Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: regli who wrote (21512)	1/17/2005 4:19:30 AM
From: Haim R. Branisteanu	Read Replies (1) of 116555

I am in agreement with your comments except the issue of the "supply chain". As long as interest rates are low spread out inventory due to transportation time costs very little. At 6% to 8% interest this may add 1% to offshore manufacturing costs on top of logistics etc. As to the cost of transportation would agree that it adds something in the range of 5% to 10% or more in certain cases and it is very much energy price sensitive. As to your conclusion you are right and I would say the same >>Where will consumer spending come from a few years down the road? <<<

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