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Strategies & Market Trends : Currencies and the Global Capital Markets
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To: Henry Volquardsen who wrote (589)9/9/1998 9:30:00 AM
From: Lee  Read Replies (2) of 3536
 
Henry,

I doubt this is the news about which you spoke...Japan to lower their call rates. The article also comments that Japan will take measures to increase liquidity regardless of the call rates.

biz.yahoo.com

In terms of my outlook, news from Japan decision-makers means little; I go by what I see in the real economy. Again I see little to change any fundamental outlook.

To me the most telling news from Japan over the past six months is that I have seen very little aggressive action by Japanese exporters to profit from the fall in the Yen. The only aggressors seem to be from Korea. I can not tell is this is because US policy makers have created this mentality in Japan with years of talking down the trade imbalance, or if they just do not have the means to increase production since their suppliers throughout Asia have no money or capital to supply.

I really expected Asia to be in our face "We have cheap product!" The rise in our national trade accounts at this point is, to me, benign compared to what I expected. Maybe it's just lagged a quarter. In any event, it provides me more comfort about the US economy.

Others, please share your thoughts. Will AG lower more than .25? Will this cause increased spending in Japan? Will it help Japan's banks?

Regards,
Lee
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