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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: Wyätt Gwyön who wrote (24502)2/27/2005 10:38:34 PM
From: rich evans  Read Replies (1) of 116555
 
Darfott,

How does the scenario that the overseas company is an American subsidiary or multinational company which keeps part of the dollars instead of exchanging them affect your analysis. And if materials are 80% of COGS on average and are often traded in dollars despite overseas transactions and labor paid in local currency is 10% on average, it would seem much of this trade imbalance stays in Eurodollars or Asiadollars and never gets converted?

Rich
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