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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (36886)	9/11/2005 1:52:09 PM
From: siempre	Respond to of 116555

This is the first time for many years that the Japanese will have had an effective ruling party. They have been hamstrung for decades by the lack of a majority in the parliament which prevented effective decision making and implimentation. Japan is a rich country that simply lacked the ability to govern itself effectively. Now they not only have overcome that paralysis but they have a reformer in charge.. It can only be good for Japan and Asia, but it will lead to them becoming more independant of the US and more competetive for raw materials and markets... here is the Koizumi Landslide story from Reuters.... today.reuters.com two salient paragraphs from the Reuter's article... The victory for Koizumi's two-party coalition will please Washington, where he is seen as a staunch friend for backing the U.S.-led war on Iraq, and will be welcomed by investors in Japanese financial markets, who want reform to stay on track. But there will be little cheering in China and South Korea. Ties with both neighbours, victims of Japan's past militarism, have chilled since Koizumi took office in 2001 due to perceptions of rising Japanese nationalism and regional rivalry.

To: mishedlo who wrote (36886)	9/11/2005 5:36:35 PM
From: Crimson Ghost	Read Replies (3) \| Respond to of 116555

Steve Saville now opines that housing bubble may last several more years, with nothing more than a modest correction in some of the grossest bubble markets on tap for 2006. As you know I have long felt that a major correction in home prices will not happen until mortgage rates move considerably higher. Saville now seems to agree. If you are correct that long rates will drop even lower then housing speculation may ramp up even more in 2007 and 2008 IMHO.