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Politics : Idea Of The Day
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To: PMG who wrote (32354)7/31/2000 8:37:49 AM
From: IQBAL LATIF   of 50167
 
<<Fundamentally I can imagine that investors might have formed another conclusion over the weekend. While projections on GDP were much higher than expected, consumer spending and inflation was even lower. So what we have is a tremendous increase in productivity. So there could be an even more exciting scenario than a "soft landing": sustained high growth with price stability which would prove the proposed "new economy" rules to work... this would be very bullish...>>

This is what is known as non-inflationary growth, as you have very correctly pointed out that with lower consumer spending and higher than anticipated GDP growth, we have a situation of 'product surplus' as a result of porductivity gains and efficiencies, overall this can be very positive for that markets, stocks like NOK TXN LSI ATML are worth a look and options can be bought the risk reward is weighed in favor of some long positions,, much better to wait for a test of 1400 on Sept contract or if we cross the 1442 on SPC or 1463 on sept contract..
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