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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: westpacific who wrote (16349)	7/14/2004 11:21:41 AM
From: Jim Willie CB	Read Replies (1) of 110194

new article: "Japan, then Argentina, no Muddle" gold-eagle.com this is a revisit redux of a year-old article the same factors and forces apply today funny yesterday the USDollar rose from a slighty teeny narrowing of the trade gap exports rose but imports flattened FOREX got it backwards the trade gap narrowed from slower US Economic activity e.g. lower consumer spending today FOREX corrected their erroneous ways US$ is down today, with euro at 124 we are in the same low interest jam that Japan was in with huge liquidity unlike them, we face the risk of foreign flight out of Treasurys, which would bring higher interest rates regardless of the economic slowdown or stagnation we are heading toward stagflation they slugged thru the deflation for 15 years we actually believe we can print out way out, when we are actually adding to debt burdens worse which will ensure the secular deflationary cycle will take much longer than it did in Japan the USDollar is at risk to fall next from diminishing economic prospects gold will rise sharply only when investors realize that a slower economy will NOT offer any relief from rising costs for everything today, retail spending came in at minus 1% pundits like how "ex-autos" are not so bad so car sales stink on ice so CPI is not so bad, "ex-food & energy" the car sector and numerous industries make it the most important industry group in the entire economy / jim

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