TOKYO, Sep 13 (livewiremarkets.com) - What do US treasury yields, Japanese bond buyers and the yen have to do with commodity prices? Well, maybe a lot more than you think.
Japan has lived inside a deflationary bubble for three decades. Yet remarkably, it seems that bubble has now finally burst.
It’s why the BoJ announced that its economy has just passed a major inflection point…
For the first time since the 1980s…inflation is returning to Japan.
For the first time since the 1980s, investors can find ‘local’ yield.
It’s creating an enormous exit of US Treasuries…Japanese investors are repatriating their wealth from American shores in mass.
But the impact of inflation is set to flip long-held attitudes…for the first time, the purchasing power of cash is set to decline.
The cautious Japanese ‘saver’ could soon become…the speculative investor. ...continue reading