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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: mishedlo who wrote (22075)	11/20/2004 6:12:31 PM
From: Jim Willie CB	Read Replies (3) of 110194

Japan must see its yen currency rise a big bunch and the Chinese yuan rise a little less so we see a yen rise relative to the yuan this is a new "Sophie's Choice" for Japan Jyen down ==> exporters protected (status quo) Jyen up ==> energy costs down, Nikkei up, underwater banks avoided avoiding underwater banking system is the HIGHEST priority for Japan therefore, that will lead all policy with foreign investment driving up their Nikkei stocks, we will see the Jyen continue up Chinese demand will continue for Japanese exporters if yuan goes up less than Jyen, Chinese demand will continue for consumer goods and for high-tech industrial equipment Russ reported this data a month ago I kept it the load from the last 6 months has been born by Japan, China, UK, Caribbean collectively, Europe is in retreat USTBond Holdings in $Billions country -- current -- 6 mo ago -- change JAPAN ------ 721.9 ---- 614.5 ---- 107.4 CHINA ------ 172.3 ---- 153.8 ----- 18.5 KOREA ------- 63.4 ----- 57.0 ------ 6.4 TAIWAN ------ 56.4 ----- 55.7 ------ 0.7 HONGKONG ---- 49.4 ----- 53.1 ----- (3.7) SINGAPORE --- 26.0 ----- 25.7 ------ 0.3 THAILAND ---- 14.8 ----- 15.3 ----- (0.5) UK --------- 134.8 ---- 107.0 ----- 27.8 IRELAND ----- 21.7 ----- 15.7 ------ 6.0 CANADA ------ 33.1 ----- 28.3 ------ 4.8 CARIBBEAN --- 91.3 ----- 60.5 ----- 30.8 MEXICO ------ 35.6 ----- 28.5 ------ 7.1 OPEC -------- 43.1 ----- 41.0 ------ 2.1 SWITZERLAND - 48.9 ----- 48.2 ------ 0.7 GERMANY ----- 48.3 ----- 46.0 ------ 2.3 LUXEMBOURG--- 26.4 ----- 27.7 ----- (1.3) ITALY ------- 14.8 ----- 14.9 ----- (0.1) BELGIUM ----- 14.1 ----- 12.9 ------ 1.2 FRANCE ------ 10.2 ----- 12.3 ----- (2.1) SWEDEN ------ 10.1 ----- 10.6 ----- (0.5) SPAIN -------- 9.2 ------ 9.7 ----- (0.5) NETHERLANDS -- 7.3 ----- 12.6 ----- (5.3) TURKEY ------ 16.4 ----- 14.2 ------ 2.2 BRAZIL ------ 16.2 ----- 11.3 ------ 4.9 TOTAL ----- 1839.6 --- 1627.8 ---- 211.8 / jim

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