Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: energyplay who wrote (38892)	9/28/2003 12:55:29 PM
From: Cogito Ergo Sum	Read Replies (2) of 74559

Hi ep, bcaresearch.com In reading the above: This comment jumps out at me.. True, a weak dollar is a drag for overseas economies, but it ultimately has forced other central banks to adopt the Fed’s accommodative monetary stance. Countries that might be quick to raise interest rates will back away because of currency strength, while the ECB may ease again if the euro strengthens much more. The U.S. economy is on the cusp of a positive cyclical outcome, rather than heading over a cliff, and investors should continue to bet on growth. Seems to me they are citing on the one hand competitive devaluation as the saviour of slowing global economies resulting from USD weakness while on the other hand stating that the US economy will have cyclical growth due to a lower USD... Up here in Canada we call that talking out of both sides of your mouth... Or is it really globally a zero sum game ? Ooops wait a second I just noticed BCA research has a 514 area code ie. Montréal area code... interesting.. Interesting or maybe disconcerting they like PMs and Energy.. In light of the other comments though that gives me pause for concern in those areas :o) regards Kastel

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