Heinz Blasnik- Views You Can Use Message Board

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Strategies & Market Trends : Heinz Blasnik- Views You Can Use

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To: GraceZ who wrote (2232)	6/9/2003 2:48:39 PM
From: ild	Read Replies (1) of 4914

<<<Our trading partners still find that they want to invest their dollars back in US assets rather than invest in their own countries, therefore they haven't suffered from the falling dollar. >>> Please explain. If they got dollars they can only buy something in US with them. They are buying 10 year note with less than 3.5% coupon because they have too many USD. <<<Do you see the US moving towards less consumption or the rest of the world trying to catch up to us? If anything I think our trading partners will move to more consumption as their societies gain a higher standard of living. Even Japan looks to be recovering from its mental malaise (contrary to what everyone on this thread seems to think).>>> I see lower (wanted to say collapsing, but settled on lower) demand in US which is NOT going to be much offset by increased demand elsewhere. US has been over consuming (mostly due to easy financing and lack of financial discipline) so much that the rest of the world will not be able to compensate for that. Where did you see Japanese significantly increasing consumption?

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