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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (37298)	9/17/2000 5:05:53 PM
From: Sun Tzu	Respond to of 70976

Actually, the thing that concerns me the most is the liquidity trends. BoJ was a huge injector of liquidity into the world markets during the Asian crisis (and for most of the decade). Most of that money found its way into US. But now that Asia is out of the woods, they are singing a different tune. According to the BoJ books, as of April they've had about 30% less liquidity the year ago. Here in the US, MZM is still growing, albeit at a slower rate. I haven't looked up the data for EU, but I doubt they're inclined to pump liquidity with a weak Euro and high oil prices. The point I'm making is that the period of very easy money across the glob is over. So it is not going to be the same game as we played a couple of years ago. Sun Tzu