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I agree with you. It does not seem to me that
imported infaltion would be a major threat but the problem is capital flows.
Because the US are living behind their means with the current account deficit
stretched out to $400bnthey depend on a continuous inflow of capital. If it
stops it will be dearly missed. The saving rates in the US should have to be
raised substancially, which is a long process that could be helped by a plunging
stock market. I guess a lot of people are not saving because they rely on their
stock portfolio.
Have a profitable trading day to all.
Jean Jacques Chenier
Alternative Asset Management, Inc.
<A
href="http://www.alterama.com";>www.alterama.com
<A
href="mailto:JChenier@xxxxxxxxxxxxxxxxx";>JChenier@xxxxxxxxxxxx
----- Original Message -----
From: "Earl Adamy" <<A
href="mailto:eadamy@xxxxxxxxxx";><FONT face=Arial
size=2>eadamy@xxxxxxxxxx>
To: "Realtraders" <<A
href="mailto:realtraders@xxxxxxxxxxxxxxx";><FONT face=Arial
size=2>realtraders@xxxxxxxxxxxxxxx<FONT face=Arial
size=2>>
Sent: Thursday, August 16, 2001 5:13
AM
Subject: Re: [RT] inflation
> Certainly a declining dollar will
result in imported inflation when world> economies pick up. In the
meantime, falling demand for commodities and goods> should continue to
exert downward pressure on all prices except for services> and
healthcare. Even Asian and South American factories will cut costs as>
demand decreases and OPEC can reach a point of pain where volume * price
=> lower revenue than government requires leading to price
reductions.> Increasing unemployment will probably curtail services
pricing, however I> see nothing which will curtail healthcare
costs.> > In the meantime, it is certainly worth keeping an eye on
the currency> markets for long term investment considerations in
protecting the purchasing> power of assets denominated in US$.>
> Earl> > ----- Original Message -----> From: "Ira
Tunik" <<FONT face=Arial
size=2>irat@xxxxxxxxx>> To:
"realtraders" <<FONT
face=Arial size=2>realtraders@xxxxxxxxxxxxxxx<FONT face=Arial
size=2>>> Sent: Wednesday, August 15, 2001 9:32 AM> Subject:
[RT] inflation> > > > Has anyone been following the
currencies? I just took a look for the> > first time in months
and have to ask the question, has the dollar> > finally topped?
If so, major inflationary pressure will be put on the> > billions of
dollars of imports the US takes in every month. If this is> >
the case we could be looking at higher, rather then lower interest> >
rates. Last in, first out book keeping and higher prices for most>
> things that are in the stores. Look at the labels in your cloths,
the> > electronics you purchase, etc. and realize even at Nike's wages
in> > Malaysia our prices will rise. I believe it is time to
keep a close eye> > on the currency markets. If it is the top of
the dollar, can a replay> > of 1972-74 be far behind. Oil
has been at those levels for a while> > now. Just some thoughts
for the day. Ira.> >> >> > To unsubscribe
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