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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: philv who wrote (19282)10/2/2004 9:12:49 AM
From: russwinter  Read Replies (1) of 110194
 
Inflation in Japan is already seriously out of the bag, these low interest deposits sitting around their banks are now being aggressively mobilized. I think the prime areas it's leaking to (NOW, not later) is in key commodities like oil, and metals. That's exactly what happens in Great Inflations (like Germany in the 1920's), they print, and print, nothing happens, then like a forest fire, boom.

Note chart 13
Message 20590903
from the Kasreil presentation (will be available in the lab tools section of thread header) on Japanese M3 money supply. It's surged from the 0-1% range in 2003, and 1Q, 2004, and has now spiked to 4% in 2Q-3Q. That's inflationary.
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