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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (31525)5/1/2005 2:42:32 PM
From: Haim R. Branisteanu  Read Replies (1) of 110194
 
mish his theory is correct but it has it's flaws = reporting of GDP in the US and EZ are not identical. We have hedonics! HOw much this adds ot GDP ? I am not sure, Fact is that the trade deficit with the EZ is growing even with a cheaper USD and IMHO it is in large part due to the "New Europe".

IMHO there is to much fixation with Germany and to little with the rest of the EZ countries whose growth are much higher and in certain regions surpass the US
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