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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (10915)3/29/2004 8:12:24 AM
From: ItsAllCyclical  Read Replies (1) of 110194
 
>> This BOJ report really has me scratching my head, as I think (if true) it is a VERY big deal. <<

Me too, but I don't think it has to be either entirely true or completely false. I think the mostly likely scenario is that they are going to decrease their rate of buying of US Dollars and selling of Yen - not because Japan's economy is looking so great, but because they've reached a critical pt in terms of how much intervention it's taking to support the Dollar. By using another excuse it looks far less desperate. It's all about appearances. Whether this comes end of March, April, etc. most agree it's coming eventually.

Now how to play everything is a much more difficult matter. (US economy appearing to get stronger, EU weaker, China trying to slow things down, bond bubble, housing bubble, many commodities getting speculative, US Dollar still very overvalued...) Lots of cross currents.
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