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

To: michael97123 who wrote (54360)	10/20/2001 10:49:41 PM
From: Zeev Hed	Respond to of 70976

I am sure that there will come a time in 2002 when it will be necessary to soak back part of the huge money injection since the September 11 disaster. If it is done very gradually, the impact might be slow. If however, we once more go into balance of trades deficits that grow to the $40 B/months level, that would be the seeds of the next bear market IMTO. The funny thing is that in order to "save the world's economy", we will have to have such outsized deficits, thus another slump is, right now "almost" inevitable. Other parameters such as the nature of the tax system an how it is directed will also have impacts on the timing and severity of the next down turn. Zeev