BOJ will start selling US treasuries soon to defend the Yen. This will boost inflation, commodities mostly. I have my eye on silver having the most to project to - though it's a tough, beaten down sector because of all the banks who used naked shorts to move the price. Now that we have Basel 3 regs and China Shanghai Gold Exchange SGE setting the bid, that means larger banks are going to have a lot harder time to manipulate the price. Gold follows as well. I see miners being the leveraged play on the metals, and more specifically calls on miners. (NOT FINANCIAL ADVICE)