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To: Tony Viola who wrote (123320)	12/19/2000 2:58:37 PM
From: chomolungma	Read Replies (2) \| Respond to of 186894

Larry Kudlow for Fed Chairman! Heaven help us!

To: Tony Viola who wrote (123320)	12/19/2000 3:15:52 PM
From: GVTucker	Read Replies (2) \| Respond to of 186894

Tony, RE: Inflation risk outside of energy? Yes. CPI ex food and energy reached a bottom inflection point in January of 1999, and is now increasing. This reverses the downward trend that has been in place since 1991. IMO, Greenspan isn't behind the curve. He is trying to prevent a repeat of the 70's.

To: Tony Viola who wrote (123320)	12/19/2000 3:24:29 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Tony, Larry Kudlow for Fed Chairman! I have watched Kudlow over the years, and as fat as his recommendation for Fed policy, he is always for easing. Joe

To: Tony Viola who wrote (123320)	12/19/2000 4:24:22 PM
From: boris_a	Read Replies (2) \| Respond to of 186894

Tony: Inflation risk outside of energy? US foreign debts (treasury, corporations, households) are (much) higher than ever in history. (One of five $ of corporate debts are foreign right now). What do you think what happens if the markets are expecting a (significantly) lower exchange rate for the greenback due to lower interest rates? Can you imagine an accelerated credit crunch and higher import prices? (hint: US trade deficit is at $360B p/a and growing). Tony, there are inflation risks. And there's something called a global finance system. And AG is thinking about that, believe me. Regards, Boris BTW, "You have to aim the puck where the skater is going to be, not where he is right now." Do you really believe there's a single one premier league player who doesn't know that? [edit] just saw this: Large trade deficits are a "ticking and growing time bomb (that) could explode in the form of a slumping dollar and higher inflation," John Hancock Financial Services chief economist Bill Cheney said. from: siliconinvestor.com