mrs. wattana bay can have more spending power. >> right now, i'm looking at an equity market that is up 70%looking at a financial cycle that appears to have leaked from the business cycle. is that tightness in the labor market resulting in higher wages, doesn't that mean the bank of japan has to step off the gas? >> the bank of japan has delivered. the halloween surprise, the big thatka, it is very clear throughout the next nine to 12 months, the bank of japan is going to be one of the most stimulative central banks. eventually, in 2016, 2017, is going to come. standing ate are the end of 2014. the economy fell back into recession. the counter policy has been taken. now is the time to prepare for a fantastic 2015. upwe see once again stocks 70% through abe's tenure, so stocks are up here. fundamentals are still down here. you say fundamentals are going to catch up. how long does that disconnect play out? why are equities going to keep going higher? important, you've got the unemployment rate steadily declining. corporate japan has become one thehe most -- one of biggest job creation machine