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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: John Vosilla who wrote (69845)9/15/2006 4:00:53 PM
From: benwood  Read Replies (1) of 110194
 
"More obese Americans. Higher health care costs,,lower productivity..what does that sound like it does to inflationary pressures Russ??"

That actually sounds deflationary to me, e.g. accelerated job exports, more pension plans jettisoned, health plans watered down, increasing consumer debt (for a while), decreased discretionary income eventually, and, after attempts to maintain standard of living via debt exhaust themselves, eventual decrease in consumer demand coinciding with rapid increase in global overcapacity.

All smells deflationary, until somebody else in the world picks up the slack, and I don't see that in any meaningful way for at least 10 years. But short term (and recent history), debt has been taking up the slack, and so demand is still holding fairly strong. I don't think this will be true in 12 months' time.
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