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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: LLCF who wrote (183995)7/27/2002 2:37:59 AM
From: XBrit  Read Replies (2) of 436258
 
Hey yo, you need to read today's piece by the Morgan Stanley currency guy.

morganstanley.com

His main point: if the US has a deflationary double-dip accident, the dollar may actually be stronger than in a more mild scenario. Reasons: (a) forced repatriation of foreign investments by US institutions in crisis, and (b) the resulting bull market in US Treasuries, caused by LT interest rates dropping, will suck in investments from the rest of world, particularly Asians hedging the collapse in their exports.

PS after you read that, scroll up to the Stephen Roach rant of course.
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