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Strategies & Market Trends : Waiting for the big Kahuna
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To: GROUND ZERO™ who wrote (27756)9/13/1998 10:32:00 PM
From: Jurgen  Read Replies (1) of 94695
 
GZ,

I believe these markets are looking about nine months ahead. I suspect things will be much improved by then..

i'd love to agree but i can't. In our industry (capital goods) we've been seeing rapidly falling order intake for 3 month now. We havn't had that for a couple of years. People are starting to be more cautious with their money. I feel earnings for the next 2 or three quarters will have some downside surprise.
In addition to that, the dollar and the recent weakness against European currencies worries me. Short term it might help some large US companies, longer term it'll have a negative impact on the world economy. With the yen in the gutter, a weak US$ and a dying DM, where the heck is the save haven ?

Jurgen
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