on my 30+ years as researcher and chief investment officer in the financial sector and scientist published in peer-reviewed journals. I have a very good forecasting track record.
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Latest episodes
Escalation of the war on Iran is likely: The true aim is to make war on China
We are witnessing a replay of the situation before August 1914, when Germany's economic success & transport corridor plans were seen as lethal challenge to British hegemony requiring total war
Post-Orban Hungary: Economic Implications of Regime Change in Budapest
US Vice-President JD Vance travelled to Budapest to back a Hungarian Prime Minister under pressure from a foreign-backed challenger who could reshape EU politics
Time to reconsider tariff policy - and join it up with industrial and banking policy
Tariffs are not stupid, as Trump-opponents claim. But they have to be deployed as part of a high growth and development strategy to work
The Digital Panopticum Aims at Full-Spectrum Control - Even Restricting the Air You Breathe
The Epstein files confirm many details about our ruling classes, how they operate & their hostile attitude towards us. All the more must we stay alert to their present plot to impose total control.
Comment: Snap Election in Japan to Heighten Tension in Asia and Further Empower the Princes at the Central Bank
Today, Sunday, 8 February 2026, a snap general election is held in Japan, called by Ms Sanae Takaichi, to boost her majority by transforming her popularity with young voters into seats in the Diet.
Playing with fire: The most important geopolitical event in the 21st century?
News Commentary - US kidnapping and trial of a sitting president of a democratic country
Chinese Lessons Part II: The Elixir of Growth & Prosperity
When China got a break: Deng Xiaoping imported the Japanese high growth formula
Chinese Lessons - Part I: The darkest part of China's night, before the dawn of prosperity
Would a government kill 55 million of its own people? - Eugenics update on China
Fed Faces Biggest Direct Challenge by a President since JFK - And this is a good thing
Donald Trump had promised to challenge the powers-that-be. It looks like he is not backing down against the Fed. Economists and media are defending the central planners, but their wings need clipping.