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Politics : Idea Of The Day
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To: Mao II who wrote (30570)2/1/2000 6:53:00 AM
From: IQBAL LATIF  Read Replies (2) of 50167
 
I agree but if you look at key GDP deflator up to 2% with rising ECI that is indicative of some pressures but I agree with you that governemnt spending would be lot lower, another twist to this situation is that look at capital spending on hardware and soft ware that has been slowing and inventory built up it may impact some corporate bottom lines, all said and done these signals one of rising bnign inflation and the other of slowing capital spending need to be rightly traded.. the market would move from one end to other in no time, that provides for lot of voltality.. reaffirm VOD...
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