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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 (64919)	6/29/2006 9:54:25 PM
From: UncleBigs	Read Replies (1) \| Respond to of 110194

I don't understand what keeps jgb's levitated. why would anyone own those?

To: russwinter who wrote (64919)	6/29/2006 10:41:45 PM
From: gregor_us	Respond to of 110194

Russ, At the Japan Statistics Bureau Website, which is the agency that releases the data, you may find a collection of monthly data here: stat.go.jp It's incredibly interesting to reflect, that with so much drama surrounding the FED this Spring, probably most people have taken their eye off Japan. That makes me think that Japan, Russ, is still ground zero for all the big questions now. They printed the JPY into oblivion for a long, long time. Culturally, you've got this whole sense of revival now, which is everything from the Nikkei to people getting married again and people starting to have babies again. They are an engineering sourcer to China, and yet behind all of these issues is their severe lack of energy supply. Which gets into the issue of all these contested islands, and marine areas with offshore reserves. I could see an inflationary melt-up in the Nikkei before all these issues come to resolution, and frankly, the first part of that melt-up with overall inflationary pressure may be something the Japanese embrace. That could unfold over more than several years. This cycle is beginning Russ with likely strong widespread unconcern about "inflation" which for young people in Japan is probably something "old people fret about." It's time to pay a TON of attention to Japan, and I'm really trying to rouse myself with that admonition. G