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Politics : Idea Of The Day
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To: IQBAL LATIF who wrote (15330)12/8/1997 5:50:00 PM
From: Logain Ablar  Read Replies (1) of 50167
 
Ike:

Regarding the markets. Thanks for the informative posts and here is some food for thought.

Japan will stimulate its economy (we'll thats whats in the press and I believe you indicated the plan will be well received by the market). Of course if the past is any indication it just means Japan will be exporting more <g>. The politicians haven't changed stripes yet and I'm not sure if the domestic situation has reached the critical point to force thier hands.

The U.S. $$ so far is strengthening and at some point this will impact the GE's, autos, steel's and others (it already has but so far the market has focused on companes that sell & export to Asia). Good for inflation but not so good for profits in some major companies.

As much as we are seeing healthcare cost rising, High employment with the preception that wages will rise, we're still going to see costs decrease with the higher $$. We're going to see lower food, metals, energy prices. Perception in that many employees are seeing raises of only 2% or so. Not high and matching the current inflation rate. (High tech is a separate area but its being offest by industries where workers are seeing no raises)

If AG raised rates the $$ would strengthen more (besides sending the market into a free fall).

I'm not voting one way or the other on inflation / deflation and its impact on the markets. I think lower oil, etc. will lead very Favorable for inflation.

Just a few points to factor into your thought process.

Tim
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