Japan May Cancel February Auction of Inflation-Linked Bonds
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aarAix71SwyQ
Ten-year inflation-linked securities yield about 191 basis points above similar-dated conventional bonds, compared to about 23 basis points below three months ago, according to data compiled by Bloomberg. The difference, the so-called breakeven inflation rate, is near the widest since the securities were introduced in March 2004 and a positive number suggests investors expect consumer prices to fall.
マイナス２％にせまる猛烈なデフレ期待の図。
http://www.mof.go.jp/jouhou/kokusai/bukkarendou/bei.pdf
海外勢が金融危機のための資金回収に動いているのでこんな物凄いことになっているのか。まあ、米国ではやはり金融危機の影響でクリーブランド連銀もインフレ指数連動債（TIPS）のデータの公表を一時やめてるみたいだし。ちょっと様子をみないといけない。
