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Strategies & Market Trends : Currencies and the Global Capital Markets
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To: Lee who wrote (3071)5/4/2001 9:10:42 PM
From: Robert Douglas  Read Replies (1) of 3536
 
Capacity utilization is at a very low level right now. That, in combination with low profits, does not bode well for capital spending in the future. This is especially true in the U.S. which has just exited a decade of growth driven in large part by capital spending.

I agree with your assessment of the Makin article. It was alarmingly non-alarmist.<g>

I believe there are several imbalances that will be corrected in the near future. The trade imbalance and the excess consumption by U.S. consumers are two of the biggest. I still stand by my prediction made several months ago that the Fed Funds rate will drop to 3 1/2 or 3% before this easing cycle is over. Let's see how foreigners value our investments when our rates are below available alternatives.
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