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Strategies & Market Trends : Asia Forum
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To: Worswick who wrote (2337)2/23/1998 11:07:00 AM
From: Zeev Hed  Read Replies (2) of 9980
 
Worswick, have these guys been reading SI? Rubin just this weekend was chastising Japan for doing too little too late in the area of stimulating domestic demand in Japan. I have been preaching this karma for more than six months now. Without Japan increasing its import from the rim, coupled with write of of over capacity in the rim, there is a real danger of a localized depression out there. In the US we will actually benefit from this since our service sector can stealthily increase its inflation rate screened by a deflationary pressure from "manufactured goods". Our interest rates will stay low (and I still think will go lower to the 5.5% or even lower), thus providing temporary fuel to the local market. Short term, however, I still think that the current up momentum in the US equity will wane and the pressures from the east on our technology sector will start and show in the market.

Zeev
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