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

To: Arran Yuan who wrote (69282)9/2/2006 9:43:27 PM
From: bart13  Respond to of 110194
 

The other interpretation is that they think BoJ is done with raising, while BBB may consider resuming cutting early in 2007?


Or an outside chance that they're calling the Fed's bluff on being done...



To: Arran Yuan who wrote (69282)9/2/2006 11:29:58 PM
From: booyaka  Read Replies (1) | Respond to of 110194
 
that they think BoJ is done with raising

Japan's CPI came in much lower than expected in July because it was rebased (its base year was changed from 2000 to 2005). The lower CPI pushed back the consensus timeline for BOJ tightening. The yen carry traders may think that the BOJ won't tighten again for quite a while.


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