Deflation is taking hold again in Japan ...
... while wealth disinflation is becoming more acute in the US stock market.
It is NOT coincidence that BOTH ... Japanese AND US bank shares, brokerage shares, and consumer-retail sector funds are LEADING the global markets LOWER.
This is a MAJOR macro-message being sent to investors around the world.
A move in USD-JPY below 118 might just cause the next shoe to drop.
Expect it.
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