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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 (27056)	2/23/2005 2:06:13 PM
From: mishedlo	Read Replies (1) \| Respond to of 110194

Perhaps if they let their currency appreciate the import bill would come down. Who cares about import bills? It only paper anyway. It's our biggest export. Japan does not have the hang of it cause they can not get prices to rise no matter what they do. Remember Russ, they are BEGGING for prices to rise. You are trying to tell them how they can get prices to fall. Mish

To: russwinter who wrote (27056)	2/23/2005 4:36:40 PM
From: Jim Willie CB	Respond to of 110194

also, re Japan, they are offshoring a huge amount of their mfg business to China just like the USA offshored to Asia from 1980 to 2000 I wonder how that is affecting Japan's net trade surplus the bigger issue is that what the USA imported from Japan, we now tend to import from China and sometimes from a Japanese owned firm with mfring in China my conclusion is that Japan will slowly get bled by China, the same way the USA has been bled by Asia for over two decades / jim

To: russwinter who wrote (27056)	2/24/2005 1:03:47 AM
From: John Vosilla	Read Replies (1) \| Respond to of 110194

Perhaps the charts give us the answer to the inflation versus deflation debate. Looking at the 10 year treasury rate it bottomed 20 months ago and has had two higher lows since and one higher high. Two bounces off the bottom have averaged 125 basis points. A second higher high with this next top in the 5.25% range would be confirmation of an established trend to higher long term rates. 139.142.147.218 The move to 5.25% should break the long term 23 year downtrend in long term rates as further confirmation that we are in a new era. finance.yahoo.com