Time to move on from the bank solvency issue, or at least move it to the back burner and hope it doesn't catch fire.
I think it's time I revisit the Flow of Funds report to see how much borrowing has changed. Another month of bad auto sales reports are due in a few days, and graphs will follow. The fall in auto sales has finally lead to huge production cutbacks in Japan. I will try to find domestic production numbers this month to see how the transplants are doing.
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