temporary close down of certain manufacturing industries loss of power to Tokyo area pot facilities to be restored in short term 100's of billions of USD to fund reconstruction potential to spur domestic activity/ demand interest rates to stay low increased demand for loans (printing more money)
Commodities will surge in the wake of the reconstruction effort. Production capabilities will probably not be increased, but perhaps enhanced (new equipment/ infrastrucutre). Domestic growth comes at the cost of further debt - they still have to pay it off. Low interest rates to continue ...... great for gold (negative real interest rates).
