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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: russwinter who wrote (14741)	5/31/2004 11:11:32 AM
From: Peter Joseph	Respond to of 110194

So Japan, huffing and puffing can now slow-down the heavy lifting? And the Fed will in turn, be forced to accelerate the lethal doses of money supply into the economy? Which will in turn, lead to double-digit inflation in the U.S. (already being seen in Food, Energy, Healthcare, Clothing) Which will lead the consumer to tip over? And then finally, the deflation of the the debt bubbles: RE, Stocks? List of deflated items thus far: The cost of renting, Auto, Electronics, Phone services, Furnishings (this one due to aggressive financing, not input costs)

To: russwinter who wrote (14741)	6/1/2004 11:13:09 AM
From: Jim Willie CB	Respond to of 110194

Japan must deal with the trap of 1% rates severe bond damage must be overcome their entire govt pension system is forced into govt bonds much corporate debt is tied to low rates Japan has a real economy growth story USA has a financial economy growth story Japan will emerge first, since saw deflation first USA is just jerking around, not ready for actual recovery it will be interesting to watch Japan emerge they will have some shock waves from rising rates whatever damage they have, multiply by 5-10 that will be the damaging wreckage to USA markets real estate will be the primary casuality inside USA / jim