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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: Real Man who wrote (2320)11/18/2003 11:34:13 AM
From: Jim Willie CB  Read Replies (1) of 110194
 
entire array of Asian imported products will rise in price
this is the dragon at the back door
it is breathing hot air, firing up
American pundits are asleep on the issue

financialsense.com

a falling USDollar first hits commodities like metals and energy

next it hits the import products
the delay has to do with inventory supply chains
and willingness for competitors to eat a loss in exchange for market share gains
over time, they tire of kicking each other in the shins
and then agree to raise prices uniformly
this effect is written in stone

the USEconomy cannot go much longer believing that a falling US$ is beneficial to multinationals, and is accompanied by no offsetting harmful effects !!!

/ jim
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