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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: sciAticA errAticA who wrote (35537)8/18/2005 11:21:09 AM
From: mishedlo  Read Replies (1) of 116555
 
any way you cut it, that spells US inflation - perhaps the hyper flavor - not deflation...

That analysis is poor.
You assume that US$ Hegemony loss is more important than the offsetting combination of
1) productivity
2) falling demand
3) overcapacity
4) ability to pass prices on
5) China willing to sell products at a loss just to keep its people employed
6) What other countries do to fight the economic slowdown
7) US interest rate differential with Europe, Japan, and the UK

There are far more factors than just a falling dollar. To concentrate on the latter is superficial analysis. In fact, there are not even guarantees that the US falls if reserve status goes out the window. It is likely but by no means guaranteed and certainly as I pointed out above, it is not the only factor.

Mish
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