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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: ild who wrote (8237)2/17/2004 7:09:44 PM
From: ild  Read Replies (1) of 110194
 
Date: Tue Feb 17 2004 17:14
trotsky (Blind Pilot, 14:48) ID#377387:
Copyright © 2002 trotsky/Kitco Inc. All rights reserved
"Unless CPI picks up ( relative to PPI ) , I'd expect weaker US GDP figures going forward. Where does that leave the dollar?"

you have correctly stated the problems producers now face - they can't pass on sharply rising input costs. however, as to the dollar, the main ingredient that is needed to stop and reverse the dollar's plunge is a reversal in the current account deficit to the unch. level - and this can, and will, be achieved by means of a severe recession. so as counterintuitive as it may seem, economic weakness is actually a sine qua non for a trend change in the dollar's external value.
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