What is concerning is if you look at what the forecast is, what the large manufacturers, the big market companies here in Japan, Toyotas,Panasonics,Canons. What they think about the fourth quarter is that they're negative. They're showing in December of 2010, the forecast is a minus one, it will be the very first time that the forecast is gonna show a negative territorial dip since 2008 showing that diffusion index is indeed worsening.
OK, so, what is driving this sentiment? Well, while we can't ask every single large manufacturer, we can look at what's happening here in the economy that is going to be hurting that sentiment. It is namely the strong Yen a
