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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives -- Ignore unavailable to you. Want to Upgrade?

To: locogringo who wrote (15382)	3/13/2011 6:17:29 PM
From: locogringo	1 Recommendation Read Replies (1) \| Respond to of 219433

Japan brings money home to rebuild NEW YORK (Reuters) - Shaken by the prospect of nuclear meltdown after a devastating earthquake and tsunami, Japanese investors will dump overseas assets on Monday and bring their money home to help finance reconstruction. NEW YORK \| Sun Mar 13, 2011 4:38pm EDT NEW YORK (Reuters) - Shaken by the prospect of nuclear meltdown after a devastating earthquake and tsunami, Japanese investors will dump overseas assets on Monday and bring their money home to help finance reconstruction. Positioning for this could send the dollar plummeting versus the yen on Monday and lead to a sharp slide in Treasuries since U.S. government bonds are a favorite asset of Japanese investors, market analysts said. Stocks also are likely to come under pressure. <snip> Traders braced for just such an outcome on Friday, when the yen surged and Treasuries fell. The Bank of Japan probably will add money to the system to limit the liquidation of assets. But the big question remains of how much follow-through selling is yet to come. <snip> Japan's crisis may also provide a new reason to press on with the long-awaited retreat in stocks. A lot will depend on the price of oil, which fell on Friday on concern that the Japanese earthquake would hit global economic sentiment. It came off recent highs reached on the revolts in North Africa and the Middle East, but upheaval in the region over the weekend continued -- notably with a protest in Saudi Arabia. Investors will also engage in the grim exercise of determining which companies will benefit from helping the world's third largest economy rebuild. "You could expect to see industrial infrastructure companies do better. As for the overall markets, I don't see it having any long-term negative impact," said Paul Hickey, co-founder of Bespoke Investment Group. more...... reuters.com