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Macro-prudential policy

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Keith Rankin Analysis – Affording and Financing Wars, with reference to the United States

November 7, 2025

Analysis by Keith Rankin. Are wars affordable? The answer of course is ‘yes and no’. Affording a war is different from financing a war. To make any new thing affordable, either there must be a reallocation of resources or a deployment of resources not otherwise in use. Or a mix of both. Further, resources get ... <a title="Keith Rankin Analysis – Affording and Financing Wars, with reference to the United States" class="read-more" href="https://eveningreport.nz/2025/11/07/keith-rankin-analysis-affording-and-financing-wars-with-reference-to-the-united-states/" aria-label="Read more about Keith Rankin Analysis – Affording and Financing Wars, with reference to the United States">Read more</a>

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Keith Rankin Analysis – Red Gold: Japan’s Lesson for the World

October 30, 2025

Analysis by Keith Rankin. The chart above summarises Japan’s financial balance sheet since 1980. A wall of red below the line, and blue above. Additionally, a persistent ‘slice’ of green below the line, indicating that Japan – the country, not the government – is very much a creditor (ie saver) nation. This red wall has ... <a title="Keith Rankin Analysis – Red Gold: Japan’s Lesson for the World" class="read-more" href="https://eveningreport.nz/2025/10/30/keith-rankin-analysis-red-gold-japans-lesson-for-the-world/" aria-label="Read more about Keith Rankin Analysis – Red Gold: Japan’s Lesson for the World">Read more</a>