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Gold/Mining/Energy : Gold Price Monitor
GDXJ 100.15+0.3%Nov 25 4:00 PM EST
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To: Gabriela Neri who wrote (13933)6/29/1998 9:35:00 AM
From: Henry Volquardsen  Read Replies (2) of 116765
 
A bottom in Japanese equities would have a couple of offsetting influence on US equities. Yes if Japan became an attractive investment environment it would attract some money that might otherwise flow to the US. But as an offset, a bottom in Japanese equities would signal a bottom in the Asian economic cycle as well. A return of Asian economic growth would have a carry over globally.

I assume your comment regarding excess liquidity was regarding investment flows in the US equity markets. Foreign flows into the US have contributed but are not the main liquidity pump in the US equity market. The biggest pump has been the savings drive by US baby boomers. This is not going to be altered significantly by a bottom in Japanese equities. We have to look at demographics to get a better read on that.
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