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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: Crimson Ghost who wrote (34462)7/29/2005 1:07:18 AM
From: mishedlo  Read Replies (2) of 116555
 
Explain the YEN

Eventually Japan will leave deflation
The question I am pondering is will it leave deflation if the US is headed into recession and stops buying their stuff?

For that matter what happens to the YEN if the US stops buying their stuff?

But yes, shorting Japanese govt bonds will be an enormous trade some day. Perhaps it is right now.

So if you want to address a bubble in bonds, tell me about 10 year rates in Japan at 1%

Mish
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