Hello Jim, I believe China, S.Korea, and Japanese announced policy is that the US should dialogue directly with N.Korea, and so, as the wind blows, direct talks happen, presumably.
Talking is good, and I believe N.Korea wants to talk as well, as opposed to waiting for attack per "Evil Axis" Script.
In a fight, I can easily imagine 40% of Japanese and 70% of S.Korean GDP disappearing with some suddenness, which would not be particularly bullish for equities, bonds, and most currencies (except Japanese Yen and New Korean Money) in my book, but not necessarily so in some other threaders' books, because some think war is bullish.
Chugs, Jay |
