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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (10921)3/29/2004 9:09:38 AM
From: russwinter  Read Replies (1) of 110194
 
Japan is not just confusing, it's right out of Orwell. My guess is that there is a major dispute going on about currency intervention (and money printing) between the BOJ and the MOF. It's interesting that they air this out via the financial press. I also think there is a dove-hawk split developing within the Fed as well, about inflation. It's not real clear as of today how this gets resolved, but I do sense there is a half assed shift away from ultra easy money towards just easy money. Either way there is plenty of inflation in the pipeline. These guys can carry on their "debate" (more ass covering I'd say) right through to the date above ground copper (and who knows what else) runs out in late spring, for all I care.
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