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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Haim R. Branisteanu who wrote (2996)12/8/2003 10:36:41 PM
From: Archie Meeties  Read Replies (1) of 110194
 
Haim,

Are you aware of any data that compares the benefit of cheaper energy imports from a strong euro vs. weakening of exports?

My initial guess is that weakening exports volume are more than compensated for by cheaper input costs from energy. Maybe the exception is Germany?

If true, then there might be no limit to how far the euro can appreciate vs. the dollar.
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